Outbound AI — Service Verification
Summit Mechanical Services
AI Verification Demo
Experience an AI agent that calls field technicians after service calls to verify work, parts, time logs, and billing — automatically. You play the tech. Dale does the rest.
About This Demo
Meet Dale
Dale is a billing verification specialist at Summit Mechanical Services, a fictional commercial HVAC service company. After every service call, Dale automatically calls the technician to verify what happened, what parts were used, whether the time logs are accurate, and whether there’s anything else the billing team needs to know.
In production, this call would be outbound — the AI calls the tech, not the other way around. For this demo, you’ll call in and Dale will treat you as the tech he’s calling. The experience is identical to what the technician would hear when the AI reaches out.
Dale runs on our newest realtime speech-to-speech voice model: the back-and-forth is instant, he handles interruptions naturally, and he never loses track of which of his seven verification points you’ve already answered.
What Dale Does on Every Call
- Verifies the original complaint matches what the tech found on-site
- Documents the repair — what was done, how it was fixed
- Confirms parts used, stock sources, and field purchases
- Reviews travel time and on-site time logs for accuracy
- Determines whether all recorded time should count on the ticket
- Identifies root cause for billing classification
- Captures any additional notes before closing the verification
- Submits structured data to the billing system automatically
- Receives photos from the technician during the call — completed work, parts receipts, signed work orders — eliminating billing back-and-forth that used to take days
- Reads the model and serial straight off a texted photo of the unit’s data plate, then confirms it back character by character
- Texts the tech a summary of everything logged — parts, times, cause — before the call ends
Dale’s Ticket Data
Work Order Dale Will Reference
Dale has this ticket pre-loaded from the billing system. He’ll reference it during your conversation, but he’s listening for your version of events — not just reading it back.
How this works in production: Dale’s pre-loaded context comes from your ticketing system via API; his verification questions is managed right in the admin portal. Dispatch updates the verification script through a simple admin UI; the next outbound call uses the new content. After your demo: ask us to share the AI Log Viewer for your call — per-tool input/output, durations, and the full transcript. Trust through visibility.
WO-83421-1
Unbilled2750 Peachtree Road, Atlanta, GA 30305
Customer reported that the main dining room is not cooling. Rooftop unit 2 (5-ton Carrier) blowing warm air.
Ticket Details
- Travel7:45 AM – 8:28 AM (43 min)
- On-Site8:28 AM – 11:15 AM (2 hr 47 min)
- Part 1Contactor 40A 2-Pole 24V Coil — Truck Stock
- Part 2Capacitor 45/5 MFD 440V Dual Run — Truck Stock
- Misc ExpenseNon-stock item — to be verified with tech
- Bill StatusUnbilled — pending verification
Try It Now
Call In as the Technician
Call the number below and pretend you’re the field tech who just finished this HVAC service call. Dale will walk you through his verification checklist.
Phone Call
Call and experience the verification
When you call, Dale will greet you as if he just dialed your number. Play along as the technician — confirm, dispute, or elaborate on the ticket details. He adapts to however you respond.
Tip: Try giving a detailed answer up front and watch how Dale recognizes which points you’ve already covered — he won’t re-ask them.
Try a curveball: Dale is designed to extract the information he needs and filter out what he doesn’t. Throw in off-topic comments, complain about your dispatch software, or bring up a completely different job — and watch how he acknowledges it and steers you back on track.
Try the SMS feature: When Dale asks about completed work or a non-stock part, accept his offer to text you and reply with any photo. He’ll describe what he sees and add it to the work order — eliminating the day-or-two billing back-and-forth that field-service teams normally lose to missing documentation. Send a photo of any equipment data plate and he’ll read the model and serial right off it. And before he hangs up, ask him to text you the summary of what he logged.
Conversation Guide
How to Play the Technician
You don’t need to memorize anything. Just respond naturally. Here are some approaches to try:
The Straightforward Tech
Confirm everything on the ticket — quick and clean.
- “Yeah, the contactor was fried and the cap was bulging. Swapped both out.”
- “Parts came off my truck. The misc expense was refrigerant I picked up from Johnstone.”
- “Times look right to me.”
- “Just wear and tear. That unit’s probably 15 years old.”
- “Nope, that’s everything.”
The Detailed Tech
Give a long first answer and see how Dale handles it.
- “So the rooftop unit was completely dead. Contactor was burnt up, you could smell it. The run cap was bulging too so I swapped both. Had to run to Johnstone to grab a jug of 410A because it was low once I got it running. Probably just age — that unit’s ancient. Took me about three hours total on site.”
- Watch how Dale acknowledges multiple points at once and only asks about what you didn’t cover.
The Disputed Timeline
Tell Dale the time logs are wrong and see how he handles it.
- “Actually, I didn’t leave till closer to 8 AM. Traffic was bad.”
- “I was on site till at least noon — the system says 11:15 but that’s wrong.”
- “There was a new guy with me for training, so some of that time was him watching.”
- Dale will note the discrepancy and offer to send a time change form.
Throw a Curveball
Go off-topic and see how Dale keeps the call on track.
- “Hey, while I’ve got you — can you check on that other job I did last week at the airport?”
- “Man, this new dispatch app is terrible. We can’t even see our schedules half the time.”
- “I also noticed their other rooftop unit is leaking refrigerant. That’s gonna need a whole new coil.”
- “I’m actually headed to lunch right now, can you call me back?”
- Dale is built to extract the data he needs and filter out what he doesn’t. He’ll acknowledge your comment, then steer right back to the verification.
The Business Case
Why Companies Use AI Verification
Eliminate Billing Delays
Every unbilled ticket is revenue sitting on the table. AI calls techs immediately after close-out — no waiting for office staff to follow up.
Consistent Data Capture
Every call covers the same 7 verification points. No skipped questions, no forgotten details, no variance between staff members.
Free Up Your Team
Billing specialists spend hours chasing techs for details. AI handles the routine calls so your team can focus on exceptions and disputes.
This demo shows one use case, but outbound AI verification works for any field service operation — HVAC, plumbing, electrical, fire protection, elevator maintenance, pest control, and more.
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