Keep the office moving. Keep technicians focused.
An AI team for service intake, estimate continuity and maintenance coordination, built around your dispatch rules and existing field-service platform.
A proposed example, not a live product demo. Select each step to see what the agent prepares and what stays with your team.
The customer describes an equipment problem. The office needs a clear request, service location and the right next step.
An after-hours inquiry arrives while the office is closed. The agent captures the request, explains approved next steps and routes safety concerns to the designated human process.
The owner outcome: Give the office a clear queue of service requests, replacement estimates and maintenance opportunities, without asking technicians to act as the administrative backstop.
Choose the workflows that fit your operation. We design and implement each around your systems and your team, with clear approval rules. Start small or connect several.
Capture jobs while your team is on the tools.
The workflowCollects service address, equipment type, reported issue and availability; routes the request into your booking process.
Your team stays in controlSafety concerns go to a person; no diagnosis or unapproved arrival promise.
Give unanswered inquiries another chance to become jobs.
The workflowFinds missed calls and unworked forms, prepares permitted follow-up and stops when the customer replies or books.
Your team stays in controlYour contact rules and opt-outs always apply.
Help the right technician arrive prepared.
The workflowChecks job requirements against skills, service zones, equipment history and schedule; flags missing details.
Your team stays in controlYour dispatcher approves assignments and schedule changes.
Keep valuable replacement quotes moving.
The workflowTracks open estimates, drafts answers from the approved quote and routes equipment or financing questions to staff.
Your team stays in controlNo invented discounts, rebates, financing terms or technical promises.
Keep seasonal service from slipping through the cracks.
The workflowIdentifies due visits and plan entitlements, then prepares scheduling outreach matched to available capacity.
Your team stays in controlRenewals and charges follow the customer agreement and your approval rules.
Reduce avoidable return visits.
The workflowAssembles model details, past work and approved parts requirements into a pre-job pack; flags missing information.
Your team stays in controlThe technician verifies compatibility and approves purchases.
Turn field notes into usable job records.
The workflowDrafts work summaries from technician notes and checks for missing photos, signatures or warranty documents.
Your team stays in controlTechnicians confirm the work; staff approve warranty submissions and invoices.
Find recurring service problems sooner.
The workflowGroups callbacks by job and equipment, tracks promised follow-up and prepares a weekly issue brief.
Your team stays in controlA qualified technician determines the cause and remedy.
Solution options are scoped and configured for your business, not a claim of ready-made integrations. Existing software comes first. The implementation packages below include only the workflows listed in each package.
Compare implementation packages +Which workflow would make the biggest difference to your team? Tell us where you would like to start.
Discuss these solutions +The existing field-service CRM, dispatch calendar, approved service-area rules, business phone or web inbox and maintenance-agreement records. Booking or sending requires explicit approved access.
Use native automation where it already meets the need. These are design options, not promises of working integrations.
Start with one inbound channel and one approved service area. Test urgent-language escalation and duplicate suppression before widening coverage.
Agree the baseline, access boundaries, review owner, acceptance tests and stop conditions before activation. Measure net staff time after review and correction, not just machine output.
We believe American small businesses can be among the biggest beneficiaries of AI. More capability for your team. Less work falling through the cracks. More room to grow. We’re building these solutions around your industry, with U.S.-based implementation and people you can talk to.
We know the owner’s perspective: 20 years running Merit Consulting and helping enterprises put technology to work. Merit continues today, and that experience now also stands behind Merit SMB AI. Meet the people behind the work ↗
Three starting points, with clear deliverables.
Examples, not guaranteed savings. Payback assumes you can put the returned time to useful work at the stated hourly value. Payroll may stay the same. Each package explains the assumptions below.
1 defined workflow. One location or team; 1–2 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
3 defined workflows. One location or team; up to 3 supported integrations.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
5 defined workflows for one agreed team or location. Up to 4 supported integrations, with richer exception handling and reporting.
Includes testing, team training, runbook, customer-owned deployment and 30-day defect correction. Vendor costs and ongoing support are separate.
Sector-specific scope: One location and supported field-service platform. Approved service area, hours and equipment categories. Actual jobs drive reporting; no predicted booked revenue or autonomous diagnosis.
Planning estimates, not binding quotes. Ranges assume permitted access, usable data, supported integrations and a named reviewer. The final proposal confirms deliverables, acceptance tests, handover and responsibilities.
Vendor licenses, model/voice usage, taxes and ongoing care are additional. Custom APIs, major data cleanup, regulated advice, autonomous financial actions and 24/7 response are not included unless expressly scoped. Lower software subscription prices are not equivalent to implementation services.
Managed care is optional. Choose who owns monitoring, updates and support after handover.
Your team operates the delivered workflows after handover. No ongoing monitoring, maintenance or support included. Vendor subscriptions and usage remain your responsibility.
Up to 2 support hours for agreed maintenance and troubleshooting. Additional work requires approval. Vendor costs are separate.
Up to 4 hours for agreed maintenance, monitoring review and improvements. No unlimited changes or 24/7 service. Vendor costs are separate.