AI-native field service management software, built around how you work
AI voice and chat agents handle dispatch, quoting, and customer comms. AI-driven customization rebuilds the software around your workflows from a plain-English description. Just describe what you want, in plain English.
Short answer
What is the best AI field service management software?
It depends on where you want the AI. Large residential HVAC and plumbing firms mostly add AI on top of ServiceTitan or Housecall Pro; enterprises on Salesforce use Agentforce for Field Service; small crews get AI booking and receptionist features in Jobber. Fieldproxy is AI-native: AI agents answer calls, texts and email, book and dispatch jobs, chase quotes and draft invoices, the whole system is changed by asking in plain English, and you can run it from Claude or ChatGPT through its MCP server. Best for processes that don't fit a template, set up for you, live within a day with unlimited users.
Comparing tools? See our comparison of AI field service management software or read what AI field service management is.
Our research: what field service companies actually automate · which software AI assistants recommend · field service software pricing 2026
Want to see this on your own operation?
A walkthrough built around your trade and how your team works today, not a canned demo.
See it working
The AI, doing the work on a demo company
Two short walkthroughs and the screens behind them, recorded on Summit Home Services, a demo heating, plumbing and electrical company: AI triaging new requests into booked jobs, and an owner running the office by asking. Every change waits for a person to confirm it.
Demo companies with fictional customers and sample data. Every screen is the real Fieldproxy product.
What the AI actually does
Not a chatbot bolted onto old software. Agents that execute the work, and a platform that reshapes itself on request.
AI Voice Agents
Answer inbound customer calls, qualify the request, and book the job straight into the schedule, 24/7, no hold music, no missed revenue.
AI Chat & Follow-up
Quote sitting unapproved for three days? The AI follows up, answers objections, and escalates to a human the moment it matters.
AI Dispatch & Routing
Jobs assigned against technician skills, availability, and live location. Routes optimised automatically as the day changes.
AI-driven Customization
“Add a county field to every job and show it on the dispatch board”: say it, and the platform builds it. Forms, workflows, reports, mobile screens.
See it built around how your team already works.
Get DemoRun your field service from Claude or ChatGPT
Fieldproxy has an MCP server. Anything you can do in the app, the AI assistant your office already uses can do too: read jobs, schedules, customers and invoices, and create or edit invoices, quotes, jobs, schedules, customers and contracts, with your approval before each change.
Ask about today
"Which jobs are running late, and who is free nearby?" answered from your live data, in Claude or ChatGPT.
Make the change
"Move the Henderson job to Thursday and text the customer." Or "Create the invoice for the Henderson job and send it with a payment link." The assistant does it, and you confirm before anything is saved.
Same rules everywhere
Changes from Claude, ChatGPT or Fieldproxy's own Command Center follow the same permissions, with a record of who changed what.
How the Fieldproxy MCP server works · Custom field service management software
The AI, area by area: AI scheduling and dispatch · AI receptionist and voice agent · AI back office automation
AI-native vs traditional field service software
The difference shows up in who does the work: your back office, or the platform.
| Fieldproxy | Traditional FSM | |
|---|---|---|
| Dispatch & scheduling | AI agents schedule and dispatch against availability, skills, and location | Dispatcher drags jobs onto a board by hand |
| Customer communication | AI voice + chat agents answer, qualify, and update customers | Phone tag and manual texting |
| Quote follow-up | AI chases every unapproved quote automatically | Whoever remembers |
| Customization | Describe a change in plain English: built live, in minutes | Admin config screens or paid PS hours |
| Implementation | Live within a day, scoped one-time setup | Weeks to months, often with paid professional services |
| Vertical fit | Any service business: the AI tailors it to yours | Locked to one vertical's template |
Dispatch & scheduling
Fieldproxy: AI agents schedule and dispatch against availability, skills, and location
Traditional: Dispatcher drags jobs onto a board by hand
Customer communication
Fieldproxy: AI voice + chat agents answer, qualify, and update customers
Traditional: Phone tag and manual texting
Quote follow-up
Fieldproxy: AI chases every unapproved quote automatically
Traditional: Whoever remembers
Customization
Fieldproxy: Describe a change in plain English: built live, in minutes
Traditional: Admin config screens or paid PS hours
Implementation
Fieldproxy: Live within a day, scoped one-time setup
Traditional: Weeks to months, often with paid professional services
Vertical fit
Fieldproxy: Any service business: the AI tailors it to yours
Traditional: Locked to one vertical's template
Comparing specific platforms? See Fieldproxy vs 25+ FSM tools
What field service management software has to cover
AI only helps if the platform underneath does the whole job. Check any shortlist against this.
