Field Service (LeadsForceAI)

Where it is: Home → Your apps → LeadsForceAI (at the top of the screen the module shows as Field Service) Address: /app/modulos/leadsforceai

What it's for

Every contact that comes in becomes a service call, with a status (new, in progress, quoted, won or lost), a follow-up date and an owner — nothing gets lost between the phone and the street. When the technician marks the job as done, the customer gets, on your company's WhatsApp, a link to rate the job, and the rating turns into points for the technician.

Sales scripts show which approach closes more, and the team learns with AI-built courses, quizzes and certificates from your own manual.

First steps

1. In the Team tab, pick each person's role: agent, technician, manager or finance. The role decides what each one sees and does.
2. In the Services tab, under Service types, add what your company does (installation, repair, drain cleaning…) with the average value. That's what scripts and reports use.
3. In the Service calls tab, use New service call with the customer's name and phone. If the phone already exists, the new contact joins the same call — no duplicates.
4. Connect your company's WhatsApp to AutoAgencia (in Settings). That way the rating link goes out on its own when the technician finishes the job.

The tabs

Dashboard

Today's service calls and the ones that are stalled.

Service calls and Services

In Service calls you follow each contact through to the close. Services holds the service types and each technician's jobs. The technician logs in on the phone, sees their jobs under My services and marks them done there; the call button opens the phone's own dialer.

Sales scripts

Scripts for each service type, with each script's conversion measured on your own service calls.

Reports and Finance

In Reports: conversion by agent and by technician, loss reasons and where contacts come from. Finance gathers the job values. Every number comes from your own service calls — when there's no data yet, the screen says so instead of showing a made-up zero.

Training and Leaderboard and store

In Training, AI-built courses with quizzes and certificates from your own manual. In Leaderboard and store, everyone's points, achievements and the team's reward store.

Team and Settings

In Team, each person's role. In Settings, the module's options.

Common questions

Does the technician need a computer? No. They log in on the phone, see their jobs under My services and mark them done there.

Do I need to connect WhatsApp? For the rating link to go out on its own, yes: your company's WhatsApp must be connected to AutoAgencia.