Operational Efficiency

One board. Every channel logged, every tech routed.

Dispatch, Job History and Estimating agents remove manual dispatching, re-typed intake and inconsistent quoting from your office's daily workload.

Dispatch Agent

Re-routing Tech #3 · emergency no-cool inserted at 11:40 AM

Job History Agent

Indexed 4,281 past jobs · avg lookup 0.6s from field

Estimating Agent

12 pricebook quotes generated today · 100% consistent

AI Dispatch Recommendations

Live tech board · re-sequenced every 90 seconds

On route

Emergency insert

Tech	Current Job	Skill Match	Next Recommended	ETA
T1 Devon M. Ballantyne	Capacitor replace · 9017 Providence	98% Residential · Lennox certified	Tune-up · 4210 Colony Rd · 1.6 mi	11:20 AM
T2 Priya S. Dilworth	Diagnostic · 2115 East Blvd	94% Diagnostics · Trane	Warranty check · 1902 Cleveland · 0.9 mi	12:05 PM
T3 Marcus J. SouthPark	En route — reprioritized	99% Emergency · EPA 608 Universal	EmergencyEMERGENCY no-cool · 4820 Sharon Rd · VIP Platinum	11:45 AM
T4 Alicia R. NoDa	Install prep · 3011 N Davidson	92% Install · Ductwork	New system quote · 511 36th St · 0.4 mi	1:15 PM
T5 Ken A. Plaza Midwood	Membership tune-up · 1330 Central	90% Maintenance · Carrier	Filter + coil clean · 1802 The Plaza · 0.7 mi	12:40 PM
T6 Jamal T. University	Return-visit repair · 8901 JW Clay	96% Commercial · RTU	Rooftop unit swap · 9200 University City · 1.2 mi	2:00 PM

Unified Intake Log

Every channel · one normalized feed

zero manual re-entry

Time	Source	Customer	Request
11:42	Phone	Karen Whitfield	No cool downstairs — emergency, VIP
11:38	Google LSA	David Osei	Quote for new 3-ton system
11:31	SMS	Emily Chen	Reschedule tomorrow's tune-up to Thursday
11:22	Website Chat	Robert Kim	Furnace making rattling noise
11:14	Phone	Nina Delgado	Membership sign-up + first tune-up
11:03	SMS	Harold Yancey	Photo of leaking condensate line
10:58	Website Chat	Grace Osei	Thermostat won't hold setpoint
10:47	Google LSA	Marcus Lee	Second-opinion estimate — heat pump
10:41	Phone	Tom Rodriguez	Add second system to membership plan

feeds

Dispatch Agent

Live routing decisions

11:42Karen Whitfield (VIP) inserted into Marcus J's route · Devon M's tune-up bumped +1hr
11:38David Osei quote request → Alicia R (install specialist)
11:22Robert Kim rattling furnace → Priya S (diagnostics), Thu 8AM
11:03Harold Yancey photo attached to open ticket #4821
10:47Marcus Lee second-opinion → Jamal T (commercial expertise)

14 intake events routed today · 0 manual re-entries

AI-Searchable Job History

Every past visit, one field-friendly search

Accessible from tech's phone in the driveway

Customer: Tom & Lisa Rodriguez · query: "Trane XR16 — last service"

3 results · 0.6s

Aug 14, 2025Preventive

Annual tune-up — Trane XR16

Devon M.

Cleaned outdoor coil, verified 8°F subcool. Capacitor reading 42.1 µF (rated 45).

Filter 20x25x1Coil cleaner

Feb 03, 2025Warranty

Warranty repair — TXV valve

Priya S.

Replaced under Trane parts warranty. Refrigerant charge verified, 410a top-up 0.4 lb.

TXV valve (warranty)R-410A 0.4 lb

Oct 09, 2024Install

Install commissioning — Trane XR16 3-ton

Marcus J.

New install replacing 14-yr Rheem. Homeowner requested quiet-mode setup. 10-yr parts + labor.

XR16 condenserAir handler TEM6Line set 3/8 x 7/8

Standardized Pricebook Estimator

Consistent 3-tier quote — read to any caller

Photo-based AI estimating available in the AI Photo Estimator flagship tool.

Job type

Capacitor replacement

Equipment

Trane XR16 3-ton · 2018

Membership tier

Non-member

Zone

SouthPark · standard

Pricebook v4.2 · dispatcher-facing · no field markup

Good

$389

Standard repair

OEM-equivalent capacitor + diagnostic · 1-yr warranty

BetterMost picked

$549

Repair + tune-up

OEM capacitor + coil clean + refrigerant check · 2-yr warranty

Best

$689

Repair + Silver membership

Repair + 12-mo membership · 2 tune-ups · priority dispatch