A.09 · Sales Outreach Agent
Lead nurture and estimate follow-up that doesn't go cold.
Drafts replies, qualifies jobs, follows up on estimates, and keeps the field-service system clean. Humans approve scheduling and pricing.
// industry · I.07 · Field Services
HVAC, plumbing, and contractor teams do not lose margin only in the field. They lose it between the call, the quote, the schedule, the invoice, and the review request. We build agents that keep the office layer moving while your techs stay on jobs.
// the pain
Different trades, same operating drag. The truck can be profitable while the office is quietly giving away margin.
Calls, web forms, emergency jobs, technician availability, and parts constraints all hit the office at once. The schedule changes faster than the board gets updated.
Good leads wait for quotes while the owner is on a job, in a truck, or chasing yesterday's invoice. Speed matters, but bad quoting gets expensive fast.
After the repair or install, follow-up depends on memory. Warranty notes, next service reminders, unpaid invoices, and open punch-list items drift.
Happy customers are rarely asked at the right moment. Unhappy customers should be routed to a human before a public review request goes out.
// sample playbook
A walkthrough of the build we would scope for a growing HVAC, plumbing, or contractor operation.
A 3 to 8 truck HVAC or plumbing operation doing 200 to 800 jobs per year. Stack: ServiceTitan, Jobber, or Housecall Pro, plus QuickBooks, Google Workspace, and a phone system. The owner still touches dispatch, quoting, and finance too often.
Lead intake is fast but uneven. Quotes sit too long. Dispatch has the latest reality in its head. Job notes, invoices, and review requests are all downstream from whoever remembered to update the system.
// the stack
Each one ships around the tools you already run. Start with lead and quote follow-up, or wire the full office-to-field loop.
Drafts replies, qualifies jobs, follows up on estimates, and keeps the field-service system clean. Humans approve scheduling and pricing.
Reads jobs, calendars, notes, and quote queues. Flags conflicts, stale estimates, missing parts notes, and tomorrow's schedule risks.
Pulls QuickBooks and job data into a readable finance brief. Flags unpaid invoices, margin drift, and missing job-cost context.
// timeline
Four steps. No drawn-out discovery. We talk, we scope, we build, you ship.
Ten-minute form. Cortland reads every one personally.
30-minute call, then a written scope back within 48 hours.
Agents wired to your stack. You review every output.
Agents in prod. Retainer takes over for tune-ups.
Builds start at $5,000, custom-quoted on the discovery call. Most field services fleets sit in the Operator retainer band ($1,750/mo) post-launch.
// FAQ
The four we get most often on the discovery call. If yours isn't here, ask it on the intake.
Usually not at launch. The agent can qualify the lead, suggest slots, draft the reply, and prepare the job record. Final scheduling rules stay with your dispatcher or owner until the workflow proves itself.
Usually, yes. We scope the exact integration during intake. If the field-service tool is limited, we can start with exports, email notifications, calendar data, or read-only dashboards before writing anything back.
No, not without a rule set and approval gate. It can prepare a quote draft from your price book, past work, and job notes. A human approves the final quote before it goes out.
Yes. Post-job follow-up is a clean first use case. The agent can draft review requests, flag unhappy customers before asking, and keep follow-up cadence from depending on memory.
// next step
Tell us your trade, your trucks, your service software, and where the office layer is dragging. Cortland reads every intake personally and gets back within 48 hours. The booking link to lock in a 30-minute call arrives after you submit.
Start the intake →