Trades and field-service businesses rarely have a clean back office. They have photos in the field app, voice notes in a phone, supplier prices in emails, jobs in the scheduling tool, and a senior person who knows how all of it really fits together.
That is exactly where agents help. The agent does the gathering and first draft. It pulls the job record together, checks the supplier details, drafts the quote or close-out report, and flags what needs a person. Your coordinator, estimator, or operations manager still owns the judgment call.
Where we typically start
Quoting and job close-out are usually the strongest first candidates. They are high-volume, repetitive, and visible to the customer, which means the time saving shows up quickly and the review loop is natural. Dispatch support and customer updates usually come next once the job data is clean enough to trust.
Workflow Scoping starts with the way one workflow really happens, not the way the software says it happens. We follow the quote, job, update, or close-out path from start to finish, measure the current state, and define the KPI and evidence method for a potential Launch.
What changes after deployment
The estimator still owns the price. The coordinator still owns the customer relationship. The field tech still owns the work performed. What changes is the queue in front of them: fewer blank templates, fewer missing photos, fewer supplier follow-ups sitting in someone’s head, and fewer customer updates written from scratch.
For a suitable workflow, the signed Baseline Pack and Order define the target. We do not publish a universal percentage. The human stays on the consequential decision.
Where we deploy
Concrete agent applications we ship into trades & field service environments.
Quote preparation agent
Reads job notes, photos, supplier prices, and previous similar work. Drafts the quote with assumptions flagged, so the senior person reviews instead of starting from a blank template.
Job close-out agent
Turns technician notes, photos, and checklist answers into the customer close-out pack. The coordinator reviews the report instead of chasing the field team after hours.
Dispatch support agent
Reads the day job list, skills, location, parts, and SLA pressure. Suggests the schedule and flags the jobs that need a human call.
Customer update agent
Drafts status updates from the live job record with the customer's preferred wording. The coordinator approves and sends instead of becoming the status desk.
Supplier follow-up agent
Checks supplier availability, chases missing prices, and logs the response against the quote or work order.