Field Services

One tool, configured to your exact workflow, whatever you install, service, or inspect.

Fieldproxy molds to how you run work orders, dispatch, mobile, quotes, invoicing, and reporting. Change a field, a rule, or your whole dispatch queue in plain English, and it goes live in seconds, no dev and no rebuild.

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Operations · Field ServicesLive board

Board · Field Services · Today

All regionsDispatch Agent matched Daniel R. · Field engineer

New2

Scheduled1

On site1

Completed1

FS-4137

Device swap, 3 sites

FS-4174

Network drop install

FS-4211

Quarterly site audit

FS-4248

Printer fleet service

FS-4285

Asset tag round

FS-7741

Clinic 12, Westfield

Check-in kiosk offline, reception

Tech app · Daniel R.

Waiting for dispatch

Confirm asset tag and serial

Run diagnostics

Record the firmware version

Site contact sign-off

Watcher Agent

Watching this job

Waiting for firmware from the tech

Asset matched to the contract register for this clinic.

Firmware out of date. The update is added before the job can close.

Update logged, the asset record and the contract report refreshed.

FS-7741

New

Check-in kiosk offline, reception

Client

Cedar Health Partners

Site

Clinic 12, Westfield

Contract

Service contract · next business day

Assigned

Unassigned

Checklist 0/4

Kiosk back online and the asset register correct.

The client's report shows the fix and the firmware change, no re-keying.

3.2x

Faster admin workflows

42%

More jobs per tech-day

75%

Fewer missed follow-ups

91%

On-time SLA performance

Plain English

Say how you run it. It goes live.

Each change on the right was made by typing one sentence. No dev ticket, no rebuild, live for every tech.

Field ServicesPlain English

Field added

Serial number now required on installs

Photo proof required

Completed-work photo before close

Live in the field app

Open + future jobs updated, techs notified

Live in

40 secno dev, no ticket

Built your way

Everything a field service operation needs

A complete feature set, ready to use on day one, no matter your trade.

Work orders

Create, assign, track, and close every job, priority-aware, SLA-safe, and service-history linked.

Dispatching & routing

Smart routing, drag-and-drop, GPS tracking: the right tech, the right time, every time.

Mobile app

Full field toolkit: photos, e-signatures, parts logging, and real-time dispatch in one app.

Estimates & quotes

Branded multi-option proposals with e-signature, converted to jobs in one click.

Invoices & payments

On-site card and ACH with QuickBooks/Xero sync, plus recurring, progress, and project billing.

Recurring jobs + maintenance

Service contracts, seasonal plans, and auto-scheduling, never miss a visit.

Customer portals & comms

Self-service bookings, automated SMS/email, and 2-way customer messaging.

Assets & inventory

Equipment service history, truck parts, and warehouse inventory with reorder points.

Checklists & forms

Dynamic forms, required photos, sign-offs, per job type, per customer, per asset.

Inbound work answers itself

An AI agent handles the phone line, the SMS thread and the shared inbox: identifying the customer, booking or rescheduling, and handing to a human the moment it should. Jobs are on the board before anyone has triaged an inbox.

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

Enterprise field ops

Multi-region teams, portfolios of sites, and consolidated reporting.

Multi-trade companies

HVAC + plumbing + electrical on one platform, with per-trade reports.

Single-trade contractors

One platform, one subscription, one workflow, no DIY setup.

Platform

A complete field service platform

Every module your office and field teams need, across every region, on one platform.

Integrations

Plays nicely with the tools you already use

QuickBooks

Invoice + payment sync

Stripe

Card + ACH payments

Google Calendar

2-way tech calendars

Gmail

Customer email + threads

AI phone + text agent

Inbound calls, SMS and email answered

Zapier

Anything else

Switching from another platform to run Field Services?

See how Fieldproxy stacks up against the platforms Field Services teams evaluate.

vs ServiceTitan

The enterprise residential service platform

Housecall Pro alternative

The home-service SaaS for solo operators and small teams

Compare with Jobber

Job management for home-service small businesses

Switch from Workiz

Field service software for on-demand trades

vs BuildOps

Commercial service contractor platform

FieldEdge alternative

Field service management for service contractors

Field Services resources from the Fieldproxy blog

Field-tested playbooks, benchmarks, and how-tos.

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AI agents

What the AI agents do across the operation

Whatever the trade, the same four surfaces: the phone, the thread, the board, and the tech's phone.

Calling Agent

Absorbs the intake you cannot staff for (the after-hours call, the 8am rush, the fifth caller while four are on hold) and turns each one into a booked job rather than a callback list.

Dispatch Agent

Picks the tech on skill, certification, drive time and parts on the van, and shows why so a dispatcher can overrule it.

Custom Agent

If the thing you need watched or decided isn't on any list (a bond, a chain of custody, a rebate window, a per-client rule nobody else has), describe it and it becomes an agent that runs on your data.

Explore all AI agents →

See it live

Book a 30-minute demo with a Solution Architect. We'll walk through your real scenarios and show how AI configures the platform around them.

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