Call-to-estimate
Capture trade, site, scope, photos or documents available, timing, and contact details, then offer only approved appointment windows. The assistant confirms the booking and makes the complete brief visible to the estimator.
Contractors & field services
AI for contractors and field-service teams
Answer more calls, qualify jobs consistently, coordinate estimates and dispatch, and connect field-service follow-up without replacing the people who own customer and site decisions.
Where teams get stuck
- Missed and after-hours calls
- Incomplete job intake
- Manual scheduling and CRM updates
- Estimate and service follow-up that slips
What a controlled first release delivers
- Structured job briefs
- Confirmed estimate or service bookings
- Context-rich dispatch and human escalation
- Traceable CRM, calendar, and messaging updates
High-value starting points
Dispatch intake
Apply deterministic service-area, operating-hours, and urgency rules before creating a job or escalating to the coordinator. Safety, code, structural, and emergency decisions stay with qualified people.
Field documentation to office workflow
Classify photos, signed forms, inspection notes, and job documents; extract agreed fields; and route missing or uncertain information back to the person responsible for the site decision.
Estimate follow-up
Trigger approved reminders, record responses, and create a human task when the customer needs advice, a price change, an exception, or a new commitment.
Relevant services
AI Voice Agent
Deploy natural voice agents for inbound calls, qualification, booking, support, dispatch, and structured follow-up with reliable human handoff.
Explore serviceRevOps Integration
Connect marketing, CRM, quoting, scheduling, billing, support, and analytics so revenue teams share clean lifecycle data and dependable handoffs.
Explore serviceManaged AI & Automation Operations
Operate AI agents and automations after launch with monitoring, incident response, quality reviews, cost controls, change management, and continuous improvement.
Explore serviceContinue by operating outcome
Useful next paths
Use case
AI call answering, qualification, and booking
Answer routine inbound calls, capture a complete brief, apply booking rules, update the CRM, and hand consequential or uncertain conversations to a person.
Use case
Managed AI and automation operations
Monitor quality, incidents, cost, integrations, and change across production AI and automation workflows with accountable ownership.
Use case
Data foundations and integration for AI
Connect governed operational and analytical data to AI workflows through reliable ELT, APIs, semantic models, and ownership controls.