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| Content | Count |
|---|---|
| Agents | 4 |
| Skills | 8 |
| Companies running this | 4 |
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).
| Agent | Role | Reports to |
|---|---|---|
| Owner | Operator | owner-direct |
| Dispatcher | Scheduling + Routing | owner |
| Lead Tech | Field Operations | owner |
| Office Manager | Invoicing + Customer Care | owner |
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.
| Skill | Description |
|---|---|
| work-order-intake | Use when inbound calls / web forms come in - drafts the work order, captures customer + job details, books the slot, sends the confirmation text / email. |
| route-dispatch | Use when running the morning dispatch board - sequences the day's stops per tech by drive time, traffic, skill match, and parts availability. |
| materials-pull | Use 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-builder | Use when quoting jobs - builds itemized estimates from the job description and flat-rate price book, applies markup, sends to customer. |
| invoice-collect | Use 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-followup | Use when following up customers 7 / 30 / 90 days post-job - checks satisfaction, requests Google / Yelp review, schedules maintenance visits. |
| warranty-tracking | Use when tracking installed-equipment warranties (HVAC units, water heaters, panels) and proactively reaching customers before warranty expiration. |
| permit-handling | Use when jobs require permits - files with the city, tracks inspection scheduling, coordinates rough-in + final inspection passes. |
Public listings only — opted in by the company. 4 companies below.
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.