Onsite Agents

Say hello to your new employee of the month

A team of agents trained in the trades to help you run your business. Grow your team, not your payroll.

Onsite Agents

Onsite Agents

Onsite Agents

A field service technician taking a call using Onsite field service software, which transcribes calls and auto-books appointments
A field service technician taking a call using Onsite field service software, which transcribes calls and auto-books appointments

How agents work

Referrals

Repeated, skilled and trackable work

Repeated, skilled and trackable work

Pre-made agents you can choose from, with proven routines built for the trades. You can also build your own and tell it what to do.

Pre-made agents you can choose from, with proven routines built for the trades. You can also build your own and tell it what to do.

2 min ago
Wright wants to add a note to job #1298 for Betty Lewis as part of the Job Notes routine.
Reject
Approve
2 min ago
Glorbo wants to call Jim Sanchez to confirm their Feb 9, 2 PM appointment for job #1985 as part of the Outbound Call routine.
Reject
Approve
2 min ago
Hammer wants to follow up on estimate #2205 for Dana Price as part of the Estimate Follow-up routine.
Reject
Approve
2 min ago
Anchor wants to text Karen White about her spring tune-up as part of the Seasonal Check-in routine.
Reject
Approve
2 min ago
Megaphone wants to send Mark Ellis a review link for job #1412 as part of the Review Request routine.
Reject
Approve
2 min ago
Wrench wants to remind Tom Reyes about his Mar 3 furnace tune-up as part of the Appt Reminder routine.
Reject
Approve

They let you know when they need you

They let you know when they need you

When agents are done with their work, they send it to you for approval. You can approve, give feedback, or adjust the routines.

When agents are done with their work, they send it to you for approval. You can approve, give feedback, or adjust the routines.

Hi, I’m Anchor. I re-engage idle customers to book seasonal or repeat service.
First, let’s define what idle means. How many days of no activity do you want to use as a trigger for this routine?
9:34 AM
45 days
JM

No complex logic, just a conversation

No complex logic, just a conversation

Just tell the agent what you want done and it will ask you any necessary questions to get set up for success.

Just tell the agent what you want done and it will ask you any necessary questions to get set up for success.

See agents in action

See agents in action

See agents in action

Talk to your crew when you’re on the go

Estimates done. Appointments scheduled. Invoices sent. Just ask for what you need, and it gets done. Trips back to the office to do admin work are a thing of the past.

Talk to your crew when you’re on the go

Estimates done. Appointments scheduled. Invoices sent. Just ask for what you need, and it gets done. Trips back to the office to do admin work are a thing of the past.

Talk to your crew when you’re on the go

Estimates done. Appointments scheduled. Invoices sent. Just ask for what you need, and it gets done. Trips back to the office to do admin work are a thing of the past.

Talk to your crew when you’re on the go

Estimates done. Appointments scheduled. Invoices sent. Just ask for what you need, and it gets done. Trips back to the office to do admin work are a thing of the past.

Create routines to automate common tasks

Schedule weekly past due invoice reviews. Hammer will review all outstanding invoices and prior followups, and reach out to customers to secure those outstanding payments. What's better than having it done for you? Knowing it's getting done, without having to ask.

Create routines to automate common tasks

Schedule weekly past due invoice reviews. Hammer will review all outstanding invoices and prior followups, and reach out to customers to secure those outstanding payments. What's better than having it done for you? Knowing it's getting done, without having to ask.

Create routines to automate common tasks

Schedule weekly past due invoice reviews. Hammer will review all outstanding invoices and prior followups, and reach out to customers to secure those outstanding payments. What's better than having it done for you? Knowing it's getting done, without having to ask.

Create routines to automate common tasks

Schedule weekly past due invoice reviews. Hammer will review all outstanding invoices and prior followups, and reach out to customers to secure those outstanding payments. What's better than having it done for you? Knowing it's getting done, without having to ask.

Turn one-off jobs into loyal customers

Anchor is your customer engagement specialist. It stays close with new customers on estimates to close new deals, and can even send reminders for routine maintenance so customers keep you top of mind.

Turn one-off jobs into loyal customers

Anchor is your customer engagement specialist. It stays close with new customers on estimates to close new deals, and can even send reminders for routine maintenance so customers keep you top of mind.

Turn one-off jobs into loyal customers

Anchor is your customer engagement specialist. It stays close with new customers on estimates to close new deals, and can even send reminders for routine maintenance so customers keep you top of mind.

Turn one-off jobs into loyal customers

Anchor is your customer engagement specialist. It stays close with new customers on estimates to close new deals, and can even send reminders for routine maintenance so customers keep you top of mind.

See agents in action

Agents are free with every Onsite account

Onsite Agents are core to our platform, not a premium add-on. Clone your best employees and hire without limits or adding to payroll.

  • What’s on the schedule today?

    What’s on the schedule today?

    What’s on the schedule today?

  • Show my unpaid invoices

    Show my unpaid invoices

    Show my unpaid invoices

  • Create an install job

    Create an install job

    Create an install job

  • Show a customer brief

    Show a customer brief

    Show a customer brief

  • Which customers owe me money?

    Which customers owe me money?

    Which customers owe me money?

  • Add a contact for a customer

    Add a contact for a customer

    Add a contact for a customer

  • Check for schedule conflicts

    Check for schedule conflicts

    Check for schedule conflicts

  • Follow-up via text to schedule an appt

    Follow-up via text to schedule an appt

    Follow-up via text to schedule an appt

  • Which days are empty?

    Which days are empty?

    Which days are empty?

  • Which technicians work on Friday?

    Which technicians work on Friday?

    Which technicians work on Friday?

  • Create an estimate from these notes

    Create an estimate from these notes

    Create an estimate from these notes

  • Turn this job into a case study

    Turn this job into a case study

    Turn this job into a case study

  • What’s my average quote to close?

    What’s my average quote to close?

    What’s my average quote to close?

  • Show all my inbound leads

    Show all my inbound leads

    Show all my inbound leads

  • Project December earnings

    Project December earnings

    Project December earnings

Build your legacy Onsite

Onsite is a software and AI company reimagining how the trades run. We’re building a future where contractors can spend more time on the work that matters — fixing, building, and maintaining the world around us, while trades-informed agents handle the rest.

© Onsite

2026

Build your legacy Onsite

Onsite is a software and AI company reimagining how the trades run. We’re building a future where contractors can spend more time on the work that matters — fixing, building, and maintaining the world around us, while trades-informed agents handle the rest.

© Onsite

2026

Build your legacy Onsite

Onsite is a software and AI company reimagining how the trades run. We’re building a future where contractors can spend more time on the work that matters — fixing, building, and maintaining the world around us, while trades-informed agents handle the rest.

© Onsite

2026