plan the work
The work is already failing somewhere.
Find the service work already going wrong nearby, and put it in front of the people who sell it.
what it does
What AI Lead Generation does
Most field service growth is not won by cold outreach. It is won by getting to an organisation whose equipment is already causing them trouble, before someone else does.
This looks for the signals that a business has field service work it is handling badly: equipment of a type you service, sites in territories you already cover, roles being hired that imply a maintenance burden, and turns those into leads with the reason attached.
It produces a shortlist and the evidence behind it. It does not send anything on your behalf, and a person decides whether the lead is worth a call.
- Finds organisations with equipment you already service
- Scores them against the jobs you actually win
- Shows the signal behind every lead, not just a number
- Hands qualified leads to Estimates & Quotes without rekeying
how it works
Four steps, and none of them are magic.
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define
You point it at the work you already win
It reads your closed jobs and contracts (equipment types, site profiles, contract sizes, territories), and builds a picture of the customer you actually serve profitably, rather than one written from scratch in a workshop.
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scan
It looks for the same profile elsewhere
Public signals that imply a field service burden: equipment of a type you service, facility expansions, maintenance and reliability roles being hired, sites appearing in territories your technicians already cover.
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score
Each lead arrives with its reason
A score on its own is not useful. Every lead shows the signals behind it, so the person deciding whether to call can judge the reasoning rather than trust a number.
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hand over
Accepted leads become quotable work
Take a lead forward and the organisation, sites and equipment already exist as records. Estimates & Quotes picks it up without anyone rekeying a company name.
data and integration
What it reads, what it writes, what it sits beside.
Nothing here is a separate database. AI Lead Generation works off the same work order, customer and asset records as everything else, which is the whole reason the modules are worth running together.
reads
Your won and lost jobs, contract history, service territories, asset types on your books.
writes
Accounts, contacts and sites into Customer 360; qualified leads into Estimates & Quotes.
alongside
Your CRM, if you keep one. Leads can be pushed out rather than held here.
questions we actually get
Before you ask us on the call.
Your own history, plus public business and hiring signals. It does not buy scraped personal contact lists, and it does not read your customers' internal systems.
No. It produces a shortlist with evidence. Nothing is sent on your behalf: a person decides who is worth approaching and how.
A list tells you a company exists. This is scoped to organisations whose equipment and operations match the work you already do, and it shows the signal that put each one in front of you.
Largely, yes, and we would rather say so. It earns its place when you are growing a territory or a service line. If your book is fixed, spend the money on Contract Management instead.
elsewhere in the platform