A service of Synergetics  ·  orchestrated by AgentFlow™
Agentic field service management

Field service that runs itself — from the first call to the final invoice.

FieldTraq puts an AI agent on every stage of the ticket lifecycle: intake, matching, dispatch, field work, billing, and invoicing. Your team stops coordinating the work and starts directing it.

Intake to invoice Auditable at every step No platform team required
TICKET · #FT-4827
POS terminal down — Store #218
OPENED
Category
POS / Hardware
Priority
High · SLA P1
Channel
AI Voice
Site
Tampa, FL
IntakeMatchDispatchFieldBillingAuditInvoice
Multi-channel intake
Phone, email, or portal becomes one structured ticket — captured by the intake agent, no dispatcher required.

Connects to the tools your operation already runs on

QuickBooks
Dialpad
AvaTax
Email Gateway
AI Voice
Customer Portal
SMS
The connected lifecycle

One ticket. One connected lifecycle.

Every stage hands off to the next automatically — no re-keying, no lost context, no manual handoffs between departments. Click any stage to see what the agent does.

OPENED

Multi-channel intake

A phone call, an email, or a portal submission all land as one structured ticket — customer, site, category, priority, and matching filters captured in a single record.

    What the agents do

    A purpose-built agent for every stage.

    Each skill is scoped to one job and does it consistently — orchestrated end-to-end so the whole lifecycle moves on its own.

    Multi-channel intake

    Phone (AI voice), email, and a self-service portal all create one structured ticket. Low-confidence captures escalate to a person; clean tickets route straight to matching.

    AI VoiceEmailPortal

    Search & matching

    Evaluates the full technician pool the moment a ticket opens — location, skill, labor rate, availability, and rating — and returns a top-ranked match with a transparent, auditable justification.

    Technician DBSkill graph

    Outreach & dispatch

    Sends the dispatch notification, tracks acknowledgement, fires a 24-hour confirmation reminder, and escalates automatically if no one responds 6 hours out — so no visit slips through.

    EmailSMS

    Field maintenance report

    On-site check-in, a full work log with parts and before/after photos, structured checkout with completeness validation, and dual sign-off from technician and customer.

    Mobile appPhoto capture

    Billing validation & audit

    Pre-invoicing audit checks hours against timestamps, validates labor rates, applies tax classification, prices parts with the materials markup, and flags holds before a dollar goes out.

    AvaTaxPricing guide

    Invoicing & back-office sync

    Generates a contract-priced invoice, emails it to the billing contact, and syncs payables and receivables to QuickBooks automatically — closing the revenue cycle without re-entry.

    PDF invoiceQuickBooks
    The shift

    From coordinating the work to directing the agents.

    The difference between a traditional field service operation and an AI-first one isn't more software — it's where the coordination happens.

    Traditional field service org
    People coordinate dispatch manually
    Job tracking and allocation done by hand
    Scaling means adding headcount
    Departments own separate workflow stages
    Reporting pulled together by people
    AI-first FieldTraq org
    Agents coordinate dispatch end-to-end
    Tasks allocated intelligently in real time
    Scaling means more intelligence per person
    One connected pipeline replaces the silos
    Reports auto-generated at every stage
    What you gain

    Visibility, speed, and accuracy — by default.

    Because the lifecycle is one connected system, the things operations leaders chase manually come for free.

    100%
    SLA visibility
    Live status across every active ticket, all stages at once.
    0
    Manual reports
    Reporting is generated automatically at every stage.
    Scalability
    New skills plug in with minimal rework as you grow.

    Dispatch efficiency

    AI-powered matching eliminates manual coordination — lowering cost per dispatch and getting the right technician on-site faster.

    Operational visibility

    Real-time dashboards give leadership instant insight into every active job — enabling smarter resource decisions that protect margins.

    Billing accuracy

    Technician invoices are validated against check-in timestamps and audit rules before customer invoicing — accelerating cash flow and ending billing disputes.

    Organizational resilience

    An extensible skill architecture means new capabilities — back-office sync, new service categories — plug in with minimal rework as the business evolves.

    The engine

    Orchestrated by AgentFlow.

    Every skill runs on one orchestration layer that manages state, enforces SLAs, handles the edge cases, and logs every action for compliance.

    State machine

    Manages every ticket transition across the full lifecycle, so status is always correct and never ambiguous.

    Skill connector

    Wires every skill across the lifecycle into seamless, automatic handoffs — no glue code, no human relay.

    Exception handling

    Context-aware re-assignment, escalation, and edge-case management when a ticket doesn't follow the happy path.

    Full audit trail

    A timestamped log of every action and skill invocation — every decision is explainable and compliance-ready.

    Real-time dashboard

    Live visibility into every ticket, SLA status, and technician profile — for coordinators and leadership alike.

    Extensible architecture

    New skills plug in with minimal rework as business needs evolve — the platform grows with you.

    What's yours

    Your data. Your workflows. Your brand.

    FieldTraq runs as managed infrastructure under your control. Everything that makes the operation distinctively yours stays yours — the platform is the engine, not the owner.

    01

    Customer & operational data

    Every record the platform generates — customers, sites, technicians, tickets, work logs, audits, invoices, communications — is stored in your database, fully owned and under your direct control.

    02

    Business workflows & rules

    Your lifecycle stages, SLA tiers, matching criteria, billing-audit logic, and exception thresholds encode your operational know-how — and remain your intellectual property.

    03

    Skill customizations & prompts

    Every prompt, training example, and configuration tuned to your operation — your voice persona, your audit logic, your summarization style — is yours, not transferable to anyone else's deployment.

    04

    Branding & customer experience

    The portal, email templates, invoice format, voice-agent tone, and dashboard all carry your brand. Customers experience you throughout — never the infrastructure underneath.

    Put your field service on autopilot.

    See the full intake-to-invoice lifecycle running on your workflows. We'll walk you through a live ticket, end to end.