Recurring work that runs on your cadence, not a preset.
Maintenance contracts, seasonal schedules, and auto-billed recurring visits, built to your exact cadence and rules, not the ones your last tool forced on you. Change a template or a rule in plain English and it goes live instantly, no rebuild.
2 fields added
Serial + filter size on every visit form
Pushed to all recurring templates
214 contracts updated at once
Live now
Past visits preserved, techs notified
Live in
Built your way
Recurring work, shaped to your cadence.
Contracts, cadences, billing, and upsells, with the one-offs still in the mix.
Maintenance contracts
Monthly, quarterly, bi-annual, annual, with line-item visits and SLAs.
Auto-scheduling
Next-visit dates generated automatically, rebalanced against capacity.
Seasonal triggers
Weather-aware scheduling for heating, cooling, and outdoor trades.
Recurring billing
Pre-paid, per-visit, or hybrid, all handled natively.
Contract SLAs
Response windows and included services enforced automatically.
Renewal automation
Drafts, sends, nudges, and logs contract renewals without a rep.
Counted back from the date
Ninety days before a renewal, thirty before a warranty lapses, seven after a missed visit — scheduled off the date on the record, so it fires even if nobody opens the contract for a year.
Upsell triggers
Eligibility rules surface new revenue the instant it's available.
Tiered customers
Platinum, Gold, Silver, with different SLAs, cadences, and pricing.
Capacity-aware
Recurring visits slot into existing capacity, no overbooking.
MRR reporting
Monthly recurring revenue, expansion, and churn tracked live.
Shaped to your trade
Your business doesn't run like the template. Neither does Fieldproxy.
HVAC
Spring + fall tune-up plans on your cadence.
Pest Control
Quarterly recurring service with AutoPay.
Fire Safety
Annual inspections scheduled and reported by AHJ window.
Integrations
Plays nicely with the tools you already use
Stripe
Recurring billing, AutoPay, and dunning, all handled.
QuickBooks / Xero
Recurring invoices recognized correctly over time.
Native e-sign
Renewals signed on the device and stamped to the contract.
Google Calendar
Recurring cadences visible to office and techs.
Weather APIs
Seasonal triggers react to actual weather, not the calendar.
Webhooks
Contract lifecycle events into any downstream system.
AI agents
The AI agents that keep the contract alive
Recurring revenue is lost quietly \u2014 a visit not generated, a renewal nobody chased. Agents make that loud.
Scheduler Agent
Generates the next visit for every contract and rebalances the ones that don't fit, so a full week never silently drops a maintenance call.
Calling Agent
Makes the renewal and reminder calls on schedule, and the re-book call after a customer skips.
Watcher Agent
Flags the missed visit, the contract running out of included hours, and the renewal ninety days out — counted from the date on the record, not from someone's calendar.