Max — the AI agent that runs your CRM.

What does Max do?

Max is one agent that runs the business end-to-end, not a set of separate helpers. It takes the order when a client calls, puts it on the schedule, keeps the client card up to date, writes the invoice when the job closes, and follows up with the client. It also watches the van stock, searches for parts, and helps with diagnostics from real service manuals.

Max knows the trade — and keeps learning

Max is not a search engine. It works from its own knowledge bases, built on real service manuals — 386 diagnostic cards, with 104 tools behind them — and it keeps learning as more manuals and diagnostic cases are added. That is why its diagnostics carry a source, and why every answer is marked confirmed or unconfirmed. The knowledge came from the trade it was built in: appliance repair.

Read how it diagnoses: Diagnostics & photo part ID.

The call, the card and the appointment — while you talk

Max is more than diagnostics. It manages the CRM: it listens to calls and creates client cards on the spot. You talk to the client, the client explains what is wrong, which appliance, their address and phone — Max creates the client card right there. You agree on a time, and it creates the appointment for that time.

On site, you photograph the model number and Max enters the information into the client card itself, helps you with the diagnostics, and finds the part. And in Max chat, it can recommend a price for the job.

Sofia answers your calls

Sofia is an AI voice dispatcher built into Max. When you do not pick up, Sofia answers the call for you. You record your own greeting, choose a voice, and choose after how many rings Sofia picks up — plus more settings.

What does a day look like with Max?

1. Morning

   You open the schedule Max has already organized — the jobs, the route, the parts on the van for each one.

2. A call comes in

   Max takes the order, checks the schedule, books the job, and adds everything to the client card — while you are still on the repair.

3. The job closes

   Max writes off the part from van stock, drafts the invoice, and the client gets the bill without you sitting down to do paperwork at night.

Max the dispatcher

Max also works as a dispatcher. It advises which calls to take and which to skip, based on the economics of the job — the distance, the time, the part, the price. It watches for double bookings, and it keeps prices in check while you are on site, so a job does not drift into work that was never agreed. When a technician turns on geolocation, the dispatcher sees where he is — and in the Team tab, technicians see each other on a map, so everyone knows where the team is. Mileage is counted from the moment the technician starts work — the drive to a client and between clients, recorded with where he went and to whom, so the mileage books are complete.

How is this different from competitors' AI assistants?

The four competitors checked on 2026-11-11 all have AI helpers — Workiz has Genius, Housecall Pro has its AI Team and CSR AI, Jobber has Jobber AI and a Receptionist, ServiceTitan has Titan Intelligence and Atlas. They draft, answer, summarize and book calls. Handled's difference is that Max is one agent that runs the CRM end-to-end: orders, schedule, invoices and client communication, in one place, for a one-van shop. The competitors' tools are a set of separate assistants across larger platforms; Max is the office itself.

See also: Voice control · Inventory · Diagnostics · Roadmap · Pricing · FAQ