The FieldGenius AI assistant

Zaro prepares. Your team decides.

Zaro is the AI assistant built into FieldGenius. Three capabilities — Zaro Office, Zaro Tech, and Zaro Voice — help your team understand and prepare work, document in the field, and capture incoming customer calls. Your people stay in control of every decision.

Zaro prepares the work — it doesn't run the business on its own. Your team decides with confidence.

Three capabilities

Zaro works alongside your whole team

Zaro Office helps the people who plan the work. Zaro Tech helps the people who do the work. Zaro Voice handles the conversations that bring in the work.

Zaro Office

For owners, dispatchers, and office teams

Zaro Office helps the office understand and prepare work — so dispatchers and owners can plan the day, assign the right technicians, and stay ahead of problems.

What Zaro Office can help prepare

Summarize incoming requests for office review
Prepare a morning operations brief from current jobs and work
Surface schedule and dispatch risks for review
Review billing readiness and draft customer or AR follow-up for a person to review and send

Zaro Tech

For technicians in the field

Zaro Tech helps technicians understand job context, document their work, troubleshoot, and prepare recommendations — so they spend less time on paperwork and more time on the work.

What Zaro Tech can help with

Prepare for the selected job using available job context
Help work through diagnostic context and troubleshooting
Draft service notes from the active job context
Review closeout for missing documentation or evidence

The technician remains responsible for safety, diagnosis verification, repair decisions, final documentation, and customer-facing conclusions. Zaro Tech prepares context — it doesn't replace technician judgment.

Zaro Voice

For incoming customer conversations

Zaro Voice answers incoming calls naturally, captures service requests, and carries the context into your CRM pipeline and office workflow.

Answers incoming calls naturally and identifies itself
Checks for an existing customer record and prepares relevant context
Captures service requests with trade-aware questions
Prepares structured call summaries for the office
Natural conversation

Every call can become organized work.

Zaro Voice brings natural conversation into FieldGenius, helping service businesses capture customer needs, organize incoming demand, and carry the context into the office workflow.

For contractors and service companies, Zaro Voice works as an AI phone assistant and virtual receptionist for service calls. It can capture the service request, help cover missed and after-hours calls, prepare call summaries and transcripts, and hand the conversation to a person when needed. Your team reviews the resulting context before work moves forward.

Talk naturally. Zaro keeps up.

Callers can explain problems naturally, interrupt, provide additional context, answer follow-up questions conversationally, ask questions, and change or clarify what they previously said.

No phone-tree scripts. Just a conversation.

Zaro retains context throughout the conversation and transparently identifies itself as the company's virtual assistant.

ABC Plumbing

(518) 555-1234

Live
Thanks for calling ABC Plumbing. I'm Zaro, ABC Plumbing's virtual assistant. How can I help?

Zaro

My water heater is leaking all over the basement.

Caller

I can help get that documented for the service team. Have you been able to shut off the water?

Zaro

Zaro identifies itself as the company's virtual assistant
How Zaro Voice works

From customer call to organized work

Every step in the flow — from the moment a customer dials your business number to the office converting the request into work.

Customer Call

A customer dials your business number

Business Phone Number

The call routes through your FieldGenius number

Zaro Voice

Zaro answers naturally and identifies itself

Customer / Lead Match

Zaro checks for an existing customer record

Service Request

Zaro captures the issue with trade-aware questions

Call Summary

A structured summary is prepared for the office

Office Review

Your team reviews the summary and decides next steps

Estimate / Job / Follow-Up

The office converts the request into work

Zaro Voice capabilities

Built for service-business calls

Natural conversational voice
Inbound call handling
Existing customer recognition
New lead capture
Service request intake
Trade-aware intake questions
Call summaries
Call transcripts
Message taking
Preferred service window capture
Secure photo / upload links
Company FAQ responses
Business hours awareness
After-hours call handling
Human call transfer
Office escalation
Connected to the FieldGenius CRM
Customer history context
Human handoff

Zaro can hand the conversation to a person

When a call needs a human, Zaro transfers the conversation — and the context — to your team.

Transfer to Office

Zaro hands the call to a person in the office

Connect to Team Member

Zaro connects the caller to a specific team member

Needs Review

Zaro flags the conversation for office review

Zaro handles the conversation. Your team stays in control.

Zaro prepares work and handles conversations — but it never makes sensitive business decisions on its own. Your people approve every estimate, discount, and dispatch.

Zaro does not:

  • Change prices or approve discounts
  • Approve estimates or invoices
  • Merge customer records
  • Dispatch technicians without controls

Your team:

  • Reviews every call summary
  • Approves every estimate
  • Decides on follow-ups and dispatch
  • Stays in control of every decision
How Zaro works

Zaro prepares an option. Your team approves it.

Zaro drafts the work — a summary, a recommendation, a follow-up — and a person reviews and sends it. Nothing goes out on its own.

1

Zaro prepares

Zaro pulls the job context and drafts a summary, recommendation, or next step.

2

Your team reviews

A dispatcher or technician reads the draft and makes any changes.

3

Your team decides

With one tap, your person approves and sends it. Zaro never decides for you.

Zaro draft — service recommendation

Based on the photos and notes from today's visit, the rooftop unit's belt shows wear beyond spec. Zaro drafted a replacement recommendation with parts and labor estimates, ready for your review.

Your team approves every recommendation Zaro prepares.

Clear boundaries

What Zaro is — and what it isn't

Zaro is

  • Prepares work for your team
  • Built into the FieldGenius platform
  • Helpful for office, field, and incoming calls
  • Always under human review before anything goes out

✕ Zaro isn't

  • An autopilot that runs the business on its own
  • A replacement for your dispatchers or technicians
  • A way to make decisions without your team
  • A separate tool you have to buy and connect

Put Zaro to work alongside your team

Start your free trial and see how Zaro prepares the work — while your team decides.

15- or 30-day free trial · No payment method required