AI agents for field service: one agent for each task you hate.

Parts and quotes

Contractors who copy parts and prices from supplier portals onto quotes by hand. One said an agent for it “would be, like, changed my life.”

Quotes are built from your own price book with your markups and a margin floor. Supplier price files are imported, and later updates can be loaded from Claude or ChatGPT with every row shown before and after. A one-off part can be looked up online and added to the quote behind a confirm. Supplier invoices are read and matched to the PO and the job, with price differences flagged.

Honest note: No ready-made live link to named suppliers; it works from the files your suppliers already send.

Warranty

Repairs quoted to the customer when the unit was still under warranty, and warranty calls nobody wants to take.

Warranty and contract coverage dates sit on every asset and show before anyone quotes a repair. The Vision agent reads the serial off the nameplate into the asset. The Calling agent handles warranty inquiries, checks coverage and books the warranty visit, and incoming warranty claims are read and filed as jobs. A reminder before a warranty runs out is one plain-English request.

Honest note: There is no separate warranty agent: it is these agents working on your asset records.

Accounts receivable

Unpaid invoices chased by whoever remembers, if anyone does.

Autopilot works invoice collection in the background: each overdue invoice becomes a card with a reminder and a payment link, and you tap Do it or Not needed. Deposits can be collected before a job is scheduled. Ask the Command Center, Claude or ChatGPT for everything over 60 days and get the list from live data.

An AI receptionist that creates work orders

Missed calls after hours, and calls that never became a job.

The agent answers your existing number, recognises the caller, works out what they need by your rules, offers times that are actually free and books the job with the problem written up. Emergencies and anything you name go to a person by warm transfer or on-call routing. The summary lands on the customer record and in the Front Desk inbox.

Timesheets checked against GPS

Owners who want to “verify their timesheet by the GPS” without a person checking every line.

Technicians check in and out on the job with GPS from the Android and iOS app, offline too, so time on site is part of the job record. The Watcher agent flags only the lines that break your rules (hours over check-out time, off-site check-ins with no reason, overlapping jobs) and the rest can be approved in one go, with a confirm and Undo.

Email to work order

Work orders that arrive as PDFs and emails and get retyped into the system.

The Document intelligence agent turns incoming PDFs, POs and work order emails into jobs and line items: client, site, priority, due date, not-to-exceed amount and the client's PO number. It checks the PO against open jobs so the same request doesn't become two jobs, and anything missing waits in a needs-info status while Autopilot drafts the reply for a person to approve.

Photo reports

Photo reports checked by hand, page by page, and jobs closed with the wrong photos.

The Vision agent reads nameplates, serials, readings and labels into the record, checks each required photo before the job can close, and asks for a retake while the technician is still on site. On large photo inspection reports it flags only the problems, for an analyst to confirm. The Video agent fills a form from one narrated clip.

A knowledge base that keeps growing

What the senior technicians know, kept somewhere the next technician can find it.

The Knowledge agent answers technicians from your manuals, SOPs and each unit's service history, with the source shown, and says so when it doesn't know. Notes like “the roof hatch key is with security” are kept as field notes from job notes, by your rules, editable by the office, and shown before the next visit to that site.