FieldproxyAI-native field service softwareOther FSMs hand you a screen and leave the work to your team. Our AI answers the calls, builds the board and runs month-end, inside a system shaped to how you run. You pay for the work, not the seats. Live in days.
Northeast operations · Sunday 9:40 PM
Command Center
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EnterJobs today
1,284
3 regions, 40 client sites
P1s at risk
12
4-hour SLA
Techs on shift
176
Plus 3 subcontractors
Back office time saved
212h
This week
Monday board · Northeast
+114 more jobs
Boston
14 techs
Hartford
9 techs
Providence
11 techs
Worcester
8 techs
ProCool Mech.
Subcontractor
AI activity
Done in 4 minutes. 0 P1 breaches.
126 jobs re-planned, 212 contacts told. 2 decisions need you.
Trusted by 250+ field service teams
7:14 AM · 3 regions · 180 techs
Tap any task to hand it to the agent that does it, and see what it did. The judgement calls stay with your managers, already prepped.
20 of 20 not handled yet
Hours back
0h 00m
Done by agents
0/17
Needs you
0/3
Agent activity
Nothing handed off yet.
Tap a task in the pile and the agent's work shows up here.
One contract job, start to billed
A client's work order lands. The agent opens the job.
From facilities@northwind-pg · 7:01 AM
WO-88213 · Site 14 · 3rd floor too warm, RTU-3 suspected
Tenants on 3 reporting warm air since 6:30. Priority 2 per contract. PDF attached.
Read the email and the PDF. Opened job #4821.
Client
Northwind Property Group
Site
Site 14, RTU-3
Priority
P2 · 4-hour SLA
Spend cap
$1,500 NTE
Matched to the contract, the SLA and a cleared tech.
Dana R.
HVAC · Boston
Marcus J.
Electrical · Boston
Priya S.
HVAC · Cambridge
Dana: HVAC certified, cleared for Northwind sites, 12 minutes away. On site with 3h 05m of the SLA to spare.
The tech talks. The report writes itself.
“Capacitor was shot. Swapped in a 45/5, supply air's down to 42 now. All good.”
Cause
Failed run capacitor
Part used
45/5 µF capacitor ×1
Reading
Supply air 42°F
Photos checked against the client's own rules.
Required by Northwind: unit and fault
Serial 4K21-8830 matches asset RTU-3
Gauge shows 42°F supply air
Billed at contract rates, straight to the client's AP.
INV-4821 · Northwind MSA-2024
Posted to the client AP portal, 11:16 AM
JOB #4821
BilledNobody in the back office typed anything.
Book a demoAcross 40 sites and 180 techs
The storms, the SLA clocks, the subcontractor invoices, the audits. Each one handled by the agents, with your managers pulled in only where a person should decide.
Sun, 9:40 PM
Weather alert, then 64 calls
“Severe storm warning across the Northeast. Inbound calls spiking.”
Answered 64 calls in parallel and triaged each by severity.
Re-planned Monday for 3 regions: active leaks first, PM visits pushed.
Told 212 site contacts their new windows.
Monday started with a plan, not 64 voicemails.
Tue, 10:20 AM
P1 at Northwind, Site 22
“Assigned tech stuck in traffic. 4-hour SLA running.”
Predicted the breach 1 hour 40 minutes out.
Reassigned to a subcontractor 9 minutes away, already cleared for the site.
Told the client's facility manager before they had to ask.
SLA met with 22 minutes to spare. No penalty.
Month-end
Subcontractor invoice, PDF
“October invoice: 214 lines, $61,480.”
Read all 214 lines off the PDF.
Matched each line to a completed work order and its photos.
Held 6 lines billed twice and 2 with no sign-off.
$3,920 not paid out. Finance approved the rest in one click.
Onboarding, day 1
Spreadsheets from the client
“Here's our asset list. 1,200 units across 40 sites, in three different formats.”
Read all three formats and cleaned them into one asset register.
Matched serials to install photos wherever they existed.
Built the PM schedule the contract requires, site by site.
