Inbound
AI Voice Receptionist
Answers calls, handles common questions, takes messages and transfers callers.
Process
AI Operations Assistant for Home Services
Crew schedules, parts and materials, and job status updates handled for your office, with a daily brief for every crew.
Dispatchers spend the day on the phone with their own crews: who can take the afternoon job, are the parts in, did the water heater install finish. This edition gives office managers, dispatchers and crew leads one place for those requests. It handles crew allocation requests in your field service software, tracks parts and materials, chases job status updates and sends each crew a morning brief.
- Crew allocation requests handled in your field service software
- Parts and materials tracked against every job until they arrive
- A daily brief for every crew before the first job
$5,400
20–30 working days
Optional maintenance $270/mo
What it is
AI Operations Assistant for Home Services is an internal assistant for office managers, dispatchers and crew leads. It takes job scheduling and crew allocation requests, tracks parts and materials, follows up on job status and sends each crew a daily brief. It works with your field service software, such as Jobber or ServiceTitan, and does not talk to homeowners.
Why businesses buy it
In a home services business, the office runs on updates from the field. A crew finishes early and nobody reassigns them. A part is back-ordered and the job goes ahead anyway. A lead tech forgets to close the job, so the invoice waits. Dispatchers spend hours calling crews for information that should already be in the system. This edition collects those updates, keeps the schedule and job records current inside your rules and sends anything unusual to the office manager. Crews start each day knowing where they are going and what they need. The Scope Card fixes the scope before you order.
Problems this solves
Dispatchers rebuild the crew schedule by phone whenever a job overruns
Crew leads send job status updates to the assistant. It updates your field service software, such as Jobber or ServiceTitan, and flags schedule clashes to the dispatcher under your approval rules.
Crews reach a customer's home without the parts the job needs
The assistant tracks parts and materials requests against booked jobs. Missing items are flagged to the office ahead of the visit. That gives a chance to sort them before the crew sets off.
Office staff keep calling crews to ask whether jobs are finished
The assistant follows up on job status for you and records each answer in your field service system. The office can see which jobs are done, delayed or need a return visit.
Crew leads start the day from scattered texts instead of a plan
Each crew receives a daily brief listing its jobs, allocated people and parts notes. It is drawn from your field service software, so it matches what the office sees.
A good fit if
Dispatchers phone crews all day to find out which jobs are finished.
Crew changes and job swaps happen by text and never reach the field service software.
Jobs stall because parts or materials were not ordered or did not arrive.
Crews start the day without a clear list of jobs, addresses and materials.
Not the right fit if
You want homeowner calls answered and appointments booked. See AI Voice Receptionist for Home Services.
You want homeowners called back after quotes or visits. See AI Voice Follow-Up for Home Services.
You want homeowners' chat and email questions answered. See AI Customer Support Agent for Home Services.
You need more than two systems with write access, such as field service software, a calendar and accounting. Add a note at checkout for a Change Quote.
How it works
- Crew leads and office staff send requests on one channel, such as email or your team chat: a crew swap, a parts shortage, a finished job or a delay.
- Scheduling and crew allocation requests are checked against your rules and your field service software, then confirmed or passed to the dispatcher.
- Parts and materials are logged against each job, and the assistant follows up with the supplier or the office when an order is late.
- Open jobs are followed up with crew leads until the status is updated, so finished work moves on to invoicing without a phone call.
- Each morning, every crew gets a brief: jobs in order, addresses, access notes and the parts or materials each job needs.
- Anything outside your rules goes to the office manager. Before launch, 50 scenarios from your own crew requests are tested with you.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to your field service software and calendar, shared by adding our team as a user or creating a key you control, never by email
- Your crew list, with skills or certifications and service areas
- Your scheduling rules, such as travel limits, job lengths and who approves overtime
- Your parts and materials suppliers, with contacts and usual lead times
- Ten real crew requests, such as swap messages or parts problems
- The send time and recipients for the daily crew brief
- One decision-maker for sign-off
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified: crews, service areas, scheduling rules and approvers agreed.
Weeks 1–2
Crew scheduling, materials, job status and brief workflows built.
Week 3
Field service software, calendar and channel connected.
Weeks 3–4
50 crew and office scenarios tested with you.
Week 4
Your review and two rounds of changes.
