01 · 2025●
AI Field-Service Dispatcher
Regional HVAC company
Voice + SMS agent that intakes service calls, qualifies the job, schedules a tech, and posts to the CRM — replacing two full-time dispatchers.
- LLM Agent
- Twilio
- HubSpot
- Webhooks
A handful of recent engagements. Details and names redacted at client request — happy to share more in a call.
Voice + SMS agent that intakes service calls, qualifies the job, schedules a tech, and posts to the CRM — replacing two full-time dispatchers.
Parses inbound RFQs (PDF, email, fax) into structured line items, prices them against the catalog, and drafts a quote for review in under 90 seconds.
Pulled five disconnected POS, scheduling, and inventory systems into one live dashboard. Cut weekly reporting from a day to a glance.
Internal Q&A agent grounded on 1,200+ pages of regulatory docs. Answers cite the source paragraph; flags ambiguous policy in red.
“Replaced what would have been a 6-month enterprise rollout with something we shipped in three weeks. It just works.”
“Dan understood our business in the first meeting. The second meeting, he showed up with a working prototype.”
“We finally have leverage on the AI conversation. He told us where it would and wouldn't work — and was right both times.”