Installation and maintenance companies

From service request to a work order ready for review

Faults and requests from email or forms are ready as a draft work order: customer, installation, complaint and what is still missing.

Have one service request worked out for free. Send one as it came in, without names or customer details. Within one working day you get back what is known, what is missing and which work order is ready. This is the first step of your free AI plan.

  • No preparation needed
  • I usually reply within a few minutes, including weekends.
  • No new software needed
  • Fix or money back, you choose

Installation company: from fault to work order

A work order with an open installation field

01 / Source

Customer K-1088 reports that the cooling has stopped and asks for a visit today.

02 / Prepared draft

Draft work order: cooling fault, customer matched, requested visit noted.

Missing information
Installation type and service address.
Human decision
The planner checks urgency, chooses the technician and confirms the time slot.

Step 1 of 3, free

Your free AI plan, with advice you keep

First I take a free look at your service intake and the rest of your business. You get four things, even if we do nothing together afterwards.

01

An AI plan for your whole business

Per team you see where AI saves time, which tools fit and what to do first. It starts with a short call with the planner or the office team and one example from your work.

02

A substantive assessment, in writing

The intake in at most eight steps, the three biggest frictions, what AI can prepare and what stays with the planner, a rough business case on your own numbers and a go or no-go with the reason.

03

Three tailored examples and a demonstration

Three applications on tasks your business really has, for example a fault report email that becomes a complete draft work order. I show one solution working on your own example.

04

A personal video and a review call

In the video I walk you through the plan; in the review call we pick the first actions together. You get it within a week of our call. If it does not fit right now, you hear why and what a more logical first step is.

The short answer

A service request arrives as an email or a form and has to become a work order with the right address, contract and materials. The workflow prepares that work order as a draft; the planner checks it and schedules it. Building this one process costs 1,500 euros excluding VAT and takes ten working days.

Processes worth investigating

At installation and maintenance companies these are the handover moments worth looking at in the free AI plan.

Does a customer email a fault with two photos and an address, and does someone in the office retype that into the work order?

Is the request incomplete, so the planner calls back first before anything can be scheduled?

Does the work order come in without hours or materials, so administration can only invoice after calling the engineer?

How one workflow runs

  1. Request comes in

    Email or form, with photos and attachments.

  2. Customer, address and installation recognised

    From your own customer and asset history.

  3. Missing details flagged

    With a draft question to the customer, which is only sent when an employee wants it.

  4. Draft work order created

    Complaint, urgency signals, preferred time and attachments in one place.

  5. Planner checks and forwards

    Urgency, engineer and time slot stay with the planner.

  6. Work order lands

    In your own software or as a separate check overview; what is possible is determined by the diagnosis.

Illustrative example: AI in daily work. A customer emails: 'Boiler shows an error code, no more hot water, can you come quickly?' with two photos and an address. The workflow creates a draft work order with customer, asset from the history, complaint, error code from the photo, urgency flagged and the question whether the maintenance contract covers it. The planner sees three fields to check, not an empty work order.

AI prepares, the planner decides

AI prepares

  • reading and structuring the request;
  • looking up customer and installation;
  • flagging missing details and preparing the question to the customer;
  • creating a draft work order;
  • after the visit, checking hours, materials and photos for completeness.

The planner decides

  • assessing urgency and safety;
  • choosing engineer and time slot;
  • sending the question to the customer;
  • releasing the work order;
  • releasing the completion report and invoice.

The stop point sits before scheduling. AI-first, with a human in the loop: first look at which part of the intake an AI workflow can prepare, only then who does what by hand, with a planner who approves and remains owner of the outcome.

Before I build anything, we go through five controls: input, authority, approval, exception and evidence. Each control gives a written outcome, and together they determine whether we build, repair first or do not build. How those five controls work.

What the workflow does not do

  • replace your work order or planning software;
  • take over the planning board;
  • handle a fault as urgent or non-urgent by itself;
  • give engineers a new app;
  • promise an integration before the diagnosis has shown what is possible.

When this fits and when it does not

Probably interesting if

  • requests come in daily by email or form;
  • the planner or office team retypes them;
  • the software has a mailbox, export or integration, or a separate check overview is already a gain.

Probably not the right first workflow if

  • requests come in almost only by phone and are scheduled straight away;
  • every job is a unique project without a fixed intake;
  • nobody in the office can say what a complete request is.

The diagnosis can also conclude that automating is not sensible right now. Then you get that advice in writing, with the reason.

What I take off your hands if you want to continue

After the free AI plan you choose: have one process built for €1,500, or connect multiple workflows in the AI Operating System for €4,500, excluding VAT. Analysis, testing, team training and handover are included. Compare the options.

  1. Investigating your situation and the service intake
  2. Carrying out the audit
  3. Making a concrete plan
  4. Building and implementing the workflow
  5. Training the office by working alongside them
  6. Giving updates on progress
  7. Staying available for questions, without an invoice

Asking questions is free, during and after a programme. I usually reply within a few minutes, including weekends. Additional building work is a new agreement. The full route is on the how it works page.

Three options, three prices

FreeOption 1, the free AI plan. An AI plan for your whole business, three tailored examples and a demonstration, plus a personal video and a review call. Within a week of our call. No obligation.
€1,500Option 2, this one process with AI. One-off, excluding VAT, ten working days: reviewed, built and tested, with an opportunity map for the rest of your business. Credited in full if you move on to option 3 within 30 days.
€4,500Option 3, the AI Operating System. Your whole business on AI, excluding VAT, in three weeks. Stop point after week one for €1,500.

Fixed price, no subscription and no extra work without a new agreement. You pay half at the start and half at delivery. If it does not work as agreed, I fix it or you get your money back. The choice is yours. What is agreed is set out in the proposal beforehand. See how the price is built up or see the three options and prices.

Who does the work

I am Joost, from Utrecht. I am an AI specialist, shaped at one of the largest banks in the Netherlands, where I work with AI within agreements on compliance, risk, privacy and IT. For your process, we agree what needs to improve and measure whether it does, including time spent on review and rework.

Better work. More business.The tools, the plan and the implementation.

My experience covers administration, customer contact, marketing and complex workflows. You get a concrete plan, working applications and a team that can use them.

One specialist, one point of contact. I diagnose, build and improve the workflow myself, and I help choose which models and working environments fit. Read how I work.

Frequently asked questions

What do I need to provide to get started?

One service request as it came in, without names or customer details. Nothing more. You do not need to know which AI solution you need; I will work that out for you.

We already have work order software, what does this add?

The workflow sits in front of the software: the intake from email and forms, not the software itself. Whether the result can land in your software via an API, import or mailbox, or as a separate check overview, is determined by the diagnosis.

My engineers do not want a new system

They do not need one. The workflow sits in front of the software and gives engineers no new app. Whether the more complete work order lands in your current software via an API, import or mailbox, or as a separate check overview for the planner, is determined by the diagnosis.

What if the workflow misjudges a fault?

The workflow flags urgency signals, the planner decides. Nothing is scheduled and nothing goes to the customer without an employee saying yes.

Does this also work with phone and WhatsApp?

The first workflow works on email and web forms. Other channels are looked at in the diagnosis.

Free worked example

Send one service request

As it came in, without names or customer details. Within one working day you get back what is known, what is missing and which work order is ready. I usually reply within a few minutes, including weekends.

Message Joost Or send an email

Free and without obligation

Have one service request worked out. Then you see it for yourself.

Send a request as it came in, without customer details. Within one working day you get back what is known, what is missing and which work order is ready. This is the first step of your free AI plan.