Get straight to the work order.
Ask for a job by work-order number and get its current stage, crew, and dates. Keep the answer grounded in the live job record.
BoltAgentSystem / 03
Field and office operations
Ask the schedule. Find the work that needs attention.
BoltAgent connects your office and field teams to ECi Bolt in plain language. Look up a work order, check its stage, find a crew assignment, and surface jobs that need attention without navigating multiple screens.
For office teams & field operations
Works withECi BoltChatVoiceGoogle ChatCRMWebhooks
01 / Built around your workBoltAgent
Find work waiting on the next step.
Surface unscheduled work and stale builder jobs before they disappear into the backlog. Give your team a focused view of what needs attention.
Bring field and office into the same conversation.
Use chat or voice to retrieve job context and prepare notes or follow-up. Keep consequential scheduling and job changes behind your team's confirmation.
02 / How it works
One clear path.
Less manual work.
Deployed against a real contractor scheduling workflow with live API lookup as a core rule.
- 01
Ask a work-order or scheduling question
- 02
Pull current data from the job system
- 03
Return stage, crew, dates, and next step
- 04
Draft a note or follow-up when requested
- 05
Require confirmation before consequential changes
03 / Inside your system
Built for the job.
- Work-order lookup by number
- Live stage and status checks
- Crew assignment visibility
- Unscheduled work detection
- Stale builder-job follow-up
- Controlled job-note updates
Your team keeps the final say
Automation with a clear review point.
- Job status is pulled live instead of assumed
- Missing records are reported clearly
- Rescheduling and closing work require human confirmation
We configure the workflow around your systems, access, and the decisions your team needs to own.
Better connected / BillingAgent
Follow the job through to the invoice.
Use BillingAgent to find invoice status, receivables, and payment context once the conversation moves from field work to finance.
04 / Before you get started
Good questions.
Clear answers.
Is BoltAgent connected to ECi Bolt?
Yes. BoltAgent is a conversational layer configured against your authorized ECi Bolt data. It retrieves current work orders, stages, crew assignments, and scheduling information.
Can it change a schedule or close a job?
Consequential changes require confirmation. The agent can find the relevant record and prepare the next step, while your team keeps control of rescheduling and closing work.
Can it fit our current communication tools?
Chat, voice, Google Chat, and webhook-based workflows can be discussed during setup. We map the entry point and permissions to the tools your office and field teams use.
What happens if a job cannot be found?
Missing records are reported clearly. The agent should ask for the context it needs instead of inventing a status or assuming a crew assignment.
Your workflow. Your next step.
See BoltAgent
at work for your business.
Bring the process you run today. We will walk through the fit, the setup, and what your team can do next.
Request a demoFort Worth, Texas / Serving contractors nationwide