- Quoting and estimating, including more than one pricing model
- Scheduling and dispatch that survives the day changing at ten in the morning
- A mobile app technicians will actually use, including where there is no signal
- Job records that hold what your trade needs to record, not a generic set of fields
- Asset and equipment histories, where the work is about machines rather than addresses
- Certificates, compliance and sign-off as structured records
- Parts, van stock and purchase orders
- Invoicing, contract billing and chasing what is unpaid
- Reporting that answers the questions your business actually asks
Where fixed products start to hurt
Fixed products work well until your operation diverges from their model, and then the cost is hard to see. It shows up as workarounds rather than missing features: a status used to mean something it was never meant to mean, a spreadsheet for the part the system cannot express, a report exported and rebuilt by hand every Monday.
None of these is serious on its own. Together they are why a system that was meant to save the office time saves less than promised, and why nobody trusts the numbers coming out of it. The way you run your operation is often what you compete on; the software should follow it, not the other way around.
Usually fixed elsewhere, yours here
- Job types and lifecycles, named the way your team names them
- What must be true before a job can move stage or be invoiced
- The fields on jobs, quotes, assets and certificates
- Pricing logic, rate cards and client-specific terms
- Roles and permissions
- The screens themselves, on desktop and on a phone
More on this: custom field service management software.
Two approaches to the same problem
| A fixed product | A configured, AI-native platform | |
|---|---|---|
| Day one | Working immediately, in its model | Built to your model before you start, live within a day |
| An unusual process | A workaround, or a feature request | Part of the specification |
| Changing how you work | Wait for the vendor roadmap | Describe the change in plain English and approve it |
| What adapts | Your process, to the software | The software, to your process |
| Best when | Your operation is close to the standard model | Your way of working is what you compete on |
Who each common shortlist option fits
Fieldproxy
Operations whose process does not fit a template. AI-native: agents answer calls, texts and email and build the schedule, and the system is set up around your job types, forms and approvals.
ServiceTitan
Large residential HVAC, plumbing and electrical contractors with the budget and time for a long rollout.
Salesforce Field Service
Enterprises already running on Salesforce, with admins or partners to configure it.
Jobber / Housecall Pro
Small crews with simple, standard home-service work who want something running quickly.
Side by side: ServiceTitan vs Fieldproxy · Jobber vs Fieldproxy · Housecall Pro vs Fieldproxy
When Fieldproxy is the wrong choice
If you are a small team, your work is standard, and you want something running this afternoon without a conversation, buy an off-the-shelf product; it is the right answer. A configured, AI-native platform earns its keep when you have enough people in the field, and enough that is specific about how you work, that the gap between your operation and a standard product has started costing real money.
From first call to fully live within a day
Book a 30-minute demo
Bring a real workflow from your operation. We configure the platform around it within a day and show it to you running. That's the product working, not a slide.
We tailor it to your business
Your workflows, forms, job types, and reports: built by AI with our customer success team, not a professional-services invoice.
Live within a day
Data migrated, technicians onboarded on a mobile app shaped for their role, AI agents answering and dispatching from day one.
See it built around how your team already works.
Get DemoWorked example
A day in an office running on AI field service software
Demo data, one ordinary weekday. Each step is a separate AI agent, all working on the same jobs, customers and schedule.
Step 1
7:30 am: overnight calls are already on the board
The AI receptionist answered three calls overnight: one emergency went to the on-call technician, two routine repairs were booked into free slots, and each has a summary on the customer record.
