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What is Fieldproxy?
Fieldproxy is a platform designed to help service businesses streamline their operations and improve efficiency. It provides a suite of tools, including AI agents, to automate tasks such as scheduling, customer support, and data retrieval.
The platform integrates with existing solutions and CRMs, offering features like work order management, route optimization, and inventory management. Fieldproxy aims to empower service businesses to achieve greater productivity and profitability by reducing manual workload and improving customer experience.
Features
- Custom Estimates: Create and send intelligent estimates.
- Dispatching & Scheduling: Create, Schedule & Dispatch Jobs to Suitable Technicians.
- Configurable Job Checklists: Create custom checklists for each job type.
- Contracts & Invoices: Manage Contracts & Invoices in a single place.
- Customer Portals: Provide complete transparency with dynamic customer portals.
- Customer Communications: Keep Customers In The Loop With Smart Communications.
- Recurring Jobs & Project Management: Transform Complex Work Orders Into Revenue.
- Spare Parts Management: Understand the true costs of your jobs.
- Asset Management: End to End Lifecycle Management of Assets.
- AI Agents (Nora, Yori, Max): Automate customer scheduling, email, and data retrieval tasks.
Use Cases
- Streamlining field service operations
- Automating scheduling and dispatching
- Improving customer communication
- Managing work orders and projects
- Tracking inventory and assets
- Optimizing routes for technicians
- Generating estimates and invoices
- Creating custom checklists for jobs
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