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Fieldproxy: An Overview

Fieldproxy is a field service management (FSM) platform designed to replace fragmented FSM stacks with a single AI-native system of record. The platform focuses on scheduling and dispatching, technician mobile workflows, asset tracking, invoicing, and SLA management, while embedding AI agents that handle voice capture, intelligent routing, and autonomous actions.

Compared with competitors, Fieldproxy leans more heavily into embedded AI than ServiceTitan, which offers a broad marketplace and deep industry-specific features for trades but typically relies on more traditional automation. Against Housecall Pro, Fieldproxy places stronger emphasis on enterprise integrations and customizable AI agents rather than consumer-facing simplicity. Compared with Jobber, Fieldproxy targets larger, multi-location service operations with SLA management and ERP bi-directional sync instead of Jobber’s focus on small to medium businesses.

All of this makes Fieldproxy well suited to mid-market and enterprise service businesses that need a single, customizable platform that can be configured to existing standard operating procedures and scaled across locations. Teams that require automated dispatching, strict SLA enforcement, and deep ERP integration will get the most value from Fieldproxy’s agent-driven approach.

How Fieldproxy Works

Fieldproxy organizes field operations around a central command center that connects customer intake, job creation, dispatch, technician execution, and invoicing. Incoming requests can be captured through the customer portal, phone calls converted to structured data by voice agents, or manual entry in the command center, then routed through intelligent dispatch logic to available technicians.

Technicians use a mobile app to receive work orders, follow checklists, capture photos and signatures, and close tickets with time-stamped evidence for SLA compliance. The platform records asset histories and links job outcomes to invoicing, while AI agents automate status updates, reminders, and routine compliance checks to reduce dispatcher workload.

Fieldproxy’s implementation model pairs an AI-first build process with consultative transformation: solution consultants map existing SOPs, the Agentic Core translates workflows into live automations and agents, and integrations with ERP systems keep finance and HR systems synchronized throughout rollout and handover.

Fieldproxy features

Fieldproxy combines core FSM capabilities with purpose-built AI agents that automate data capture, dispatch, and knowledge retrieval. Core modules include work order management, smart dispatching, a technician mobile app, invoicing, asset lifecycle tracking, parts inventory, SLA and contract management, and real-time dashboards; recent platform emphasis has been on agentic automation and voice-first inputs.

Work order management

Create, assign, track, and close work orders from a single dashboard with customizable fields and SLA timers. The work order module ties job metadata to assets, locations, and customer records so historical repair data and warranty details are available to technicians and dispatchers.

Dispatching & scheduling

Smart job assignment uses technician availability, skills, location, and SLA constraints to propose optimal assignments and route sequences. The dispatcher can accept agent suggestions or override them, and the system recalculates routes and arrival windows when jobs change.

Technician mobile app

A native mobile app delivers structured checklists, photo capture, digital signatures, and offline access to keep technicians productive on site. Captured data syncs back to the command center for auditing, invoicing, and SLA proof points.

Invoicing & estimates

Generate quotes on-site, convert accepted estimates to invoices, and integrate payment capture with your finance systems. Invoices map to jobs and assets, simplifying reconciliation with integrated ERP connectors.

Asset management

Track equipment lifecycle, scheduled maintenance, warranty status, and serial-numbered parts. Asset histories are linked to service events so teams can analyze failure patterns and optimize preventive maintenance.

Customer portal

A self-service portal allows customers to request jobs, view status, and accept quotes without contacting dispatch. Automated notifications update customers on technician ETAs, job progress, and invoicing.

Contracts & SLAs

Define contract terms, SLA response and resolution windows, and escalation rules with automated monitoring. SLA alerts and time-stamped job evidence support compliance and renewal conversations.

Reporting & dashboards

Real-time analytics show technician performance, revenue by job type, SLA compliance, and parts usage. Dashboards are configurable so operations, finance, and field leads see metrics relevant to their roles.

Spare parts & inventory

Track stock levels across locations, create purchase orders, and reserve parts against open work orders to prevent stockouts. Inventory movements are logged to support cost accounting and replenishment planning.

Customer communications

Automated appointment reminders, status messages, and follow-ups run via SMS and email with templates that use job data. Communication automation reduces no-shows and keeps customers informed without manual effort.

Job checklists

Standardize field work with configurable checklists that enforce required steps, capture photos, and require sign-off before a job can be closed. Checklists improve consistency and produce audit trails for compliance.

Recurring jobs

Automate repeat services with configurable schedules and auto-dispatch so preventative maintenance runs without manual scheduling. Recurring jobs support multi-tenant and franchise environments where consistency matters.

Built-in AI agents

AI agents convert natural speech into structured job fields, extract asset and fault details, and trigger autonomous actions such as creating follow-up tasks or escalating SLA risks. Agents are configurable per workflow and learn from operator feedback.

With these capabilities, Fieldproxy’s biggest benefit is that customers get an integrated FSM system that reduces manual handoffs through embedded automation and provides a single source of truth for field operations, finance, and compliance.

Fieldproxy pricing

Fieldproxy uses a custom enterprise-oriented subscription model rather than published per-user pricing, and it emphasizes predictable costs with unlimited user models for many deployments. Pricing is tailored to deployment scope, required integrations, AI agent complexity, and professional services such as consultative process mapping and rollout.

For detailed options and to understand how licensing and professional services will be structured for your environment, see the Fieldproxy homepage and contact their sales team for a tailored quote and deployment timeline.