Step 2
8:00 am: work orders in the inbox become jobs
Two PDF work orders from a facilities customer are read into jobs with site, problem, NTE and SLA filled in. One has an unclear unit number and is flagged instead of guessed.
Step 3
8:15 am: the dispatcher asks instead of clicking
"Move Victor's 12 pm Monday to Sam." Command Center shows exactly what will change and does nothing until the dispatcher clicks Move it. Undo is there afterwards.
Command Center confirm card: nothing changes until Move it is clicked.
Step 4
11:00 am: a technician talks instead of typing
On site, the technician describes what they found and replaced. The app turns it into parts, labour and a job note to check before saving, and reads the equipment nameplate from a photo.
Technician app: what the technician said, turned into parts, labour and a note.
Step 5
4:00 pm: follow-ups are cards, not a to-do list
Autopilot has cards waiting: two estimates to chase, an overdue invoice with a payment link ready, and a maintenance visit coming due. The office taps Do it on each, or Not needed.
Autopilot: cards that need the office, each with the exact action.
Names, sites and amounts in this example are demo data. Screens are from the Fieldproxy demo account.
In the product
Dispatch suggestions and plain-language insights
Schedule board with suggested technicians and scores for unassigned visits, each with an Assign button
Insights overview with revenue, gross margin, collected, close rate, first-time fix and plain-language findings
Control
What runs on its own, and what waits for you
The rule across every Fieldproxy agent: it prepares, a person approves, and anything done can be undone. You can then hand specific tasks over completely.
| Task | Who acts | Detail |
|---|---|---|
| Answering calls, texts and emails | Runs on its own | Within business hours and booking rules you set; anything you name goes to a person. |
| Reading documents into jobs | Runs on its own | Unclear fields are flagged, not guessed. |
| Changing the schedule, prices or setup | Waits for your OK | Confirm card first, Undo after. |
| Follow-ups on estimates, invoices, renewals | Waits for your OK | Cards until you switch a goal to automatic. |
| Drafting invoices and job reports | Runs on its own | Drafts; sending follows your rule. |
| Refunds, discounts, time off, purchase orders | Waits for your OK | Approvals list with Approve and Reject. |
Getting started
Setup, connections and fit
How it is set up
- A 30-minute call to walk through how your office runs today: job types, who approves what, and where work comes in from.
- Your customers, sites, equipment, price book and open jobs are moved in from your current system or spreadsheets.
- We set it up on your own data and rules, and it is live within a day.
- Switch agents on one at a time: most teams start with Command Center and Autopilot, then the receptionist and document reading.
- In the first weeks, every card and draft shows what the AI would do, so you tighten or loosen rules before anything runs on its own.
What it connects to
- QuickBooks, Xero, Sage or NetSuite: invoices and payments sync to your accounting
- Stripe: payment links on invoices and deposits
- Outlook or Google mailbox: work orders, replies and reminders
- Salesforce, HubSpot or Dynamics 365: when the CRM stays where it is
- Claude and ChatGPT: ask about and update your data from the assistant you already use
When it is not a fit
- You want AI bolted onto the system you already have without changing it. Fieldproxy's agents work on Fieldproxy's own jobs and schedule, so it replaces the FSM.
- You need everything on-premise with no cloud services.
- You are looking for a chatbot for your website only, not software to run jobs.
AI-native field service management software FAQs
What is the best AI field service management software?
It depends on where you want the AI. Large residential HVAC and plumbing firms mostly add AI on top of ServiceTitan or Housecall Pro; enterprises on Salesforce use Agentforce for Field Service; small crews get AI booking and receptionist features in Jobber. Fieldproxy is AI-native: AI agents answer calls, texts and email, book and dispatch jobs, chase quotes and draft invoices, the whole system is changed by asking in plain English, and you can run it from Claude or ChatGPT through its MCP server. Best for processes that don't fit a template, set up for you, live within a day with unlimited users.
Can I run Fieldproxy from Claude or ChatGPT?
