Field service & trades
Answer every call, quote faster, and stop losing jobs to voicemail
AI automation for contractors and field service businesses: 24/7 call answering and booking, missed-call text-back, quote follow-up, job documentation and dispatch coordination.
When your team is on a roof or under a sink, the phone wins or loses the next job. We answer it, qualify it, book it, and make sure the quote gets followed up without anyone remembering to do it.
- First ring
- Answering during jobs, evenings and weekends
- Every quote
- Followed up on a schedule, with outcomes recorded
- Same day
- Job documentation ready for invoicing
Where the time goes
The problems we hear every time
Calls come in while you are working
The busiest hours for inbound calls are the hours your crew cannot answer, and callers do not wait.
Quotes go out and go quiet
Follow-up depends on memory, so a meaningful share of quoted work simply never gets chased.
Job paperwork lags days behind
Photos, notes, materials and hours are collected on phones and reassembled in the office later, delaying invoicing.
Scheduling is a group text
Dispatch, changes and no-shows are coordinated ad hoc with no shared record.
The playbook
What we deploy for field service & trades
24/7 AI reception and booking
Answer, qualify, quote ranges within your rules, book the visit into the calendar and text the confirmation.
Missed-call text-back
Any unanswered call gets an immediate SMS offering to book or call back, plus a task for the office.
Quote follow-up sequences
Automatic, polite, escalating follow-up on open quotes until they are won, lost or postponed — with a reason recorded.
Job documentation capture
Crew photos, notes and material lists are collected from the field, attached to the job and turned into invoice-ready summaries.
Review and referral automation
Review requests triggered after completion, with negative feedback intercepted for a human call first.
Launch package for new trades businesses
Phone, receptionist, CRM and website installed together for a fixed price so a new business looks established from week one.
Your existing stack
We build on what you run today rather than replacing it.
Solutions behind this playbook
- AI Phone Reception & Call Automation
AI phone reception for small and mid-size businesses: 24/7 answering, appointment booking, call summaries, smart routing and automatic follow-up on every missed call.
- Document & Ticket Automation
AI document automation that reads fiscal notes, scale tickets, invoices and statements from email, PDF or a phone photo, validates them, and pushes structured data into your sheets and accounting system.
- Email & Order Intake AI
AI email intelligence that reads incoming mail, extracts orders and quote requests, categorises everything, drafts accurate replies and notifies dispatch or sales automatically.
- AI Camera, Sensor & Equipment Automation
Webkms designs and builds custom systems that connect cameras, sensors and equipment to AI agents, dashboards, alerts and the business software you already use.
- New Business Launch Package
A fixed-price launch package for new and newly-serious businesses: business phone system, AI receptionist, CRM with automated follow-up, and a fast, search-ready website.
Cameras & sensors
Equipment monitoring and maintenance workflows
For contractors who service or run equipment. These are illustrative examples of what we can build after an assessment.
Service from real runtime
Runtime sensors on customer or company equipment record actual hours, so service visits are booked from usage instead of the calendar.
Fault alerts that become jobs
A temperature, pressure or current reading outside the agreed range opens a job in your field service software and notifies the on-call tech.
Visit records with the data attached
Each completed visit is logged against the equipment with readings before and after, ready for the customer report.
Our own software
Products that ship with this work
Detail
How it plays out
Questions we get asked
Can it quote prices on the call?
It can give ranges and standard rates within rules you define, and it will not commit to a firm price on complex work — it books the estimate instead.
We are a two-person shop. Is this overkill?
It is the opposite: small teams gain the most, because there is nobody spare to answer the phone.
Run a field service & trades operation? Let's look at your numbers.
A 30-minute audit with real documents or call recordings, then a fixed-price quote for the first module.