AI Agents

One Command Center. Eight specialised AI agents.

Purpose-built agents for intake, dispatch, scheduling, vision, and document understanding, orchestrated from a single bar built into Fieldproxy's own FSM. The platform underneath, the Command Center on top: one system.

What you can ask it

Stop doing it by hand. Just ask.

Because the workflow is built yourway, the AI acts on your data, your rules, your process. The daily grind of covering a sick tech, chasing invoices, or pricing a part, done from one sentence. At scale, the same bar rebuilds the board across branches and reconciles a month of invoices. Here's the time it gives back.

~1 hr saved Multi-step
Rebalance next week's board, flag every tech over 45 billable hours, move their lowest-priority jobs to techs under 30 hours in the same region without breaking an SLA, and stage the reassignments

Flags overloaded techs, shifts their low-priority jobs to lighter techs nearby, and stages it without breaking an SLA.

Run it live
~50 min saved Multi-step
Build an AR aging waterfall by customer, name the five worst offenders, and stage tiered dunning, a reminder under 30 days, a call task at 30-60, a late fee and final notice past 60, then execute

Buckets every receivable, names the worst offenders, and stages a reminder → call → late-fee ladder to execute.

Run it live
~50 min saved Reasoning
For every completed job in the last 90 days, compute true margin = invoiced - (labor from time logs + expenses); rank customers by total margin and margin %, and flag every job that lost money

Computes true margin per job from labor and expenses, ranks customers, and flags every job that lost money.

Run it live
~45 min saved Upload
Read this signed maintenance contract: create the customer if new, set up every recurring visit it specifies, generate the first quote, and book the first visit with the nearest qualified tech

Drop in a signed contract and it creates the customer, sets up every recurring visit, drafts the first quote, and books a tech.

Run it live
~40 min saved Multi-step
Find recurring contracts expiring in the next 60 days, draft a renewal quote for each at current rates, and create a renewal task for the account owner

Finds contracts expiring in 60 days, drafts each renewal at current rates, and tasks the account owner.

Run it live
~45 min saved Reasoning
Find converted quotes with no linked job, jobs completed 14+ days ago with no invoice, and invoices whose paid amount doesn't match their payments, list each with the dollar exposure

Cross-checks quotes, jobs, invoices and payments, then surfaces every gap with its dollar exposure.

Run it live
These are just examples. Ask it anything. Up to ~39 hours a week back · no login.

Ready to put agents in the loop?

Book a 15-minute demo and watch the agents take the wheel on a workflow we tailor to your business.

Or jump straight in. See the AI builder that wires the agents to your data.