AI Agents
AI agents for field service that do the work — not just the busywork.
Autonomous agents that read your data, reason, and take action. They chase late invoices, request reviews, restock trucks, follow up on leads — and hand off to your team the moment a human should decide. Built for HVAC, plumbing, cleaning, and every trade.
AI agents trusted by HVAC, plumbing, and cleaning teams
from a 10-tech shop to a multi-state franchise.
01 AI agents for field service
An automation follows rules. An agent uses judgment.
A workflow automation does exactly what you told it to — if this, then that, every time. An AI agent is different. You give it a goal and the keys to your data, and it figures out the steps: reads the record, reasons about what to do, takes the action, and stops for a human when the call is yours to make.
FieldCamp ships five agent kinds, each purpose-built: reconcile (invoice recovery & AR), dispatch (scheduling & appointment follow-up), revenue (reviews & upsells), estimate (quote drafting & pricing), and inventory (restock & reorder).
Late Invoice Recovery
Chases overdue invoices over WhatsApp and SMS, escalates the stubborn ones.
142
runs
96%
success
8m
last run
Review Request
Asks happy customers for a Google review after a job is marked complete.
318
runs
91%
success
2h
last run
Restock Planner
Flags low stock by truck, drafts the purchase order, routes it for approval.
27
runs
100%
success
1d
last run
02 Field service AI automation
Read. Reason. Act. Every step on the record.
Every run is logged, end to end. The agent pulls the data it needs, decides what to do, and calls the tools to do it — look up the invoice, draft the message, send the reminder. You see exactly what it did, how long it took, and where it paused for you. No black box.
Agents fire on triggers you configure: a job marked complete, a daily schedule, or a threshold — like stock falling below the reorder point. Most agents run unattended on their schedule; you only see the runs that need you.
INV-2041 reminder sent to Dana Reyes
INV-2088 — refund needs approval
1 pendingINV-1990 reminder sent to ACME Corp
Running — checking 4 overdue invoices
Invoice INV-2041 is 12 days overdue. I drafted a polite reminder and sent it to Dana over WhatsApp with a payment link. I’ll check back in 3 days.
Tool calls · 3
03 Supervised AI execution
It knows when to stop. And ask you first.
You decide which actions an agent can take on its own and which need a human. Refund a customer, discount an invoice, cancel a job — the agent prepares the full action and waits for one tap to approve. Routine work runs unattended. The judgment calls come to you.
Every approval includes a preview of exactly what the agent plans to do — line items, amounts, the message it will send — so you can review, edit, or skip before anything executes.
I’ve drafted an estimate for the HVAC replacement at Riverside Property. The work and parts look right — but this is a large ticket, so I need your sign-off before I send it to the client.
Create estimate
Needs your approval before sending
Client
Riverside Property Management
Job
#JOB-884 · HVAC replacement
| Item | Qty | Unit | Total |
|---|---|---|---|
| HVAC unit replacement | 1 | $2,400.00 | $2,400.00 |
| Installation labor (4h) | 4 | $120.00 | $480.00 |
| R-410A refrigerant | 2 | $45.00 | $90.00 |
Routine reminders auto-send · only money + customer calls pause here
04 AI agent software
Your AI agent library, each with a job.
We start every agent from a proven template, then tailor it to your shop — your data, your tone, your rules for what needs a human. These are the ones our shops run most.
✦ Sent · WhatsApp
- ·Fires on a schedule: checks overdue invoices each morning
- ·Drafts a polite, on-brand reminder per invoice
- ·Sends by WhatsApp, with SMS fallback — email via Gmail
- ·Escalates the stubborn ones to you after N touches
- ·Logs every touch on the invoice record
- ·Fires when a job is marked complete (event trigger)
- ·Waits for the right moment to ask
- ·Texts a one-tap Google review link
- ·Skips unhappy jobs, flags them instead
- ·Tracks who asked, who left a review
✦ PO drafted · awaiting approval
- ·Runs nightly — checks stock against open jobs
- ·Spots what's below the reorder point by truck and warehouse
- ·Drafts the purchase order for your approval
- ·Creates a new PO record and routes it to you
- ·Reconciles restocked items against upcoming jobs
✦ Nudge 2 of 3 · then hand off
- ·Re-engages quotes that went quiet (threshold trigger)
- ·Reschedules missed appointments automatically
- ·Nudges leads that never booked
- ·Knows when to back off
- ·Hands warm ones to a human
05 Agentic AI for field service
Why AI agents, and not just more automations.
