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Field service, unified

The AI-native operating system for field service businesses.

Built by operators who run multi-state service companies. One intelligent platform where AI agents carry the day-to-day—qualifying leads, estimates, dispatch, customer rhythm, approvals, and cash—while your team stays on judgment, craft, and relationships.

Simulated owner briefing showing how Service Velocity reports to you: key metrics, routine work executed autonomously by AI agents, exceptions that need your judgment with options prepared, and growth plans ready for approval.

Simulated owner briefing showing how Service Velocity reports to you: key metrics, routine work executed autonomously by AI agents, exceptions that need your judgment with options prepared, and growth plans ready for approval.

Built by multi-state field-service operatorsLead-to-cash fabric—not a sidecar chatbotEnterprise-ready auth and private networking path

Lead to cash

A week of work, carried end to end.

Agents own every handoff from first call to cleared payment. You see throughput and outcomes—not the busywork in between.

  1. Leads

    0

    new this week

    Qualified on arrival — no queue, no callback list

  2. Estimates

    0

    sent · $310k quoted

    Scoped, priced, and delivered by agents

  3. Scheduled

    0

    on the board

    Crews balanced automatically as the week shifts

  4. Dispatched

    0

    crews rolling

    Routed with live ETAs to every customer

  5. Collected

    $0k

    reconciled to jobs

    Invoiced same-day, books stay clean

Product

One pane for dispatch, jobs, and rhythm

The operating picture lives in one place—what is scheduled, what slipped, who needs an answer—so agents and humans are not reconstructing the day from five tabs.

Optimize the schedule for tomorrow and reduce overtimeLisa ThompsonOps ManagerLTActive Jobs93% Utilization2 Urgent issuesToday's OverviewRevised ScheduleAll crews assignedCritical AlertHVAC repair - AMCost ImpactProjected labor downCustomer UpdateNotified BrightviewNext ActionsEmergency: dispatch Mike to Pinecrest Mall - 7 AMSend MikeMaintenance shift: reschedule to Crew B for 9 AMApprovedPricing adjustment: equipment change on Job 4387ReviewKey InsightsZone 2 UtilizationDropped to 65% - rebookDetails →Weather AlertHeavy rain expected noonDetails →Churn RiskSherwood Towers - flaggedDetails →Confirm All ChangesAsk anything else...

Platform

One system. Motion that does not stall.

Agents work in the background around the clock—without someone logging in to nudge every step. Your office shifts from data entry to exceptions. Your field teams get cleaner job packets and answers in seconds. Your customers get a business that responds instantly and does not drop the ball.

Office

Less chasing tabs and spreadsheets; more judgment on what actually needs a human.

Field

Routes, job details, and customer context where crews need them—fast.

Customers

Responses and follow-through that feel like you never forgot the thread.

A standard we hold ourselves to

The product should already understand what is happening in the operation—not make people re-type it. Automation belongs in the flow of the work: fewer clicks and duplicate entry, not another interface to learn.

Agents

Operations, not a chatbot on the side.

From lead to cash, the same fabric carries the work forward.

Qualify leads

Every inquiry is triaged the moment it arrives—no queue, no delay.

Estimates & proposals

Builds accurate scopes, packages pricing, and delivers polished proposals.

Schedule & dispatch

Places jobs on the board, assigns crews, and adapts as the day changes.

Customer comms

Keeps homeowners and accounts in the loop with timely, consistent updates.

Approvals & follow-up

Chases signatures, POs, and decisions so deals do not stall.

Payments & books

Reconciles cash, ties work to revenue, and helps close the month clean.

Customer story

Field-service case study: quote→job→invoice

After migrating dispatch, quotes, and invoicing onto one platform, the pilot tenant tightened the quote→job→invoice pipeline. Crew calendar conflicts dropped, billing followed field completion, and technicians adopted the mobile field app for schedule and check-in.

  • Dispatch scheduling efficiency

    71% faster

  • Invoice lag after job completion

    77% reduction

  • Mobile technician adoption

    2.4× adoption

Read the full case study — dispatch efficiency, invoice lag, and mobile technician adoption.

Proof of pain

What operators tell us

Themes we hear in discovery—not paid testimonials. Ask us for reference conversations when you are ready to evaluate seriously.

  • We stopped measuring success by how fast someone types and started measuring whether the board still reflects reality at 4 p.m.

    Regional operations director

    Multi-branch mechanical services

  • Every dropped callback has a dollar figure. I need software that carries the thread—not another inbox for my dispatchers to babysit.

    Service manager

    Fleet routes, residential & light commercial

  • If our crews are re-explaining the job to the office, we already lost half a day. Context should ride with the customer.

    VP Operations

    Multi-state field services

Not field service software with AI bolted on—a ground-up rethink of how a service company runs when intelligent agents are the default operators, and humans stay on judgment, craft, and relationships.

See it on your workflows

Tell us about your fleets, markets, and where work stalls—we will walk you through how agents take the wheel.

Book a demo