Field Services

    Pre-Dispatch Diagnostics. Your tech arrives with the right part, every time.

    Sending a plumber, HVAC tech, or electrician to a job without the right parts costs you $200+ in truck rolls and kills your same-day close rate. FluidForms turns every service request into a full diagnostic intake—homeowners upload a photo, the AI identifies the model, and your dispatcher knows exactly what to load on the truck.

    Stop guessing what's on the job site. Know before you go.

    No credit card required · Set up in 2 minutes

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    Your current intake process is costing you

    Every manual step means lost time, missed details, and frustrated clients

    The wrong-part truck roll

    45% of residential service calls require a return visit because the tech didn't have the right part. Each missed first-visit fix costs $150–$400 in labor, parts delays, and a customer who won't refer you.

    Vague job descriptions

    'My water heater is making a noise' tells you nothing. Without make, model, age, and a description of the noise type, your dispatcher is guessing what to stock—and your tech is improvising on site.

    The Static Form Tax

    Your booking form asks for a name, phone, and 'describe the problem.' That's not a job order—it's a starting pistol for a 3-email back-and-forth that delays your schedule by hours.

    How FluidForms transforms your workflow

    Replace static forms with intelligent conversations that capture complete, structured data

    Photo recognition turns a snapshot into a job brief

    Homeowners upload a photo of their water heater, breaker panel, or HVAC unit. FluidForms uses Document Understanding to read the model label, serial number, and installation date directly from the image—then asks the precise technical follow-ups: "Your Bradford White M-2-40S6DS is about 8 years old. Are you hearing a popping noise during heat cycles, or is it continuous?" Your dispatcher receives a job brief, not a photo.

    FluidForms Agent
    Active now • Conducting interview
    I can see this is a Bradford White 40-gallon water heater (Model M-2-40S6DS). Is the issue a popping noise during heating, discolored water, or no hot water at all?
    Popping sounds during heating and the water takes forever to get hot.
    Analyzed by Agent
    That sounds like sediment buildup on the heating element. Approximately how old is this unit, and when was it last flushed?

    Pre-Dispatch Diagnostics build your parts list automatically

    Based on the identified model and the symptom profile captured by the AI, FluidForms generates a suggested parts list for your dispatcher. Heating element for the water heater. Capacitor for the HVAC. 20-amp breaker for the panel. Your tech leaves the shop prepared—not hoping.

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    Extracted Data
    Appliance
    Bradford White M-2-40S6DS
    Age
    ~8 years
    Symptom
    Sediment / slow recovery
    Parts Needed
    SE-series element + anode

    Job orders sync to your dispatch software

    Every completed diagnostic intake flows directly to your scheduling and dispatch platform—with the job brief, model details, symptoms, and suggested parts pre-filled. Your team books the right tech with the right inventory, and your customers get a same-day first-visit fix.

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    Fix it right the first time, every time

    Stop the return visit cycle. Let FluidForms capture a complete pre-job diagnostic so your technicians arrive prepared, productive, and ready to close the call same-day.

    No credit card required · Set up in 2 minutes