Servicing contracts, certificates, call-outs, quotes and invoices with the right VAT, parts orders, manufacturer warranties. An AI employee runs the office of your company and reports to you on WhatsApp.
Emergencies, quotes, call-outs: your AI employee takes the calls and fills your schedule.
An example of what it handles in one day, without calling you every ten minutes.
Today's round sent: 5 services, 2 call-outs, optimised route.
Call-out requests sorted by urgency, 2 slots offered.
3 servicing certificates sent to customers the same day.
2 boiler replacement quotes written from your photos.
Parts ordered at Cedeo, pick-up tomorrow 7:30 am.
Jobs, quotes sent, invoices, services to schedule.
VAT rate, eligibility mention, labour and equipment separated: it prepares a quote that can be signed safely.
It logs in with your access, exactly like a staff member. No migration, nothing to install, and it also learns the tools specific to your business.
Names are given as examples of platforms it can work on. They are trademarks of their owners.
What your AI employee actually does, on which tools, and the mistakes it avoids. Pick a procedure.
transcribed call, message, website
leak, heating down, no hot water
boiler, model, error code
within today's round
time, call-out fee
Call-outs taken fast, with the right part in the van
from your visit and your notes
today's price at your merchant
reduced VAT rate, terms
you approve before it goes
after 3 and 10 days
Quotes out the same day, and followed up
appliance, last service date
before the heating season
date, time, access
within 15 days
before they lapse
Every service done before winter
by engineer and area
every day
and warns moved customers
addresses, parts, door codes
and notes what is left
Full rounds, with no customer forgotten
references, quantities
across your merchants
you approve
date, branch
quantities and prices
The right parts, on the right day, at the right price
signed quote, plans, parts
removal, fitting, commissioning
progress, water shut-offs
and the manufacturer warranty
with any snags
Tidy jobs, from order to handover
as soon as the job ends
VAT, warranties
with a payment link
transfer, card, cheque
deposit forgotten, discount
Invoices out the same day
by work and customer
tax notice, quote, certificates
before the quote is signed
and tells the customer
after the work
Grants obtained, and customers who sign
appliance, serial number, date
commissioning date, extension
with the manufacturer
and tells the customer
parts and labour covered
Every warranty claimed, nothing paid for nothing
every week
then firmer ones
direct link
with the history
that you approve
Your cash flow tracked, without losing your evenings
It matches customer, servicing contract and grant payments, and chases what is unpaid.
By month: services to do, scheduled, done. To fill the schedule before the winter rush.
| Month | To do | Scheduled | Done | Total | |
|---|---|---|---|---|---|
| October | 42 | 31 | 18 | 91 | |
| November | 56 | 22 | · | 78 | |
| December | 38 | 9 | · | 47 | |
| Total | 136 | 62 | 18 | 216 |
Every message goes out in the company's name, after your approval, by SMS, email or WhatsApp.
Your estimate, with your own numbers. No promise, just the arithmetic.
Tasks × minutes × 4.3 weeks. And services booked before winter.
Your quoting and invoicing software (Obat, Tolteck, Batappli), your merchants' portals (Cedeo, Point.P, Richardson) and manufacturers' warranty portals (Saunier Duval, Viessmann, De Dietrich, Atlantic).
Yes: from your readings it prepares the certificate, sends it the same day (the legal limit is 15 days) and files it.
It calls contract customers at the anniversary date, offers slots along your round and confirms the day before.
On a server dedicated to your business, in Europe or the US. Never shared with other customers, never used to train models.
A few days. You show it your procedures once; it writes its own operating notes and keeps them.
WhatsApp, Telegram, email or the web app: a photo, a voice note or a simple message is enough.
Start with the free trial, or see it on a real case in a 30-minute demo.
Start free trial See it on a real case