AI Agent Use Cases

Operations · · Self-reported

Contractor cuts invoice prep from 30 minutes to under 5

Problem
Foremen's daily logs and invoice prep eat field and office time, and missed line items go unbilled.
Agent / tool
ServiceTitan Max. A daily log agent builds the log from voice notes and photos, and an invoice agent checks invoices against the work done and drafts fixes for one-click approval.
Outcome
At Gulfshore Air and Heating, invoice prep fell from 30 minutes to under 5, and days to payment dropped 70%. The pilot is now open to commercial and roofing contractors.
Source
Blog: original post

Prompt

Compare this closed job's work notes and photos with its invoice, list anything installed but not billed, and draft the correction.

Starter prompt written by our team for you to adapt. It isn't quoted from the source.

#construction#field service#invoicing#voice notes#trades

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