Agent 09
Mechanical Service Report
The tech talks through the call. The agent writes the report, lists the deficiencies, quotes the repair, and books the next PM.
+1 quote
on average per 4 service calls
Built for
- Service techs
- Service managers
- Maintenance planners
Live example
adg/mechanical-service-report · ready
Scenario · A mechanical contractor completes a quarterly PM on a rooftop unit at a commercial building.
01Tech debrief
Service tech
Voice note“Quarterly PM on RTU-2 done. Changed filters, 4 of them, 20 by 25 by 2. Greased blower bearings.”
“Belt is cracked, needs replacing next visit. Economizer actuator is sticking, it's not fully opening.”
“Supply air 13 degrees, return 22. Suction pressure 118, head 285.”
02Agent run
- Structuring debrief
- Checking readings vs. history
- Pricing deficiencies
- Scheduling
03Service report & deficiency quote
Output appears here
The problem
Mechanical and HVAC techs are paid to fix equipment, not to write reports. But the report is what the client sees, and the deficiency list is where your next job comes from. This agent turns a tech's end-of-call voice note and readings into a professional service report and a prioritised deficiency list with a repair quote attached, and it schedules the next PM in the maintenance calendar.
Today
- Reports written at night, or never
- Deficiencies noted but never quoted, so revenue is left on the table
- PM schedules kept in a spreadsheet nobody trusts
With the agent
- Client-ready report before the tech leaves site
- Every deficiency becomes a priced follow-up quote
- Readings trended per asset over time
- Next PM auto-scheduled per manufacturer interval
How it works
4 steps, with you in control.
- 01
Debrief
Tech records a 60-second voice note and enters or photographs the gauge readings.
- 02
Report
Generates a service report with work done, readings, parts, and photos.
- 03
Find revenue
Turns each deficiency into a prioritised repair quote using your parts list and labour standards.
- 04
Plan
Books the next PM and trends readings against asset history.
Comes in
Agent does
You check
Goes out
Works with
- Phone (any)
- CMMS / asset register
- Outlook calendar
- QuickBooks
Nothing leaves without a person approving it. Agents draft, check, and flag. Your team makes the call. Data stays in your Microsoft 365 or Google tenant wherever possible.
What it's worth
Run your own numbers.
Slide to match your team. Defaults are typical for a small-to-mid contractor in the region.
Hours back per year
269
Estimated annual value
$16,100
Estimate only, based on 48 working weeks. We confirm real numbers in a free workflow audit.
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