The AI Workforce for Field Services
Every service call drags a pile of quiet work behind it: confirming appointments, finding techs, ordering parts, updating portals, closing invoices. Runbook builds agents that do all of it, right inside the systems you already run.
An AI agent for every stage of the job
Sales & Order Intake
Book appointments and triage requests from any source.
Dispatch
Send the right tech to the right job, even when the day changes.
Technician Support
Customer Updates
Customers get job visibility before they see an issue or even think to ask.
Parts & Returns
Order parts, track the ETA, and make the second visit faster.
Close-Out & Billing
Finish QA, file the report, and get the invoice out the door.
What's slowing your operation down?
The deskwork tax
Coordinators burn their day on scheduling, data entry, and status chasing. And it's the first thing to break when volume climbs.
SLAs under pressure
Requests pile up faster than the team can clear them, so response times stretch and the jobs that cannot wait end up waiting.
Your only lever is more people
Every new hire takes months to ramp, so OPEX climbs in a straight line as volume grows.
Small mistakes, second trips
A missed step or the wrong part means a repeat visit and a second truck roll that lands in your margins.
The agent, stage by stage.
A Runbook agent works a job like a seasoned coordinator: it reads the request, weighs the context, takes action, and carries the job across every system involved instead of stopping at one tool.
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Intake & scheduling
Reads any inbound. Parses email, voice, and portal requests into a clean, structured job, no matter how sloppy the source.
Sorts by what it means for you. Urgent versus routine, in-contract versus billable, so the important jobs jump the line automatically.
Books the slot. Confirms the site contact, checks the calendar, and locks the appointment without a coordinator in the loop.
Dispatch
Weighs the real variables. Skill match, proximity, and current load, balanced the way a good dispatcher would.
Briefs the tech where they already are. Site history, contact, and coverage sent directly to them without an office call.
Adjusts on the fly. A cancellation or an emergency comes in, and the schedule re-sorts itself instead of waiting for someone to redo the board.
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Field support
Answers in real time. Pulls the manual, the contract terms, or the site history the second the tech asks.
Keeps the ticket current. Logs progress as it happens, so the office sees the truth without a phone call.
Flags trouble early. If the job is running long or a part is missing, it raises it before it turns into a surprise.
Parts & followup
Orders and tracks. Places the order, follows the ETA, and nudges the vendor when it slips.
Times the return trip. Schedules the follow-up for the day the part lands, so nobody drives out to nothing.
Runs the warranty and returns. Files the RMA, chases the credit, and closes the loop with the supplier.
Close-out & billing
Checks the close-out. Confirms photos, sign-off, and a complete report before anything moves forward.
Updates the record cleanly. Files everything in system of record, with no cleanup left for the coordinator.
Kicks off the invoice. Matches the work to the contract and queues it to bill the day the job closes.
Enterprise-grade underneath,
controlled by your team on top.
Reads and writes across systems, including Microsoft tools, ERPs, and call center software.
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Logs into customer and vendor portals without APls and can communicate via phone, text and email.
Works inside your current stack and with all channels.
Agents use available APIs or works as a human. One agent covers all customer channels. No migration. No rip and replace.
Gets smarter without an engineering queue.
Set it up using natural language and give directions like a new hire, correct it once, and it keeps getting sharper on its own.
Controls that stay with you and your team.
You set the boundaries and approval gates, and the agent works inside them with a full record of every call, click, and update.
What actually changes when the coordination runs itself
More jobs per tech, per day
Techs spend the day fixing things, not filing things so work output increases.
Billiable jobs ↑
Capacity ↑
Less coordination overhead
The calls, emails, and portal updates that eat your admin team's day run on their own.
Admin hours ↓
Costs per work order ↓
SLAs you can always count on
Faster intake and triage means the urgent jobs get moving while they still matter.
Response time ↓
SLA Attainment ↑
Cash that moves faster
Close-out and billing happen the day the work is finished, so revenue stops sitting in a paperwork queue.
Days to invoice ↓
Billing turnaround ↓
Real agents, running in production
The best way to understand Runbook is to watch it run a job you know, so here are a few we handle today.
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Collections and proof of delivery
Collections calls made, PODs retrieved, billing checks run, and small disputes cleared up before they turn into aged receivables.
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Preventive maintenance
For a customer with hundreds of sites on contract, the agent books every recurring visit, confirms the contacts, and blocks tech calendars, so nothing on contract slips.
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Parts, ETAs, and the second trip
When a fix needs a part, the agent orders it, tracks the ETA, and schedules the return for the day it arrives, so the tech stops driving out to jobs they cannot finish.
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Warranty and return claims
The agent files the RMA, follows the credit, and keeps the vendor on schedule, so claims stop aging quietly in an inbox.
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Invoice reconciliation
Invoices get matched against the contract, discrepancies flagged, and clean ones paid, so a mismatch never turns into an overpayment caught too late.
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Your workflow nobody wants to touch
The one with a dozen steps across five systems that only your most senior person can run is our favorite, so bring it and we will run it live in about 15 minutes.
You pay when it works
Most automation projects stall because nobody can pin down the return. So we price on outcomes, not usage.
- You always know what it costs. No token math to explain to your CFO.
- You always know you're in the green. If the agent doesn't deliver the outcome, you don't pay.
- No charge for retries, follow-ups, or dead ends. You can see that in the ledger.
Show us the job your team dreads. We'll run it automatically.
Pick the workflow that eats your coordinators' day, the one held together by one person and a lot of memory, and we will show Runbook handling it end-to-end in about 15 minutes.