Suggestions, not surprise dispatches
The AI suggests a tech and a slot and says why. Your dispatcher confirms or changes it. Emergencies follow your rules and always reach a person on call.
Field Service Automation Every job scheduled. Every customer kept in the loop.
AI that connects your phone and website to the field service software you already run. Calls and forms become jobs, the right tech is suggested with notes from past visits, customers get on-the-way texts, and finished work becomes an invoice draft for you to approve.
Free · 20 minutes · You talk to Syed · Scoped before anything is built
How it runs
Field Service Automation Running
Customers and the office stay current
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A request comes in
A booked call, a website form, an email or a repeat customer’s text.
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The AI builds and routes the job
Job type, address, urgency and history, plus a suggested tech by skills and zone.
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Your field service software updates
Client, job, visit and tech brief written into Jobber, Housecall Pro or ServiceTitan.
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Customers and the office stay current
On-the-way and running-late texts, then an invoice draft and a review request when the job closes.
See it work
Watch it handle one.
A scripted walk-through of a typical field service automation conversation — press play.
Simulated demo
Booked call to invoiced job
Northline Heating · field service Job #2318 · M4C · booked Wed 7:44 pm
- Event
Call booked by the AI receptionist · Dana Wu · furnace blowing cold air · M4C 1B5 · Thu 8–10 am window
- Creating the client, job and visit… Returning client matched · job #2318 created · call summary attached Jobber
- Matching skills, zone and Thursday’s open time… Suggested: Marcus R. · gas-licensed · east zone · first stop Thu, 6 km from his start Jobber
- Tech brief · Job #2318 For Marcus only
- Equipment
- Lennox gas furnace · installed 2014 · filter 16×25×1
- Last visit
- Nov 2025 tune-up · igniter showing wear, noted by Sam
- Access
- Side door · dog in the yard · street parking
- Customer said
- Blowing cold since last night · space heaters in use
- Office manager
Marcus is right for this one. Assign him and send the brief.
- Event
Thu 8:11 am · Marcus tapped “On my way” in the Jobber app · drive time 23 min
- Texting Dana an arrival update… Sent: “Hi Dana, it’s Northline Heating. Marcus is on his way and should arrive about 8:35. Reply STOP to opt out.” Twilio
- Event
Thu 9:52 am · Job #2318 marked complete · hot surface igniter replaced · 1.5 h labour · photos and sign-off captured
- Drafting the invoice from the job and your price book… INV-2318 drafted · service call, 1.5 h labour, 1 igniter · HST 13% (ON) · no lines flagged QuickBooks Online
- Ready for your approval Needs approval
- Invoice
- INV-2318 · Dana Wu · pay-online link included
- Review request
- Text at 4 pm · same ask for every customer, no incentive
- Sends
- Only after you approve
- Office manager
Approved. Send the invoice and queue the review text for 4.
Job created and briefed in 35 s. Invoice and review request ready 1 min after the job closed.
Set this up for my business What it replaces
Off your plate.
- Retyping call notes and web forms into the job system
- Working out who’s closest, free and qualified from the schedule board
- Taking “when is the tech coming?” calls all afternoon
- Techs arriving without the notes from the last visit
- Finished jobs waiting days to be invoiced
How it works
Step by step.
- 01
We map how a job moves today
We follow one recent job from first call to finished visit and note who types what, and where. Then we write down your dispatch rules — skills, zones, job lengths, who’s on call — so the AI follows them instead of guessing.
- 02
Connect your job software, forms and texts
We connect to Jobber, Housecall Pro or ServiceTitan through their APIs where your plan includes access, plus your forms, inbox and texting number. Your team keeps working in the app they know.
- 03
Jobs are created, suggested and briefed
New requests become jobs with clean addresses and a summary, checked against existing clients. The AI suggests a tech and a slot and shows why; your dispatcher confirms or moves it. The tech gets a brief with equipment, past visits and access notes.
- 04
Customers hear from you at every stage
A booking confirmation, an on-the-way text when the tech heads out, and a heads-up if the previous job runs late. When the job closes, an invoice draft waits for your approval and a review request is queued.
Works with the tools you already use
- Jobber
- Housecall Pro
- ServiceTitan (where API access is available)
- QuickBooks Online
- Xero
- Google Calendar
- Website forms and email
- SMS from your business number
- Google Business Profile
- Slack
Connected through official APIs where available. Names and logos are trademarks of their owners; no affiliation implied.
Guardrails
You stay in control.
A person approves every invoice
Drafts are built from the job and your price book, and lines that don’t match the quote are flagged. Nothing is sent or posted to QuickBooks until you or your office approves it.
Texts that follow the rules
Job updates are transactional and always name your business. Review requests go only to customers with consent, with STOP handling, in line with CASL in Canada and the TCPA in the US. Every customer gets the same ask: no screening, no incentives.
Customer details stay where they belong
Addresses, gate codes and job history stay in your field service software. Briefs go only to the assigned tech, and we design around PIPEDA in Canada.
