Agentic.Standard

All industries

Field Services & Trades

Trucks make money. Desks don't.

“Quotes used to die in a spreadsheet. Now every single one gets chased until it answers.”
General manager · commercial HVAC contractor
Agent 01

The Dispatch Triage

Sorts urgent from routine, matches techs to jobs by skill and route, and drafts the customer confirmations. Dispatch approves and sends.

Worker multiplier8×Triages every request, matches every tech, drafts each confirm.

How it works

The loop: Runs on every request. Reads the booking inbox and the FSM board. Sorts urgency, suggests the tech, drafts confirmations. Dispatch approves each one.

What it needs:

  • Read: the booking inbox
  • Draft: confirmations, approval-gated
  • Owner: your dispatch manager
  • Spend cap enforced in the request path
  • Audit log on from day one
Agent 02

The Takeoff Clerk

Builds the whole quote from a messy request: the reg-table counts, the bylaw lines, the priced sheet. Then chases it to an answer.

Worker multiplier9×Builds every quote in minutes, cited to code, then chases it.

How it works

The loop: Runs on every request. Reads the rate card, the safety-reg and bylaw digests, and the job history. Builds the sheet with every line cited, flags its assumptions, drafts the questions. You dispose, price and send. Then it chases at cadence until the quote answers.

What it needs:

  • Read: the rate card and the rule digests
  • Draft: quotes and questions, the send stays yours
  • Owner: your estimator
  • Assumptions flagged, never silent
  • Per-quote spend cap, every line logged

Build a quote with it

Agent 03

The Warranty Clerk

Assembles claims paperwork with serials and photos attached, submits on approval, and tracks every claim to payout.

Worker multiplier6×Assembles every warranty claim, tracks each to payout.

How it works

The loop: Runs on every eligible job. Reads work orders, serials, and photos. Assembles the claim packet. Queues it for approval, tracks payout. Humans approve.

What it needs:

  • Read: closed work orders and photos
  • Post: the warranty tracking sheet
  • Owner: your office manager
  • Budget cap live in the request path
  • Audit trail from day one

The multiplier shows up on the road: the same office keeps more trucks rolling full days, and no quote ever goes cold.

An example scenario. The multipliers are estimates. Your real numbers come from the Readiness Map.

Get your real numbers

Live Demo · Agent 02

A messy email in. An accurate quote out.

Not a video of the Takeoff Clerk. The Takeoff Clerk. A GC's two-paragraph email becomes a priced site-setup sheet in six minutes: the toilet count off the reg table, the hoarding off the bylaw, the trench box off the depth, and a why chip on every number. The judgment stays at your desk: three assumptions need your name before Send unlocks.

It reads the rate card and the rule digests, and it writes drafts. It cannot edit a rate, waive a code line silently, or send a quote: the send button is wired to a person, and a price under the discretion floor escalates to the owner instead of shipping.

The Real Numbers

Enough ranges. Get your number.

Every number on this page is an estimate, because every company is different. The Readiness Map makes it exact: your workflows, your multipliers, your first agents with names and owners, and the people on your team who will build the ones after.

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