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FieldProxy

by FieldProxy

AI-powered FSM with unlimited users and 24-hour deployment, positioning as a cost-effective ServiceTitan alternative for mid-market HVAC companies.

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About This Product

Claims 24-hour deployment and unlimited user licenses — specifically markets itself as a ServiceTitan alternative saving growing HVAC companies significant cost at scale. AI-driven workflow automation and offline mobile capabilities. Has EPA refrigerant compliance automation content, suggesting HVAC focus. Confidence medium due to limited independent third-party reviews found.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
No
Deployment
Cloud

AI Approach

AI-Enhanced

AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Data export available on request

"Data portability"
Confidence: medium Source

Data deletion honored on request

"Request deletion of your personal information"
Confidence: high Source

Primary policy document: https://fieldproxy.com/privacy-policy

FSH Score Breakdown

Ease of Use
6.5
Features
6.9
Support
5.0
Value
6.0
Integrations
8.0
AI Capabilities
5.0

Features

103 features confirmed across 16categories· Showing confirmed capabilities only

Platform & Customization23features

Team CollaborationTeam CollaborationAudit TrailAudit trailsCustom API AccessREST APICustom FieldsData ImportData migration assistanceThird-Party IntegrationConnection with internal DatabaseUnlimited Sub UsersUnlimited usersDocument ManagementDocument Management
Show 15 more
Scheduling, Dispatch, And Project Management IntegrationReal Time Multi-User VisibilityTechnician VisibilityRole-Based Access ControlRole-Based Access ControlsAPI Usage MonitoringAttach Manual J and Design Reports to ServiceTitan Customer RecordsCustom IntegrationEvent-Driven Architecture SupportReal-Time System SynchronizationScheduling And Dispatch IntegrationSingle Sign-OnOAuth 2.0 AuthenticationCustomizable Management Web PortalsAutomated Data Extraction from Complex SaaS APIsReal-time data extractionIntegrations MarketplaceIntegration setupSandbox AccountSandbox environmentBack Office Data SyncBilling details synchronization

AI & Automation15features

AI SupportAI assistantAI TranscriptionVoice InputAI Field Auto-FillAutomation RulesAI Agents for Engagement, Qualification, and ConversionAI Agents for AutomationAI Escalation with Assigned UsersAI Note Taker ModeAI Agent BuilderCustom AI agents
Show 7 more
AI Driven Workflows with TemplatesAI Agents for Workflow AutomationAI Assist for Voice/Text QueriesAI Voice Command CenterAI Feedback AnalysisAI Generated Work Order Summaries and Prioritization RecommendationsAI AssistantsAutonomous AI AgentsAI Service HistoryService history synchronizationQuoting AutomationAutomated quote generation based on service request details

CRM & Sales13features

CRMCustomer ManagementAutomated Customer Touchpoints And SequencesCustomer CommunicationsContract ManagementDedicated Success ManagerDedicated Account ManagerCase CreationTicket creationCustomer and Site Data ManagementOn-site documentation toolsInteraction HistoryCustomer and Site Data Management with One-Touch Setup
Show 5 more
Lead to Cash WorkflowProperty Filtering And Location SearchContact Information SynchronizationContact information synchronizationSales AutomationSales-to-service workflow automationCase Assignment

Technician Management9features

ChecklistsJob ChecklistsTime TrackingTime TrackingInspection ManagementInternal Employee CommunicationCustomer CommunicationsCommission TrackingSales force incentivizationAssociate Availability and Utilization TrackingTechnician Skill TrackingTechnician skills and certifications trackingTime Off ManagementTime-off request management
Show 1 more
OnboardingStore onboarding

Scheduling & Dispatch8features

DispatchingSchedulingWork OrdersOnline BookingScheduling OptimizationRecurring Job SchedulingAssignment ManagementReal Time Job Status Updates and Notifications

Invoicing & Payments7features

Payment ProcessingPayment ProcessingInvoicingMulti-Currency SupportMulti-Currency SupportCustomizable Invoice Line ItemsMobile Payment Terminal IntegrationSubscription BillingRecurring BillingInvoice ReconciliationInstant Reconciliation

Mobile & Field Tools6features

Offline ModeOffline mobile capabilitiesDigital SignaturesSignature CaptureTechnician Mobile AppTechnician Mobile AppDigital FormsField Data SynchronizationAuto Data Entry

Equipment & Asset Management6features

Equipment TrackingEquipment trackingRefrigerant Charge And Service History TrackingService History TrackingAsset ManagementAsset ManagementAutomatic Triggering of MaintenanceDetailed Asset Information TrackingGuided Device Setup

Reporting & Analytics5features

AnalyticsReportingCentralized DashboardExecutive DashboardDesign Your Own Reports

Customer Communication3features

Client PortalNotificationsCall SurveysFeedback collection

Fleet & GPS Management2features

GPS TrackingGIS RoutingRoute Optimization

Inventory Management2features

Inventory ManagementAutomated inventory and spare parts tracking across locationsSerial Number TrackingAsset serial number tracking

Estimating & Quoting1feature

Quoting & Estimates

Accounting Integration1feature

Accounting IntegrationBi-directional Sync

Compliance & Safety1feature

Warranty ClaimsAsset warranty information tracking

Training & Education1feature

Mobile-Friendly LearningMobile Apps

Integrations 33 across 8 categories

Productivity 8
Apple Calendar

Apple Calendar

Dropbox

Dropbox

Google Calendar

Google Calendar

Google Drive

Google Drive

Google Maps

Google Maps

Google Sheets Native
Microsoft SharePoint

SharePoint

monday.com

Monday.com

CRM 6
Freshdesk
Freshsales

Freshsales

HubSpot Native
Salesforce Native
Zendesk Native
Zoho CRM

Zoho

Marketing 5
ActiveCampaign

ActiveCampaign

Constant Contact

Constant Contact

Google Business Profile

Google My Business

Mailchimp

Mailchimp

Yelp

Yelp

Data & Automation 5
Google Looker Studio

Google Data Studio

Make Native
Microsoft Power BI

Power BI

Tableau

Tableau

Zapier Zapier
Communication 4
Outlook

Outlook

SendGrid

SendGrid

Twilio

Twilio

WhatsApp

WhatsApp

Payment Processing 3
PayPal

PayPal

Square

Square

Stripe

Stripe

Accounting 1
QuickBooks Online Native
GPS & Fleet 1
Waze

Waze

Pricing

Model
Subscription
Starting at
$649/mo
Notes
Starts at $649/mo for unlimited users. Flat-rate pricing model eliminates per-user growth penalty. 24-hour deployment model.

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