Part of our Operations agents
AI agents for operations teams in home services
Actionist is an AI automation tool whose agents operate the apps your home services operations team already uses, from rebuilding the dispatch board by hand each morning to a board drafted before the first van leaves.
Home services coordinators get back the hours lost to re-slotting jobs, chasing job cards, and counting van stock.
AI Employees for Home Services Operations in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- A dispatch board that is ready by 7amJobs are matched to technicians by trade, skill and drive time before the first van pulls out.
- Overruns and gaps handled as they happenA long visit or a cancellation produces a drafted re-slot for you to approve, not a morning of calling around.
- Job cards closed with photos and partsEach card is checked for photos, signature and parts used before it goes to billing.
- Vans stocked for the work actually bookedTomorrow's jobs are checked against what each truck carries, and the supply order drafts itself.
- Permits and inspections never stall a jobPortal status is checked daily, and a query from the reviewer is caught while the window is open.
- Built around your crewsThese are examples. Build a custom agent for any job your office repeats each week.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Home Services Operations team's day.
Where the hours go
The dispatch board gets rebuilt twice before eight in the morning: once from last night's bookings, then again when an urgent no-heat call-out lands and a technician is already on the road to a different part of town.
An agent drafts the board before the first van leaves, matching jobs to trade and drive time, and redrafts the affected cards when a call-out or an overrun changes the day, for the dispatcher to approve.
Job cards sit half-closed for days because the photos are in a technician's phone, the parts used are in a text thread, and the signature never got captured, so billing waits on someone chasing each one.
An agent checks every card against a closeout list at the end of the day, flags what is missing to the right technician, and holds the job back from billing until the photos, parts and signature are all attached.
A van heads out short of a part that was booked the day before, because stock lives in a sheet nobody has time to reconcile against the next day's jobs, and the supply-house order goes in after the trade counter has closed.
An agent compares each truck's stock to the work booked tomorrow, drafts the order per supplier before the counter's cutoff, and flags any backorder that threatens a booked job, ready for your approval.
Permit portals, inspection windows and manufacturer warranty claims each live in a different inbox or website, so a reviewer's query sits unread until the response window has closed and the job is stuck.
An agent checks each portal on a schedule, catches a status change or a reviewer's note, and assembles the corrected pack or the warranty claim packet so a coordinator only reviews and submits.
Actionist Will Automate
What one automation looks like
A week with your Home Services Operations agents
Some of the apps for your Home Services Operations team
Some of the field service and back-office apps your operations agent works across for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a job's clocked time passes its booked window and the next card is still waiting, the agent notices within about a minute, checks which other technicians share the trade and the area, and drafts a re-slot of the affected jobs for the dispatcher to approve. Nothing moves on the board until you confirm, and any customer notice is held as a draft.
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Dispatch220 min / weekRebuilding the board after every change
A coordinator redraws the day on a whiteboard and in the field service app each time a call-out lands or a job overruns, usually while the phone is ringing.
Dispatch Agent0 minAgent drafts the board and the re-slotsAn agent drafts the morning board and each re-slot as the day changes, and posts the proposal to Slack for the dispatcher to approve with a tap.
- Job closeout180 min / weekOpening each card to see what is missing
At end of day someone opens every closed job to check for photos, a signature and parts used, then messages the technician for whatever is absent.
Job closeout Agent0 minAgent checks every card against the listAn agent checks each closed card against the closeout list and messages the technician in Telegram with exactly what is missing, so billing receives complete jobs.
- Van stock170 min / weekCounting trucks against a spreadsheet
Someone reconciles each van's stock sheet against tomorrow's booked jobs, finds the shortfall late, and phones in a supply order just before the counter closes.
Van stock Agent0 minAgent drafts the order before the cutoffAn agent compares stock to booked work each afternoon and drafts the order per supplier, held in your inbox for approval before the trade counter's cutoff.
- Permits140 min / weekLogging into the portal job by job
A coordinator checks the council or county portal one permit at a time, and a reviewer's query can sit unread until the response window has nearly closed.
Permits Agent0 minAgent reads each portal on a scheduleAn agent reads permit status daily, updates the job card, and drafts the corrected pack or inspection booking so the coordinator only reviews and submits.
- Warranty90 min / weekRebuilding a claim from scattered notes
Serial numbers are in one email, the install date in the job card and the fault photos on a technician's phone, so each manufacturer claim takes a morning to assemble.
Warranty Agent0 minAgent assembles the claim packetAn agent gathers the serial, install date, photos and notes into the maker's claim format and queues the packet for a coordinator to check and submit.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~8 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent that touches your dispatch board, supply orders and job cards only earns a place if you stay in charge. Actionist is built so you approve the board, see every change it drafted, and decide anything that affects a customer, a technician or a filing.
The agent drafts the board and every re-slot, and nothing moves until you approve it. Choosing the technician for a job stays a person's call.
Supply-house orders, permit resubmissions and warranty claims are drafted and held for a coordinator before anything leaves, and any customer notice is queued as a draft.
Each flag, draft and update is recorded step by step with the app it ran in, so you can check exactly what was read and changed on any job.
Credentials are encrypted in a vault, memory stays on your own machine, and you can self-host Actionist on your own server if records must stay in-house.
More Home Services teams
More use cases for Home Services Operations teams
Frequently asked questions
Does my home services operations team need to be technical to use Actionist?
How do I get started with an operations agent for my crews?
How do I make customised AI agents for how my dispatch and operations office works?
How quickly can I set up an operations agent for a home services business?
Where does our job, customer and supplier data live, and is it used to train AI models?
We run on Housecall Pro or ServiceTitan plus a few spreadsheets. Does a missing integration block automation?
Will the agent move a technician or change a customer's appointment without me seeing it?
Can it keep up when a heatwave or cold snap floods the board with no-heat and no-cooling calls?
Our technicians phone the office with updates. Can the agent handle those calls?
See an agent draft tomorrow's dispatch board from your own job queue
Book a free demo and watch an Actionist agent read your booked jobs, check technician availability, and draft a board for your approval, end to end.