1000+ Automations Across Industries

Field Service Automations

Browse 1000+ ready-to-use automations for HVAC, plumbing, electrical, and more.

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Showing 2521-2532 of 2583 automations

plumbingmaintenance reminders

Automate Water Heater Service Reminders for Your Plumbing Business

Service date approaches or time interval reachedCustomer receives personalized service reminder

Automatically send timely water heater maintenance reminders to customers based on installation dates or last service records. Reduce no-shows, increase recurring revenue, and keep equipment running efficiently.

Saves 5 hours weekly

35% more service bookings

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hvacmaintenance reminders

Automatically Send Seasonal HVAC Tune-Up Reminders to Every Customer

Seasonal Date ReachedPersonalized Reminder Sent

Automatically remind customers when it's time for their seasonal HVAC tune-up. This system sends personalized notifications via email or SMS based on seasonal schedules, service history, and equipment type, ensuring consistent preventive maintenance bookings.

Saves 12 hours per week

40% more bookings

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plumbingcustomer communication

Automatically Notify Customers Before Plumbing Warranties Expire

Warranty End Date ApproachingPersonalized Expiration Notice Sent

Send timely warranty expiration alerts to customers, reducing missed renewals and creating upsell opportunities for extended coverage or maintenance plans.

Saves 3 hours weekly

40% higher renewal rate

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hvacinventory parts

Automatically Alert Your Warehouse When HVAC Parts Need Restocking

Inventory Level Drops Below ThresholdWarehouse Team Receives Restock Alert

Eliminate stockouts and manual inventory checks by automatically notifying your warehouse team when HVAC parts reach minimum threshold levels, ensuring critical components are always available for service calls.

Saves 3 hours daily

95% fewer stockouts

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plumbinginvoicing payments

Automatically Send Overdue Payment Notices to Plumbing Clients

Invoice Payment Due Date PassesOverdue Notice Sent to Customer

Automatically send professional overdue payment notices to plumbing customers when invoices remain unpaid past their due date. Reduce manual follow-up work while maintaining consistent collections processes.

Saves 6 hours weekly

40% faster collections

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plumbinginventory parts

Automatically Alert Your Warehouse When Plumbing Parts Hit Minimum Stock Levels

Inventory level falls below minimum thresholdWarehouse team receives instant restock notification

Eliminate stockouts and emergency orders by automatically notifying your warehouse team the moment plumbing parts inventory drops below minimum thresholds, ensuring you always have critical supplies on hand.

Saves 3 hours per week

35% fewer stockouts

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hvacscheduling dispatch

Automatically Assign HVAC Jobs to the Closest Available Technician in Real-Time

New HVAC service request receivedClosest qualified technician automatically assigned

Instantly route service calls to the nearest qualified HVAC technician based on location, availability, and skill set. Reduce drive time, increase daily job capacity, and improve customer response times with intelligent proximity-based assignment.

Saves 3 hours per day

30% more daily jobs

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plumbingjob completion

Automatically Update Your CRM When Plumbing Jobs Are Completed

Plumbing Job Marked CompleteCRM Record Updated

Instantly sync completed plumbing job data to your CRM system, eliminating manual data entry and ensuring customer records stay accurate and up-to-date without lifting a finger.

Saves 90 minutes daily

95% fewer data errors

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electricaljob completion

Automatically Send Invoices When Electrical Jobs Are Completed

Electrical Job Status Changed to CompleteProfessional Invoice Generated and Sent to Customer

Instantly generate and send professional invoices the moment an electrical job is marked complete. Eliminate manual billing delays, reduce payment cycles, and ensure every completed job converts to revenue without administrative overhead.

Saves 3 hours daily

5 days faster payment

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electricaljob completion

Automatically Log Work Hours When Electrical Jobs Are Completed

Electrical Job Marked CompleteHours Automatically Logged in Time Tracking System

Eliminate manual timesheet entry by automatically capturing and logging labor hours the moment electrical jobs are marked complete. Ensure accurate time tracking, faster invoicing, and better job costing without administrative overhead.

Saves 90 minutes daily

98% billing accuracy

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hvacscheduling dispatch

Automatically Schedule HVAC Maintenance Windows and Notify Customers

Service due date approaching or seasonal maintenance window opensMaintenance appointment scheduled with technician assigned and customer notified

Automatically schedule preventive maintenance windows for HVAC systems and send customer notifications with technician assignments, reducing no-shows and maximizing service efficiency.

Saves 12 hours per week

45% more preventive appointments

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hvacinventory parts

Auto-Order Specialty HVAC Parts When Stock Runs Low

Inventory Level Below ThresholdPurchase Order Created and Sent

Automatically detect low inventory levels for specialty HVAC components and trigger purchase orders to suppliers, ensuring critical parts are always available for emergency repairs and scheduled installations.

Saves 8 hours per week

35% inventory cost reduction

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What is Field Service Automation?

Field service automation replaces manual, repetitive tasks with intelligent workflows that run automatically. When a technician completes a job, the invoice sends itself. When a customer call comes in, the right tech gets dispatched. When parts run low, reorders happen automatically.

The best field service companies use automation to deliver faster service, reduce errors, and free their teams to focus on what matters - taking care of customers. Fieldproxy makes it easy to set up powerful automations without any coding.

Field Service Automations

All Automations

Automate Water Heater Service Reminders for Your Plumbing Business

Automatically Send Seasonal HVAC Tune-Up Reminders to Every Customer

Automatically Notify Customers Before Plumbing Warranties Expire

Automatically Alert Your Warehouse When HVAC Parts Need Restocking

Automatically Send Overdue Payment Notices to Plumbing Clients

Automatically Alert Your Warehouse When Plumbing Parts Hit Minimum Stock Levels

Automatically Assign HVAC Jobs to the Closest Available Technician in Real-Time

Automatically Update Your CRM When Plumbing Jobs Are Completed

Automatically Send Invoices When Electrical Jobs Are Completed

Automatically Log Work Hours When Electrical Jobs Are Completed

Automatically Schedule HVAC Maintenance Windows and Notify Customers

Auto-Order Specialty HVAC Parts When Stock Runs Low

What is Field Service Automation?

Popular Automation Categories

Automations by Industry

Industry

Category

Automate Water Heater Service Reminders for Your Plumbing Business

Automatically Send Seasonal HVAC Tune-Up Reminders to Every Customer

Automatically Notify Customers Before Plumbing Warranties Expire

Automatically Alert Your Warehouse When HVAC Parts Need Restocking

Automatically Send Overdue Payment Notices to Plumbing Clients

Automatically Alert Your Warehouse When Plumbing Parts Hit Minimum Stock Levels

Automatically Assign HVAC Jobs to the Closest Available Technician in Real-Time

Automatically Update Your CRM When Plumbing Jobs Are Completed

Automatically Send Invoices When Electrical Jobs Are Completed

Automatically Log Work Hours When Electrical Jobs Are Completed

Automatically Schedule HVAC Maintenance Windows and Notify Customers

Auto-Order Specialty HVAC Parts When Stock Runs Low