Job intake and triage
Web form and phone leads land in one queue, get classified by service type and urgency, and reach the right dispatcher with the details already structured. Nothing sits in a voicemail.
For HVAC, plumbing, and electrical companies
Workflow automation for field service companies.
The job is in the field, but the profit leaks in the office: missed callbacks, unquoted leads, unsent invoices, forgotten review requests. W!FE runs the office side of every job the same way every time.
Job intake forms
Microsoft 365
Outlook / Exchange
Teams
Field service software
Review platforms
SQL
Schedules
Any REST API +
Field service workflows that run themselves
Every job follows through.
Your techs do the work. W!FE handles the handoffs before, during, and after the truck rolls.
Quote follow-up
Every open quote gets scheduled follow-ups until it is accepted, declined, or expired. The jobs you already quoted stop dying of silence.
Dispatch handoffs
When a job is booked, the customer gets confirmation and arrival-window updates automatically, and the tech gets the job details in Teams before rolling.
Job completion follow-up
Closing a job triggers the invoice, a thank-you message, and a service summary to the customer, with an approval step if the amount needs a manager's eyes first.
Review requests
Happy customers get a review link at the right moment, automatically, and the ask repeats politely until they click it. Reviews are how the next customer finds you.
Maintenance agreements
Seasonal tune-ups and service contracts schedule themselves: remind the customer, book the visit, and flag the agreements coming up for renewal.
Why field service companies choose W!FE
The office runs
while the trucks roll.
Most field service software tracks the job. W!FE runs the process around the job: the follow-ups, confirmations, and requests that decide whether customers come back.
Plan your first workflow01
No lead falls through. Every intake is tracked from first contact to booked job or closed loss.
02
Customers hear from you first. Confirmations, updates, and follow-ups go out without anyone remembering to send them.
03
Operated for you. Braintek builds and maintains the workflows. Your dispatchers use forms and get results.
Common questions
Field service automation, answered.
Does W!FE replace our field service management software?
No. W!FE works alongside tools like ServiceTitan, Housecall Pro, or Jobber through their APIs, running the follow-ups and handoffs those platforms leave to memory. If your platform has a REST API, W!FE can connect to it.
Can W!FE send messages to our customers?
Yes. Workflows send email through your existing Microsoft 365 or SMTP service, on schedules and triggers you define, with approval steps in front of anything sensitive.
How does automated review collection work?
When a job closes, the customer receives your review link at a set delay. If they have not clicked it, the workflow sends a polite reminder. Every send and click is logged, so you know what is working.
What should we automate first?
Quote follow-up usually pays for itself fastest: most shops recover several jobs a month just by following up on quotes that would otherwise go quiet. Review requests are a close second.
Start with one process
Stop losing jobs to missed follow-ups.
Show us the repetitive work. We will map the first workflow with you.