Field Operations Automation
An AI layer for the field-service operating stack — scheduling and dispatch optimization, automated customer communications, quote-generation drafting, follow-up automation. Integrates with the standard field-service software (ServiceTitan, Jobber, Housecall Pro) or with the business's existing custom stack.
- Engagement
- 6–10 week build · ongoing operation
- Built for
- Owner-operators · Field-service operations managers · Trade-business CEOs
Field-service businesses — HVAC companies, electrical contractors, solar installers, plumbing operations — run scheduling, dispatch, customer communication, quote generation, and follow-up across software stacks that don't talk to each other. The operator wears every hat at small scale; at growing scale, the operator becomes the bottleneck.
What this is
A field-operations engagement built explicitly for the trade-business buyer. Four components:
- Scheduling and dispatch. Optimization-based routing across the crew, with skill-matching where the business has tiered crews.
- Customer communications. Reminder messages, confirmation flows, follow-up sequences. Owner-reviewed templates for the higher-stakes messages.
- Quote generation. Drafts from job description, prior similar jobs, and standard pricing. Owner finalizes.
- Follow-up automation. Post-job feedback collection, review-request flows, maintenance-renewal outreach.
How it's built
Lightweight stack — the field-service market is cost-sensitive, so the architecture is built for accessibility. Integration with the standard FSM platforms (ServiceTitan, Jobber, Housecall Pro) via their APIs. Custom-stack integration where the business runs its own. The optimization layer reuses the OR backbone from the Logistics & Routing Optimizer.
What you get
- The scheduling and dispatch optimization integrated with your FSM platform.
- The customer communication automation.
- The quote-generation drafting layer.
- The follow-up automation flows.
- Pricing sized for field-service businesses, not enterprise.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- 6–10 week build · ongoing operation
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
- Same suite · AI Implementation Suite
Process Automation Agents
A multi-step agent orchestration layer — workflows expressed as agent-coordinated processes, integrated with the business's existing systems, with human-in-loop checkpoints where the workflow needs them.
- Same suite · AI Implementation Suite
Customer Support AI
An AI layer over the existing ticket stack — routes tickets by category and urgency, drafts initial responses for routine queries, flags edge cases for escalation, surfaces context from prior interactions and product documentation.
- Also in · Operations Algorithms Suite
Logistics & Routing Optimizer
A routing-and-distribution optimization engine — solves vehicle routing problem (VRP) variants for the business's fleet and constraints, produces daily route assignments with documented cost reduction vs. the prior method.
What buyers ask about this one.
Does this work for a 5-truck HVAC company or just larger operations?
Both. The packaging adapts — for the smaller operator, it's a focused deployment on the highest-leverage workflows (typically scheduling and customer follow-up). For larger field-service operations, it's the broader stack covering dispatch optimization, quote-cycle management, and multi-job-type coordination. The product itself works at both ends.
How does it integrate with ServiceTitan / Jobber / Housecall Pro?
Standard API integration with each. ServiceTitan is the canonical case — most established field-service businesses use it. Jobber and Housecall Pro for the smaller operators. Custom-stack integration where the business runs its own software.
What does the scheduling-optimization piece actually do?
Multi-job-per-day scheduling that minimizes drive time and matches technician skill to job requirements. For businesses with skill-tiered technicians (entry-level on standard maintenance, senior on complex installs), the engine handles the matching. For businesses with single-tier crews, it focuses on route optimization.
Can it generate quotes automatically?
Drafts quotes — based on job description, prior similar jobs, and the business's standard pricing. Owner reviews before sending to customer. The engine handles the routine 60-80% of quote requests; the harder cases (custom configurations, unusual jobs) stay with the owner.
Pricing?
Scoped to truck count and integration depth. Discovery call covers both. Pricing is sized for the field-service market specifically — accessible at owner-operator scale.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026