AI Agents

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

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.

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.

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~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.

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~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.

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~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.

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~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.

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~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.

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

The specialist agents

The Command Center

One 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.

Meet the agent

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.

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Calling Agent

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.

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Text Agent

Answers inbound SMS and email against your real job data. Reschedules, confirms, and answers the fiftieth “what time are you coming?” of the day.

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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.

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Voice Agent

Your technician talks, the job record fills itself. Hands-free updates from the van or the roof, no typing, no end-of-day paperwork.

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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.

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Scheduler Agent

Builds the next 7 days of routes around recurring contracts, technician availability, and emergency capacity buffer, automatically.

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Watcher Agent

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

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Vision Agent

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

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Document Intelligence Agent

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

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Knowledge Agent

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

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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.

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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.