We don't automate for the sake of it. Every workflow below has a measurable dollar return, a deployment timeline, and a defined success metric.
Scheduling
Optimizes tech schedules by job type, drive time, and skill match. Fills gaps, cuts windshield time, and books callbacks automatically.
Routes techs by proximity, skill match, and job priority — cutting drive time by 25-40% and fitting more jobs into every day.
Auto-schedules PM visits based on contract terms, equipment run-hours, and seasonal requirements — keeping maintenance contracts on track without manual calendar management.
Reputation Management
Sends a personalized Google review request within 2 hours of job completion — timed to catch customers at peak satisfaction, before they forget.
Sends a brief satisfaction survey after every completed job, routes happy customers to leave reviews and flags unhappy customers for immediate personal follow-up.
Follow-Up
Tracks warranty expirations and service intervals for every piece of equipment. Sends proactive reminders before warranties lapse.
Tracks contract expirations and runs a renewal sequence 90 days out — personalized with service history and pricing options.
Automatically contacts customers when equipment warranties expire, converting warranty endings into service contract sales and preventive maintenance bookings.
Identifies customers who haven't booked in 6+ months and runs targeted re-engagement campaigns based on their service history and seasonal needs.
Call Handling
AI triages emergency calls by severity, pages the right on-call tech, and sends real-time customer updates. No dispatcher at 2am.
Triages urgent inbound calls by severity and type, auto-dispatches the right on-call tech, and escalates through the chain until someone responds — no calls dropped.
Documentation
Tracks certifications, inspections, permits, and training records. Alerts you before anything expires. Always audit-ready.
Auto-generates OSHA safety plans, EPA waste manifests, NFPA inspection reports, and regulatory compliance documents from job data — formatted, filed, and ready for audit.
Captures, tags, and files job site photos automatically — before/after shots, equipment conditions, and safety documentation organized by job, customer, and asset.
Captures scope changes in real-time, routes approvals digitally, and maintains a complete audit trail — so no work goes unbilled and no dispute goes undocumented.
Inventory
Tracks parts usage from job forms, auto-reorders at minimum thresholds, and flags techs running low before they reach the job site.
Tracks supplier pricing changes across your top materials, alerts you to increases before they hit your margins, and identifies cost-saving opportunities across vendors.
Reporting
Auto-generates weekly KPI dashboards per tech — jobs, revenue, callbacks, ratings, and utilization. Data-driven management.
Delivers a concise weekly performance scorecard every Monday morning — revenue, job counts, close rates, and trend alerts — so owners start the week informed.
Tracks where every job comes from — referrals, Google, direct mail, repeat customers — so you know which marketing channels actually produce revenue, not just leads.
Expand Your AI Ops Plan
Connect each automation decision to industry context, system integrations, and expected financial impact.
See which workflows are most effective for your specific trade and operating model.
Confirm your CRM, FSM, and documentation stack can support each rollout without replatforming.
Prioritize the automations that recover the most time and margin in the first 90 days.
Evaluate a dedicated AI operations partner versus consultants, software-only setups, and internal hiring.
The free Operations Scorecard recommends the first workflow to investigate, what it should automate, and how to measure the pilot.