AI back office for field service
The office work, done by AI.
Work orders read into jobs, invoices drafted from completed work, quotes and unpaid invoices chased, missing details requested. Every action comes to a person to approve or undo. Part of Fieldproxy, set up to how you already work.
Short answer
Can AI automate the back office of a field service business?
Much of it, yes, as long as a person stays in charge of what goes out. In Fieldproxy, AI agents read incoming work orders, PDFs and emails into jobs with the customer, site, problem, priority and SLA filled in; draft the invoice from the completed job; chase estimates waiting for approval and unpaid invoices with a payment link; ask customers for missing details; and update records when you ask in plain English. Each action comes to a person as a card to approve or undo. It runs inside the same field service software as scheduling, dispatch and the technician app, so a job goes from request to invoice without retyping.
What it does
The paperwork between the jobs, handled.
The AI works on your real jobs, customers and invoices, by your own rules. These are the tasks it takes off the office.
Reads work orders into jobs
Drafts the invoice
Chases estimates
Chases unpaid invoices
Fills the gaps
Keeps renewals moving
Request to invoice
One job, no retyping.
Because the AI sits inside the field service software, each step picks up where the last one left off.
The request becomes a job
A call, text, email or work order PDF is read into a job with the details filled in.The job gets done
AI proposes the technician and time; the tech completes it on the app with photos, checklists and a signature.The invoice goes out
The invoice is drafted from the completed job, a person checks it, and it goes with a payment link.Nothing is left hanging
Unpaid invoices, waiting estimates and missing details are followed up as cards you approve.
See it built around how your team already works.
Get DemoWho stays in charge
It prepares. You approve.
Nothing goes to a customer or changes a record until a person says so, unless you choose to switch that on.
A card for every action
Undo on every change
Your rules
Questions
AI back office, answered.
Can AI automate the back office of a field service business?
Much of it, yes, as long as a person stays in charge of what goes out. In Fieldproxy, AI agents read incoming work orders, PDFs and emails into jobs with the customer, site, problem, priority and SLA filled in; draft the invoice from the completed job; chase estimates waiting for approval and unpaid invoices with a payment link; ask customers for missing details; and update records when you ask in plain English. Each action comes to a person as a card to approve or undo. It runs inside the same field service software as scheduling, dispatch and the technician app, so a job goes from request to invoice without retyping.
Can AI process service documents, job reports, invoices and inspection forms?
Yes. Fieldproxy's document intelligence agent reads PDFs, emails, scanned or photographed paperwork, purchase orders and third-party inspection reports, extracts the fields that matter (customer, site, problem, priority, NTE, SLA, terms) and creates or updates the job. Inspection findings can become follow-up work orders.
Can field service software automate the whole job from request to invoice?
In Fieldproxy the steps run in one system: the request comes in by phone, text, email or work order and becomes a job; AI proposes who to send and when; the technician completes it on the app with photos, checklists and signatures; the invoice is drafted from the completed job and sent with a payment link; and unpaid invoices are followed up. A person approves the steps you choose to keep in your hands.
How can AI reduce manual follow-ups and admin work?
Fieldproxy's Autopilot works follow-up goals in the background: estimate approval, invoice collection, deposits, missing information, no-show rebooking, renewals and maintenance due. For each customer it posts a card with the exact action, and nothing is sent or changed until a person approves it. Anything done can be undone.
Does the AI send invoices or messages on its own?
Not unless you turn that on. By default the AI prepares the invoice, message or change and a person approves it before it goes out.
Can I do back-office work from ChatGPT or Claude?
Yes. Through Fieldproxy's MCP server, ChatGPT, Claude or Microsoft Copilot can look up jobs, customers and invoices and make changes you confirm, such as finding unpaid invoices or updating a job.
Is this a separate product?
No. It is part of Fieldproxy's field service management software, with one price per company, unlimited users and a monthly allowance of AI credits on each plan.
See it clear your office inbox.
A 30-minute call on how your office runs today. We configure it within a day and show the AI working on your own jobs and invoices.