What is an Outfitter Agent
Meet your back office.
Seven specialists. One team. Trained for your trade.
Seven specialists. One team. Trained for your trade.
An Outfitter agent has a persona, a memory, a toolkit, and a set of pre-approved workflows. Seven of them, working as one team, run the back office of your shop. Here’s who you’re getting.
Fluent in service call intake, appointment scheduling, and first-touch qualification. Trained on callback etiquette, emergency escalation protocols, and multi-line phone management. Handles objections, confirms availability, and logs every detail to your CRM — without putting anyone on hold.
Deep expertise in field service logistics, dispatch optimization, and workforce allocation. Understands drive-time modeling, crew certification matching, permit scheduling, and equipment staging. Thinks in service windows, not time slots — and reroutes the board before the first truck rolls.
Trained in local service marketing, reputation management, and seasonal demand cycles for residential trades. Knows when HVAC demand spikes, how to time a roofing campaign after storm season, and which review platforms move the needle. Writes in your voice, targets your zip codes, and measures cost-per-lead — not vanity metrics.
Specialist in sales pipeline management, quote aging analysis, and close-rate optimization for service businesses. Understands proposal psychology, follow-up cadence science, and upsell timing windows. Tracks every open estimate by age, value, and last-touch — and knows that a quote untouched past day seven is already dying.
Trained in accrual-basis bookkeeping, cash-flow forecasting, and contractor-specific tax patterns. Reads your chart of accounts, reconciles bank feeds against open invoices, and flags AR aging before receivables harden into collections. Understands job costing, retention billing, progress payments, and the margin math that keeps a trade shop solvent.
Runs your hiring and your people-ops. Posts job openings to the major job boards, pulls applicants into one place, and moves candidates through your pipeline — then handles payroll inside your payroll system, tracks PTO and benefits, and onboards new hires without dropping a form. Keeps employee and 1099 contractor records audit-clean.
Your chief of staff. Synthesizes signals across all seven domain agents into a single operating picture. Trained in KPI prioritization, cross-functional dependency mapping, and exception-based management. Surfaces the three things that matter most this week, ranks them by revenue impact, and catches the gaps between departments before they become problems.
“Seven agents on day one. They book the call, follow up the quote, route the truck, draft the brief. We finally caught up to ourselves.”
Your Revenue Agent reads every open estimate, drafts a personal message, and sends it — without you touching it.
Hi Mrs. Patel — this is the Outfitter team following up on the heat pump quote from a couple weeks back. I saw you opened the estimate twice last week.
Want me to lock in Thursday morning for the install? Same price, same crew. Just reply YES and I'll book it.
An agent doesn’t work alone. When something happens in your shop, the right agents pick up the right pieces — in parallel — and hand off without you having to coordinate them.
It’s 7:42pm. A new lead calls about a furnace going out.
Here’s what happens in the next nine minutes — without anyone on your team picking up.
Each step kicks off in parallel where it can. The agents talk to each other through your data, not through you. You see the result in your morning brief.
Each trade has its own dispatch logic, pricing reality, seasonal cycle, and customer language. The agent ships pre-tuned for yours.
An Outfitter agent isn’t a single prompt. It’s an assembly — persona, memory, tools, workflows, and guardrails — tuned for what residential trade shops actually need to run.
A named role with a voice, a tone, and a job description. Front Desk Agent sounds different from Accounting Agent — on purpose. Customers and staff form a relationship with a named role, not a brand-less chatbot.
Long-term knowledge of your customers, your jobs, your pricing, your team. Short-term context for the current conversation. Tenant-scoped — your data never crosses into another shop’s memory.
Native hands into the systems you already pay for — Jobber, QuickBooks, Twilio, ElevenLabs, your calendar, your inbox. Plus Outfitter’s own modules when you don’t have a system yet. The agent reaches across all of them in one move.
Multi-step routines tuned for the trades — quote follow-up sequences, dispatch logic, reconciliation passes. Hundreds ship pre-built. Custom ones build themselves when you describe them in a sentence.
Pre-approved actions only. Dial-window enforcement. Spend limits. Audit trail on every move. You set the leash — the agent works inside it. Nothing irreversible without you in the loop.
Every chip below is something you can ask an agent to do. Pre-built. Pre-approved. Pre-tuned for residential trades.
Every agent runs on a platform engineered for trust, control, and recoverability. The six things below are not optional.
Server-enforced per-account access on every handler. Your data never crosses into another shop’s memory.
Every action an agent can take is registered, scoped, and audited. New capabilities require explicit grant.
Jobber, QuickBooks, Twilio, your calendar, your inbox — one agent, one move, all of them.
Changes in your tools surface in the agent immediately. The agent doesn’t read yesterday’s snapshot — it reads what’s true now.
Every action an agent takes, every approval you grant, every result — logged, queryable, replayable.
Workflows, scripts, dial windows, and pricing benchmarks ship pre-tuned for 20+ residential trade verticals.
Book a 20-minute walkthrough. We’ll show you the agents working against real trade data, answer your trade-specific questions, and scope what a launch on your business actually looks like.
Book a demo →