All solutions

Field service management, configured to your exact workflow. Live within a day.

Dispatch, mobile, work orders, invoicing, and customer comms that fit how you already work. Changing your field service system is a conversation, not a project: describe what you want and it changes in minutes. Live within a day, not quarters, and AI makes it faster.

Get Demo View plans

6 solutions

Core Operations

Projects

Multi-visit work as one project: estimate to project, a Gantt with dependencies, change orders with approval, and deposit, milestone and retainage billing.Gantt with UndoChange order approvalsRetainage billingLearn more

Subcontractor Management

Offer jobs to ranked subs or broadcast them, escalate when nobody accepts, track insurance and licences, and let subs update jobs in their own portal.Partner portalCompliance trackingNo per-seat costLearn more

Approval Workflows

Gates that pause a running automation until the right person signs off, then carry on by themselves. Discounts, credit notes, jobs above a value.Signed off, not chasedRejection is a pathFull audit trailLearn more

Dispatching & Scheduling

Fieldproxy AI smart assignment. Stop playing dispatcher tetris and let AI optimize your schedule.Drag-and-drop boardSkills and location matchingAI dispatch suggestionsLearn more

Mobile App

Field-first mobile app technicians actually love. Instant communication and GPS navigation, even offline.Works offlinePhotos and signaturesLive job statusLearn more

Work Orders & Jobs

Custom workflows that work for you. Configure fields, automate tracking, and close jobs with fewer errors.Your own stagesFull job historyCustom fieldsLearn more

4 solutions

Customer Experience

Multi-language

Your office, technicians and subcontractors each work in their own language, on the web and in the mobile app: 27 languages, right-to-left Arabic, one set of data.27 languagesRight-to-left ArabicWeb and mobileLearn more

Email

The customer email thread lives on the job, not in someone's Outlook. AI summarises the long thread, drafts the reply, and sorts what just landed.Threads on the recordAI-drafted repliesInbound triageLearn more

Customer Communications

Automated messaging that keeps customers informed 24/7. Fewer missed visits and fewer 'where are you?' calls.Automatic remindersArrival updatesReview requestsLearn more

Customer Portals

Self-service scheduling and job tracking. Give customers 24/7 access so they call the office less.Jobs, quotes and invoicesOnline booking24/7 accessLearn more

1 solutions

Quality & Compliance

Job Checklists

Configurable checklists with photo requirements and safety tracking. Fewer callbacks, and proof every step was done.Required stepsPhoto proofPass/fail rulesLearn more

6 solutions

Revenue Growth

Sales & Marketing

Automations built around how you sell, live within a day: an AI front desk for calls and texts, missed-call text-back, proposal links, estimate follow-ups, care plans, review requests and campaigns.Every lead answeredFollow-ups that stop on a yesOnly the ones you wantLearn more

Marketing Campaigns

Email your own customers: segments with live counts, AI-drafted subject lines and copy, unsubscribe links, and results tracked to booked jobs and revenue.Live segment countsPromo code trackingRevenue per campaignLearn more

Asset Management

Track equipment lifecycles and automate maintenance. Proactive alerts turn into service work.Service history per assetPM schedulesQR labelsLearn more

Contracts & Invoices

Fieldproxy AI billing and payment collection. Payment links and automatic reminders so invoices get paid sooner.E-signaturesPayment linksAutomatic remindersLearn more

Custom Estimates

Fieldproxy AI quoting with intelligent pricing. Send options the customer can approve online.Good-better-best optionsCustomer approval onlineConverts to a jobLearn more

Recurring Jobs

Automated maintenance schedules and project workflows. Every visit created on time, every contract tracked.Any repeat scheduleAuto-created visitsContract trackingLearn more

3 solutions

Operations

Developers & API

Open by design: a REST API with a key per system, an MCP server for Claude, ChatGPT and Copilot, webhooks in and out, automations and apps as JSON.REST APIMCP serverWebhooksLearn more

Spare Parts

Intelligent inventory with smart pricing and automated alerts. Know what is on each van and reorder before you run out.Van and warehouse stockParts used per jobLow-stock alertsLearn more

Dashboarding & Reporting

Fieldproxy AI business intelligence with role-specific views. Make better decisions with real-time insights.Live dashboardsCustom reportsAsk in plain EnglishLearn more

Trusted by enterprise field teams

From single-person operations to enterprise teams, Fieldproxy scales with your business.

Unlimited

Users on every plan

15+

Industries served

24/7

Support available

Live

Within a day

Worked example

How the pieces work together on one job

Fieldproxy is one system, not a set of separate tools. Here is a single commercial service call, showing which part of the platform does what.

1
Request
A property manager raises a request in the customer portal, or calls and the AI receptionist books it. The job is created against the right site and unit.
2
Dispatch
The board suggests the right technician by skill and location, inside the contract's response window, and the customer gets an on-the-way text.
3
On site
The technician follows the checklist, records readings and photos, scans the parts used off the van and gets a signature, offline if needed.
4
Quote and approval
A follow-up repair is quoted with options and approved on a link; if it is large, it becomes a project with phases.
5
Invoice and report
The invoice is drafted from the job, paid by link, synced to QuickBooks or Xero, and the job's margin shows on the dashboard.

One record runs from request to payment, and every team sees the same job.

Names and figures in this example are demo data.

Screens from our demo account

Schedule in Map mode with each technician's route and stops — Schedule and map

Customer portal home for a commercial customer — Customer portal

Insights overview with revenue, gross margin, collected, close rate and first-time fix — Insights

What you can change, and how

Turn on what you need
Start with jobs, scheduling and invoicing, and add portals, inventory, projects or contracts when you are ready.
Shape each part
Fields, stages, checklists, rules and roles in every module can be changed by asking in plain English.
AI agents where you want them
Answering calls, dispatching, chasing invoices or reading work orders, each with a person approving what matters.

How it connects to the rest of Fieldproxy

Accounting
QuickBooks and Xero, two-way.
Payments
Stripe for cards, ACH and AutoPay, plus Tap to Pay in the field.
Integrations
See every connector.
API and MCP
Included on every plan.

When this is not the right fit

If you only need one piece, such as invoicing, a single-purpose tool may be cheaper to start with.
Running everything in one system means moving off the tools you use now. We plan the move with you and Fieldproxy is live within a day.

Questions

Straight answers.

What does field service management software include?

Usually scheduling and dispatch, a technician app, work orders, quotes, invoices and payments, plus customer communication and reporting. Fieldproxy also covers portals, inventory, maintenance contracts, projects, subcontractors and AI agents, all on one record.

Do we have to use every module?

No. Start with what you need and switch on the rest later.

Is pricing per user?

No. Fieldproxy is one price per company with unlimited users.

How long does setup take?

We map your process on a call, and Fieldproxy is live within a day.

Ready to transform your field operations?

Book a 30-minute call and we map how your operation runs end to end, then configure those workflows and show you the AI agents running them.