Industry-specific solutions
Systems for field services.
Get more jobs done with the engineers you’ve already got. Connect call handling, scheduling, the field app and invoicing so the office stops chasing.
- HVAC, electrical and plumbing contractors
- Fire, security and lift servicing
- Facilities maintenance
- Cleaning and grounds teams
What gets in the way
Where field services businesses lose time.
The same three problems come up again and again. Each one has a fix that does not depend on anyone remembering.
Calls stack up first thing and jobs get booked in wrong
Calls come in first thing, the office books them in between other jobs, and half the details the engineer needs never make it onto the job.
Every call and message is logged as a job with the site, the history and the access details on it.
Planners redo the schedule every time someone’s off
Someone’s off sick or a job overruns, and the planner rebuilds the day by phone. Engineers drive past jobs to get to the next one.
The day re-plans when something changes, and the new job goes straight to the engineer’s phone.
Job sheets and invoices come back days after the work
Job sheets get filled in at the kitchen table, signatures get chased next week, and the invoice goes out days after the work.
Photos, notes and the signature are done on the phone at the job, and the job sheet becomes a draft invoice the same day.
How it connects
One connected workflow.
Choose your kind of business. Each step hands over to the next automatically, with your team stepping in where judgement matters.
- 01
Call or request
A call, email or portal request becomes a job with the site and the fault on it.
The system
- Logs the job and where it came from
- Pulls up the site history and access details
- Offers the customer a slot
Your team
Your office handles anything urgent or unusual.
- 02
Engineer sent
The job goes to the right engineer by skill, location and what’s on the van.
The system
- Suggests who should go
- Sends the job to their phone
- Tells the customer when they’re on the way
Your team
Your planner makes the call when it needs judgement.
- 03
Job done
The engineer records the work, photos and parts on the phone, and gets the signature on site.
The system
- Takes the job sheet, photos and signature
- Works offline with no signal
- Flags a return visit if a part is needed
Your team
The engineer makes every safety call on site.
- 04
Invoice
The finished job sheet turns into a draft invoice.
The system
- Builds the invoice from the job sheet
- Chases any missing signature or reference
- Shows unbilled work today
Your team
A person checks and sends every invoice.
- 01
Contract and schedule
Each contract’s visits are set up once and land on the schedule on their own.
The system
- Creates the visits from the contract
- Spreads them across the team
- Warns you before anything goes overdue
Your team
Your team agrees the schedule with the customer.
- 02
Visit planned
The visit is booked with the customer and grouped with nearby jobs.
The system
- Confirms the date with the site
- Groups visits by area
- Sends the engineer the checklist
Your team
Your planner signs off the week.
- 03
Checklist done
The engineer works through the checklist and records what they find.
The system
- Records each check with photos
- Raises remedial work as a new job
- Takes the site sign-off
Your team
The engineer decides what’s safe and what needs fixing.
- 04
Report sent
The customer gets their service report without anyone typing it up.
The system
- Builds the report from the checklist
- Sends it to the customer
- Quotes remedial work for a person to approve
Your team
A person approves every quote before it goes out.
What we build
Everything we can fix for field services.
Nobody needs all of it on day one. We start with whatever is costing you the most and add the rest once it’s working.
Customer contact
Calls, enquiries and follow-up. Every customer gets a reply.
Automation
Connected workflows. Less repetitive work for your team.
- Scheduling and dispatchThe day re-plans when something changes, and jobs go straight to the engineer’s phone.
- Job sheet to invoiceFinished job sheets become draft invoices the same day.
- Customer updatesOn the way and running late messages, so customers stop ringing to ask.
- ReportingJobs per engineer, return visits and unbilled work, live.
Custom software
Dashboards, portals and tools. Built for the way you operate.
AI systems
Your business knowledge. Put to work with human oversight.
- Call answeringCalls answered when the office is busy. The job is logged and booked, and anything urgent goes to a person.
- Message repliesAnswers “when is the engineer coming” from the live schedule.
- Engineer assistantAnswers engineers’ questions from your own manuals and procedures, and shows where each answer came from.
How we build
Built for engineers in the field.
Field work carries safety decisions, customer sites and money. These are the rules we work to.
Health and safety compliance stays with your business. We set the system up around your procedures.
See how we workSafety calls stay on site
The engineer decides what’s safe. The system records it and never overrides it.
People approve quotes and invoices
The AI doesn’t price jobs. A person signs off every quote and invoice before it goes out.
Access by role
Engineers, planners and managers each see what their job needs. Customers only see their own sites.
Your data stays yours
Your data is yours, and if you leave we export it for you in a standard format. Hosting and retention are agreed with you in the written scope.
Questions
What field services businesses ask us.
If your question isn’t here, ask us on a 30-minute call.
Do we have to replace our job management software?
No. Agentryx One works alongside what you already use and connects to it as far as it allows. We fill the gaps around it first, usually dispatch and job sheet to invoice.
Does the engineer app work with no signal?
Yes. Engineers can finish a job offline and it syncs when they’re back in signal.
Does the AI price jobs?
No. It can log jobs, book slots and draft messages. Quotes and invoices are always signed off by a person.
Can we start with one team?
Yes. We usually start with one team or one area as a pilot, then roll it out once it’s working.
How long does it take, and what does it cost?
It depends on how many sites and people it covers. We start with a 30-minute call, show you a demo of your system and run a pilot with one team. It runs on a contract, priced for your business once you’ve seen it working.
Guides
Guides for field services businesses.
How to get more jobs done with the engineers you already have
Where an engineer’s day goes, and what fixes each part before you hire.
Read the guideGUIDEWhat to automate first in a service business
Start with the task that causes the most chasing. A five-question scoring test.
Read the guideGUIDEHow to switch systems without breaking your business
List everything, build an import you can rerun, run both side by side, then switch.
Read the guideGUIDE7 decisions to keep human in an AI workflow
What AI should prepare but never decide, and how to keep review fast.
Read the guideLet’s map your field services workflow.
Start with a 30-minute call. We look at how your business runs and build a demo of your system before we speak again.