Field and crew: notes, photos and checklists on the job site.
51 field and crew jobs an AI agent can do for HVAC, plumbing, roofing, electrical, landscaping, cleaning, pest control and remodeling shops. Anything that reaches a customer or moves money waits for a person to say yes.
Job brief on the way to a call
Reads the tech a short brief through the truck speaker on the drive over, with the problem the customer described, past visits, equipment on file and access notes.
Voice notes to job notes
Turns a tech's voice memo from the driveway into clean job notes with the problem found, work done and parts used, so nobody types on a phone with dirty hands. The tech reads the notes before closing the job.
Photo checklist by job type
Tells the tech which photos a job type needs, such as the data plate, the old unit, the new install and the thermostat wiring, and points out missing ones before the tech leaves the site.
Photo labeling on upload
Labels each job photo with the room, the equipment and whether it shows before, during or after the work, so the office can find the right one for a warranty claim or insurance file.
Measurements from a site walk
Turns the numbers a tech reads out during a walk, like room sizes, window openings or roof squares, into a table on the job ticket. The estimator checks the measurements before quoting.
Roof inspection report
Builds an inspection report from the inspector's photos and notes, with each problem, its location and a photo, in plain words for the homeowner. The inspector reviews the report before it is sent.
Home inspection style findings list
Organizes a tech's findings from a whole-home plumbing or electrical check into safety items, repairs to plan and items to watch. The tech approves the list, and the office prices it.
Repair options at the kitchen table
Builds a short list of repair and replace options from the tech's diagnosis and your price book while the tech is still on site. The tech presents the prices you set and the customer chooses.
Customer signature on scope
Writes up the agreed work in plain words with the price, so the customer can read and sign on the tech's tablet before work starts. The tech walks the customer through it.
Daily job log for remodels
Writes each day's log for a remodel from the crew lead's texts and photos: who was on site, what got done, deliveries and problems. The project manager reviews the log at day's end.
Homeowner daily update
Turns the crew lead's daily log into a short, friendly update for the homeowner with a photo and tomorrow's plan. The project manager approves it before it goes out.
Punch list from a walkthrough
Builds a punch list from the final walkthrough recording or notes, with each item, room and photo, and assigns items to crew or subs. The project manager signs off on each fix.
Site safety checklist
Runs the crew lead through a short safety check at the start of each day, such as ladder setup, fall protection and extension cords, and logs the answers. The crew lead stops work on any failed item.
Toolbox talk drafts
Writes a five-minute weekly safety talk on one topic, such as trench safety or heat stress, with a few questions for the crew. Your safety lead picks the topic and leads the talk.
Incident report drafts
Turns the crew lead's account of an injury, near miss or property damage into an incident report with time, place, people and photos. You review it before it goes to insurance.
Customer property damage notes
Records any existing damage the crew notices before starting, like scratched floors or a cracked driveway, with photos, so it is on file before work begins.
Load calculation input sheet
Collects the room sizes, window counts, insulation notes and orientation a tech gathers on site into the inputs your load calculation software needs. Your designer runs the calculation.
Panel and circuit mapping
Turns photos of an electrical panel and the tech's notes into a typed circuit directory for the panel door. The electrician checks each label before it is posted.
Equipment age and condition log
Logs each piece of equipment a tech sees on a visit, with brand, age and condition, so the customer record shows what may need replacing next.
Parts lookup from a photo
Reads a photo of a broken part or its label and suggests the likely part number and where it is stocked nearby. The tech confirms the part before ordering.
Supply house order by text
Turns a tech's text, like "need two 40/5 caps and a contactor," into a parts order for the branch counter. The tech or office confirms before it is placed.
Wiring diagram and manual finder
Finds the wiring diagram or install manual for the model on a nameplate and sends the tech the right page. The tech still verifies the wiring in front of them.
Installation checklist from the manual
Builds a short install checklist from the maker's manual, such as clearances, venting and startup steps, for the crew to check off. The lead installer signs it at the end.
Startup and commissioning record
Records the startup readings a tech reads out, like pressures, temperatures and amps, on a form tied to the job and points out any reading outside the maker's range for the tech to recheck.
