FieldproxyFieldproxy
FieldproxyAI-native field service software

Niche and commercial service teams

Field service software for when your process doesn't fit a template

If your jobs don't fit the template in Jobber, Housecall Pro or a spreadsheet, pick software that is set up around your process instead of one you have to bend to. Fieldproxy is AI-native field service software for 5 to 50 person teams: your own job stages, forms, checklists and statuses, with AI that does the admin. We build the demo on your workflow, move your data over, and you go live in days with unlimited users.

See Fieldproxy built on your workflow

Tell us how you run today: a short chat, by typing or talking, and you can attach job sheets or spreadsheets. We write it up as your demo plan and build the demo on it.

We read your website first, so your plan starts as a draft. Then you pick a time.

Written for niche and commercial service businesses: equipment service, generators, wildlife control, paving, commercial cleaning and inspections. The examples below are real customer types, described without names.

Is this you?

Signs your process doesn't fit a template

You need a system set up to your process if

  • Your job sheet has fields no template has, so techs write them in the margin.
  • One job runs through several stages (survey, quote, install, maintenance) that a single job screen cannot hold.
  • Work repeats on your schedule: seasonal rounds, maintenance plans, or visits tied to one piece of equipment.
  • Each customer or site wants its own checklist, photos or report.
  • The real rules live in a spreadsheet next to the software.

A boxed tool is probably fine if

  • Every job is the same one-visit repair.
  • The vendor's default forms already match yours.
  • You never need to change a stage, a field or a report.

Real customer types

Six kinds of business that don't fit a template

How the work actually runs, and how it is set up in Fieldproxy. These are the kinds of teams we work with, described without names.

Around 12 people

A wildlife control and deer spraying company

The work

Properties sign up for a season of spray rounds. Each round depends on the weather, the product and the property's own notes, and customers renew every year.

How it is set up

A recurring plan per property books each round. The tech's checklist records product, rate and conditions, and the customer gets a text before every visit.

  1. Signed up
  2. Round booked
  3. Sprayed
  4. Renewal

Sales plus a service team

A generator dealer that sells, installs and maintains

The work

A sale starts as a site survey and a quote, becomes an install, and then becomes a unit that needs maintenance for years. Sales and service often live in different tools.

How it is set up

One record runs from quote to install to the unit's asset record with a QR code. Maintenance plans book the visits, and every service sheet lands on that unit's history.

  1. Survey
  2. Quote
  3. Install
  4. Maintenance plan

Technicians on the road

A company servicing equipment at client sites

The work

Machines at customers' sites need planned maintenance and breakdown calls, each with its own checklist, readings and parts.

How it is set up

Assets per site with QR codes, recurring maintenance by asset, checklists with readings and photos on the technician app, and a service report sent to the customer.

  1. Breakdown or PM
  2. On site
  3. Readings and parts
  4. Report sent

Office plus several crews

A concrete and paving contractor

The work

Jobs run as estimate, site visit, pour or install, and sign-off, often over several days and crews, with photos at every stage.

How it is set up

Your own stages from estimate to sign-off, crews scheduled across multi-day jobs, a photo checklist per stage, and quotes and invoices with payment links.

  1. Estimate
  2. Site visit
  3. Pour
  4. Sign-off

Crews across many sites

A construction cleaning or commercial cleaning crew

The work

Sites, shifts and a checklist per site, plus the proof each client wants at the end. Often run from a spreadsheet and group texts.

How it is set up

The spreadsheet's columns become the job form. Crews get offline checklists, photos and sign-off on the phone app, and clients get a link to their report.

  1. Site added
  2. Shift booked
  3. Checklist done
  4. Client report

Inspectors plus a reviewer

A structural or foundation inspection firm

The work

Each inspection follows a set procedure with measurements, photos and a written report that has to be right before it goes out.

How it is set up

Inspection forms with required fields and photos, a review stage before the report is issued, and the report built from the form.

