What the engine handled today
running in the background, no one touching itWIR Intake + Auto-Create
Megan · Dana · Layer: Automate
3 awaiting Megan's approval
Inspection requests auto-parse into FieldRoutes customer records, then queue for one-tap approval.
| Customer | Property | Foundation | Status |
|---|---|---|---|
| Hadley / Coastline Realty | 412 Antler Ridge, Crestview | Slab | Awaiting approval |
| Ruiz closing | 88 Magnolia Bluff, Niceville | Crawlspace | Created |
| Okafor closing | 2207 Shoreline Dr, Destin | Slab | Created |
| Bell / Emerald Coast PM | 15 Heron Walk, Crestview | Pier & beam | Awaiting approval |
WIR Field Report Generator
Cole · Layer: Automate
Cole reviews, then auto-sends to realtor
Tech speaks on-site. The engine transcribes, structures the report, marks the property graph, and drafts the realtor email.
| Property | Findings | Status |
|---|---|---|
| 412 Antler Ridge, Crestview | Old termite damage, treated, no active | Draft ready |
| 2207 Shoreline Dr, Destin | Clear | Draft ready |
| 88 Magnolia Bluff, Niceville | Active subterranean, treatment quoted | Draft ready |
| 15 Heron Walk, Crestview | Old damage, monitoring | Sent to realtor |
New Homeowner Pipeline
Automated · Layer: Build
85 warm leads/mo · 3 booked this week
Every closed WIR inspection tags the new homeowner and fires a 14-day SMS sequence that books recurring quarterly pest service.
| Homeowner | Closed | Touches | Status |
|---|---|---|---|
| Bryan & Haley Whitaker | Jun 12 | 3 SMS | Booked quarterly Jun 27 |
| Marcus Delgado | Jun 15 | 2 SMS | Replied YES, booking |
| The Ferraro family | Jun 18 | 1 SMS | In sequence |
| Priya Anand | Jun 19 | 1 SMS | In sequence |
| Sofia Reyes | Jun 20 | 1 SMS | In sequence |
WIR Auto-Scheduler
Megan · Dana · Layer: Automate
across 4 trucks · 224 route-miles
Rules engine slots every job by tech certification, geography cluster, and rush closing window, then flags conflicts before they hit the calendar.
| Route / Tech | Stops | Miles | Status |
|---|---|---|---|
| Hector Ramos — Crestview / Baker | 5 | 52 | Optimized |
| Tyrell Owens — Destin / Niceville | 5 | 61 | Optimized |
| Marcus Webb — Fort Walton / Mary Esther | 4 | 48 | Optimized |
| Kayla Dunn — Navarre / Gulf Breeze | 5 | 63 | 1 conflict |
Conflict caught before it hit the calendar
Kayla Dunn — Holloway WIR inspection overlaps her 9:00s pest stop
47 route-miles saved today vs unoptimized routing
A/R + Collections Workbench
Megan · Devin · Layer: Automate
Dynamic queue — drops accounts the moment they pay
Daily payment pull builds a live collections queue, auto-segments by reason, and surfaces failed-card no-responders to Devin with full context.
| Account | Amount | Days | Reason |
|---|---|---|---|
| Robert Chastain | $85 | 6 | Card declined Jun 17 |
| Jenna Patel | $220 | 3 | Check / bill-pay lag |
| Dorothy Wickline | $1,150 | 12 | WIR at closing — Devin queued |
| Maple Grove HOA | $1,940 | 9 | Net-30 invoice |
Card Recovery Monitor
Schedule Quality Checker
Megan · Dana · Layer: Automate
same-address jobs booked on different days
Nightly audit cross-references addresses across job types and proposes same-trip bundles, recovering windshield time and truck miles.
| Opportunity | Detail | Action |
|---|---|---|
| Mike Beasley | Mosquito + pest, separate dates | Bundle → Jun 26 |
| Sandpiper Cove 3 & 7 | Two stops, same complex | Bundle → Jun 25 |
Recovered the last 4 weeks
Lapsed Customer Re-engagement
Megan · Devin · Layer: Build
The engine watches FieldRoutes for service-history gaps, segments by lapse window, and runs SMS + voice outreach in AAA's brand voice to win customers back.
Recently Booked
Engaged
In Outreach
Inventory + Reorder
Megan · Ryan · Layer: Automate
tech requests structured, not texted
Structured tech requests replace ad-hoc texts. The engine tracks consumption and fires reorder alerts plus a seasonal forecast for cash-flow planning.
| Item | On Hand | Status |
|---|---|---|
| Termidor SC | 4 cases | Reorder — low |
| Mosquito concentrate | 9 jugs | Reorder — season ramp |
| Bait stations | 120 units | OK |
Seasonal Forecast
Aaron Peterson · +40% projected Jul–Aug
Niharika · get this month · −$2,300 heads-up
Stockouts this quarter: 0 · last-minute supply runs: 0
End-of-Day KPI Pack
Automated · Layer: Automate
Assembles itself and lands in Dana's inbox every night. No one builds it.
Production by Tech
Billing by Service
Collections
Anomalies Flagged
Queued for tonight — lands in Dana's inbox at 9:30 PM, read on her phone before bed
CompanyCam → FieldRoutes Sync
Automated · Layer: Automate
Field photos auto-link to the right customer record. The manual copy-over is gone.
Manual photo transfer eliminated — ≈3 hrs/week back to the field