Field Service & Trades

Field service automation built around dispatch, parts, and the technician on the truck — not a generic ticketing system.

HVAC, plumbing, elevator, and equipment service businesses run on dispatch decisions, technician availability, parts inventory, and warranty terms that change job by job. Automata builds field service automation that handles the scheduling, parts, and paperwork load around a truck roll — so technicians spend their day on jobs, not on hold with dispatch or chasing the last service record.

See Field Service & Trades automations ↓ Get a price →

Warranty Eligibility Check at Dispatch

One of the automations Field Service & Trades teams ask us for most, step by step.

  1. Starts when 1

    Service request logged

  2. Your systems 2

    Look up manufacturer warranty record

  3. A Automata 3

    Check for ownership transfer

  4. A Automata 4

    Classify coverage status

  5. Result 5

    Attach status to work order

  6. Result 6

    Flag uncertain cases

See how it works, from €299 →

How Field Service & Trades organisations use Automata

Dispatch & Scheduling

Multi-day job scheduling across technician availability, emergency priority override logic, and route/territory optimization that accounts for real travel time and skill match.

Fewer scheduling conflicts, tighter routes

Work Order & Quote Generation

Quotes and estimates generated directly from job scope, with invoices generated automatically once a work order closes out.

Faster quote-to-invoice turnaround

Parts & Inventory

Truck stock replenishment triggers and parts return/core-charge tracking, so a technician isn't the one chasing a missing part mid-job.

Fewer truck-stock shortages mid-job

Warranty & Contract Management

Warranty eligibility checked at dispatch, manufacturer warranty claims submitted automatically, and service contract renewals flagged from the install base before they lapse.

Warranty claims and renewals that don't get missed

Technician & SLA Management

Certification and skill-expiry tracking, first-time-fix coaching flags, and SLA breach alerting that surfaces a problem before the customer has to call about it.

SLA breaches caught before the customer complains

Customer Communication

Automated service-window confirmations, rescheduling, and no-show rebooking that keep customers informed without a dispatcher making every call.

Fewer missed appointments, less manual rebooking

Built for your regulatory environment

Every automation system we build for Field Service & Trades organisations includes the compliance architecture that regulated environments demand — full audit trails, human oversight checkpoints, and data handling that meets GDPR and sector-specific requirements.

Technician certification and licensing tracking, manufacturer warranty terms, SLA/contract compliance, GDPR for customer service records.

Full audit trail on every automated decision
Human-in-the-loop checkpoints for consequential actions
GDPR-compliant data processing with EU data residency
Sector-specific regulatory expertise built in

Automations for Field Service & Trades

27 ready-to-deploy automations for jobs that come up again and again in field service & trades.

