Some of what we set up for field service teams
Calls to booked jobs
Service calls are logged as draft jobs for your dispatcher to assign.
Estimates from the visit
Estimates are drafted from site visit notes and photos for your office to approve.
Invoices on sign off
Invoices are drafted when a job is signed off and sent once your office approves them.
Arrival texts
Customers who booked with you get a text with the technician’s arrival time.
Missed call follow up
Callers you missed get one text back with a time to book.
Review requests
Every customer is asked for a review after the job, by email or by text when they have agreed to texts.
Some of the software we connect for field service teams
All platforms
Questions field service teams ask us
Can AI book jobs from phone calls?
Yes. Calls become draft jobs and your dispatcher confirms the slot.
Does this work with our field service software?
In most cases, yes. We confirm what your plan allows, then connect through the official API first, scheduled reports or exports next and browser steps your team approves last.
Who approves estimates and invoices?
Your office, until you decide a step can run on its own.
How is customer data protected?
Each workflow gets only the access it needs, your data stays out of model training, every action is written to an action log, and you own everything we build.
Do customers talk to an AI?
Only if you want them to, and any AI voice call reaches only customers who have given prior express consent, since we never build AI cold calling.
What happens if a draft is wrong?
Your team edits or rejects it from the approval email, and every action stays in the action log.
Will this replace anyone on our team?
The workflows take over the copying, chasing and retyping, and your team keeps every decision and every customer relationship.