How the AI Field Agent Helps You

Your AI assistant makes field work faster, safer, and better documented

Save Time on Every Job

Get instant answers without calling dispatch. Know what PPE, equipment, and photos you need before you arrive. Generate reports in seconds instead of hours.

  • Faster job prep with AI-provided checklists
  • No waiting on hold for simple questions
  • Auto-generated reports from your notes

Stay Safe & Compliant

The AI knows IICRC, OSHA, and company safety protocols. It flags hazards, confirms proper PPE, and ensures you follow all required procedures.

  • Automatic hazard detection and warnings
  • PPE requirements for every job type
  • Step-by-step safety checklists

Get Expert Guidance

Like having a senior tech with you on every job. Ask the AI about procedures, troubleshooting, equipment settings, or what to do in unexpected situations.

  • Instant procedure lookup and guidance
  • Equipment troubleshooting support
  • Best practices for every service type

Better Documentation

Never miss a required photo or forget a critical detail. The AI reminds you what to document, then organizes everything into professional reports.

  • Photo requirements for each job stage
  • Organized, complete job records
  • Professional reports for every job

Using the Portal

1

Check Your Schedule

Start your day by viewing "Today's Schedule" to see all your assigned jobs, times, and addresses.

2

Talk to the AI

Click "Talk to the AI" to ask questions about your job, get guidance, or clarify procedures before heading out.

3

Use Safety Checks

Before starting work, review the Safety Quick Check section to verify PPE, hazards, and containment needs.

4

Generate Your Report

After completing the job, click "Generate My Report" and the AI will create a professional report from your notes and photos.

Platform Overview

How AI Field Agent 2 Works

A complete AI platform for field service operations—built for security, scalability, and customization. Here's how we power your workflows end-to-end.

Enterprise Security

SOC 2 compliant, encrypted at rest and in transit

API-First

Integrates with your existing CRM, dispatch, and billing systems

Fully Customizable

Workflows, pricing rules, compliance—tailored to your business

Mobile-First

Built for technicians in the field, works offline

Platform Architecture

Four core components working together to power your field operations

1. AI Engine

Natural Language Processing Layer

Large language models (LLMs) fine-tuned for field service operations. Handles conversational intake, emergency detection, technician Q&A, and documentation generation.

Multi-turn conversations: Context-aware dialogue management

Intent classification: Understands customer needs and urgency levels

Entity extraction: Pulls structured data from natural language

2. Business Logic Layer

Workflow & Rules Engine

Configurable rules engine for pricing, routing, compliance checks, and approval workflows. This is where your custom business logic lives.

Pricing rules: Dynamic quotes based on scope, materials, labor

Routing logic: Technician assignment based on skills, location, availability

Compliance enforcement: Cert validation, safety protocol checks

3. Data & Integration Layer

API Gateway & Database

RESTful APIs connect AI Field Agent 2 to your existing systems. Job data, customer records, technician schedules, and compliance logs all sync in real-time.

CRM integration: Salesforce, HubSpot, ServiceTitan, custom

Dispatch systems: Push jobs to FieldPulse, Jobber, or proprietary tools

Billing/accounting: QuickBooks, Xero, NetSuite

4. User Interface Layer

Web & Mobile Apps

Customer-facing intake portals, technician mobile apps, and admin dashboards. All interfaces are responsive, accessible, and work offline when needed.

Customer portal: Web-based intake, photo upload, quote approval

Technician mobile app: iOS/Android with offline mode

Admin dashboard: Real-time job tracking, compliance monitoring