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 Quote Runner

Chases every aging quote at the right cadence, logs the replies, and drops a close-rate digest every Friday.

Worker multiplier7×Chases every aging quote at cadence, none goes cold.

How it works

The loop: Runs daily. Reads open quotes from the FSM system. Sends follow-ups at the right cadence. Logs replies, posts Friday's close-rate digest. Humans set the price.

What it needs:

Read: the open-quote report
Send: follow-ups from a scoped mailbox
Owner: your service manager
Per-run budget cap, enforced
Every send logged

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

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.

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