Automate Vendor Milestone Payment Triggering Automatically trigger the milestone payment approval process the moment a contracted deliverable is accepted, instead of a separate manual reminder. Project Management From €299 Automating Truck Stock Replenishment Trigger truck stock replenishment from parts actually consumed on jobs, restocking against each technician's real usage pattern automatically. Field Service & Scheduling From €299 Change Order Documentation and Approval Routing Automatically document scope changes as they happen and route them for approval, instead of chasing sign-off after the work's already done. Project Management From €299 Contractor Deliverable Tracking Against SOW Track contractor and vendor deliverables against SOW dates automatically and flag slippage early, instead of finding out at the due date. Project Management From €299 Customer Service Window Confirmation & Rescheduling Send service window confirmations automatically and let customers reschedule within real technician availability, without a round of phone tag. Field Service & Scheduling From €99 Emergency Priority Dispatch Override Logic Insert a true emergency into the schedule automatically, choosing which job to bump by real impact and rebooking it fairly, not just by proximity. Field Service & Scheduling From €299 Equipment Service History Lookup at Dispatch Attach a customer's full equipment service history to the dispatch automatically, so the technician isn't diagnosing blind on a repeat issue. Field Service & Scheduling From €299 Field Service Parts Return & Core Charge Tracking Track core charges and part returns from every job automatically, so a technician's old part turns into a credit instead of a forgotten box in the van. Field Service & Scheduling From €299 Field Service Quote & Estimate Generation Generate itemized field service quotes from technician assessment notes and pricing rules, without a coordinator retyping numbers days later. Field Service & Scheduling From €299 First-Time-Fix Rate Analysis & Coaching Flags Analyze repeat-visit patterns by technician, job type and cause, surfacing specific coaching flags instead of a single blended fix-rate number. Field Service & Scheduling From €299 Insurance Certificate Collection and Expiry Tracking Automatically collect, validate, and track certificates of insurance from vendors against contract-required coverage minimums, with expiry reminders. Legal & Contracts From €299 Invoice Generation From Completed Work Orders Generate and send customer invoices automatically the moment a work order closes, with labor, parts and taxes calculated correctly, not days later. Field Service & Scheduling From €299 Manufacturer Warranty Parts Claim Submission Submit manufacturer warranty parts claims automatically from completed work orders, with the right documentation, instead of writing off the cost. Field Service & Scheduling From €299 Matching Contractor Invoices to Deliverables Automatically match contractor invoices against accepted deliverables before approval, catching overbilling and premature invoicing early. Project Management From €299 Missed Appointment & No-Show Rebooking Detect a missed appointment automatically and trigger rebooking outreach same-day, before a no-show quietly turns into a lost customer. Field Service & Scheduling From €99 Multi-Day Job Scheduling Across Technician Availability Schedule multi-day jobs across technician availability windows automatically, keeping the same tech assigned where continuity actually matters. Field Service & Scheduling From €299 Preventive Maintenance Schedule Generation Generate PM work orders from runtime hours and manufacturer intervals, not a fixed calendar, so service happens when equipment actually needs it. Field Service & Scheduling From €299 Scope Creep Tracking Against Original SOW Automatically track how far current project work has drifted from the original SOW, catching scope creep while it's still small and reversible. Project Management From €299 Service Call Escalation to Specialist Routing Detect a job that's outside a technician's scope and route it to the right specialist automatically, before a second truck roll wastes the first visit. Field Service & Scheduling From €299 Service Contract Renewal Reminders From Install Base Trigger service contract renewal outreach automatically from equipment install-base and expiry data, before coverage lapses and revenue quietly churns. Field Service & Scheduling From €299 SLA Breach Alerting for Field Service Alert dispatch before a response or resolution SLA is breached, using business-hours-aware clocks per contract, not raw elapsed time. Field Service & Scheduling From €299 Technician Certification & Skill Expiry Tracking Track technician certifications and license expiry dates automatically, with renewal alerts before a lapsed credential blocks a scheduled job. Field Service & Scheduling From €299 Technician Route & Territory Assignment Optimization Optimize technician territory assignment and daily routing together, from real drive-time data, instead of a static zip-code map nobody's updated in years. Field Service & Scheduling From €299 Technician Time & Mileage Log Reconciliation Reconcile technician time and mileage logs against GPS and job data automatically, flagging real discrepancies before payroll runs, not after. Field Service & Scheduling From €99 Three-Bid-and-Buy Documentation Automatically assemble three-bid-and-buy compliance documentation as quotes come in, instead of reconstructing the file when an audit asks for it. Procurement From €299 Upsell Opportunity Flagging From Job Notes Scan technician job notes automatically for mentioned upsell opportunities and route them to sales follow-up, instead of letting them get buried. Field Service & Scheduling From €299 Warranty Eligibility Check at Dispatch Check manufacturer warranty coverage by serial number before dispatch, so technicians and customers both know if a repair is billable up front. Field Service & Scheduling From €299
Browse the full automation library →

Get your first Field Service & Trades automation running

Pick one from the library, or describe the job. We'll confirm scope and a fixed price within one business day.

Get a price →