Field Service Agent

Capture Service Logs
Effortlessly

Your technicians talk. The AI listens, structures the data and generates a PDF report — automatically. No typing, no delays, no lost information.

<60s
Average report completion time
vs. 22 min manually
Same day
Billing cycle for teams
that were averaging 5+ day delays
100%
Structured, consistent data
across every technician and every job
See It In Action

Describe the Service Visit. Get a Report Back.

The agent asks structured questions in natural conversation, then delivers a clean, signed-off report ready for the customer and your system of record.

9:41 AM ●●●● 5G

Scanmatics Field Agent

Recording

Agent:

Great. What was the primary problem you found when you arrived on site?

Tap to speak your response

00:43
Compressor on unit three was tripping on high pressure. Found the condenser coils completely blocked — looked like about six months of buildup. Cleaned the coils, checked refrigerant charge, it was low so I added two pounds of 410A. Verified suction and discharge pressures, cycled the unit, everything's running normal now.
Report generated automatically

Field Service Report

Acme Manufacturing · Unit 3 HVAC

Complete

Marcus Webb

Feb 18, 2026

09:14 AM

10:58 AM

34 miles

1.75 hrs

Compressor tripping on high pressure. Condenser coils blocked with 6+ months debris accumulation. Low refrigerant charge identified.

Cleaned condenser coils. Added 2 lbs R-410A refrigerant. Verified suction/discharge pressures. Cycled unit — operating normally.

R-410A (2 lbs)

$48.00

$131.25

$179.25

Process

From Job Completion to Invoice in Minutes

No paperwork. No typing reports at the end of a long day. Just talk — the agent handles the rest.

Arrive On Site

The technician scans the asset QR code or opens the Field Service Agent app on their phone. The agent greets them, confirms the job details, and is ready to listen.

Walk Through the Job

The agent guides the technician through a configurable set of questions — what was the problem, what was done, parts used, time on site, mileage. The tech answers by voice, naturally, without reading forms.

Report Generated Instantly

The AI transcribes, structures, and formats everything into a professional field service report. It extracts structured fields — labor hours, expenses, part numbers — for your system of record.

Delivered Automatically

The report is emailed to the customer and your back office simultaneously. A structured data payload hits your CRM or billing system. Invoice generation starts the same day — no desk time required.

Capabilities

Everything Your Reporting Needs. Nothing It Doesn't.

Voice-First Input

Technicians speak naturally — no typing, no forms. The agent understands field service language, industry terms, and even handles unclear speech gracefully by asking follow-up questions.

PDF Report Generation

Branded, professional reports are generated and attached automatically. Customers receive a clean summary of what was done, what was found, and what was charged — in seconds, not days.

One-Click Email Delivery

Report to the customer, copy to your service manager, data to your billing team — all in one tap, while the technician is still on site. No follow-up emails needed.

CRM & System Integration

Structured data from every report flows directly into your CRM, ERP, or field service management platform. Every job creates a clean, searchable record with no manual data entry.

Billing Acceleration

Because data is structured and delivered in real time, invoices can be generated the same day — not 3–7 days later. Faster billing means better cash flow and fewer disputed charges.

Configurable Fields

Every business captures different data. Configure the agent to ask exactly the questions you need — standard labor and expenses, or custom fields for asset IDs, warranty info, safety checklists, and more.

Structured Data

Every Field Service Report Captures What Matters

The agent is configured to collect exactly the data your business needs — consistently, across every technician and every job. No more missing fields, illegible handwriting, or reports submitted days later from memory.

This data feeds directly into your system of record, so your operations team sees what's happening in real time, not at the end of the week.

  • Technician name & ID
  • Customer & site details
  • Arrival & departure time
  • Miles traveled
  • Problem description
  • Root cause identified
  • Work performed
  • Parts used & part numbers
  • Parts cost & labor cost
  • Other expenses (tolls, etc.)
  • Follow-up recommended
  • Custom fields you define
Business Impact

Better Data. Faster Billing. Happier Technicians.

Field service reporting isn't just an administrative task — it's the primary data feed for your entire service operation. When it's broken, everything downstream suffers.

Bill Faster, Get Paid Faster

Teams using the Field Service Agent move from 5-day average billing delays to same-day invoicing. At $800 average invoice value across 3 daily calls, that's meaningful working capital freed up — every week.

Technician Retention

Nobody became a field service tech to fill out paperwork. By eliminating the administrative burden, you reduce after-hours desk time and improve job satisfaction — a real factor in technician turnover.

Operational Intelligence

When every job generates consistent, structured data, management can answer questions they've never been able to before: Which assets fail most? Which customers need the most service? Where is technician time actually going?

Ready to Close Jobs Faster?

We'll configure the Field Service Agent for your business, connect it to your existing systems, and have your team up and running in days — not months.