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Sales & Marketing

Never miss a lead. Grow every customer.

Answer every call, follow up every quote and fill the quiet months. These are automations we build around how you already sell, live within a day on your own field service system. You pick the ones you want and we switch them on.

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Front desk inbox with a customer's calls and texts in one thread and a suggested text reply waiting.

Get more leads, never miss one

Every call, text and form answered, even when nobody is free.

Most lost work is a lead nobody got back to. We set up the front of your business so every enquiry gets an answer and, where it can, a booked job.

AI front desk, 24/7

Answers your calls and texts day and night, in your business's voice, books the job onto your real schedule and hands anything unusual to a person.

Missed-call text-back

When a call goes unanswered, the caller gets a text from you within seconds, so the conversation carries on instead of moving to the next company.

Online booking on your website and Google

A booking page on your website and your Google Business Profile that only offers times your team can actually take.

Marketplace and web-form leads, answered within a minute

Leads from marketplaces, lead sites and your own web forms are pulled straight in and get a first reply within a minute.

Partner and referrer portal

Property managers, realtors and builders send you work through their own portal and see where each job stands.

One inbox for every lead

Calls, texts, emails and web leads sit on one thread per customer, so whoever picks it up sees the whole conversation.
Lead-source table with spend, calls, leads, booked jobs, booking rate, revenue and ROI per source.
See which lead sources book jobs and revenue.
AI voice agent AI text agent Customer portals and booking links

Win more of the work

Quotes that sell themselves, and follow-ups that never forget.

A quote that sits in an inbox is a job you have not won yet. We set up how you present, follow up and close, the way your team already sells.

Branded proposal links

Good, better and best options with your past-work photos and reviews, add-on extras the customer can tick, and e-signature on the same page.

Estimate follow-ups that stop on a yes

Text and email reminders go out on the schedule you choose and stop the moment the customer approves.

Monthly payments on the quote

Show what each option costs per month next to the full price, so a bigger job is an easier decision.

Sales leads from the field

Technicians flag an opportunity from their phone on the job, and it goes straight to whoever follows it up.
Customer quote link on a phone with good, better and best options.
A quote link: the customer picks an option and signs.
Technician app presenting a better-option furnace with price, monthly estimate and what is included.
Options on site, with a monthly figure.
Estimates and quotes

Grow every customer

The customers you already have, coming back every season.

Your jobs, equipment and history are already in the system, so the next sale can start from them instead of a spreadsheet export.

Care plans sold at checkout

Offer a membership when the job is paid, with renewals that run themselves and tune-ups that book themselves.

Replacement opportunities

Equipment age and repair history surface the customers due a conversation about replacing, before they call someone else.

Seasonal and win-back campaigns

Email and text campaigns to audiences built from your own data, such as no visit in a year or an older AC unit.

Review requests after every job

Happy customers are sent to your Google page. Unhappy ones reach you privately first, so you can put it right.

Referral program

Customers refer friends and neighbours, and the reward is tracked to the job the referral booked.

Upsell suggestions on the tech's phone

The technician sees what this customer could use next, based on their equipment and past work, while they are on site.

Card on file and automatic collection

Save a card at booking or checkout and collect memberships and balances automatically, with no chasing.

Results in booked jobs and revenue

Each campaign and source is counted in the jobs it booked and the revenue they brought in.
Care plans with active members, renewals due and visits due.
Memberships, renewals and visits due in one list.
Segment with rules for AC systems 10 or more years old and a live count of matching customers.
Audiences built from your own data, with a live count.
Marketing campaigns Maintenance agreements and memberships Asset management

How it is set up

Built for you, not switched on from a menu.

Each of these is an automation on your own field service system, shaped to your workflow. Tell us how you sell today and which ones you want.

Built around your workflow

Your wording, your follow-up timing, your offers and your rules for who gets what. Nothing is forced on you from a template.

Live within a day

We build the ones you choose and have them running on your own customers and schedule within a day.

Only what you want

Start with one, add the rest when you are ready, and change any of them later by asking.

Plain English

Describe the change. It goes live.

Sales & MarketingPlain English

Missed-call trigger added

Business hours only, as you asked

Text written in your voice

Edit the wording any time

Next free slot offered

Read from your real schedule

Live in

Under a daybuilt around your hours

Built your way

Sales and marketing, built into the system you run the work from.

The same customers, jobs, equipment and schedule your office uses, so every automation starts from real records.

AI front desk

Calls and texts answered 24/7, jobs booked.

Missed-call text-back

A text from you within seconds.

Online booking

Website and Google, tied to the real schedule.

Partner portal

Property managers, realtors and builders send work in.

Proposal links

Options, photos, reviews, extras and e-signature.

Estimate follow-ups

Text and email until they say yes.

Care plans

Sold at checkout, renewed and booked automatically.

Replacement opportunities

From equipment age and repair history.

Campaigns

Seasonal and win-back, by email and text.

Review requests

Happy to Google, unhappy to you.

Referrals

Rewards tracked to the job they booked.

Card on file

Memberships and balances collected automatically.

See it built around how your team already works.

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Platform

Everything you need, in one platform

A complete field service suite, explore what's included.

Marketing Campaigns

Segments with live counts, AI-drafted emails, and results tracked to booked jobs and revenue.Learn more
Learn more

Estimates & Quotes

Branded quotes out the door, e-signed on the spot, converted to jobs.Learn more
Learn more

Maintenance Agreements & Memberships

Agreements, memberships and recurring visits that create themselves, with renewals and PM due.Learn more
Learn more

Customer Communications

Automated SMS, email, and WhatsApp, branded and 2-way.Learn more
Learn more

Customer Portals

24/7 self-service for bookings, invoices, and service history.Learn more
Learn more

Asset Management

Track equipment, service history, warranties, and maintenance schedules.Learn more
Learn more

Want it running on your jobs? We set it up around them.

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See it built around how your team already works.

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Questions

Straight answers.

Is this a fixed sales and marketing package?

No. Each item on this page is an automation we build around how your business already sells, on your own field service system. You choose the ones you want, we switch those on, and you can add or change others later.

How long does it take to set up?

Your field service system, with the automations you pick, is live within a day. Changes after that, such as new wording or a different follow-up schedule, are made by asking.

Can it answer calls and texts when we are busy or closed?

Yes. An AI front desk can answer calls and texts 24/7, book jobs onto your real schedule and pass anything unusual to a person. A missed call can also get an automatic text back within seconds.

Can it follow up on estimates for us?

Yes. Follow-ups go out by text and email on the schedule you set and stop as soon as the customer approves. Proposal links can show good, better and best options, past-work photos, reviews, extras, monthly payment figures and e-signature.

Can it sell memberships and ask for reviews?

Yes. Care plans can be offered at checkout with automatic renewals and tune-up bookings, and every completed job can trigger a review request that sends happy customers to Google and unhappy ones to you privately.

Does it use our own customer data?

Yes. Campaign audiences, replacement opportunities and upsell suggestions come from your own customers, jobs and equipment in the same system your office runs on.

Part of Fieldproxy's field service management software →

Tell us how you sell. We build the automations around it.

Get your own custom field service management within a day, with the sales and marketing automations you choose running on your own customers and jobs.

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Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.