Stop forcing your technicians to do data entry. Field OS uses generative AI to analyze photos, answer customer phone calls, and build Good/Better/Best proposals automatically.
Field OS is the first platform engineered from day one with generative AI at its core. We automate the massive operational tasks that legacy software leaves to your dispatchers and technicians.
Answers overflow calls, looks up customer history, and books emergency dispatch jobs.
An AI sales assistant sitting directly on the estimate page to answer questions and close sales.
AI reads data plates from photos, extracts serial numbers, and checks warranty status instantly.
Auto-builds Good, Better, Best HVAC replacement options with custom sales copy.
Cross-references supplier purchase orders against final invoices to flag forgotten billable parts.
True hands-free mobility. Techs just talk naturally into their phone, and the AI translates their entire spoken debrief into a professional service report—zero typing required.
An automated 4-step SMS and email sequence that chases down unsigned estimates.
AI identifies aging equipment and makes outbound calls to sell replacements.
Automatically texts customers after a completed job to capture 5-star Google reviews.
Persistent AI memory. Remembers context if a customer texts on Monday and calls on Tuesday.
Techs don't need the app—they can just text the system to update their status (e.g., 'Arrived').
The AI ingests technical equipment manuals and assists techs with live troubleshooting.
Initiate 3-way diagnostic calls between the tech, the office, and the customer effortlessly.
Proposals and invoices are sent from your real company Gmail/Outlook, not a no-reply address.
Seamlessly mirrors the native dispatch board to Google or Outlook calendars.
We didn't just build a CRM. We digitized the hidden business rules and operational secrets that the most profitable HVAC contractors use to scale.
Most software stops at Parts vs Labor. Field OS calculates true Breakeven by automatically applying overhead burden per man-day, contingency fees, and warranty reserves before offering margin tiers (Premium 40%, Standard 35%).
Techs don't just see an address. Calendar Cards automatically merge data from the Customer, Location, and Job databases to show gate codes, aggressive dogs, parking rules, and previous equipment history in one view before they leave.
Never lose margin to outdated quotes again. If an estimator is working on a draft proposal and the office updates the master Price Book, the system instantly throws a warning that the estimate prices are now stale.
Built-in weekly rotation tracking for your service team, complete with automatic notification escalation to backups and accurate premium pay calculations for on-call technicians.
We replaced 14 fragmented tools with one unified architecture. Every module in Field OS shares the exact same database, meaning zero duplicate entry and perfect data integrity.
Drag-and-drop calendar routing based on technician skill sets, GPS location, and real-time traffic.
Instant access to lifetime service history, equipment warranties, and active maintenance contracts.
Live profit margin tracking. Compares estimated materials against actual technician time logs automatically.
Manage your entire service catalog natively. Seed your data directly from industry-standard CSV exports like Profit Rhino.
Automatically calculates regular hours, overtime, and spread-of-hours pay, exporting a clean CSV ready for your payroll system.
Capture signatures in the field and collect Stripe payments directly from the customer portal.
Offline-capable PWA for technicians to clock in, upload before/after photos, and build work orders.
Automate contract renewals, manage tiered memberships (Bronze/Silver/Gold), and track your recurring revenue easily.
Build 3-option Good, Better, Best proposals instantly. Price snapshots guarantee accuracy when converting an estimate to a live job.
Track every piece of installed equipment across customer locations with full service logs and automated warranty expiration alerts.
Track parts across multiple warehouses and vehicles in real-time, directly tied to the native price book and purchase orders.
Easily manage massive, complex commercial installations. Split large-scale jobs into trackable phases with built-in AIA progress billing.
We built Field OS on the same infrastructure trusted by the Fortune 500, with specialized military-grade compliance tools designed specifically to protect trade business owners.
Built-in SMS opt-in tracking and automated Do-Not-Contact (DNC) enforcement to ensure your automated follow-ups are 100% legal.
AES-256 encryption at rest and in transit. Your customer database, proposals, and proprietary price books are completely protected.
End-to-end Stripe encryption for all field and portal transactions. Credit card data never touches our servers or your technicians' devices.
Strict permission tiers ensure technicians only see daily schedules, while sensitive profit margins and payroll data remain locked to admin eyes only.
Your customer list is your most valuable asset. We guarantee 100% data ownership with one-click CSV exports of your entire CRM at any time.
Hosted on premium tier-1 infrastructure, providing 99.99% uptime, automated daily backups, and instant disaster recovery.
Field OS is completely customizable and deeply integrates into the specific workflows of the most demanding service industries.
Reach out to our team for a personalized demo of the Field OS platform. We will show you exactly how much time and money AI can save your company.