Integration · FieldEdge
AI for FieldEdge shops
Scout answers calls, takes booking requests for your office to confirm, follows up on estimates, wins back past customers and collects open invoices for HVAC shops on FieldEdge, all run from one chat. Your team keeps using FieldEdge as today.
The problem
FieldEdge has the proposals and invoices. Who chases them?
Your schedule, proposals and invoices already live in FieldEdge. While the office is busy with the schedule, and after you close, calls go to voicemail, proposals with clear options wait for a follow-up and some invoices sit open after the job.
Scout fixes that.
Scout connects to FieldEdge and works from the proposals, invoices and past customers already in it, and it answers calls after close or while the office is busy.
Connected to FieldEdge
What does Scout work from in FieldEdge?
Calls answered, requests taken
Calls that come in after you close, or while the office is busy with the schedule, can go to voicemail. Scout answers calls around the clock, takes the booking request for your office to confirm, texts the customer, screens out sales calls and hands urgent calls to you during business hours.
Quiet proposals followed up
A proposal with clear options still needs a follow-up, and nobody has time to send it. Scout finds proposals that went quiet and drafts a follow-up text from your shop.
How Scout follows up quotesRead the guide: How do I close more HVAC estimates?
Past customers won back
Past customers are worth a reminder before the season turns, and the reminder waits on someone with time. Scout finds customers who haven't booked in a while, drafts a text to bring them back and reports the jobs booked afterward.
Open invoices paid
Some invoices still sit open after the job. Scout texts reminders for open invoices.
Your call
What you control
- Outreach waits for your approval. Before it goes out, you see who is included, who is left out and why.
- You choose who Scout reaches, what it says and when.
- Scout stops texting a person once they reply, book or pay.
FAQ
What do FieldEdge shops ask about Scout?
Read the guide: Following up proposals and invoices the same way
What should I ask before adding AI to FieldEdge?
Four things: how it handles calls after you close, whether it works from the proposals, invoices and customers already in FieldEdge, whether outreach waits for your approval, and where the money goes when a customer pays.
See what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.
