Each agent follows the same rules: deterministic figures from tested code, a proposed action instead of a silent write, and a named human approver. Money and legal actions always require a department lead, even when an agent is set to auto.
01What does the Booking agent do?
The Booking agent qualifies every inbound request around the clock, matches it to the soonest open slot for the right trade, and books it once a person approves. It values each call before it books, so your dispatcher sees an estimated job value rather than just a time slot, and it tracks the after-hours revenue a human front desk would have missed.
- What it computes: intake qualification (service request or existing customer, trade served, zip inside your service area) with a qualification score, the soonest open slot per trade, estimated job value from your per-trade averages, and after-hours revenue recovered. Custom quotes come from the field app's quote builder with a live total and tax.
- What it proposes and who approves: bookings from the Front Desk queue and estimates from the field quote builder. Both are one-click approvals for your front-office team, and both come with a real undo. Because they are reversible, booking and estimates are among the actions that can run in auto mode with undo, while money and legal actions always wait for a person.
- Platform coverage: ServiceTitan only today. Procore and Buildertrend have no customer intake feed, so we do not claim booking there.
02What does the Routing and Dispatch agent do?
The Routing agent hands your dispatcher skill-correct, drive-time-optimized assignments and a severity-triaged call board that beats round-robin. It is fully advisory: the dispatcher accepts or overrides every suggestion, and the assignment itself happens in your field system.
- What it computes: nearest-stop assignments constrained by skills, arrival windows, and shift capacity, with drive minutes saved versus a round-robin baseline; P1, P2, and P3 severity triage on inbound calls; a revenue-weighted technician ranking; and a three-day capacity-versus-booked call board.
- What it proposes and who approves: nothing. It owns no gated actions by design. Your dispatcher stays in control and acts in the field system.
- Platform coverage: runs on the shared jobs model, so it covers ServiceTitan, Procore, and Buildertrend. Buildertrend connections run through their partner program.
03What does the Financial agent do?
The Financial agent computes GAAP-correct job profitability, flags margin leakage in exact cents, and forecasts your cash position 30, 60, and 90 days out. Every figure comes from deterministic, tested code reading your books; the AI narrates the result and never computes a number.
- What it computes: percentage-of-completion earned revenue, margin to date versus budget, over-billing and under-billing per job, cost-overrun and margin-erosion warnings, segment margins, and a 30, 60, and 90-day cash-flow forecast with a confidence score.
- What it proposes and who approves: nothing on its own. When the platform detects a new vendor bill, it drafts the A/P entry and queues it for your finance lead. A/P drafts always require human approval; the system can never post to your books by itself.
- Platform coverage: QuickBooks is the books source it reads (cash and margin from your real ledger, A/R invoices, A/P bills). It runs alongside ServiceTitan, Procore, or Buildertrend as the field system.
04What does the Inventory agent do?
The Inventory agent stops stockouts, shrinkage, and unbilled materials by computing dynamic reorder points and exact-cents cost attribution from your usage data. It is fully advisory: it recommends, your warehouse lead decides, and any purchase happens in your field system.
- What it computes: reorder points from usage and lead time plus safety stock, days to stockout and the dollar exposure if you hit zero, truck-stock shrinkage alerts, unbilled-material revenue at risk, vendor-arbitrage savings across suppliers, and consumable-lot cost proration across the jobs each lot served, exact to the cent.
- What it proposes and who approves: nothing. It owns no gated actions. Purely advisory.
- Platform coverage: ServiceTitan only today. Procore and Buildertrend expose no inventory feed, so we do not offer this agent there.
05What does the Workforce agent do?
The Workforce agent prevents understaffing and avoidable overtime, and checks payroll before it runs. It turns timesheets, capacity, and demand into staffing gaps by trade and week, per-technician overtime projections, and payroll flags a human reviews before anyone gets paid.
- What it computes: understaffing gaps per trade and week with the economic impact, overtime projections with the avoidable premium, same-trade mitigation candidates with open capacity, overtime-correct pay under California and British Columbia rules (time-and-a-half, double-time, hourly, piece-rate, and commission classes), and claimed-versus-clocked payroll gaps.
- What it proposes and who approves: payroll adjustments. These always require your field lead's approval with two-factor sign-in, even in auto mode, because they change someone's pay.
- Platform coverage: ServiceTitan first: appointments and timesheets connect directly. Procore and Buildertrend are covered through the shared jobs model, with Buildertrend behind their partner program.
06What does the Documents agent do?
The Documents agent classifies every inbound document, matches it to the customer, and routes it to the owning department and folder. It flags what needs a signature, what needs a human, and which certificates of insurance expire within 30 days, and it drafts the A/P entries buried in vendor bills.
- What it computes: document classification with a confidence score, customer matching, department and folder routing, expiring-COI flags at 30 days out, vendor-bill matching to open jobs with source-based confidence (a printed bill can match automatically; a handwritten one always goes to a person), warranty registration packets, and extracted dollar totals.
- What it proposes and who approves: filing and signature requests, approvable by your own department. A/P drafts and warranty registrations always require a lead or admin, and warranty registration refuses to run without a vendor login a human set up first. The agent never signs into a vendor portal on its own.
- Platform coverage: documents are supported on ServiceTitan, Procore, and Buildertrend, with the live connection activating per customer and staying fail-closed until connected. Buildertrend runs through their partner program.
07What does the Collections agent do?
The Collections agent works your A/R aging list 24/7: correct due-date aging, an honest status for every customer, and a compliant five-step dunning ladder, so you stop financing customers interest-free. Nothing goes out without a person: every dunning email, SMS, and call requires your department lead's approval, always, even in auto mode.
- What it computes: aging buckets from current through 121+ days off real due dates, a per-customer workflow status (reconciled, expecting money when a covering promise exists, disputed, action required, or write-off), a worst-first worklist with a named owner per status, portfolio totals, and compliant drafts with quiet hours and opt-out language. Consent rules are computed in code: no call consent downgrades to email, and no email routes to a human.
- What it proposes and who approves: send a dunning email, send a dunning SMS, or place a dunning call. All three always require lead approval, and consent is re-checked at send time.
- Platform coverage: built on your A/R ledger, with QuickBooks as the natural source of truth. Works alongside ServiceTitan, Procore, or Buildertrend.
08What does the Pricebook agent do?
The Pricebook agent keeps your materials costs current from vendor price files and re-prices every affected item under a sold-hour model, so no job gets quoted off stale costs. You upload the distributor's price file, it computes the new prices to the cent, and a person confirms each change before anything updates.
- What it computes: per-item old and new materials cost, the price and margin change in dollars and percent, the changed-SKU list, flags on anything beyond your tolerance (5 percent by default), and vendor SKU coverage, all under the sold-hour model: price equals sold hours times rate, plus materials, plus materials markup.
- What it proposes and who approves: pricebook item updates, one human confirmation per recomputed price, with a deterministic undo that restores the old price exactly.
- Platform coverage: vendor price-file upload (CSV or XLSX) works on any platform today, with a production parser built for real distributor files. ServiceTitan is the pricebook write target. Procore and Buildertrend have no pricebook, so the agent serves them entirely through price files.