What is Fieldproxy Used For?

Fieldproxy is used to manage end-to-end field operations including job intake, scheduling, dispatch, technician execution, invoicing, and SLA enforcement. It suits trade businesses such as HVAC, plumbing, electrical services, facilities maintenance, and multi-location franchise operations that require consistent processes across regions.

Operations teams use Fieldproxy to automate routine work such as appointment confirmations, parts reservations, and SLA escalations so dispatchers and technicians can focus on high-value tasks. Finance and back-office teams use the platform’s ERP integrations to reconcile revenue and maintain a single source of truth across systems.

Pros and Cons of Fieldproxy

Pros

  • AI-first automation: Fieldproxy embeds AI agents that handle voice capture, smart dispatching, and autonomous triggers, reducing manual entry and dispatcher workload.
  • Enterprise integrations: The platform supports bi-directional sync with major ERPs, allowing finance and HR systems to remain authoritative while field data flows to the command center.
  • Unlimited user model potential: Designed to avoid per-seat penalties in many enterprise deployments, which can simplify budgeting for large field teams.

Cons

  • Enterprise focus: Smaller contractors or single-location businesses may find the platform more complex than lightweight consumer-focused FSM tools, requiring a consultative rollout.
  • Custom deployment required: The high degree of customization and professional services needed to translate SOPs into agentic automations introduces implementation time and cost compared with out-of-the-box solutions.

Does Fieldproxy Offer a Free Trial?

Fieldproxy offers paid plans with demos and custom trial options available upon request. Prospective customers can schedule a demo and typically receive a tailored pilot or proof of concept that exercises AI agents, dispatching, and ERP integration for their environment before committing to a full rollout.

Fieldproxy API and Integrations

Fieldproxy provides integration capabilities and supports bi-directional data synchronization with enterprise systems such as SAP, Oracle, and Salesforce, enabling finance and HR teams to continue using their existing systems. For implementation details and connector options, review the integration services overview.

The platform exposes APIs and webhooks to automate data exchange, trigger actions, and integrate mobile app events with third-party systems; developer documentation and integration guides are available through Fieldproxy’s implementation team during onboarding.

10 Fieldproxy alternatives

Paid alternatives to Fieldproxy

  • ServiceTitan – Enterprise-grade FSM focused on trades with deep industry-specific workflows, scheduling, and a marketplace of integrations.
  • Housecall Pro – User-friendly FSM for home service businesses, with strong customer-facing tools and payment integration suited to small and medium operations.
  • Jobber – Scheduling and invoicing platform aimed at small to mid-size service contractors, prioritizing simplicity and rapid setup.
  • mHelpDesk – Work order and scheduling tool with integrated billing and time tracking for field service teams.
  • FieldEdge – Service management software focused on residential HVAC and plumbing companies, with dispatching and customer management features.
  • Fleet Complete – Combines field service management with fleet tracking for operations that need vehicle telematics alongside job management.
  • ServiceFusion – All-in-one solution for service businesses that includes dispatch, routing, and invoicing with integrated payments.

Open source alternatives to Fieldproxy

  • Odoo – Open source ERP with a Field Service module and a wide ecosystem of apps for inventory, accounting, and CRM that can be extended for FSM use.
  • ERPNext – Open source ERP that includes maintenance and field service functionality, suitable for organizations that want to self-host and customize workflows.
  • OpenMAINT – Open source asset and maintenance management software for tracking equipment lifecycle and planned maintenance activities.

Frequently asked questions about Fieldproxy

What does Fieldproxy do for field service teams?

Fieldproxy centralizes scheduling, dispatch, work orders, invoicing, and asset management into a single AI-first platform. It adds AI agents for voice capture, intelligent routing, and autonomous actions to reduce manual work across dispatch and field teams.

Does Fieldproxy integrate with ERPs like SAP or Oracle?

Yes, Fieldproxy supports bi-directional ERP integrations. Their implementation process includes connectors and data mapping so financial and HR systems stay synchronized with field events.

Can Fieldproxy handle SLA tracking for service contracts?

Yes, Fieldproxy includes SLA and contract management features. The platform monitors response and resolution windows, logs time-stamped evidence, and triggers escalations when SLA risk is detected.

Does Fieldproxy offer an API for custom automations?

Fieldproxy provides APIs and webhooks to automate data exchange and trigger workflows. Development and integration details are provided during onboarding and through the integration guides.

Is Fieldproxy suitable for franchise or multi-location businesses?

Fieldproxy is designed for multi-location and franchise operations. Configuration supports location-specific pricing, crew transfers, consolidated reporting, and role-based access across regions.

Final Verdict: Fieldproxy

Fieldproxy stands out for embedding AI agents across the FSM workflow so that voice data capture, intelligent dispatching, and autonomous actions become part of daily operations rather than optional add-ons. This approach reduces repetitive work for dispatchers and technicians and provides strong SLA controls and audit trails for regulated or contract-driven environments.

Compared with ServiceTitan, which is feature-rich and widely adopted in trades, Fieldproxy emphasizes AI-native automations and an unlimited-user mindset to reduce per-seat cost pressure at scale. For teams prioritizing AI automation, ERP bi-directional sync, and consultative transformation of SOPs into live automations, Fieldproxy offers a compelling, enterprise-oriented alternative that focuses on operational digitization and measurable dispatcher time savings.