Where it fits
Where it fits best.
Trades & Home Services HVAC, plumbing, electrical and cleaning crews: requests become jobs, the right tech goes, and finished work is invoiced the same day. See trades plays Real Estate & Mortgage Property managers with maintenance crews turn tenant and owner requests into scheduled work orders with access notes. See real estate plays Professional Services Home inspectors and IT support firms that send people on site get booked visits, briefs and arrival texts. See professional plays
In practice
What it looks like.
A five-tech plumbing and heating company
Five techs and an office manager who also dispatches. About 25 jobs a week come from calls, the website form and repeat customers, run in Jobber and QuickBooks Online.
About 3–4 hours a week back for the office manager (estimate)
The math
- Job entry: 25 jobs a week × ~4 min retyping calls and forms ≈ 100 min/week
- Scheduling and briefs: 25 jobs × ~3 min checking history and messaging the tech ≈ 75 min/week
- Arrival-time calls: ~12 a week × ~4 min ≈ 48 min/week
- Invoice prep and review asks: 25 jobs × ~2 min ≈ 50 min/week
- Total ≈ 273 min/week ≈ 4.6 h/week
- Less 20% for overlap and ramp-up ≈ 3.6 h/week
Estimates use typical volumes and include a 20% allowance for overlap and ramp-up. Your audit measures the real numbers.
Why it matters
Where the time goes between jobs
Most trades businesses don’t lose time on the tools. They lose it in the office, moving the same job from one place to the next. A call becomes a sticky note, the note becomes a job, the job needs a tech, and the customer wants to know when someone is coming. When the work is done, someone retypes it into an invoice.
Each hand-off takes a few minutes. Across 20 or 30 jobs a week, that’s an afternoon. And the gaps show: a tech arrives without knowing the furnace was flagged last fall, or a customer calls twice asking for an arrival time.
What changes with field service automation
The AI moves each job forward the moment something happens. A booked call or web form becomes a job with a summary. The AI suggests the tech who fits — right skills, right zone, open time — and your dispatcher confirms it. The tech gets a short brief. When they tap “on my way”, the customer gets a text. If a job runs long, the next customer hears before they start wondering.
When the job is marked complete, an invoice draft waits for your approval and a review request is queued, the same for every customer.
Built on the software your crew already uses
We don’t replace your field service software. We connect to it through its API where your plan includes one, and your team keeps working in the app they know. We start with the step that costs you the most — usually job entry or customer updates — and add the rest once you’ve seen it run on a few weeks of real jobs.
How we roll it out
Audit. Build. Run.
Every engagement is scoped on a call. You’ll know the cost before anything is built.
- 01
Audit
- Job-flow map: one job traced from first contact to finished visit
- Dispatch rules written down: skills, zones, job lengths and on-call
- Integration check: what your software plan allows through its API
- 02
Build
- Intake from calls, forms and email into jobs, with duplicate checks
- Tech suggestions and briefs, tested against a week of real jobs
- Customer texts, plus invoice drafts and review requests on completion
- 03
Run & Optimize
- Monthly review of the suggestions your dispatcher changed, and why
- Rule updates as techs, zones or services change
- Plain-English report: jobs created, texts sent, invoices queued
FAQ
Questions owners ask about Field Service Automation
Last updated October 7, 2026
Which field service software does it work with?
Jobber, Housecall Pro and ServiceTitan are the most common. Jobber has a public API; Housecall Pro and ServiceTitan offer API access on certain plans or after an app approval, so we check yours first. Without an API, we use email intake or a connector and tell you what that limits.
Does the AI dispatch jobs on its own?
Not unless you decide it should. By default it suggests a tech and a slot with the reason — skills, zone, open time — and your dispatcher confirms. Some teams later let routine maintenance book straight into open slots; emergencies always go to a person.
How does the on-the-way text know when the tech is leaving?
It follows the status your tech already sets in the app. When they tap “on my way”, the customer gets a text from your business number with an arrival estimate. If a job runs past its time, the next customer gets a running-late update.
What goes into a tech brief?
What the customer said, equipment and model numbers on file, notes and photos from past visits, and access notes like gate codes or pets. It lands in the job notes or as a text, and only the assigned tech sees it.
What happens when a job is marked complete?
The AI drafts an invoice from the hours, parts and your price book, and flags anything that doesn’t match the quote. You approve it before it’s sent. A review request is queued at the same time for every customer who agreed to texts.
What does field service automation cost to run?
It depends on job volume, your software and how many steps you automate. We scope it on a short call and give you a fixed build price and a clear monthly running cost before anything is built.
Pairs well with
Often built alongside.
Let’s map Field Service Automation to your workflow.
Bring your call volume, your tools and the part that annoys you most. In 20 minutes you’ll know what it would take — and whether it’s worth doing.
Free · 20 minutes · You talk to Syed · Prefer email? muhammad@sadaat.ca