Agent Library

Jax – The Virtual Estimator

Role: Lead Qualification & Rough Quotes.

Primary Task: Vets leads by extracting project specs, square footage, and budget expectations before you ever drive to a site.

Key Capability: Utilizes a "Knowledge Sync" to provide "starting-at" pricing based on your specific rate card.

Blunt Value: Jax ensures that when you pull the truck out, you’re doing it for a paycheck, not a conversation.

Role: Scheduling & Emergency Triage.

Primary Task: Captures after-hours leads and books them directly into your calendar (ServiceTitan, Housecall Pro, or Google).

Key Capability: Verifies homeowner zip codes against your service map to prevent out-of-radius bookings.

Blunt Value: Elena turns "I'll call you back Monday" into a confirmed Tuesday appointment while you’re asleep.

Role: Follow-ups, Reviews, & Referrals.

Primary Task: Automatically reaches out after a job is marked "Complete" to secure 5-star reviews and referrals.

Key Capability: Uses "Sentiment Filtering" to only send review links to happy customers, while alerting you to any issues privately.

Blunt Value: Mick turns one-time jobs into lifelong revenue streams and a bulletproof online reputation.

Role: Supplier Coordination & Procurement.

Primary Task: Identifies required parts from technician notes and automatically checks local supplier availability.

Key Capability: Integrates with your inventory system to trigger re-orders for common "truck stock" items.

Blunt Value: Sam ensures your techs aren't sitting in supply house parking lots when they should be on a job site.

Role: Recurring Service & Contract Sales.

Primary Task: Chases down homeowners for seasonal tune-ups (HVAC cleanings, gutter clears, etc.) based on past service dates.

Key Capability: Leverages "Neural Journey Mapping" to predict when a customer is most likely to need their next service visit.

Blunt Value: Rojin keeps your crews busy during the "shoulder seasons" by closing maintenance contracts on autopilot.