Role bundle

Trade Business

All roles

A four-agent preset for trade service businesses - Owner, Dispatcher, Lead Tech, Office Manager - wired with field-service tools (ServiceTitan / Housecall Pro / Jobber), routing (Google Maps / Routific), supplier portals, and QuickBooks for the 1-10-truck shop running residential + light-commercial work.

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kwave.ai

What's inside

ContentCount
Agents4
Skills8
Companies running this4

Agents

4 AI agents wired for this role. The CEO Dashboard is the hub; the rest report up to the CEO unless flagged owner-direct (escalation paths that bypass the CEO, like crisis routing).

AgentRoleReports to
OwnerOperatorowner-direct
DispatcherScheduling + Routingowner
Lead TechField Operationsowner
Office ManagerInvoicing + Customer Careowner

Skills

8 workflows the agents can run for you. Each is triggered by natural-language commands. The full SKILL.md (inputs, procedure, output format, write guards) is mounted in your workspace under .claude/skills/<slug>/ after install.

SkillDescription
work-order-intakeUse when inbound calls / web forms come in - drafts the work order, captures customer + job details, books the slot, sends the confirmation text / email.
route-dispatchUse when running the morning dispatch board - sequences the day's stops per tech by drive time, traffic, skill match, and parts availability.
materials-pullUse when staging parts the night before each shift - generates the parts list per job and routes the pull through supplier portals (Ferguson / Home Depot Pro / Grainger).
estimate-builderUse when quoting jobs - builds itemized estimates from the job description and flat-rate price book, applies markup, sends to customer.
invoice-collectUse when invoicing post-job - issues the invoice, captures payment via card / ACH, tracks aging, runs follow-up sequence on 30 / 60 / 90 day buckets.
customer-followupUse when following up customers 7 / 30 / 90 days post-job - checks satisfaction, requests Google / Yelp review, schedules maintenance visits.
warranty-trackingUse when tracking installed-equipment warranties (HVAC units, water heaters, panels) and proactively reaching customers before warranty expiration.
permit-handlingUse when jobs require permits - files with the city, tracks inspection scheduling, coordinates rough-in + final inspection passes.

Companies running this

Public listings only — opted in by the company. 4 companies below.

Anchor Electric
Long Beach, CA · 5-10 team
Residential + light-commercial electrician, 4 trucks.
Patriot Plumbing
San Diego, CA · 5-10 team
Service plumber, 24/7 emergency response, 6 trucks.
Cool Air HVAC
Phoenix, AZ · 10-15 team
Residential HVAC install + service, 8 trucks.
Handy Park Co.
Pasadena, CA · 3-5 team
Multi-trade handyman service, 3 trucks.

Getting started

Create a company in KWAVE and the full Trade Business preset above runs in your workspace from day one - all 4 AI agents and 8 skills, wired and ready.

Detailed workflow guides for each skill live inside the workspace dashboard. Sign up at kwave.ai to access them.

Part of KWAVE. Each role ships with this default spec for any company that adopts it.
companies.kwave.ai