AI Agents

One Command Center. A specialist agent for every part of the job.

Command Center you ask. Autopilot that works the follow-ups in the background. Front Desk for every call, text and chat. Plus purpose-built agents for intake, dispatch, scheduling, vision, video, text and documents, all inside your own field service management, with a person approving what matters.

Operations · Meridian Facility ServicesLive · 0 handled

Coming in

Command Center

Listening

Calling

Text

Dispatch

Scheduler

Watcher

Knowledge

Voice

Vision

Documents

Done

Nobody re-typed anything. Anything that changes a booking or a bill waits for a person to approve it.

The night shift

The office shuts at six. Watch what still happens.

Every line in the log is something an agent did with nobody watching. No sound, nothing to turn on.

AI and humans, working together

AI takes the repetitive half: the calls, the triage, the data entry, the chasing, the month-end invoice run, the timesheets, the file that lands by email and has to become a job. People take the half that needs judgement and a pair of hands. Neither is doing the other's work, and the software is where they meet.

The Orchestrator

The Command Center

One bar that runs your FSM. Type a sentence and the right agent picks it up and begins the work. The Command Center is how every agent below reaches every part of your operation. Every change comes back as a confirm card showing before and after, with one click to Undo, and big changes go to an approver.

Works in the background

Autopilot

Give it a goal (estimate approval, invoice collection, booking, renewal, no-show rebook and more) and it posts a card with the exact action for you to approve.

Every conversation

Front Desk

Every call, text and chat in one inbox, answered by AI agents, with replies drafted for your office to check and send.

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.

~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.

~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.

~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.

~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.

~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.

Get Demo Browse the prompt library

These are just examples. Ask it anything. Up to ~39 hours a week back.

The roster

The specialist agents

The Command Center

One bar that runs your FSM. Type a sentence and the right agent picks it up and begins the work. This is how every agent below reaches every part of your operation.Meet the agent

Autopilot

Hand off the follow-ups: estimate approvals, unpaid invoices, bookings, renewals, no-shows. Each one comes back as a card with the exact action. You tap Do it or Not needed, and can Undo.See Autopilot

Front Desk

Every call, text and chat in one inbox, answered by AI agents and matched to the customer and their jobs, with replies drafted for your office to check and send.See the inbox

AI Assistants (MCP)

Every agent on this page, from the chat your team already uses. Claude, ChatGPT or Copilot in Teams re-plans the day, chases unbilled work and drafts follow-ups, and can change the software itself (new fields, screens, automations) with a confirm step before anything goes live.See how it connects

Video Agent

One narrated walkthrough fills the whole form. Reads what the camera saw and what your tech said out loud, together, and writes the survey or damage report.Meet the agent

Calling Agent

Answers the phone and places calls out. Qualifies the caller, finds the site and contract, books against the SLA, chases the no-show, and writes the work order, in your brand voice.Meet the agent

Text Agent

Answers inbound SMS and email against your real job data. Reschedules, confirms, and answers the site contact at location 140 asking for the tech’s ETA, so the dispatch desk doesn’t have to.Meet the agent

Email

The customer thread lives on the job, not in an inbox. AI summarises the long escalation, drafts the reply in your template, and classifies what just landed.Meet the agent

Voice Agent

Your technician talks, the job record fills itself. Hands-free updates from the plant room or the client site, no typing, no end-of-day paperwork for the office to chase.Meet the agent

Dispatch Agent

Decides which tech, which truck, which time slot, based on drive time, skill, parts on hand, and SLA. Faster than the dispatch board, faster than a human.Meet the agent

Scheduler Agent

Builds tomorrow's board overnight, and weekly and monthly route plans on the same rules: recurring contracts, technician availability and emergency capacity buffer, automatically.Meet the agent

Watcher Agent

Watches every job for SLA risk, missing photos, idle techs, or stuck invoices, and flags it before it costs you the renewal.Meet the agent

Vision Agent

Reads photos from the field: equipment model + serial, install issues, before/after, and writes the structured data back to the job record.Meet the agent

Document Intelligence Agent

Parses incoming POs, quotes, invoices, and contracts from any format and posts them into the right place in your workflow.Meet the agent

Knowledge Agent

Your SOPs, install guides, and tribal knowledge, searchable in the tech's pocket and used as context by every other agent.Meet the agent

Custom Agent

When the workflow is yours and yours alone. Describe the agent in English; we ship it into your environment with audit-grade observability.Meet the agent

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.

Ready to put agents in the loop?

Get a demo and watch the agents take the wheel on a workflow we tailor to your operation.Or jump straight in. See the AI builder that wires the agents to your data.