MEP (HVAC, Electrical & Plumbing) Field Service · Ticket-to-AMC-Renewal
One ticket becomes one dispatch, parented to the trade — every time.
A breakdown or installation request comes in for a commercial site that needs all three trades. Someone manually figures out who to send, tracks status on a whiteboard, and closes it out with a phone call. Separately, that same building's AMC contract is quietly nearing expiry, and nobody notices until the next breakdown call.
The reality today
Where the money and the hours leak.
A breakdown ticket, the technician, and the contract are three disconnected records
A ticket comes in over phone, WhatsApp, or a walk-in; the technician dispatch and the AMC contract covering that site are tracked separately, if they're tracked at all.
Dispatch goes to whoever picks up the phone
Jobs get assigned by availability, not by which technician actually has the right trade skill — HVAC, electrical, or plumbing — for the ticket.
AMC renewals are remembered, not tracked
Annual Maintenance Contracts renew by memory of when they're due, so a lapsed contract is usually discovered only after the customer calls with a breakdown.
What runs on day one
Not a pilot promise — what's actually configured.
- ✓ A ticket (installation or breakdown), tagged by trade, creates one dispatch task parented to it
- ✓ The trade-matched technician gets an automatic WhatsApp ETA; the customer gets a completion survey
- ✓ A service report auto-creates when the job closes — no separate write-up
- ✓ AMC contracts move through a proactive renewal pipeline — review, proposal, legal sign-off above a value threshold — with SLA escalation if it sits too long
Proven, not theoretical: built and provisioned end-to-end for TriTrade MEP Services, a combined-trade commercial field-service operator running installation, breakdown, and maintenance work across HVAC, Electrical, and Plumbing. Reuses the same governed entities (unified.tasks, esm.tickets, esm.contracts) already proven live on the field-dispatch and AMC-renewal base capabilities — no new schema, no vertical-specific database.
The demo
a 3-trade breakdown ticket dispatched live to the right technician, closed with an auto-generated service report, next to an AMC contract moving through its renewal pipeline.