Client live in days, with the PM plan attached to the contract.
Thu, 3:00 PM
Email from the client's compliance team
“Please send proof of every fire damper inspection at our 12 sites this year.”
Found all 318 inspections across the 12 sites.
Confirmed each one had its photos and a signature.
Packaged reports, photos and tech certificates into one file.
Sent the same afternoon, not three weeks later.
Last day, 11:00 PM
The month's work
“2,340 completed jobs, 9 contracts, 6 different rate cards.”
Priced every job against its own contract's rate card.
Found 14 jobs missing a signed report and chased the techs.
Sent 2,320 invoices to the ERP and left 6 disputed lines for finance.
Billing closed on day 1 of the month, not day 8.
Illustrative scenarios. Every agent named is a live Fieldproxy agent.
Trusted by 250+ companies to streamline their field service operations
AI agents
AI and humans, working together. Every step of that job was an agent. AI takes the repetitive half: the calls, the triage, the data entry, the month-end invoice run. Your team takes the half that needs judgement.
One bar that runs your FSM. Type a sentence and the right agent picks it up and begins the work.
Answers and places calls. Books jobs, confirms appointments, recovers no-shows.
Answers inbound SMS and email against the real job record, and reschedules it.
One narrated walkthrough fills the form. What the camera saw and what the tech said, together.
Your tech talks, the job record fills itself. No typing at the end of the day.
Reassigns and reroutes in real time as cancellations, breakdowns, and emergencies hit.
Builds tomorrow's board overnight, and weekly and monthly routes too. Skill, geography and SLA constraints baked in.
Watches every job for SLA risk, missing photos, idle techs, or stuck invoices, and flags it early.
Reads site photos for damage, parts, meter values, and on-site safety violations.
Reads inbound POs, RFQs, and warranty claims. Pulls out the fields. Files the job.
Pulls answers from your SOPs, manuals, and past jobs so techs never call in for help.
When the workflow is yours alone. Describe the agent in plain English and we ship it into your environment.
Before and after
Mid-market operations outgrow rigid tools, and the real rules move into spreadsheets and inboxes. We rebuild the system around those rules, so the SLAs, rate cards and subcontractors live where the work does.
VP Operations, Meridian Facility Services
180 techs · 3 regions · commercial contracts
“Every client has its own SLA and each region has its own rate card. When we are short, overflow goes to subcontractors. And I need one month-end report across all three regions, not three exports and a weekend.”
Every client has its own SLA
Kept in a shared SLA tracker sheet, checked by hand
Each region bills off its own rate card
One default rate, corrected from rate-cards-2026.xlsx
Overflow goes to subcontractors
Arranged over email, invisible to dispatch
One month-end report across regions
Three exports merged over a weekend
Illustrative operator, clients and figures.
Northwind Property Group
EastSite 14, Lobby · Completed: VAV damper replaced
Lakeview Unified
CentralNorth Campus · Annual boiler inspection
Crestline Retail
WestStore 114 · Walk-in cooler above temp
Northwind Property Group
EastSite 9, Plant room · Chilled water leak
Harbor Point Medical
CentralClinic C · Quarterly AHU service
Northwind Property Group
EastSite 22, Tower B · No cooling, floors 8 to 12
How it works
No forms to submit, no developers, no release you wait weeks for. You tell us what to change in plain English, and your team sees it on the very next job.
Start from a finished FSM
Dispatch, jobs, quoting, invoicing, the tech's mobile app. Already built, already running 250+ teams. You never start from a blank page.
Everything in it is a setting
Every screen, form, and rule is configuration, not code. There is nothing to program. Only things to arrange.
Our AI engine does the arranging
Tell it how you run, or hand it the spreadsheet you run on today. It shapes the whole platform to match, and our team verifies every piece with you before it goes live.
What that sounds like
“Add a moisture reading to every roof inspection”
Live on every crew's phone.
In seconds“A manager must approve any invoice over $5,000”
Approval rule added.
In seconds“My install crew needs a different checklist than service”
Two workflows, one system.
