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Any business · Custom agent · by proposal

Field Intake

Voice notes, photos and forms into clean records. What happens on site lives in notebooks, voice memos and camera rolls, and reaches the system late or never.

Agent facts

Field Intake

Any business · Custom build

Reads
Voice notes, photos and forms from your field staff
May change
A structured record against the right job or site
Never
Decides pass or fail
Approval
A manager reviews every flag
Written to
The HubSpot record, every action, with a timestamp
Run cost
AI usage at cost, with a cap you set
Off switch
One toggle. Nothing is lost

An example run, start to finish.

Press replay to watch each step, and where a person approves.

The work
What happens on site lives in notebooks, voice memos and camera rolls, and reaches the system late or never.
The agent
Voice notes, photos and forms into clean records. It changes: a structured record against the right job or site.
A person approves
A manager reviews every flag.
Example run · from site, 7:41am
VOICE NOTE + 6 PHOTOS"Unit 4, rear gate. Lock replaced, sensor realigned.
Camera 2 housing cracked, needs a new one.
About forty minutes all up."

Written to the job record:

  • Work done · lock replaced, sensor realignedRecorded
  • Time on site · 40 minRecorded
  • Follow-up needed · camera 2 housingFlagged
  • Task created: manager review, photos attachedWaiting on a person

$3k to $9k to set up.

$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.

How long until it is live?

Three to eight weeks, including testing on your real records and a pilot with a person in the loop.

What happens when it gets something wrong?

Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.

Who approves its work?

A manager reviews every flag.

What does it need from us?

A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.

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They share one HubSpot record, so each picks up where the other left off.

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