AI use cases — Trades & field work industry
Move from a customer request to a quote, job or field visit with measurements, access, equipment and next steps clearly prepared.

24 use cases
The quote starts from a framed request, with measurements, materials and constraints known.
Trades & field work · OpsGather plans, access, materials and blockersThe team lead starts with access, instructions, materials, photos, watchpoints and next approvals.
Trades & field work · OpsPrepare the route with the right customer detailsThe route comes out with order, customer cards, parts to take, access details and alerts.
Trades & field work · OpsSeparate real emergency, quote and simple callbackInbound calls become a clear queue: emergency to handle, quote to frame, callback to make or request to politely decline.
Trades & field work · OpsFollow up the right customers before cold seasonThe season starts with fuller routes and fewer last-minute calls.
Trades & field work · OpsKnow urgency, access and parts before calling backThe tradesperson calls back with a framed request: urgency, access and questions to ask.
Trades & field work · FinanceFollow up invoices without unnecessary tensionFollow-up becomes regular, polite and driven by real cash position.
Trades & field work · OpsStop losing calls during field workEach call becomes a clear request with priority, contact details, context and next action.
Trades & field work · OpsConnect fault, warranty, part and appointmentThe first visit is more likely to solve the issue or price it cleanly.
Trades & field work · SalesUnderstand price, timing, follow-up and objectionsThe SMB knows why it loses quotes and what to test next.
Trades & field work · OpsGather photos, warranties, intervention and customer contextSupport starts from a clear file, with fewer back-and-forths before intervention.
Trades & field work · OpsPrioritize heat, sensitive customer and available partUrgent repairs surface quickly, while other customers receive a clear answer.
Trades & field work · SalesGather plans, photos and options before pricingThe quote goes out more complete, with fewer changes eating into margin.
Trades & field work · OpsGather photos, quotes and insurer follow-upsThe claim stays tracked like a real file, even when it lasts three weeks.
Trades & field work · OpsTurn customer photos into a useful visitBasic information is known before the first visit, which is used to decide.
Trades & field work · SalesFollow up quotes without forgetting anyoneA queue of follow-ups ready to approve, with priority, history and next step.
Trades & field work · OpsConnect fault, remote, site and historyAfter-sales service leaves better equipped and avoids unnecessary round trips.
Trades & field work · OpsPrepare weather, equipment, access and routeThe team leaves with route order, equipment, access instructions and alternatives if weather changes.
Trades & field work · OpsStop losing permits, documents and follow-upsLong administrative steps stay tracked, even when customer emergencies pile up.
Trades & field work · SalesUnderstand site, risks and access before visitingThe sales visit starts from the customer's real need.
Trades & field work · OpsAlign delivery, measurements, options and fitterThe fitter arrives with a complete file and less improvisation at the customer's home.
Trades & field work · OpsKnow who has keys, tools, PPE or a laptopCritical equipment stops depending on memory or a lost WhatsApp message.
Trades & field work · OpsTurn a customer message into an actionable job briefThe request is clear before quoting, intervention or callback, even when it came from a rough voice message.
Trades & field work · OpsTurn snags into clean actionsJob handover becomes cleaner, with fewer tensions around small finishes.