Business team operating an AI-enabled workflow

Field Operations

Weatherization Audit Agent

Runs the full weatherization customer lifecycle: homeowner self-service intake, guided or expert field inspections, photo evidence verification, scope of work, estimates, proposals, payments and follow-up — white-labeled for each company.

Field Operations

Capabilities

Homeowner self-service intake
Guided & expert inspection modes
Photo & measurement evidence checks
AI verification workspace
Scope of work & estimates
Rebate & funding screening
Branded reports & proposals
Voice, SMS & email follow-up

Works with

Phone numberSMSGmailGoogle CalendarGoogle DriveWeb chat

Setup in 7 steps

1Business information
2Add knowledge
3Select channels
4Connect accounts
5Configure
6Test
7Activate