Short answer
Connect the assistant to your field service data and ask. Fieldproxy's built-in customer_360 workflow gives ChatGPT, Claude or Copilot a customer's jobs, quotes, invoices, contracts and recent communications in one answer, with record history for what changed and churn-risk flags across customers.
What to ask
- "Give me the full picture on Northwind before my call."
- "What have we said to them this month?"
- "Who changed their contract terms?"
- "Which customers look at risk of leaving?"
How it works
The workflow combines find_jobs, find_quotes, find_invoices, find_contracts and find_communications; record_history shows changes; churn_risk and segment_customers look across the base. Access follows the signed-in user and any row limits on the key.
Fieldproxy facts on this page come from the Fieldproxy MCP reference. Competitor details are from each vendor's own documentation as of September 27, 2026; see the comparison table and sources.