01
It runs on the data we built around you.
Agents aren’t bolted on. They read the same clients, jobs, visits, and custom objects we configured for your shop — so they reason with your real context, not a generic template’s.
02
Started from a template. Tailored to your shop.
We start every agent from a template that already works, then configure it around your operation — your data model, your brand voice, your escalation rules, and your channels (WhatsApp, SMS, or Gmail). There’s no prompt engineering on your side.
03
Autonomous where it should be. Supervised where it matters.
Routine work runs unattended, all day. Anything that touches money or a customer relationship pauses for a one-tap approval. You set the line. The agent respects it.
06 Field service platform
Agents are one layer. They run on all of it.
Workflow automation handles the deterministic rules. Agents handle the judgment. Both run on the same data we configured around your business. Take the whole platform, or just the part you need.
07 AI agents — FAQ
AI agent software — questions, answered.
What are AI agents for field service?
AI agents for field service are autonomous programs that read your operational data, reason about what to do, and take action on your behalf — then hand off to a human when a decision needs judgment. Unlike a workflow automation, which follows fixed if-this-then-that rules you define, an agent is given a goal and figures out the steps itself. FieldCamp agents run on the clients, jobs, visits, and custom objects configured for your shop, so they act with your real context. Common examples are a late-invoice recovery agent, a review-request agent, a restock agent, and a no-show recovery agent.
How are AI agents different from workflow automation?
Workflow automation is deterministic: a human defines a trigger, a condition, and an action, and it runs the same way every time. AI agents are autonomous: you give them a goal and access to your data, and they decide which steps to take, drafting messages and calling tools as needed. Automations are perfect for predictable rules. Agents are for work that requires reading context and using judgment. FieldCamp gives you both, on the same platform.
Do AI agents act on their own, or do I stay in control?
Both — you draw the line. You choose which actions an agent can take unattended (sending a reminder, drafting a purchase order) and which require your approval (issuing a refund, discounting an invoice, cancelling a job). When an agent reaches an action that needs a human, it prepares everything — the full preview, line items, and the message it plans to send — and waits for a one-tap approval. Routine work runs on its own; the judgment calls come to you.
What can an AI agent actually do?
FieldCamp agents can look up any record (clients, jobs, visits, invoices, estimates), draft and send messages over WhatsApp, SMS, or email via Gmail, create invoices, estimates, jobs, tasks, clients, and visits, flag exceptions, and escalate anything that needs a person. Each run is fully logged — every tool call, its duration, and its outcome. Agents fire on triggers: a job marked complete (event trigger), a daily or nightly schedule (scheduled trigger), or a threshold breach like stock below the reorder point. We tailor each agent's triggers, tone, actions, and escalation rules during onboarding.
How are AI agents set up and trained on my business?
We start every agent from a template that already works, then configure it around your operation — your data model, your brand voice, your escalation rules, and your channels (WhatsApp, SMS, or Gmail). There's no prompt engineering on your side. Setup is included in your plan, done by our team or a curated partner. You review what the agent does and where it pauses before it goes live.
Can AI agents run on a schedule?
Yes. Many agents run on a recurring schedule — for example, the restock agent can run every night at 2 AM to check inventory across all trucks against tomorrow’s jobs. Others fire on events, like the review-request agent firing minutes after a job is marked complete, or threshold-based triggers when a metric like open invoice value crosses a limit. Agents fire on triggers you configure: you choose the trigger type during setup; the agent handles the rest.
Which trades use FieldCamp AI agents?
HVAC, plumbing, cleaning, pest control, electrical, landscaping, solar installation, property management, and more. An HVAC shop, for example, uses the late-invoice recovery agent to follow up on service agreements past due — it knows each customer’s history, drafts a message in the shop’s voice, and sends over WhatsApp with a payment link. Any field service business with repetitive back-office work can put an agent on it and keep a human on the exceptions.
Want an agent trained on your shop?
Book a fifteen-minute call. Tell us the back-office work that eats your week, and we’ll show you the agent that takes it on — and where it’ll hand back to you.
No demo deck. Just your business and ours.