# AI Automation for FieldEdge

> 14 workflow automations purpose-built on top of FieldEdge — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/fieldedge/
- **Automation count:** 14
- **Roles:** HVAC Company Owner, Plumbing Company Owner

## Automations

- [Missed Call Recovery for HVAC Company Owners](https://calish.com/workflows/with/missed-call-recovery-for-hvac-company-owner-with-fieldedge/) — AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — 
- [Dispatch & Route Optimization for HVAC Company Owners](https://calish.com/workflows/with/dispatch-and-route-optimization-for-hvac-company-owner-with-fieldedge/) — AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per
- [Maintenance Membership Renewal for HVAC Company Owners](https://calish.com/workflows/with/maintenance-membership-renewal-for-hvac-company-owner-with-fieldedge/) — AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and
- [Warranty & Manufacturer Claim for HVAC Company Owners](https://calish.com/workflows/with/warranty-and-manufacturer-claim-for-hvac-company-owner-with-fieldedge/) — AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimburseme
- [Insurance Supplement & Adjuster Negotiation for HVAC Company Owners](https://calish.com/workflows/with/insurance-supplement-and-adjuster-negotiation-for-hvac-company-owner-with-fieldedge/) — AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster corr
- [Permit Pulling & Inspection Scheduling for HVAC Company Owners](https://calish.com/workflows/with/permit-pulling-and-inspection-scheduling-for-hvac-company-owner-with-fieldedge/) — AI pulls permits via municipal APIs, schedules inspections, and tracks status against ServiceTitan jobs — permit-related delays drop, projec
- [Lead-to-PTO Pipeline Management for HVAC Company Owners](https://calish.com/workflows/with/lead-to-pto-pipeline-management-for-hvac-company-owner-with-fieldedge/) — AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the uns
- [Missed Call Recovery for Plumbing Company Owners](https://calish.com/workflows/with/missed-call-recovery-for-plumbing-company-owner-with-fieldedge/) — AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — 
- [Dispatch & Route Optimization for Plumbing Company Owners](https://calish.com/workflows/with/dispatch-and-route-optimization-for-plumbing-company-owner-with-fieldedge/) — AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per
- [Estimate Follow-up & Close for Plumbing Company Owners](https://calish.com/workflows/with/estimate-follow-up-and-close-for-plumbing-company-owner-with-fieldedge/) — AI follows up on every estimate in ServiceTitan on a personalized cadence, answers objections, escalates to a sales manager when ready to cl
- [Review Generation & Reputation for Plumbing Company Owners](https://calish.com/workflows/with/review-generation-and-reputation-for-plumbing-company-owner-with-fieldedge/) — AI sends personalized review requests post-job from the ServiceTitan closeout, follows up if needed, and routes negative feedback to the own
- [Maintenance Membership Renewal for Plumbing Company Owners](https://calish.com/workflows/with/maintenance-membership-renewal-for-plumbing-company-owner-with-fieldedge/) — AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and
- [Technician Performance Coaching for Plumbing Company Owners](https://calish.com/workflows/with/technician-performance-coaching-for-plumbing-company-owner-with-fieldedge/) — AI tracks every tech's daily performance (close rate, ticket size, follow-on work) in ServiceTitan, surfaces the leading indicators, and dra
- [Inbound Call Screening & Booking for Plumbing Company Owners](https://calish.com/workflows/with/inbound-call-screening-and-booking-for-plumbing-company-owner-with-fieldedge/) — AI screens inbound calls, qualifies the job, books the appointment in ServiceTitan, and only routes complex calls to a human CSR — booking c

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