Skip to main content

AI agents

Agents that run daily operations alongside your team

Each agent owns a slice of the business motion—from first touch to cash in the bank. They work with the same data your people trust, under policies you control.

Lead Qualification Agent

Scores inbound inquiries, gathers missing details, and routes hot leads to the right estimator or dispatcher.

Estimate Builder Agent

Packages scopes from templates and history, applies pricing guardrails, and delivers customer-ready proposals.

Scheduling & Dispatch Agent

Balances capacity and geography on the dispatch board and adapts to cancellations and weather disruptions.

Customer Communication Agent

Sends reminders, ETAs, and completion summaries with grounded context—and escalates when a human is needed.

Approval Follow-Up Agent

Tracks signatures, POs, and change orders with structured reminders so revenue does not stall in limbo.

Payments & Reconciliation Agent

Matches deposits to jobs, flags exceptions, and keeps field completion tied to cash visibility.