About
AI assistant for field service contractors that guides technicians through a job and captures the detail the back office needs before the truck leaves the driveway. Voice and photo capture is structured into notes, equipment models, serial numbers, diagnoses and parts used, and the technician is texted for anything still missing; AI agents then file manufacturer warranty claims through portals such as Trane, reorder parts through supplier networks such as Johnstone Supply and SingleSource, generate estimates and invoices into QuickBooks, and send the customer a service report. Job history accumulates into a queryable Company Brain holding equipment history, past repairs and technician decisions.
How teams use it
By audience
- Specialty Contracting
- HVAC, plumbing and electrical service firms capture complete job documentation without relying on technicians to type it up
- Warranty agent auto-submits claims to manufacturer portals such as Trane, recovering parts cost that would otherwise be written off
- Automatically reorders parts through supplier networks like Johnstone Supply so the next truck roll is not delayed
- Job history accumulates into a searchable "Company Brain" so a departing senior technician's diagnostic expertise stays with the business
- Surfaces follow-up sales opportunities spotted on site instead of losing them between visits
- Foreman / Field Supervisor
- Technicians dictate findings by voice and the system structures them, rather than filling in forms after hours
- Prompts the technician for missing equipment models, serial numbers or photos while still on site, cutting callbacks for information
- Supervisors get consistent job records across a crew instead of documentation quality varying by technician
- Accounting & Finance
- Estimates and invoices are generated from captured job data and synced into the accounting system
- Warranty recoveries are pursued systematically rather than depending on whether anyone remembered to file
- Removes the back-office chase for missing job detail before an invoice can be issued
By phase
- Closeout & Operations
- Built for the service, repair and maintenance work that happens after handover, on installed building equipment
- Turns every maintenance call into structured asset history — equipment model, serial, fault, parts consumed
- Automates the post-visit administrative tail: customer service reports, follow-up messages, warranty claims and invoicing
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