CAPABILITIES
Meet your AI employees.
Each agent handles a specific part of your back office — autonomously, accurately, and around the clock.
Every lead gets answered. Every time.
Your AI Lead Response Agent monitors every inbound channel — Yelp, Google, website forms, SMS, and phone — and responds within seconds, 24/7. No more missed calls. No more leads lost to voicemail.
The agent qualifies each lead, asks the right questions, and books the appointment directly on your calendar. It handles after-hours inquiries, follows up on unresponsive leads, and knows when to escalate to a human.
78% of customers go with whoever responds first. With this agent, that's always you.
- Instant response across all channels
- Intelligent lead qualification (real lead vs. spam vs. wrong number)
- Automated follow-up sequences
- Smart scheduling based on technician availability
- Escalation to humans when needed
Accurate estimates in minutes, not hours.
Your AI Estimating Agent pulls job data, references your company's pricebook, considers equipment age and maintenance history, and generates professional estimates — all in minutes instead of hours.
For complex jobs, it provides detailed repair-vs-replace recommendations with clear reasoning your customer can understand. Every estimate is editable before sending, so you keep final say.
- Pulls customer history and equipment records
- References your actual pricebook and pricing
- Repair vs. replace recommendations based on equipment age
- Editable before sending — you keep final say
- Sends estimates via email or SMS
Estimate
#EST-2024-0847
| Description | Qty | Rate | Total |
|---|---|---|---|
| Diagnostic Service Call | 1 | $89 | $89 |
| Capacitor Replacement (OEM) | 1 | $145 | $145 |
| Refrigerant Recharge (R-410A) | 2 | $85 | $170 |
| Labor — HVAC Technician | 2 | $125 | $250 |
The right parts, from the right supplier, at the right price.
Your AI Procurement Agent identifies required parts from accepted estimates, searches supplier catalogs, compares pricing and lead times across vendors, and proposes optimized purchase orders.
No more phone tag with vendors. No more guessing which supplier has the best deal. The agent handles the legwork and presents you with a clear recommendation.
- Automatic parts identification from job requirements
- Multi-supplier price and lead time comparison
- Optimized for cost or speed (your choice)
- Purchase order generation with full audit trail
- Delivery tracking and status updates
Procurement Agent — Supplier Comparison
| Part | SupplyPro | TradesDirect | FastParts |
|---|---|---|---|
| Capacitor (45/5 MFD) | $28In stock | $322 days | $24In stock |
| Contactor (2-pole, 40A) | $42In stock | $38In stock | $453 days |
| R-410A Refrigerant (25lb) | $1851 day | $210In stock | $1782 days |
| Total | $255 | $280 | $247Best |
Invoices go out. Payments come in. You don't lift a finger.
Your AI Admin & Invoicing Agent automatically generates invoices from completed jobs, delivers them via email, SMS, or customer portal, and follows up on overdue payments with escalating tone — gentle at first, then firm.
It syncs with QuickBooks and other accounting tools so your books stay up to date. You get real-time visibility into cash flow without chasing paperwork.
- Auto-generates invoices from completed jobs
- Sends via email, SMS, or customer portal
- Smart overdue follow-up (gentle → firm → escalate)
- Syncs with QuickBooks and other accounting tools
- Real-time cash flow visibility
Invoice #INV-2024-1203
$654.00Draft
Mar 15
Sent
Mar 15
Viewed
Mar 16
Paid
Mar 18
AI does the work. You keep control.
Every AI agent operates within boundaries you define. Set rules for what the agent can handle autonomously and what requires your approval. Everything is logged with full reasoning transparency — you can see exactly why the agent made each decision. Nothing happens without your permission.
Send estimate #EST-0847 to customer
Estimate matches historical pricing within 5%. Customer has good payment history. Recommended: send immediately.
Order parts from FastParts ($202)
Best price by 12%. In-stock items ship same-day. Alternative suppliers are $30–45 more expensive.
Follow up on overdue invoice #INV-1189
UrgentInvoice is 14 days past due. First follow-up. Suggested tone: friendly reminder with payment link.