Field Service

Finish the work, not the forms.

Service requests answered at any hour, by phone, text message, email or web form. Work orders billed in full at closeout. Estimates priced and chased.

Book a demo

The work never waits.
Everything after it does.

The call comes in while your dispatcher is on another line, and the customer books whoever picks up first. The request nobody answered was a job you had won.

A tech closes the job and the invoice waits while someone chases the hours, the parts and the photos. Every day it waits is your own money standing still.

An estimate needs the rate card, the parts pricing and the one person who knows this customer's agreement. Someone faster has already sent a number.

Your follow-up reaches the big accounts. The hundreds of small service invoices get a monthly statement and a hope, and that is where the overdue balance lives.

From service request to paid invoice,without a second job for the office.

AI agents that quote the job, bill it at close, clear the claims and collect the cash, inside the core systems you already run.

Inbound Service Requests

Every request answered the moment it arrives.

Every request is read on arrival, by phone, text message, email or web form. The customer hears back at any hour, and your CSRs and dispatchers keep the scheduling calls.

01request read
02customer matched
03equipment history pulled
04agreement checked
05urgency set
06work order opened
07customer answered

Ryan · Support

Inbound request · 21:47

Answered

ChannelText message

CustomerIdentified

EquipmentMatched to history

CoverageIn contract

Logged asWO-4842

Answered with a time, not a callback.

Quotes & Estimates

Service requests priced for parts and labor off your rate card.

Each request is read for the work it describes, part by part and hour by hour. Every line is priced from the rate card and parts pricing your team maintains. The estimate comes back assembled, whatever hour it landed. Your team reviews and sends. A yes becomes a work order, nothing re-entered.

Morgan · Quotes

Service request

Ready

Labor · 3.5 hrs$420

Compressor unit$680

Refrigerant + parts$140

Estimate total$1,240

Priced to rate card · ready to send

Quote Follow-up

Every estimate chased until it's answered, yes or no.

An estimate that goes quiet is followed up on the cadence you set, including the one sent on a Friday night. The reply is read the moment it lands. A yes becomes a work order. A no reaches your team with the customer's own reason.

Morgan · Quotes

QT-3341 · $2,480

Won

SentThursday 18:12

Follow-up sentFriday 09:00

Customer approvedSaturday 09:40

ConvertedWO-4834

Approved over the weekend, booked by Monday.

Job Closeout Billing

Billing starts the moment the technician closes the work order.

The invoice is built from the work order: hours, parts, the tech's notes and photos. Each line is coded to the service type and the customer, as your office codes them, and the total checked against the approved quote. Gaps go back to the tech while the job is fresh. Clean jobs are invoiced, sent and posted to your books that day.

01work order closed
02hours read
03parts priced
04approved quote compared
05gaps returned to the tech
06invoice raised
07invoice sent
08core system updated

Daniel · Collections

WO-4821 · $1,240

Sent

Job closed

WO-4821 · HVAC service

Matched to quote

QT-3320 · approved

Invoice generated & sent

Sent in 4 minutes

No billing lag between close and invoice

Collections & Cash Application

Every service invoice watched from sent to paid.

Each payment is matched to the open invoice and the amount due, and clean matches are applied in your accounting system. Short pays are flagged before they age. Overdue accounts are followed up on your schedule, down to the small invoices nobody has hours to call. Disputes reach your AR team with the evidence attached.

Daniel · Collections

Service AR

Matched

Invoices matched8

In follow-up sequence3

Dispute documented1 routed

Follow-ups on the schedule you define

Warranty & Service Claims

Warranty claims validated and routed before your team opens the queue.

A claim stalls on one unproven field while somebody looks it up. The claim is read in any format, serial number and photos with it, and coverage is proven against the manufacturer's terms and the unit's repair record: parts, labor, any deductible. Covered claims go to the tech with that record, anything unconfirmed to your office.

Ryan · Support

Warranty claim

Routed

Claim extracted

Fields · coverage validated

Equipment ID matched

Unit SN-77420

Technician assigned

J. Rivera · full context

Prepared summary, not a raw form

The AI workforce behind your service business.

AI agents that work on top of the work order platform and accounting system you already run and execute your daily operations end to end.

Watch a Tuesday run itself.

A warranty claim validated, an estimate priced, overdue invoices ready to chase. The full picture arrives before the customer calls.

Resolved today · 4

RyanSupport6m ago

Unit SN-77420 is under warranty until Nov 30, parts and labor both covered. Its compressor was replaced in January · I'd send it to the senior tech with that history attached.

Covered under warranty until Nov 30

Parts and labor are both in scope, and the unit has one prior repair on record. Routing it with the service history saves the tech the lookup.

Supporting evidence

Coverage

Warranty statusActive to Nov 30

PartsCovered

LaborCovered

DeductibleNone on this plan

Service history

Jan 14Compressor replaced, WO-4102

Oct 2Annual service, no findings

CoverageParts and laborPrior repairs1Route toSenior tech

Route to the techAsk for photosSnooze

MorganQuotes18m ago

The compressor job at Ridgeway priced out at $1,240 off your rate card. Parts are in stock · the customer asked this morning · I'd send it now.

Priced off your rate card, ready to send

Labor is at the contract rate for this customer, parts at current supplier pricing. Nothing here is a judgment call, so it is waiting on send, not on pricing.

Supporting evidence

Priced from your own rates3 of 3 lines

Lines

Labor · 3.5 hrsContract rate$420

Compressor unitIn stock$680

Refrigerant + partsCurrent pricing$140

Estimate total$1,240

AskedThis morningPartsIn stockCustomerUnder contract

Send the estimateChange a lineSnooze

DanielCollections35m ago

Nine service invoices are past terms this morning, $14,600 together. Each one has a reminder written to that customer's history · I'd send all nine.

9 invoices, $14,600

These are the small invoices that normally wait for the monthly statement. Every one already has the work order and the signed job sheet attached to the reminder.

Supporting evidence

Reminders written9 of 9

Oldest first

Cranmore Dental21 days past terms$3,180

Ashford Motors14 days · part-paid$2,240

Ridgeway Foods9 days past terms$1,860

Total past terms$14,600

Invoices9Oldest21 daysProof attachedAll nine

Send all nineReview each oneSnooze

Connected to everywhere work happens.

The agents run on top of the systems you already have.
No rip-and-replace.

+ Any core system

What field service teams ask before they start

How fast are we live?

You see it running on your own data within four weeks. One job first. Once it is doing the work, we add the next.

Do we need to change our systems?

No migration, and no new screen for your technicians or your office. Blocks reads and writes in the work order platform and accounting system you already run. The work moves. The tools stay.

How much control do we keep?

All of it. Track and review every action an agent takes, give feedback, redirect priorities. You decide which steps follow a fixed rule and which are left to judgment. You direct, they execute.

How do agents learn how we work?

We sit with your teams and learn your processes. Each agent gets the context, knowledge and access it needs, so from day one it knows your rules, your rate card and your standards. Judgment stays with your team.

What if an agent gets something wrong?

You teach it, like a new employee, and it improves. Every action is logged: the document it read, the rule applied. Your team sees and corrects it the same day. Our experts are with you all the way.

What if the technician closes a job with details missing?

The invoice is built from what the work order holds: time, parts, photos, the tech's notes. A gap goes back to the tech at closeout, while the job is fresh. Your office bills the clean jobs that day and reviews the rest.

Small office, big field team. Who looks after this?

We do. A named team builds it, watches it and improves it alongside you. Your office stays on the exceptions and the decisions. The platform is there the day your team wants to build something new.