Agentic.Standard

All industries

Field Services & Trades

Trucks make money. Desks don't.

“Quotes used to die in a spreadsheet. Now every single one gets chased until it answers.”
General manager · commercial HVAC contractor
Agent 01

The Dispatch Triage

Sorts urgent from routine, matches techs to jobs by skill and route, and drafts the customer confirmations. Dispatch approves and sends.

Worker multiplier8×Triages every request, matches every tech, drafts each confirm.

How it works

The loop: Runs on every request. Reads the booking inbox and the FSM board. Sorts urgency, suggests the tech, drafts confirmations. Dispatch approves each one.

What it needs:

  • Read: the booking inbox
  • Draft: confirmations, approval-gated
  • Owner: your dispatch manager
  • Spend cap enforced in the request path
  • Audit log on from day one
Agent 02

The Quote Runner

Chases every aging quote at the right cadence, logs the replies, and drops a close-rate digest every Friday.

Worker multiplier7×Chases every aging quote at cadence, none goes cold.

How it works

The loop: Runs daily. Reads open quotes from the FSM system. Sends follow-ups at the right cadence. Logs replies, posts Friday's close-rate digest. Humans set the price.

What it needs:

  • Read: the open-quote report
  • Send: follow-ups from a scoped mailbox
  • Owner: your service manager
  • Per-run budget cap, enforced
  • Every send logged
Agent 03

The Warranty Clerk

Assembles claims paperwork with serials and photos attached, submits on approval, and tracks every claim to payout.

Worker multiplier6×Assembles every warranty claim, tracks each to payout.

How it works

The loop: Runs on every eligible job. Reads work orders, serials, and photos. Assembles the claim packet. Queues it for approval, tracks payout. Humans approve.

What it needs:

  • Read: closed work orders and photos
  • Post: the warranty tracking sheet
  • Owner: your office manager
  • Budget cap live in the request path
  • Audit trail from day one

The multiplier shows up on the road: the same office keeps more trucks rolling full days, and no quote ever goes cold.

An illustrative scenario: the multipliers are directional, not promises, grounded in how much an agent covers and how often it runs. Your real number comes out of the Readiness Map.

Get your real numbers

The Real Numbers

Enough ranges. Get your number.

Here's the honest catch: every number on this page is directional, because every shop is different. Your stack, your volume, your team decide where you land. The Readiness Map pins it down: your workflows, your multipliers, your first agents, with names and owners. Directional for the industry. Exact for you. That's the Agentic Standard.

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