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AI agent for field service technicians

Backflow and Cross-Connection Test Tracker Agent

Keep every device tested on time and filed with the water authority.

ComplianceReal estate and constructionOperations
See how it worksGet access
Backflow and Cross-Connection Test Tracker Agent: what goes in, what the agent does and what you get

What it does

Commercial customers have backflow devices that need a test every year, and a missed test brings a violation notice. This agent lists every device with its due date, books the visits, collects the test results you enter, and checks the readings against the pass limits for the device type. A failed device triggers a repair quote and a retest booking. It also compiles the report in the format the water authority wants. You approve the report before it is filed. Edge case: a device passes check valve 1 but fails check valve 2, and the agent proposes a repair kit and a retest.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueApprovedYes, continueApprovedNoNo 1 STARTS WHEN Weekly device review begins 2 USES A TOOL Read the device list, select devices due in the next60 days and group by area 3 USES A TOOL Draft booking requests to customers 4 YOU APPROVE Plumber approves the bookings and messages 5 USES A TOOL Record test readings after each visit 6 CHECKS THE RESULT Do the readings meet the pass limits for the device? If not: Mark the device failed and draft a repair quote.Back to step 5. 7 DOES Propose a retest date after repair 8 YOU APPROVE Plumber approves the repair quote and retest 9 CHECKS THE RESULT Does the device now pass at the retest? If not: Record the retest readings and repeat the repairpath. Back to step 5. 10 YOU APPROVE Plumber approves the authority report for filing 11 RESULT Tested devices and filed report
Read the steps as a list
  1. Weekly device review begins
  2. Read the device list, select devices due in the next 60 days and group by area
  3. Draft booking requests to customers
  4. Plumber approves the bookings and messagesThe agent waits here for your OK.
  5. Record test readings after each visit
  6. Do the readings meet the pass limits for the device?If not: Mark the device failed and draft a repair quote. Back to step 5.
  7. Propose a retest date after repair
  8. Plumber approves the repair quote and retestThe agent waits here for your OK.
  9. Does the device now pass at the retest?If not: Record the retest readings and repeat the repair path. Back to step 5.
  10. Plumber approves the authority report for filingThe agent waits here for your OK.
  11. Tested devices and filed report

How it decides

It books by due date and area. It decides pass or fail by the readings against limits and starts a repair path for failures.

  • Book at 60 days before the due date (default)
  • Pass limits come from the device type and local rule
  • A failed device must be retested within 14 days (default)
  • File the report before the authority deadline

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Booking lead time (default 60 days)
  • Pass limits
  • Retest window (default 14 days)
  • Authority report format
  • Customer contact method

What keeps you in control

It always asks you first

  • Bookings
  • Repair quotes
  • The filed report

Hard limits

  • Never files reports without approval
  • Never marks a failed device passed
  • Keeps the readings

It stops when

  • Done: all devices tested and filed
  • Stop: customer refuses repair; plumber notifies the authority as required

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA property manager had 11 devices due in October. The agent booked the visits. Device 7 failed check valve 2, so the pass check failed and the agent drafted a $210 repair kit quote and a retest for the following week. The first retest still leaked, so it looped to a second repair. The plumber approved the filing for all 11.

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