Shared agents for Field & Home Services
Build agents, automations, and apps your Field & Home Services team can manage together. For businesses that send technicians or vehicles into the field: job/dispatch management, route optimization and delivery tracking, contractor CRMs, asset/safety inspection, plus e-sign and address tooling.
Shared integrations for Field & Home Services
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Servicem8 to Claude in type.com to create jobs, log payments, and add job notes from a shared field service dispatch thread.
Connect OptimoRoute to Claude in type.com to add orders, bulk-update stops, and clear a canceled day's schedule from a thread.
Connect Route4me to Claude in type.com to add addresses, log route notes, and set up avoidance zones for last-mile logistics.
Connect Detrack to Claude in type.com to schedule collections, manage depots, and clear out deliveries from a shared thread.
Connect Shipday to Claude in type.com to add drivers, check delivery availability and estimates, and edit existing orders.
Connect Tidy to Claude in type.com to create addresses, list jobs, and manage pros from a shared thread.
Connect Acculynx to Claude in type.com to create leads, jobs, and appointments for roofing projects from a shared thread.
Connect JobNimbus to Claude in type.com to pull contacts, review activity, and add job locations from a shared thread.
Use Ascora with Claude in type.com to create customer records, log notes, and draft quotations for field service work from one thread.
Connect RepairShopr to Claude in type.com to add line items and comments to tickets, estimates, and orders from a thread.
Connect MaintainX to Claude in type.com to open work orders, log comments, and organize maintenance data from a shared thread.
Connect SafetyCulture to Claude in type.com to manage incident collaborators, archive assets, and assign permissions from a thread.
Connect Gagelist to Claude in type.com to log calibration results, add gage and manufacturer records, and keep equipment data current.
Connect Storeganise to Claude in type.com to look up site details and admin user accounts in bulk from a shared team thread.
Connect Google Maps to Claude in type.com to geocode addresses, compute travel time across stops, and get place predictions in a shared thread.
Connect Google Address Validation to Claude in type.com to validate and standardize addresses before checkout from a shared thread.
Connect Dropbox Sign to Claude in type.com to send bulk signature requests, manage templates, and cancel requests in a thread.
Skills for your shared agents
Reusable instructions, scripts, and assets your agents and teammates can use together.
Pulls today's open and unassigned jobs from ServiceM8, JobNimbus, or Ascora and writes a per-technician run sheet with addresses, job types, and parts notes.
Takes the day's confirmed jobs and sequences them into an optimized run via OptimoRoute or Route4Me, validating each stop against Google Address Validation before locking the order.
Reads completed SafetyCulture and MaintainX inspections, flags failed asset checks, and drafts follow-up work orders with priority, photos, and recommended parts.
Turns a job's scope and parts list into a branded estimate and sends it for signature through Dropbox Sign, tracking who has and hasn't signed.
Reads the job scope, checks van and warehouse parts inventory, flags shortages, and drafts a pickup list for the tech before departure.
Shared automations for Field & Home Services
Start work on a schedule or from Slack, webhooks, email, feeds, and supported app events.
Posts a summary of the day's scheduled jobs, technician assignments, and any unassigned or at-risk visits to the dispatch channel.
Forwards inbound service-request emails into the channel and drafts a ServiceM8 or JobNimbus job with the customer, address, and described issue.
Watches GPS tracking and posts when a technician falls behind schedule, drafting a customer delay notification for the dispatcher to send.
Flags open jobs and incomplete work orders in ServiceM8 or Jobber, summarizing what's left to finish or reschedule tomorrow.
Generates a QuickBooks invoice with the job cost, emails it to the customer, and marks it ready for online payment through Stripe or Square.
Monitors stock levels for high-use parts, posts to the warehouse channel when inventory dips below minimum, and drafts a purchase order for approval.