Work Order Received
ServiceChannelIn progress
Work order
Priority
Trade
Category
Location
Requested date
Sales & order intake
Turn service requests into work orders with the trade, priority, location, and NTE ready for dispatch.
Field services
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.
Service request received✓
Technician assigned✓
Customer notified✓
The work we automate
An agent for
every stage of the job.
Technician Assigned
Find the right technician
MRAssigned
JL
AK
Dispatch
Match the job to a technician’s skills and availability, then coordinate the appointment when the schedule changes.
Agent Knowledge
Instructions for every job
Technician support
Bring playbooks, service agreements, and escalation guidance into the job so technicians can find answers on site.
Customer Updated
✓Work order receivedEmail
✓Technician assignedDispatch
✓Customer notifiedSMS
✓System updatedERP
Customer updates
Log arrival, job progress, and parts status in the customer’s service portal before they need to ask.
Parts Availability Confirmed
Vendor coordinationCall summary
AvailabilityConfirmed
Parts & returns
Order the missing part, track its ETA, and book the return visit. File warranty returns and follow the credit.
Invoice Reviewed
Invoice
Purchase order
Line itemAmountMatch
Matched
Matched
Matched
Close-out & billing
Finish QA, file the service report, and match the invoice against the contract before closing the work order.
Across your service contracts
Preventive
maintenance.
For a customer with hundreds of sites on contract, the agent books every recurring visit, confirms the contacts, and blocks technician calendars, so nothing on contract slips.