Maya · Field Service Agent

WO-4821 · closed

Billing
Job closedDone
Invoice generatedDone
Service claim routedDone
Payment follow-up setScheduled
$1,240 invoiced3 min after close

Service jobs billed and collected the moment they close.

Invoices generated from work orders automatically. Service claims routed before your team processes them. Payments collected without manual follow-up.

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How field service teams build agentic back-office operations with Blocks

Invoice Processing

Work orders turned into invoices the moment the job closes.

Job completion triggers invoice generation automatically, matched to the original quote, coded to the right service type and customer. Sent without your team processing it manually. No billing lag between the completed job and the sent invoice.

Eva

Eva · Invoice Agent

WO-4821 · $1,240

Sent

Job closed

WO-4821 · HVAC service

Matched to quote

QT-3320 · approved

Invoice generated & sent

Sent in 4 minutes

No billing lag between close and invoice

Claims Intake

Service claims and warranty requests processed before your team opens their queue.

Incoming claim documents read, fields extracted, coverage validated, and routed to the right person automatically. Your team receives a prepared summary. Not a raw form.

Nora

Nora · Claims Agent

Warranty claim

Routed

Claim extracted

Fields · coverage validated

Equipment ID matched

Unit SN-77420

Technician assigned

J. Rivera · full context

Prepared summary, not a raw form

Quotes & Estimates

Job requests turned into priced estimates without manual lookup.

Service requests parsed and matched to your rate card. Quotes configured for parts and labor automatically. Your team reviews and sends. No spreadsheet, no manual pricing.

Maya

Maya · Quote Agent

Service request

Ready
Labor · 3.5 hrs$420
Compressor unit$680
Refrigerant + parts$140
Estimate total$1,240

Priced to rate card · ready to send

Cash Application

Customer payments matched and overdue accounts followed up on schedule.

Payments matched to open service invoices. Short-pays flagged before they age. Overdue accounts followed up at the intervals you define. Your AR team handles the conversations, not the tracking.

Steve

Steve · AR Agent

Service AR

Matched
Invoices matched8
In follow-up sequence3
Dispute documented1 routed

Follow-ups on the schedule you define

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Your Dedicated Human Experts

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Dedicated ops support

A hands-on partner who maps your processes and gets you to deployment.

Customized system architecture

We design the exact system around your most ambitious workflows.

End-to-end implementation

From setup to go-live, we handle every step of the build.

ISO 27001SOC 2 Type IIGDPR

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.

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