Go-live
Live, recorded handoff session, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $5,400 |
| Express | 15–25 working days | $6,200 |
| Rush | 10–20 working days | $7,000 |
What you receive at handover
- The home services operations assistant live on one channel for your office and crews
- Home services request types and workflow templates for scheduling, crew allocation, parts and job status
- A connection to your field service software and one other agreed system
- A test report using home services scenarios
- An admin guide plus the recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Dispatchers can spend less time on status calls to crews.
- Can help cut wasted trips caused by missing parts.
- Makes job records in your field service software more complete.
- Return visits caused by missing parts
- Filter jobs in your field service software that needed a second visit for parts. Compare the two months before launch with the two after.
- Status calls from the office to crews
- Ask dispatchers to tally these calls for one sample week before launch and one sample week after.
- Jobs closed with complete status notes
- Count closed jobs with status and notes filled in, using your field service reports. Compare a month before and a month after.
Before you start: Record a typical week of dispatcher calls to crews and count recent return visits for parts. Note how parts requests are tracked today.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid once. Running it costs roughly $50 to $250 a month in AI model usage and hosting, billed to your own accounts, plus your field service software and any messaging fees, which your providers bill to you directly.
Usage during build and testing is billed to your accounts too.
Ask about running costsCustom requirements
A third system such as accounting, separate rules for several branches, or a second channel needs a Change Quote. Add a note at checkout and get a written quote.
Request a custom versionKeep it running
When the 30 days of support end, optional monthly maintenance covers monitoring, fixes, model and platform updates and a monthly health report. Change hours handle small updates, such as seasonal schedules, a new service area or a new crew. Bigger changes go through a Change Quote. Cancel any month.
$270/mo (5% of the build price a month, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A dispatch add-on bills per user or per technician | An extra office coordinator costs a monthly salary | Ours is one fixed price, shown on this page before you buy |
| Job updates | Depends on crews updating the app themselves | A coordinator phones each crew | Ours follows up with crew leads until each job status is current |
| Parts and materials | Tracked only if someone logs every order | An agency build depends on what was agreed | Ours chases late parts against each job |
| Delivery | Self-serve setup that still needs your office's time | An agency usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
Does the home services assistant talk to homeowners?
No. It works only with your office and crews. It handles crew scheduling, parts and materials, job status and daily briefs. If you want homeowner calls answered and jobs booked, AI Voice Receptionist for Home Services is built for that, and AI Customer Support Agent for Home Services handles chat and email questions. Either can run alongside this assistant.
Can it update job records in Jobber or ServiceTitan?
Yes. Field service software such as Jobber or ServiceTitan is usually the first connected system, with read and write access, and your calendar is often the second. The assistant reads jobs, crews and schedules and writes updates back inside your rules. If you use different field service software, we confirm during intake that it offers the access needed.
Can it reassign crews when a job runs over?
It can suggest a change and, inside your rules, make it. When a crew lead reports a delay, the assistant checks which crews are free and qualified, then either updates the schedule or sends the suggestion to the dispatcher, depending on what you allow. Changes that move a homeowner's appointment always go to the office first.
How does it keep track of parts and materials for each job?
Parts and materials are logged against each job when they are ordered. The assistant checks expected arrival dates, follows up with the supplier or office when an order is late and warns the dispatcher before a job goes ahead without its parts. Crew leads can report what they used, so the office knows what needs restocking.
What is in each crew's daily brief?
Each crew gets one brief before their first job: jobs in order, addresses, access notes from the job record, the parts and materials each job needs and anything still waiting on the office. You choose the send time and the channel during intake. Dispatchers can be copied, so the office sees the same plan as the crews.
How are unfinished jobs followed up?
When a job's scheduled end passes without a status update, the assistant asks the crew lead on the channel. The answer, such as finished, needs a return visit or waiting on parts, is written to the job record. Jobs marked finished move on to your normal invoicing process, and anything needing a return visit goes to the dispatcher.
What does the office manager need to prepare?
Mostly information you already keep: your crew list and skills, service areas, scheduling rules, supplier contacts and ten real crew requests. Everything is due within 72 hours of the order. After that, plan about an hour to review the test results with a dispatcher, plus the recorded sixty-minute handoff session.
Keep crews moving without calling every van.
Order AI Operations Assistant for Home Services and on a fixed delivery date crew scheduling, parts and materials, and job status updates are tracked for your office, with a daily brief for every crew.
Works well with
