Plans built for complex operations

Yes. You can add unlimited users on all plans. The primary restrictions are the number of jobs per month. You can add as many users as needed at no extra cost.

Yes. You can scale your plan with additional jobs as your operations grow. Contact our team to discuss options for scaling your plan.

All plans are billed yearly. This is because we are equally committed to the success of the implementation - and are more like consultants during every step of the cycle right from configuration to implementation to training. We need at least a yearly commitment to make it a success.

Yes. Every plan includes a one-time implementation engagement that covers initial system configuration, data migration assistance, custom workflow setup, user training sessions, and integration setup. The scope scales with your plan and complexity - reach out and we'll share an implementation quote for your setup.

A record of work done by your backend or field operations team. This can be a job, work order, inventory transfer, or case. There would be 1 primary table that would be marked after implementation as a Job Table - where this restriction is applied. Any other database will not count towards the job limit.

Contact our team and we will help you find the best plan based on your job volume and how your operation is structured (regions, sites, contracts). As a simple guide: Essentials - 300 jobs a month, every AI agent and unlimited users, with one external integration. Growth - 1,000 jobs a month, built for heavier AI work, with branded portals and up to three integrations. Rule the Field - Job volume and AI credits sized to you, a connection to your own internal database, unlimited integrations and a dedicated account manager. Every plan includes the complete FSM, role-based access (including for AI) and workflows configured with you

To ensure we speed up the process of deployment of the applications, we have built an AI app builder that can generate entire app screens, process flows and configurations through simple prompts. That is the reason we are able to deploy applications 100x quicker than if you build it from scratch. AI plugins are smaller widgets on top of existing applications that help you accomplish smaller tasks - e.g. a job summary report with root cause analysis for SLA breach or breakdown - you have a plugin for that. Or auto-allocate pending jobs across all technicians based on skillsets - we have another plugin for that. During the configuration stage, we will be able to suggest the best plugins based on your use case.

AI credits power every AI action in Fieldproxy, voice calls handled by AI agents, document and image parsing, knowledge-base lookups, and any custom agent action. One credit roughly maps to one substantial action (a parsed invoice, an outbound voice call segment, a knowledge-base answer). Every agent is available on every plan, and credits are charged separately at $1 each. We size how many you need from the workflows we map with you, because a walkthrough video or a phone call uses more than a photo or a text reply.

Yes. We provide direct integrations with most CRMs, helpdesks, and finance and billing platforms including Salesforce, HubSpot, Zoho, QuickBooks, Xero, and more. We also have open APIs and are listed on Zapier. Note: Essentials includes up to 1 external software integration. Growth includes up to 3. Rule the Field unlocks unlimited integrations.

No. We do not offer refunds. This is because from day 0, we have a lot of upfront costs including the cost of AI infrastructure that helps us deploy custom field service applications at scale.

During the onboarding stage, you will be provided with a dedicated onboarding consultant. Post deployment and training, based on the plan: Essentials - Email support Growth - Chat support Rule the Field - Dedicated account manager