AI agent for plumbers
Parts Availability and Substitution Agent
Arrive at every job with the right parts or reschedule early.
What it does
A repair visit is wasted when the right part is not in the van and the supplier is out of stock. For each scheduled job, this agent lists the likely parts from the job description, checks van stock and supplier stock, and suggests compatible substitutes when items are missing. It rechecks the list the day before the visit and flags jobs to reschedule if a critical part cannot be had. You approve the order and any customer notice. Edge case: a specific faucet cartridge is out of stock everywhere, but a cross-compatible cartridge fits, and the agent proposes it with the compatibility source.
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.
Read the steps as a list
- Job is scheduled
- Read the job description and equipment details
- List likely parts for the job
- Check van stock and supplier stock
- Is every needed part in the van or at a supplier?If not: List missing parts and the job they affect. Back to step 4.
- Find compatible substitutes with a source for the match
- Tradesperson approves the order and substitutesThe agent waits here for your OK.
- Recheck stock the day before the visit
- Are all critical parts secured?If not: Flag the job for rescheduling and draft a customer notice. Back to step 3.
- Tradesperson approves the customer noticeThe agent waits here for your OK.
- Parts plan for each job
How it decides
It lists likely parts by job type and age of equipment. It only suggests substitutes with a documented compatibility match.
- Substitutes need a compatibility source
- Critical parts must be confirmed before the visit
- Check suppliers within 15 miles (default)
- Order the day before when the parts are in stock
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Supplier list and radius
- Likely parts by job type
- Critical part rule
- Order cutoff time
- Customer notice tone
What keeps you in control
It always asks you first
- Every order
- Any substitution
- Customer notice
Hard limits
- Never places an order without approval
- Never suggests an unverified substitute
- Never promises a visit time
It stops when
- Done: parts secured for all jobs
- Stop: critical part unavailable; job rescheduled
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.
- 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
