n8n / API Developer for FieldPulse + CTM + AI Voice Intake Automation

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: TYPE OF WORK

Any

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

May 17, 2026

JOB OVERVIEW

Project Overview

I am looking for an experienced automation/API developer to build Phase 1 of a field service intake automation system.

This project involves CallTrackingMetrics, FieldPulse, n8n, webhooks, APIs, customer lookup, job creation, alerts, and AI voice intake.

The goal of Phase 1 is not full dispatch or scheduling. The goal is to create a reliable intake system that captures qualified service requests, creates or updates the correct customer/job record, and sends alerts so a human can review and take over.

Phase 1 Scope

The first build should include these modules:

Module 1 — Intake / Webhook Receiver

Receive incoming call/contact/intake data through webhook or API. This may come from CallTrackingMetrics, an AI voice agent, web form, chatbot, or test payload.

The workflow should capture and structure fields such as:

Customer name
Phone number
Service location / city / ZIP
Vehicle or equipment description
Service issue
Urgency
Roadside / safety status if applicable
Lead source / tracking number if available
Call summary or transcript if available

Module 2 — AI Voice Intake Assistant

Set up or integrate an AI voice intake assistant that collects required intake information.

The voice agent must act only as an intake assistant. It should not diagnose, estimate, schedule, dispatch, or promise response times.

The voice agent should identify whether the caller is a qualified service request, out of area, sales/spam, existing customer follow-up, or needs human follow-up.

Module 3 — FieldPulse Customer / Job Record Creation

Use FieldPulse API or approved integration method to:

Search for an existing customer before creating a new one
Avoid duplicate customer records when possible
Create or update customer information
Create a job, lead, or service request record
Attach relevant intake details, notes, call summary, source, and urgency

Module 4 — Alerts and Human Review Output

Send alerts when a qualified service request is received.

Minimum alert output should include:

Customer name
Phone number
City / ZIP / location
Vehicle or equipment
Service issue
Urgency
Roadside / safety status
FieldPulse customer/job link if available
Intake summary
Whether the record was created, updated, or flagged for review

Alerts may be sent by SMS, email, FieldPulse notification, or another agreed method.

Important Rules

This is Phase 1 only. The system should not automatically dispatch technicians, schedule appointments, give price estimates, diagnose mechanical problems, order parts, or promise arrival times.

Human review remains part of the process.

Required Experience

Please apply only if you have experience with some or all of the following:

n8n workflow automation
Webhooks and REST APIs
CRM or field-service software API integrations
Customer lookup before creating new records
Job, lead, or service request creation through API
CallTrackingMetrics, FieldPulse, or similar platforms
AI voice agents such as Vapi, Retell, Twilio, Bland, or similar
Error handling, logging, and workflow documentation

Preferred First Step

I would like to start with a small fixed-price test module before the full build.

The test module should prove that you can receive a sample intake payload, apply qualification logic, check for an existing customer, prepare a FieldPulse-ready record, and send a structured alert.

Please include in your response:

Relevant n8n/API/webhook projects you have built
Whether you have worked with FieldPulse, CallTrackingMetrics, or similar platforms
Whether you have built AI voice intake agents
Your recommended approach for Phase 1
Estimated hours and cost for the first test module

SKILL REQUIREMENT

AI Automation

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n8n / API Developer for FieldPulse + CTM + AI Voice Intake Automation

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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