Trades & Field Services Vertical

AI Field Services Team for Contractors & Trades

Deploy a full AI field services team — one lead agent and five specialists — backed by 21 purpose-built playbooks. Same-day setup, white-glove onboarding.

6 specialized agents21 field services playbooks

Your 6-agent field services team

A lead agent routes every request to the right specialist — estimation, dispatch, procurement, compliance, or client relations.

Lead Agent

Field Services Lead

Routes incoming work to the right specialist, handles quick job and business Q&A, and keeps every project moving. Your crew's AI front desk.

Work routing & delegationQuick job & business Q&ATask prioritizationCross-team coordination

Estimator

Sub-Agent

Builds job cost estimates, generates client proposals, processes change orders, and runs material takeoffs. Keeps pricing accurate and proposals professional.

Job cost estimatesProposal generationChange order processingMaterial takeoffs

Dispatch Coordinator

Sub-Agent

Schedules crews, optimizes routes, manages the job board, and handles weather delays and emergency rescheduling. Keeps your field teams where they need to be.

Crew schedulingRoute optimizationJob reschedulingEmergency dispatch

Procurement Monitor

Sub-Agent

Tracks parts and materials orders, compares vendors, monitors inventory levels, and manages purchase orders. Prevents stockouts and overspending.

Materials reorderingVendor comparisonPurchase order trackingInventory audits

Compliance Tracker

Sub-Agent

Manages permits, tracks license renewals, preps for safety inspections, monitors insurance certificates, and runs OSHA compliance checks.

Permit applicationsLicense renewal trackingSafety inspection prepOSHA compliance checks

Client Relations

Sub-Agent

Sends post-job review requests, manages follow-up sequences, runs satisfaction surveys, and tracks warranty obligations. Turns one-time jobs into repeat clients.

Post-job review requestsClient follow-up sequencesWarranty trackingSatisfaction surveys

21 field services playbooks, ready to run

Each playbook is a step-by-step workflow the agents follow — built from real trades and field services practice.

Estimation & Proposals

  • Job Cost Estimate
  • Proposal Generation
  • Change Order
  • Material Takeoff

Scheduling & Dispatch

  • Crew Scheduling
  • Route Optimization
  • Job Rescheduling
  • Emergency Dispatch

Procurement & Inventory

  • Materials Reorder
  • Vendor Comparison
  • Purchase Order Tracking
  • Inventory Audit

Permits & Compliance

  • Permit Application
  • License Renewal
  • Safety Inspection Prep
  • Insurance Certificate Tracking
  • OSHA Compliance Check

Client Relations

  • Post-Job Review
  • Client Follow-Up Sequence
  • Warranty Tracking
  • Satisfaction Survey

Live in hours, not months

White-glove deployment from first call to fully operational AI team.

01

Book a discovery call

30-minute call to understand your trade, crew size, job volume, and operational pain points.

02

We assess your business

We map your workflows to our playbooks and configure the agent team for your specific trade and service area.

03

Same-day deployment

Your dedicated VM is provisioned, agents are configured, and your team is live within hours.

04

14-day hypercare

We monitor every interaction, tune agent behavior, and train your staff until the team runs itself.

Add-On Available

Marketing Team for Trades

Pair your field services AI team with a dedicated Marketing Team — local SEO, review generation, job showcase content, and referral campaigns built for contractors.

Learn More

Ready to deploy your field services AI team?

Book a 30-minute discovery call. We'll assess your business and have your AI team live the same day.

Free consultationSame-day setup14-day hypercare