Field Automation; How it works

Real Time Intelligence Augmentation and AI Functionality

The system allows an admin user to assign work/duties to field workers, track workers using GPS tracking, supports real-time update of job progress, easy quoting and invoicing customers and inventory management. 

AI-FM leverages deep machine learning to learn what action or combinations will produce optimal results.

Features  of AI Field Management

Track Data

AI FM lets you effortlessly track all your customers' vital data such as Name, Phone #s, Email addresses, Locations, Credit Cards, Equipment, Docs, Images, Notes, Payment Terms and even how a particular customer prefers to communicate. Plus, Several fields are customizable to whatever YOU think is critical to your business

Advanced Job Management

AI FM provides your company with access to Maps, Directions, Pictures, and Invoicing all in Real Time with GPS Worker tracking

Advanced Job Management

AI FM provides your company with access to Maps, Directions, Pictures, and Invoicing all in real time with GPS worker tracking.

Time tracking and payroll reports

If you have one field worker or thousands, we can help, we have a simple to use clock in/out feature that you can access via your computer, tablet or smart phone

You can calculate hourly, weekly, monthly and OT rates

Time tracking and payroll reports

If you have one field worker or thousands, we can help, we have a simple to use clock in/out feature that you can access via your computer, tablet or smart phone. You can calculate hourly, weekly, monthly and OT rates

Inventory and asset management

Inventory is easy with AI FM - you can have one warehouse or several, our system is scalable no matter your business.

Invoicing / Payments

Our platform completly integrates Invoicing and Payments minimizing your work and chance of errors - with a single click - no need for a third party invoicing/payment processing application.

The system is smart enough to handle single one time jobs , right up to multiple recurring jobs - it's that flexible and easy.

Sales revenue & Commission reports

Get your hands on Sales reports at a touch of a button, or better yet customize a report the way you want to see it. Get Commission reports by field worker or sales agent.

Mobile apps For Your Customers & Workforce

Over 60% of your customers have smartphones and they use them to search for services.

Having an app on your customers' smartphone puts you ahead of your competitors. Increase customer loyalty and satisfaction by making it easier for them to reach you.

With our solution, you will have access to your very own mobile apps for your workers and customers (iOS & Android).

Your field workers will be empowered to follow real time conversations from the Office (and vice versa) so that your company can improve on execution, including sharing pictures.

Accurate

  • You can not only track labor but even the drive time to and from the site

  • Set job progress statuses

  • Capture pre-work and post-work signatures

  • View equipment assigned to a job and its work history

  • Add activity notes and custom tasks

Estimates

Your success depends on providing customers with quick and accurate estimates, we can help make it easy. It's as easy as dragging your cursor over your desired time slot on the calendar and click - done

Flexible

You can track referrals, provide spiffs, allocate jobs to your field workers and even pay commission or tips if you like

Do more with AI Field Management!

  • In-app language translation

  • Email notification for job messages & status changes

  • Share messages, documents, pictures in real time

  • Search all jobs by status

  • Set up custom job statuses by company

  • Intelligent worker availability suggestion system

  • Full digital audit trail

  • Download/share all job critical data

  • Job completion confirmation with customer signature

  • GPS tracking by worker

  • Dispatching and scheduling

  • estimate, invoicing and payment management

  • Inventory recording