01
Enquiries need manual job preparation
The office gathers customer details, site requirements and previous work before it can prepare the next step.
AI FOR Field ServicesKeep field work moving.
Keep field work moving.
From first enquiry to completed service.
AI implementation for HVAC, installation and recurring service businesses. Connect customer enquiries, job preparation, technician records and aftercare to reduce office work per job and keep service moving.
HVAC & building services · Installation networks · Recurring maintenance
Related workWachir Pest Control2 to 4 weeksto a focused working proof
Senior engineeringresponsible for the implementation
Magus.FIELD SERVICE OPERATIONS
From enquiry to completed service
ExampleCustomer requestService historyVisit record
01
PrepareSite, equipment and access details
02
CoordinateTechnician brief and outstanding work
03
CompleteVisit evidence ready for review and billing
Keep the office and field team working from the same job record.
Bring the customer request, equipment history and site requirements together.
WHERE THE WORK SLOWS DOWNWhere does the
Where does the
operation lose time?
Repeated checks, searches and handoffs take time from the work your team needs to move forward.
02
Commissioning packs stall at handover
Installed equipment, serial numbers and technical records need checking for mismatches and missing evidence.
03
Recurring visits create repeated coordination
Service history, access details and outstanding actions must reach the field team before the next visit.
04
Aftercare starts another investigation
The team searches product, installation and visit records to answer a question or prepare a warranty case.
WHAT WE CAN BUILDAI that earns its place
AI that earns its place
in your operation.
Reduce office work per job, shorten the path from a completed visit to billing and support more service volume with the same coordination capacity.
01
Enquiry and job preparation
Collect site requirements, customer details and service history into a job brief for the office or survey team.
BUSINESS GOAL
Less preparation before a useful quote or visit.
02
Recurring service coordination
Connect access details, previous findings and open actions to the next visit, then collect evidence for review and billing.
BUSINESS GOAL
Fewer office handoffs between the visit and an invoice ready record.
03
Commissioning pack preparation
Draft the paperwork from site, design and installed equipment records; flag discrepancies before sign off.
BUSINESS GOAL
Less transcription and rework before technical handover.
04
Technical aftercare
Retrieve model specific guidance and prepare warranty evidence with a clear specialist escalation route.
BUSINESS GOAL
Faster preparation of a useful aftercare response.
05
Installer onboarding
Check required documents, qualifications and expiry dates against the operator’s agreed checklist.
BUSINESS GOAL
Less document chasing before an installer can be reviewed.
MEASURING THE VALUEMake the business case
Make the business case
measurable.
Agree the baseline, then measure the change. These are measures for a first project, not claimed client results.
01
Office handling time per job
02
Time from visit to invoice ready record
03
Jobs supported per coordinator
We track accuracy, exceptions and review effort alongside speed, so work saved in one place does not become rework somewhere else.
ONE WORKFLOW, IN PRACTICE
Commissioning paperwork checked against the installation record
- 01
What comes in
A completed installation needs a commissioning pack built from site, design and equipment records.
- 02
What the AI does
Prepare draft forms, cross check source details and flag missing fields or equipment mismatches.
- 03
What your team receives
A submission pack ready for the project manager to check, with discrepancies clearly marked.
HUMAN REVIEW
The qualified installer and project manager verify technical details and approve submission.
Illustrative workflow.
WHO WE WORK WITHDoes this sound
Does this sound
like your business?
We work with businesses that send technicians or partner engineers to install, repair and maintain equipment at customer sites. HVAC contractors, recurring service operators and installation networks need the office, field team and customer record to stay connected from enquiry through the completed job.
Scope follows the volume of recurring work, the number of systems involved and the decisions your team needs to make. A small central team can still run a complex operation.
01
HVAC and building service contractors
Heating, ventilation, air conditioning and technical maintenance businesses handling surveys, repairs and service visits.
02
Recurring field service operators
Pest control, equipment servicing and specialist maintenance teams with repeat visits and ongoing customer contracts.
03
Installation and service networks
Solar, mobility and other installed product businesses coordinating engineers, partner installers and aftercare.
RELEVANT DELIVERY EXPERIENCESee the work behind
See the work behind
the approach.
CLIENT IMPLEMENTATION
Wachir Pest Control
an owned field operations platform replacing third party software and reflecting how the business works.
Read the case study ↗
A PRACTICAL FIRST PROJECTOne workflow. Real data.
One workflow. Real data.
A working result.
01
Choose the first workflow across enquiry intake, commissioning, recurring service or aftercare.
For commissioning, compare actual installation packs and measure missing evidence and reviewer corrections.
02
A focused proof of concept ships in 2 to 4 weeks.
The result shapes the production scope, with the access, integrations and operational support needed for daily use.
YOUR NEXT STEP
What would help your service operation grow?
Bring us one workflow, real examples and the people who know the work. We’ll identify a practical first build.