Which automations run a service business while you sleep?
The useful ones catch double-booked technicians, turn aging equipment into replacement leads, handle after-hours reschedules, draft quote and payment follow-ups, translate field notes and write an evening digest. In Fieldproxy each is a rule you switch on or off, and every action is logged.
This walkthrough tours the automation rules at Summit Home Services, a demo HVAC, plumbing and electrical company: what Autopilot handled this week, the activity log, conflicts caught, replacement leads, the evening digest and the full list of rules, alerts and reports.
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
Open Autopilot
See what is running, what waits for you and what automation handled this week.
Read the activity log
Every action is logged with time and reason, such as an after-hours reschedule by the AI phone agent.
Check the conflict rule
Catch double-booked techs watches two weeks of schedule and flags overlapping visits with links to the schedule.
Review replacement leads
The equipment replacement radar turns old equipment in poor condition into pipeline leads on its install anniversary.
Read the evening digest
A daily summary for the owner: work done, money in, risks for tomorrow and the decision waiting.
Choose what runs
The Rules list shows every rule, alert, scheduled report and approval rule with what it does, when and its last run; each one is a switch.
Questions people ask
- What can field service automation do?
- Watch the schedule for conflicts, turn aging equipment into leads, handle after-hours reschedules, draft follow-ups and reminders, translate field notes, triage new leads, send scheduled reports and write a daily digest.
- Can I see what the automation did?
- Yes. Every action is in the activity log with its time and reason, and each rule shows its last run and how many times it ran this week.
- Will automations message customers on their own?
- Only rules marked as able to reach customers can, and the goal worker shown drafts only, so a person approves every message.
- Can I turn rules off?
- Yes. Every rule is a switch. On this demo company several server rules are switched off at the time of recording, after running during the week.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00Which automations can run a service business while you sleep?
- 0:04The ones that catch double-bookings, turn old equipment into leads, handle the after-hours call, draft the follow-ups and write you a digest.
- 0:13Every action logged, and every rule a switch. Here's the real list, on a demo heating, plumbing and electrical company.
- 0:22Autopilot is where the background work lives. It shows what's running, what's waiting for you, and what it handled this week: bookings, drafts, translations, schedule conflicts caught, digests written and leads triaged.
- 0:35Small jobs that used to eat the office's day.
- 0:39The activity log is the proof. At twelve past two in the morning, a customer called to move his no-heat visit. The AI phone agent moved the job to Friday, eight to ten, and wrote down why. Nobody on the team woke up.
- 0:52Catch double-booked techs watches the next two weeks of the schedule.
- 0:57On Saturday it flagged Tom Becker twice: two visits overlapping, with both jobs named and a link straight to the schedule.
- 1:05The equipment replacement radar checks every unit on its install anniversary.
- 1:10Old equipment in poor condition becomes a replacement lead in the pipeline: a fifteen-year-old Siemens electrical panel, a sixteen-year-old Generac generator.
- 1:20Sales work nobody had to dig for.
- 1:22And at the end of the day, a digest for the owner, written by Autopilot: what got done, money in, what's at risk tomorrow, and the one decision waiting for you.
- 1:33Nothing runs in a black box. Every rule, alert, scheduled report and approval rule sits in one list, with what it does, when it runs, and what it did last.
- 1:43Some work every minute, like the one that works the goals you hand to Autopilot, drafts only, so a person approves every message. Rules that can reach a customer say so in red.
- 1:55Alerts watch for what you care about: receivables over sixty days passing ten thousand dollars, a bad review, a double-booked technician, a big estimate sold, a job stuck on hold. And reports arrive on schedule, like unpaid invoices every weekday at eight.
- 2:12And every one is a switch. On this demo company, these rules are switched off right now, after a week of work: fourteen conflict checks, fifty-one estimate follow-ups, fifteen replacement leads, twenty-three translated notes. You choose what runs.
- 2:28The work gets done overnight, and you can see every step of it in the morning.
- 2:32Get your own custom field service management within a day, tailored to your workflows.
- 2:38Start at fieldproxy dot ai.
