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Field Service Management + CRM + AI Operations

Track every job from the first call → final invoice.

Xbot77 helps home service companies capture leads, prepare estimates, close deals, schedule jobs, dispatch field agents and subcontractors, track job progress, capture photos, collect receipts, communicate with customers, and understand profitability from one operating platform.

Built for plumbing, HVAC, electrical, roofing, landscaping, appliance repair, restoration, pest control, pool service, garage doors, and other field service teams.

The field service problem is not just scheduling. It is the gap between the office, the field, the customer, the job file, and the money.

Xbot77 connects the pieces... closes the gaps.

Xbot77 is simple... effective... and affordable.

Xbot77 Dispatch Command Today
8:30 AM — Water Heater Install Customer: Martinez Residence
Field Agent: Tyler / Truck 2
En Route
10:15 AM — Roof Leak Inspection Customer: Northview Office Park
Field Agent: Casey / Truck 4
Scheduled
1:00 PM — HVAC Service Call Customer: Greenfield Dental
Field Agent: Morgan / Truck 1
Parts Needed
Field Agent Portal
Start Job / GPS Verify
Upload Before Photos
Upload Receipt
Add Job Notes
Upload Completion Photos
Mark Job Complete

Built around the way field service companies actually work.

Most service businesses do not need another disconnected app. They need one place where the office can manage the customer, schedule the job, dispatch the field agent, document the work, communicate clearly, and see whether the job made money.

01

CRM for Service Customers

Track customers, locations, contacts, job history, notes, documents, communication, and future opportunities.

02

Dispatch Calendar

Schedule jobs, assign field agents, manage trucks, monitor status, and keep the office aligned with the field.

03

Field Agent Phone Portal

Give each field agent a simple mobile portal for job instructions, status updates, GPS checks, notes, photos, and receipts.

04

Job Tracking and Proof of Work

Capture before photos, progress photos, completion photos, receipts, invoices, notes, timestamps, and field documentation.

One workflow from lead to payment.

Xbot77 is designed to organize the full job lifecycle instead of forcing contractors to stitch together calls, texts, spreadsheets, accounting software, photo folders, and disconnected CRMs.

STEP 1Lead / Customer
STEP 2Estimate / Job
STEP 3Schedule / Dispatch
STEP 4Field Proof / Updates
STEP 5Invoice / Profitability
Xbot77 Deal Pipeline

The modules that matter most.

The leaders in the field service market all sell the same core promise: get organized, schedule faster, dispatch better, invoice sooner, and get paid. Xbot77 keeps those essentials, then adds AI-ready operations and profitability awareness.

Scheduling

Calendar-based job scheduling for service calls, installations, inspections, follow-ups, and recurring work.

Dispatch

Assign field agents, manage job status, track readiness, and keep office teams updated as work changes.

Customer Communication

Organize customer conversations, job updates, reminders, confirmations, and service history.

Photos and Documents

Attach site photos, completion proof, receipts, supply invoices, permits, forms, and field notes directly to the job.

Accounting Connection

Connect job activity to invoices, expenses, receipts, payments, profitability, and business reporting.

AI Agent Layer

Use AI agents for customer support, job intake, knowledge lookup, workflow assistance, document analysis, and internal operations.

Xbot77 Dispatch Calendar

Positioned for service teams with 2 or more field agents.

Xbot77 is especially valuable once the owner is no longer the only person in the truck. When a company has multiple field agents, scheduling, communication, documentation, customer updates, and profitability tracking become operational problems.

2+ FSAs Dispatch starts to matter.
5+ Jobs / Day Tracking and documentation start to break.
Photos + Receipts Proof and cost control become essential.
CRM + Accounting Customer history and job profitability belong together.

Three portals. One connected job record.

Xbot77 connects the office, field agents, subcontractors, and customers through purpose-built portals that keep job details, updates, photos, approvals, invoices, and communication organized in one place.

Field Agent Portal

Xbot77 Field Agent Portal
  • GPS Tracking
  • Time Tracking
  • Maps
  • Upload Progress Photos
  • Upload Invoices and Receipts
  • Job Dispatch Instructions
  • Job Progress Notes
  • SMS Status Updates to Customer
  • Onsite Estimates
  • Estimate Approvals w/Signatures
  • Invoice Payment on Portal

Subcontractor Portal

Xbot77 Subcontractor Portal
  • GPS Tracking Option
  • Time Tracking Option
  • Maps
  • Upload Progress Photos
  • Upload Invoices and Receipts
  • Job Dispatch Instructions
  • Job Progress Notes
  • SMS Status Updates to Customer

Customer Portal

Xbot77 Customer Portal
  • View History of Project(s)
  • View Job Progress Photos
  • View Job Notes
  • Approve Estimates
  • Pay Invoices
  • Provide Feedback on Job

Why Xbot77 is different.

Traditional field service software focuses mostly on scheduling, dispatch, estimates, invoices, and payments. Xbot77 is being built as a broader operating layer for service companies: CRM, field operations, accounting tools, workflows, storage, and AI agents in one platform.

More Than Dispatch

Dispatch is only one part of the job. Xbot77 connects the customer, field agent, job file, documents, receipts, invoice, and reporting.

Designed for Proof

Before photos, after photos, receipts, timestamps, notes, and completion evidence are treated as core job records.

AI-Ready Operations

AI agents can be trained around your business records, service knowledge, customer workflows, and operating procedures.

Free Core Tools

Start with practical CRM, field operations, and business tools. Use tokens when advanced AI or heavier automation creates value.

Run the office. Guide the field. Prove the work. Know the numbers.

Xbot77 is the AI-native field service operating platform for growing home service businesses.

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