Can an AI agent run the office side of a service business?
Fieldproxy's Command Center is an AI agent that works inside your field service data. Ask in plain English and it answers from live jobs, schedules, quotes and projects. When you ask for a change, it shows a confirm card first and keeps an Undo.
Eleven real requests on Summit Home Services, a demo heating, plumbing and electrical company: approvals, tomorrow on a map, assigning open jobs, a technician's route, capacity, why revenue moved, projects at risk, quote follow-ups, a good-better-best estimate, a price rise and an undo.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Ask what needs you
Approvals waiting on the owner, such as refunds, discounts and large purchase orders, in one list with who asked and why.
See tomorrow at a glance
Every visit on a map by technician, in stop order.
Fill the gaps
It lines unassigned jobs up against technicians who are free and skilled, then assigns one after you confirm the card.
Check capacity and revenue
Booked hours against capacity for each technician, and which customers and job types moved revenue this month.
Rescue a project
It flags late phases and risks on open projects, and pushes a phase back a week, shifting the milestones after it, after you confirm.
Quote and follow through
Follow-ups drafted for every open estimate over $5k, a good-better-best estimate from the price book, and a call-back task.
Change prices safely
Every matching price book item with old and new price before anything changes; every change can be undone.
Questions people ask
- What can an AI agent do inside field service software?
- In Fieldproxy, the Command Center answers questions from live data (jobs, schedules, quotes, invoices, projects) and makes changes such as assigning jobs, moving project phases, drafting follow-ups, building estimates and changing prices.
- Can the AI change my data without asking?
- No. Every change is shown as a confirm card listing exactly what will change, and nothing is saved until a person confirms it.
- Can I undo something the AI did?
- Yes. Every confirmed change keeps an Undo. Undo asks once to confirm, then puts the records back the way they were.
- Does it work from plain English?
- Yes. You type or say the request the way you would ask an office manager, such as "Which projects are at risk?" or "Raise all tune-up prices by 8%".
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens and answers are the real Fieldproxy product; the recording is sped up.
Transcript
Show
- 0:00Your office runs on a dozen screens, and one person who knows where everything is.
- 0:05What if you could just ask? Here are ten real requests, on a demo heating, plumbing and electrical company.
- 0:14Start the day the way an owner should: with the decisions only you can make.
- 0:20Refunds, discounts, a nine-thousand-dollar purchase order, a big quote.
- 0:25Each one with who asked, why, and an Approve button, instead of five different screens.
- 0:32Then, tomorrow.
- 0:35Every visit on a map, by technician, in stop order. You see the shape of the day in two seconds, before anyone gets in a truck.
- 0:44Three jobs still have nobody on them.
- 0:48It lines the open jobs up against who's actually free, with their skills, so you're choosing from the right people.
- 0:56Give the water heater install to Andre.
- 1:01One sentence. A card shows exactly what will change, and nothing moves until you confirm.
- 1:08Done, with a link to the job.
- 1:11Leah has three stops on Thursday.
- 1:15Her day, stop by stop, on the map. The kind of thing dispatchers used to work out on a whiteboard.
- 1:23Who can take more work next week?
- 1:27Booked hours against real capacity, for every technician. Danny is carrying the most, and there's room everywhere else. That's where your next marketing push should go.
- 1:40Revenue's down this month. Why?
- 1:43Not just a number. It compares the same number of days, and names who moved it: the biggest drops and the biggest gains. The conversation you'd have with your bookkeeper, in ten seconds.
- 1:57Now the bigger jobs.
- 2:00Every open project, checked for risk: late phases, overdue permits, change orders waiting, work done but not billed. And the first thing to fix on each.
- 2:11The crane permit on the rooftop job is late. Push it a week.
- 2:18It moves the phase, shifts every milestone after it, and reschedules the visits that depended on it. Four milestones, four visits, one confirm.
- 2:29Big quotes go cold when nobody calls back.
- 2:34Seventy-six follow-ups, lined up for every open estimate over five thousand dollars, oldest first. Untick any. They go to Autopilot as drafts, so nothing reaches a customer until you approve it.
- 2:47Anna needs a new AC.
- 2:51Good, better and best, priced straight from your price book, with her member pricing. Confirm, and three options are created, ready to send.
- 3:02Now make sure someone calls her.
- 3:06And the call-back task for Grace is drafted, one click away.
- 3:12Costs went up. Raise every tune-up eight percent.
- 3:17Every matching item in the price book, old price to new, before anything changes.
- 3:22Untick the ones to leave alone. A job that used to take an afternoon.
- 3:27And if you change your mind, Undo asks once, then puts it all back, the phase, the milestones and the visits, exactly as they were.
- 3:38Command Center comes with every Fieldproxy system. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
