Field Services AI Transformation
Field Services AI Transformation
Transforming after-hours dispatch, quote automation, and field scheduling with multi-agent orchestration.
Transforming after-hours dispatch, quote automation, and field scheduling with multi-agent orchestration.
Transforming after-hours dispatch, quote automation, and field scheduling with multi-agent orchestration.
< 2 mins
After-Hours Response
99.4%
Quote Accuracy
+32%
Tech Productivity
The Workflows
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Workflow 01
After-Hours + Weekends Dispatch
Workflow 02
Quote Automation + Proposal Generation
Objective
Convert every after-hours inbound into a correctly-triaged, policy-compliant dispatch or scheduled visit—fast.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Omni-channel intake (SMS/voice/web)
Dynamic Q&A that adapts to customer answers
Safety + urgency classification
Check service area, warranty/contract status
Identify on-call coverage + skills/certs
Propose ETA windows + confirm details
Create job + notes in FSM/CRM
Route to on-call tech
AI Agents in Unison
Conversational Intake Agent
Triage & Safety Agent
Business Rules Agent
On-Call Dispatch Agent
Scheduling/Route Agent
CRM/FSM Sync Agent
Escalation Agent
Customer Comms Agent
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Talk to our team about which agents fit your needs. Whether you need deal flow acceleration, dispatch optimization, production coordination, or succession planning support — get a proof-of-concept running in days, not months.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.