Predictika · Building systems service agreements
An AI sales agent prepares a service and maintenance agreement for a building owner: emergency service, preventative maintenance, hourly services, rental equipment, the contract basis and the term. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the service line and returns a verdict, every reason and the figures it computed.
This validator models service and maintenance agreement quotes in the style of Limbach's Owner Direct Relationships (ODR) business, not just the scenarios shown below.
Any agreement for these services that touches these rules is in scope — not only the scenarios pictured here. Not covered: Limbach's General Contractor Relationships (new construction bids), design-build projects, replacements and retrofits, infrastructure upgrades and energy efficiency projects. Limbach does not publish rates or rules: every rule and price here is typical for this kind of service, not published by Limbach; all customers and agreements are fictional.
7 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch
Illustrative agent statement. The validator receives the structured request below.
Proposing agent: AI sales agent (scripted)
Before sending, the agent must call Recorded run
What this means
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.
| What the validator caught | Typical rules-based CPQ | Predictika |
|---|---|---|
| Requirements that depend on the kind of facility | Only with care Emergency service and visit frequency depend on the facility type chosen on another line; each type needs its own rule and every new facility type is more rules to maintain. | The facility type and every service are in one request and the requirements are checked together. |
| Services that cannot go with a contract basis | Only with workarounds Hourly services on a fixed-price contract is a cross-line conflict that depends on the basis and on hours entered elsewhere, and it interacts with the other checks. | Basis and hours are checked together on every call, whatever order they arrive in. |
| Rental equipment that needs a survey first | Only with care A dependency between a rental line and a survey line; a rule can enforce it, but it has to be written and kept in step. | Rental weeks and the survey are in one request and the dependency is checked with everything else. |
| Term, evergreen and value thresholds that send a quote to a person | Only with workarounds Approval thresholds depend on the computed annual value and on the term, so they usually live in an approval process apart from the quote rules and are easy to miss. | Thresholds are evaluated on the computed values and returned as findings with the rest. |
| Stated total that must match the rates | Only with care A stated figure is a free-entry field; a rule can compare it with the computed total, but someone has to write and maintain it. | The stated total travels with the quote and is compared with the computed total on every call. |
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.
| 1 | Healthcare, data center and life sciences facilities must include 24/7 emergency service and repairs; the quote has none. |
| 2 | A mission-critical facility needs at least 4 preventative maintenance visits a year; the quote has 3. |
| 3 | Preventative maintenance and asset valuation are priced per asset and the quote lists 0 assets. |
| 4 | Rental equipment includes system design and checking compatibility with the existing system; the quote has 8 rental weeks and no compatibility survey. |
| 5 | Staff augmentation and building automation consultation are billed by the hour; they cannot be on a fixed-price basis. |
| 6 | An evergreen contract billed on time and materials has no ceiling; a person should confirm a not-to-exceed amount. |
| 7 | The agreement term is 4 years; terms over 3 years need a person to confirm the price escalation. |
| 8 | The agreement term is 5 years; terms over 3 years need a person to confirm the price escalation. |
| 9 | The agreement term is 6 years; this model quotes terms of 1 to 5 years. |
| 10 | The agreement term is 0 years; this model quotes terms of 1 to 5 years. |
| 11 | The quote states an annual total of 15,000 dollars; the typical rates give 37,200 dollars. |
| 12 | The annual total is 251,400 dollars; agreements over 250,000 dollars a year need a person to confirm. |
| 13 | The rental runs 27 weeks; a person should consider a replacement instead of a long rental. |
The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.
The agent's request. Please quote a 1-year fixed-price service agreement (evergreen) for a healthcare facility with 320 assets and 2 preventative maintenance visits a year, including 300 hours of staff augmentation. The quote states an annual total of 104,400 dollars. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a 3-year modified fixed-price service agreement (evergreen) for a healthcare facility with 320 assets and 4 preventative maintenance visits a year, including 24/7 emergency service and 300 hours of staff augmentation. The quote states an annual total of 199,200 dollars. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a 6-year modified fixed-price service agreement (evergreen) for a data center with 180 assets and 4 preventative maintenance visits a year, including 24/7 emergency service and 10 weeks of rental equipment. The quote states an annual total of 170,000 dollars. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a 4-year modified fixed-price service agreement (evergreen) for a data center with 180 assets and 4 preventative maintenance visits a year, including 24/7 emergency service, 10 weeks of rental equipment and a compatibility survey*. The quote states an annual total of 155,600 dollars. It is ready to send.
Verdict: Needs approval.
The agent's request. Please quote a 3-year modified fixed-price service agreement (evergreen) for a data center with 180 assets and 4 preventative maintenance visits a year, including 24/7 emergency service, 10 weeks of rental equipment and a compatibility survey*. The quote states an annual total of 155,600 dollars. It is ready to send.
Verdict: Allowed.
The agent's request. Please quote a 1-year time and materials service agreement (evergreen) for a higher education campus with 0 assets and 4 preventative maintenance visits a year, including 24/7 emergency service, 60 hours of building automation consultation and 2 hydro-jetting visits. The quote states an annual total of 30,800 dollars. It is ready to send.
Verdict: Blocked.
The agent's request. Please quote a 1-year modified fixed-price service agreement (evergreen) for a higher education campus with 150 assets and 4 preventative maintenance visits a year, including 24/7 emergency service, 60 hours of building automation consultation and 2 hydro-jetting visits. The quote states an annual total of 102,800 dollars. It is ready to send.
Verdict: Allowed.
The text of the narrated walkthrough, step by step.