AI Agents
Purpose-built agents for intake, dispatch, scheduling, vision, video, text, and document understanding, orchestrated from a single bar built into Fieldproxy's own FSM. The platform underneath, the Command Center on top: one system.
AI and humans, same job
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.
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.
Flags overloaded techs, shifts their low-priority jobs to lighter techs nearby, and stages it without breaking an SLA.
Book a demoBuckets every receivable, names the worst offenders, and stages a reminder → call → late-fee ladder to execute.
Book a demoComputes true margin per job from labor and expenses, ranks customers, and flags every job that lost money.
Book a demoDrop in a signed contract and it creates the customer, sets up every recurring visit, drafts the first quote, and books a tech.
Book a demoFinds contracts expiring in 60 days, drafts each renewal at current rates, and tasks the account owner.
Book a demoCross-checks quotes, jobs, invoices and payments, then surfaces every gap with its dollar exposure.
Book a demoOne bar that runs your FSM. Type a sentence and the agent that handles it picks it up. This is how every agent below reaches every part of your operation.
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.
Answers the phone and places calls out. Qualifies the customer, books the job, chases the no-show, and writes the work order, in your brand voice.
Answers inbound SMS and email against your real job data. Reschedules, confirms, and answers the fiftieth “what time are you coming?” of the day.
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.
Your technician talks, the job record fills itself. Hands-free updates from the van or the roof, no typing, no end-of-day paperwork.
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.
Builds the next 7 days of routes around recurring contracts, technician availability, and emergency capacity buffer, automatically.
Watches every job for SLA risk, missing photos, idle techs, or stuck invoices, and flags it before it costs you the renewal.
Reads photos from the field: equipment model + serial, install issues, before/after, and writes the structured data back to the job record.
Parses incoming POs, quotes, invoices, and contracts from any format and posts them into the right place in your workflow.
Your SOPs, install guides, and tribal knowledge, searchable in the tech's pocket and used as context by every other agent.
When the workflow is yours and yours alone. Describe the agent in English; we ship it into your environment with audit-grade observability.
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.