In minutesHow long it takes
A tweak
Seconds
Add a field, change a rule, adjust a form.
A new workflow
Minutes
A new job type, report, or approval flow, end to end.
Your entire system, tailored
Days
Every screen, form, and rule shaped to how you actually run.
Building it yourself
Months
Custom software, or forcing yet another tool to fit.
The first three are us. The last is what you're trying to escape.
A real one
A 40-person equipment service company quoted in Excel, scheduled in one app, ran inspection checklists in another, and invoiced from QuickBooks. The same scope of work was copy-pasted four times per job, and customers got their invoice 30 days after the work was done.
Our AI engine configured their entire workflow, estimate to dispatch to checklist to invoice, in a single day.
The change other software quotes in months, we make while you watch.
See it shaped to your workflowDeployment
No IT department. No six-month rollout.
Is this you?
On a field service platform that won't bend to how you run? Stitching the operation together across spreadsheets, email and a handful of apps? Or paying a back office to do the work the software leaves behind: the billing run, the cert checks, the chasing? The software records the job and stops there, so people absorb the rest. Fieldproxy is built to how you actually run, live in days, and its agents do the part your team is currently doing by hand. 250+ teams have already switched.
Whether you outgrew it or never quite fit it, the tool makes you work its way. Jobs vanish like they never existed, and every request comes back with "that's on the roadmap."
Dispatch in one app, checklists in another, photos over email, the truth in a spreadsheet. Two, three, four tools to run a single job, and when a customer says "nobody ever came out," you have no record either way.
Spreadsheets, Apps Script, Airtable. Brilliant, because you built it around your exact rules. Fragile, because only you can fix it, usually at 10pm. We move it onto Fieldproxy with your exact logic intact, in days, and then it is not yours alone to keep alive.
You asked for one field, one rule, one report. The answer was a services quote with a comma in it. Fieldproxy bends to you.
Someone spends the first week of every month matching completed jobs to invoices, chasing the visit that has no photo and the subcontractor line that has no work order. It is a real salary, it repeats forever, and it exists because the software records the job but will not close it out. Our agents run that pass nightly and hand your team only the exceptions.
Compliance certificates, service reports, visit notes: somebody reads every one to catch the missing reading or the signature that never happened, because getting it wrong means a rejected claim or a failed audit. That check is a rulebook, and a rulebook is something software can run. We run it on every job and flag only what needs your judgement.
Solutions
Every piece a field operation runs on, shaped to your process instead of the other way round.
Auto-assign jobs by skill, location, and load. AI reworks the board the moment something changes; your dispatcher approves it.
Every job from intake to invoice, with the fields and stages your trade actually uses.
Branded estimates priced with your rules. Send, e-sign, and convert to a job in one flow.
Recurring contracts, multi-stage invoicing, and ACH or card payments tied to each job.
Offline-capable tech app for routes, photos, checklists, parts, and customer signatures.
Compliance-grade checklists with photos, signatures, and pass or fail logic on every step.
Two-way SMS, email, and WhatsApp updates triggered by job status, with full history.
Self-serve booking, invoice history, and live job tracking for your end customers.
Service contracts and PM schedules that auto-generate work orders on the right cadence.
Track every asset you service. Full history, warranties, service intervals, photos.
Truck stock, warehouse stock, and per-job parts usage tied straight into your invoices.
Live operational dashboards plus the canned reports your leadership team asks for monthly.
Industries
Contracted service, multiple locations, and an asset base you are accountable for. Every vertical below is a customer you can read about.
Service your own installed base across customer sites
Plant maintenance, shutdowns and statutory inspections
Installation, calibration and compliance history
Distributed assets, uptime measured per site
Projection, audio and playback estates across venues
Multi-site services with proof of attendance
Installation and after-sales across a national footprint
Field verification, collections and onboarding visits
Plant rooms, cold chain and kitchens across a client estate
Statutory inspections across hundreds of facilities
Many crews, many homes, one recurring schedule
We map how your operation runs, rebuild it AI-first, and hand it back with the dispatch, the calls and the month-end billing already running. In days.