Automation for workshops, installers and field service
In a workshop or a field-service business the phone rings when nobody can answer it: everyone is working. And every missed call is a repair that goes elsewhere. We answer the call with AI, book the visit, open the job and draft the quote with your rates so you only have to check it.
Signs you need this
- Calls are missed in the morning because everyone has their hands full.
- Quotes take days because someone has to sit down and write them.
- Jobs come in by WhatsApp, phone and email and there is no single list.
What we automate in this sector
The catalogue processes that come up most often here. Each card links to the full spec.
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AI phone agents
The phone always gets answered, understands what the caller needs and gets it done.
- In
- A phone call.
- Out
- A booking, a support case, a lead, or the call transferred to the right person.
Outcome: No missed calls at peak times, over lunch or out of hours.
See the full spec : AI phone agents -
Appointments and reminders
The calendar fills and confirms itself, with far fewer wasted slots.
- In
- Appointment requests by web, WhatsApp, phone or email.
- Out
- Appointment in the calendar, confirmed, reminder sent, and the slot released if it is cancelled.
Outcome: Fewer no-shows and slots that get offered again instead of sitting empty.
See the full spec : Appointments and reminders -
Quotes and proposals
Quotes, contracts and reports generated from your templates and your price lists in seconds.
- In
- A customer record, an email request or a tender document.
- Out
- A document ready to review, sign or send, with its version saved in the CRM.
Outcome: Quotes the same day instead of the following week, with no pricing mistakes.
See the full spec : Quotes and proposals -
Tickets and incidents
Every incident gets classified, prioritised and routed to the right technician with the context ready.
- In
- Incidents by email, form, phone or WhatsApp.
- Out
- Ticket opened, prioritised and assigned, with the suggested fix and the customer notified.
Outcome: First response in minutes, and less time hunting for how it was fixed last time.
See the full spec : Tickets and incidents
A typical scenario
Example scenario, not a client: an installation and maintenance company with four technicians on the road.
- Situation
- The office answers the phone when it can, jobs are written on paper and quotes are done at night. Several customers call twice because nobody confirmed the visit.
- What we build
- An agent that takes the call, understands the fault, opens the job and proposes a visit slot based on the technicians’ routes. With the job details it drafts the quote using the company’s rates.
- What changes
- No call goes unanswered, every job has its record and the quote goes out the same day after a two-minute review.
What we get asked in this sector
- Does the AI know what it can promise and what it cannot?
- You decide. We define which tasks it handles alone (booking, opening a job, giving opening hours) and which it always hands to a person, such as a firm price or an emergency. Everything is transcribed.
- We run on a paper diary and WhatsApp. Do we need another system?
- You need a shared digital diary, which can be as simple as a calendar. We build the rest around what you already use, WhatsApp included.
Does any of this sound familiar?
Tell us the one that takes most of your time. The diagnosis is free and in writing, with a fixed scope and price. If automating it does not pay off, we will tell you.
Scenarios are illustrative examples, not clients. The concrete target for your process is set after the diagnosis, in writing.