Yes. Fieldproxy has an MCP server, so Claude, ChatGPT and Copilot can do anything a user can do in the app, from the assistant you already use: read your jobs, schedules, customers and invoices, and create and edit invoices, quotes, jobs, schedules, customers and contracts, with a confirm step before each change is saved. The same actions are available in Fieldproxy's own Command Center, with a confirm card and Undo on every change.
What is AI field service software?
AI field service software uses artificial intelligence to run the work a back office normally does by hand: answering and qualifying customer calls, scheduling and dispatching technicians, following up on quotes, and keeping customers updated. Fieldproxy adds a second layer most platforms don't have: the software itself is configured by AI, so workflow changes are described in plain English instead of clicked together by an admin or a consultant.
How is Fieldproxy different from the AI add-ons in ServiceTitan or Jobber?
Most FSM platforms bolt AI features onto a fixed product: a chatbot here, a summary there. Fieldproxy is AI-native in two ways: AI Agents (voice + chat) actually execute dispatch, quoting, and customer communication end-to-end, and AI-driven customization rebuilds forms, workflows, reports, and mobile screens from a plain-English description. You reshape your field service software just by describing what you want, in plain English.
What does the AI actually do day to day?
Answer and route inbound customer calls and chats, schedule and dispatch jobs against technician availability and location, optimise routes, chase unapproved quotes, send job status updates to customers, and draft invoices from completed job data. Your team approves; the AI does the legwork.
How long does implementation take?
Most teams are live within a day, including data migration and a configuration built around your existing workflows. Implementation is a scoped, one-time setup quoted with your plan, not an open-ended professional-services project.
Does it work for my trade?
Fieldproxy is multi-vertical by design: HVAC, plumbing, electrical, commercial maintenance, FMCG field teams, industrial services, and more. Because the platform is AI-customized per operation rather than locked to one vertical's template, it adapts to how your business actually runs.
How much does Fieldproxy cost?
One price per company with unlimited users, sized to your job volume, on annual terms with a scoped one-time implementation. Book a 30-minute demo and you'll get exact pricing for your operation in the same call.
What does "AI-native" field service management software mean?
AI-native (some buyers say AI-first or native AI) means the AI is how the work gets done, not a feature added to an older product. In Fieldproxy, AI agents answer calls, texts and email, build the schedule and chase quotes, with a person approving changes, and the software itself is reshaped by describing a change in plain English. An AI add-on, by contrast, sits on a fixed product and suggests things a person still has to do.
What is field service management software?
It is the system that runs the operational side of a field business: quoting, scheduling and dispatch, what happens on site, parts, invoicing and reporting. The difference that matters in practice is how much of that model you can change to match how you already work.
How is a configured platform different from a customisable product?
Most products described as customisable let you add fields, rename things and adjust settings. The underlying model, what a job is, what stages exist, what may happen when, stays fixed. Fieldproxy builds that model to your operation, which is a different order of change.
What happens when our process changes?
The system changes with it. You describe the change in plain English, it is built, and you approve it, rather than waiting on a vendor roadmap. The business will change again, and the software should follow rather than constrain it.
Does the mobile app work offline?
Yes. The technician app works without a connection and syncs when one returns, which matters in plant rooms, basements and rural work.
Can it replace our spreadsheets?
That is usually the point. The spreadsheets exist because something your business does could not be expressed in the last system. List them before a demo: they are an accurate specification of what your software has been failing to do.
Do AI agents in field service software act without asking?
In Fieldproxy, not by default. Agents prepare the change or message and a person approves it, with Undo afterwards. You can then make specific tasks automatic, such as reading work orders into jobs or sending reminders.
Which AI features matter most in field service software?
The ones that remove office work on real jobs: answering and booking calls, reading work orders into jobs, suggesting who to dispatch, turning technician notes into parts and labour, and following up estimates and invoices. Chat on top of reports matters less.
Can I use Claude or ChatGPT with my field service data?
Yes. Fieldproxy has an MCP server, so you can ask about and update your jobs, customers and schedule from Claude or ChatGPT, with the same permissions and approvals as in the app.