  1. Booked
  2. Inspected
  3. Reviewed
  4. Report issued

What you get

What set up around your process means

Your stages and statuses

Name the steps a job goes through and the statuses in between, so the board shows your process and not a vendor's.

Your forms and checklists

Job sheets, inspection forms and checklists with the fields you use today, plus photos, signatures, readings and GPS check-in on the Android or iOS app, offline too.

Recurring work and assets

Maintenance plans, contracts and seasonal rounds that book themselves, and equipment tracked with QR codes.

AI that does the admin

AI agents answer calls, SMS and email, build the schedule, chase missing photos and draft invoices. You decide what needs a person.

Quote to paid

Quotes, invoices and payment links, with QuickBooks, Xero and Stripe integrations, and a customer link for updates and reports.

Changes without a project

Add a field or a stage when the business changes. You can also ask from ChatGPT or Claude through Fieldproxy's MCP server, and nothing goes live until someone approves it.

Side by side

A template, a spreadsheet, or a system set up to you

Template FSMSpreadsheetFieldproxy
Job stagesFixed by the vendorWhatever you typeYour own stages and statuses
Job formsVendor fields plus a notes boxYour columns, no phone appYour fields on the technician app, offline
Recurring workBasic repeat visitsTracked by handMaintenance plans, seasonal rounds and assets
AdminThe office does itThe office does itAI agents take the calls, scheduling and follow-ups
UsersOften priced per userFree, but no records in the fieldUnlimited users, priced per organization

How switching works

From how you run today to live, in days

We move your data over and set the system up to the way you already work. Fieldproxy replaces the old tool; it does not run alongside it.

  1. 1

    Show us how you work

    Walk us through a normal job, from the first call to the paid invoice. Bring the forms, price list and spreadsheets you actually use.
  2. 2

    We build the demo on your workflow

    Before you commit, we set up your stages, job forms, checklists and statuses, so the demo shows your business instead of a template.
  3. 3

    We move your data over

    Customers, sites, equipment, open jobs, recurring contracts and price lists come across from your spreadsheets and exports. Nobody re-keys them.
  4. 4

    Your team goes live

    Technicians get the Android or iOS app, the office gets the dispatch board, and the old tool is switched off. Fieldproxy replaces it rather than syncing with it.
How Fieldproxy pricing worksCustomer storiesBook a demo

FAQ

Questions people ask

What is the best field service software if my process is unusual?
Pick software that is set up around your process rather than one you adapt to. Look for your own job stages, custom job forms and checklists, recurring work, and a phone app your techs will use. Fieldproxy is built for this: AI-native field service software for 5 to 50 person teams, set up to your workflow and live in days.
Is Fieldproxy only for large companies?
No. Fieldproxy is built for 5 to 50 person field service teams. Pricing is per organization with unlimited users, so the office and every technician are on one plan instead of paying per seat.
How long does setup take?
Days, not months. We build the demo on your stages, forms and price list before you commit, then move your data over and train the team.
Can it handle seasonal or recurring work like spray rounds or maintenance plans?
Yes. Recurring plans, contracts and seasonal rounds book their own visits, and each visit uses your checklist. Equipment can be tracked as assets with QR codes, so every service lands on the right unit.
We run on spreadsheets and QuickBooks. Is that a problem?
No. It is a common starting point. Your spreadsheet's columns become the job form, customers, sites and equipment are imported, and QuickBooks stays connected for invoices.
Do you sync with Jobber or Housecall Pro?
No. We move your data over from Jobber, Housecall Pro, ServiceTitan or a spreadsheet, and Fieldproxy replaces the old tool rather than running alongside it.
How much does it cost?
Pricing is per organization with unlimited users, and every plan is the whole platform with every AI agent included. The plan is sized to your job volume on the demo call. See the pricing page for how it works.

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Keep reading

See it built on your workflow

Tell us how your jobs run today. We build a demo on your stages, forms and pricing before the call.

Start your demo planBook a demo