AI office secretary for field service

Keep owners and crews in the field.

CopperRoster is the AI-driven operating system for busy HVAC, plumbing, electrical, and similar trades—capturing calls and web requests, collecting job details, booking work, coordinating operations, and keeping follow-ups moving.

A paid monthly subscription for the operating layer your team uses every day.

AI office secretary / live handoff

The next step, at a glance

On track

New request captured

08:15

Plumbing · no hot water · Northside

Job details ready

09:40

Electrical · panel upgrade · 3 details collected

Booked + coordinated

10:30

HVAC tune-up · Maya · 14 Oak Street

Everyone sees the same next step.

One connected workflow

Your AI office secretary, from first contact to follow-up.

CopperRoster is designed around how field service really moves: someone calls or submits a request, the office gets the details, work gets booked, the crew stays visible, and the customer does not disappear after the first conversation.

Less office scramble. More time in the field.

01

Capture calls and web requests

Bring new conversations and website requests into one clear queue, so a busy day does not turn into a missed job.

02

Collect the job details

Turn the first conversation into useful context—trade, customer need, urgency, and the details your team needs next.

03

Book the work

Give customers a clear path to request service while your team sees the appointment, the open time, and the next decision.

04

Coordinate the operation

Keep dispatch, technician visibility, and the day’s moving pieces in view before the schedule gets away from you.

05

Follow up without the scramble

Keep estimates, callbacks, and customer follow-ups moving with a practical list your office can actually work.

A calmer daily rhythm

The right work, in the right order.

Owners get a clearer operating picture. Office teams get a queue they can work. Crews get the context they need—without adding another system to babysit.

01 / Capture

Calls and web requests land in one place.

02 / Understand

Job details are ready for a useful next step.

03 / Book

The right work finds an open appointment.

04 / Coordinate

Owners, office teams, and crews share the same view.

05 / Follow up

Open loops get a place on the next day’s list.

Built for the whole operation

One clear operating rhythm for every job.

Start a paid monthly subscription that keeps owners, office teams, and crews aligned from the first request through the final follow-up.

Start your subscription

Website and request intake

Give customers a clear front door to your operation.

A basic branded website gives customers a simple place to understand your services, request help, and book a time—without adding more work for your office.

C

Your business name

LOCAL FIELD SERVICE

Requests, organized

A better first step for every customer.

Let customers find the service they need and share useful details before your team decides what happens next.

Request service Share job details

Keep the day moving

Put a calmer operating rhythm behind every job.

Start a paid monthly subscription to give owners, office teams, and crews the same clear view of the work ahead.

Start your subscription