Ride-along notes for trainees
Turns a trainee's notes from a day with a senior tech into a short summary of what they saw, plus questions for the next ride-along. The senior tech adds comments.
Tech question line
Answers a newer tech's question about your company's process, like how to handle a no-access call, from your written procedures, and sends anything outside them to the lead tech.
Customer education on site
Pulls up a plain explanation of the problem the tech found, such as a failed pressure relief valve, so the tech can show the homeowner on a tablet. The tech explains the repair options.
Job closeout summary for the customer
Writes a short summary of the work done, parts installed, warranty and care tips, from the tech's notes. The tech checks it before it is emailed to the customer.
Lawn and landscape visit notes
Records what the crew saw on a route stop, such as dry patches, broken sprinkler heads or weeds, and drafts a note to the homeowner with an optional fix. You approve any upsell before it is sent.
Cleaning quality checklist
Gives each cleaning team a room-by-room checklist for the job type and logs photos of finished rooms. The team lead fixes missed items before leaving.
Pest control service report
Writes the service report for a pest visit from the tech's notes, with areas treated, activity found and prep the customer should do. The licensed tech reviews it before it goes to the customer.
Pool visit report
Logs each pool stop's chemical readings, chemicals added and photos, and writes a short report for the homeowner. Readings outside your range go on a list for the tech to recheck.
Termite inspection diagram notes
Turns an inspector's sketch and notes into a typed list of findings by area for the inspection form. The licensed inspector completes and signs the official form.
Concrete pour day checklist
Builds the checklist for a pour day with forms, rebar, truck access, weather and finishing tools, and texts it to the crew lead the night before.
Paint and material quantity check
Works out paint gallons, drywall sheets or tile boxes from the measurements on a ticket, using your waste allowance. The crew lead checks the count before ordering.
Crew arrival checklist for remodels
Texts the crew the day-one checklist for a remodel: floor protection, dust walls, where to put tools and the homeowner's rules. The crew lead confirms each item.
Subcontractor site handoff
Writes a short handoff for the next sub on a job, with what is done, what is ready for them and photos of rough-in work. The project manager reviews it before sending.
Inspection prep checklist
Lists what the inspector will look for at rough-in or final for your trade and job type, from the city's checklist, so the crew can check it first. The lead confirms everything is ready.
Failed inspection fix list
Turns the inspector's correction notice into a task list with the code reference, the location and who will fix it. The project manager schedules the reinspection.
Storm damage documentation
Organizes roof and siding photos after a storm by slope or wall, with notes on hits and damage, in the order adjusters expect. Your estimator reviews the package before it goes to the insurer.
Water damage moisture log
Records moisture readings by room and day from the tech's notes during a dry-out and charts the trend. Your restoration lead decides when the area is dry.
Tree job site plan
Writes a short plan for a tree removal from the arborist's notes, with drop zone, equipment, power line clearance and cleanup. The arborist approves it before the crew starts.
Snow route completion log
Logs each plow or salt stop with a time-stamped photo from the driver and lists stops not yet done during a storm. The route lead decides the order of remaining stops.
Truck inventory scan
Reads photos of a truck's shelves and compares them with the stock list, so the tech knows what to grab at the supply house. The tech confirms the count.
Handyman multi-task visit plan
Orders a handyman's task list for one visit by room and tools needed, and estimates time from your rates. You confirm the plan and price with the customer.
Gas leak and CO safety script
Gives techs a short, consistent script for telling a customer about a gas smell or high carbon monoxide reading and what to do, from your written safety procedure. The tech follows your shutoff rules.
Clock-out job wrap-up
Asks the tech three short questions at clock-out, like whether there is a return trip, parts to order or a quote to send, and creates the follow-up tasks for the office.
Customer no-show documentation
Logs the arrival time, photos of the front door and call attempts when a customer is not home, so your office can apply your trip fee policy fairly. Your office makes the final call.
Final walkthrough script
Gives the crew lead a short list to cover at the end of a job, such as how to use the new equipment, warranty details and cleanup check, and logs the customer's sign-off.
Job-done proof check
Before an agent marks a job complete or sends the invoice, checks that the crew uploaded finish photos and the signed checklist, and flags you when something is missing.
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