Agent Platform for Home Services
Operations that run themselves
Your technicians do great work. Your office staff spends all day on dispatch, invoicing, and customer updates. Agent Platform automates the operational work so you can handle more jobs with the same team.
The Challenge
Back-office work scales with jobs
More jobs means more scheduling, more invoicing, more customer updates. Until you automate it.
Dispatchers are overwhelmed
Matching jobs to technicians, handling schedule changes, managing emergencies—all manually.
Invoice lag costs cash flow
Days or weeks between job completion and invoice sent. Paperwork piles up.
Customer updates are inconsistent
Some customers get ETAs, others don't. Follow-ups depend on who remembers.
Systems don't talk to each other
CRM, scheduling, accounting, and field apps all hold different versions of the truth.
Automation Areas
Where home service companies automate
Dispatch Optimization
Automate job assignment based on technician skills, location, and availability.
- Skill-based job matching
- Route optimization
- Real-time schedule updates
- Emergency job prioritization
Invoicing & Payments
Generate invoices automatically and sync with accounting systems.
- Job completion to invoice automation
- Payment processing integration
- QuickBooks/Xero sync
- Collection follow-ups
Customer Communication
Keep customers informed automatically throughout the service lifecycle.
- Appointment reminders
- Technician ETA updates
- Service completion notifications
- Review request automation
Capabilities
Built for field service operations
Field Service Integration
Connect to ServiceTitan, Housecall Pro, Jobber, and other FSM platforms.
Accounting Sync
Automatic data flow to QuickBooks, Xero, and other accounting systems.
Scheduling Automation
Intelligent job assignment based on skills, location, and current workload.
Route Optimization
Minimize drive time and maximize jobs per day automatically.
Customer Notifications
Automated SMS and email updates throughout the service journey.
Performance Dashboards
Track technician productivity, job margins, and operational metrics.
Results
Do more with the same team
Scale operations without scaling staff
See how Agent Platform can automate your dispatch, invoicing, and customer communications. We'll show you exactly how it works with your field service software.