FieldOptimiz
AI & Analytics · FieldOptimiz AI

Ask a plain question, get a real answer from your own data

FieldOptimiz AI reads the jobs, customers and messages already in your account so it can parse a booking request from a text, suggest a price, or answer a question in plain English — instead of you digging through screens to find the same thing.

  • Turns a messy customer text into a structured job request
  • Suggests pricing based on similar past jobs
  • Ask questions in plain English instead of building a report
Ask FieldOptimiz AI
Which customers are overdue for their fall maintenance visit?
14 customers are overdue. 9 have an active plan — want me to draft a reminder text for them?
Yes, and flag the other 5 as leads for a renewal call.

Answers pull from real job and customer records, not a static FAQ

Input
Plain-English questions
Source
Your live account data
Output
Actions, not just answers
The problem

The answer exists in the system, but nobody has time to dig for it

You know the data is somewhere in the platform, but getting an answer means clicking through screens, filtering lists, or asking someone else to check for you.

Booking requests arrive as messy text
A customer texts 'need someone Tues afternoon for the AC that's not cooling' and someone has to manually turn that into a scheduled job.
Manual re-entry on every inbound message
Pricing decisions are inconsistent
Two estimators quote the same job differently because neither has an easy way to check what similar jobs actually charged.
Lost margin or lost jobs, depending who answers
Simple questions take too long to answer
'How many jobs did we lose to no-shows last month' means someone building a filter or exporting a spreadsheet just to get one number.
Decisions wait on manual digging
Message parsing

Turn a raw text into a job request automatically

When a customer texts in a request, the assistant pulls out the service needed, urgency, preferred timing and address so office staff review a structured request instead of retyping a paragraph.

  • Extracts service type, timing and details from free text
  • Flags urgent language so nothing waits behind routine requests
  • Hands off a ready-to-book job instead of a raw message
Message parsing
Inbound text
AI extracts details
Draft job created
Ready for office review
One record, one owner
Recommendations

Pricing and scheduling suggestions grounded in your history

Ask for a price on a job like the last one, or a good time slot for a customer's usual pattern, and the assistant checks your own past jobs and current schedule instead of a generic formula.

  • Price suggestions based on comparable completed jobs
  • Scheduling suggestions that respect real technician availability
  • Customer insights that flag who's likely due for follow-up
AI suggestions
Suggested price: water heater swap
Based on 12 similar jobs
$1,240
Suggested slot: Tuesday 1-3 PM
Tech available, close to another job
Recommended
Customer likely due for renewal
Plan expires in 9 days
Flagged
Included

What you get out of the box

Message parsing
AI extracts job details from free-form customer text automatically.
Smart scheduling
Suggested time slots based on real technician availability and location.
Price recommendations
Pricing suggestions grounded in your own history of similar jobs.
Customer insights
Flags customers likely due for renewal, follow-up or at risk of churn.
Natural language queries
Ask questions about your business in plain English instead of building filters.
Auto-categorization
Jobs and customers get tagged and organized without manual entry.
Draft responses
Get a suggested reply to a customer message before you send it.
Data grounded in your account
Every answer comes from your actual jobs, customers and invoices.
How it works

Live in an afternoon, not a quarter

Step 1

Ask or forward a message

Type a question or let an inbound text route to the assistant.

Step 2

AI reads your data

It checks your jobs, customers and schedule to ground the answer in reality.

Step 3

Get a structured result

A parsed job, a suggested price, or a plain answer to your question.

Step 4

Review and act

Approve the suggestion or edit it — the assistant proposes, your team decides.

Who it is for

Built for the people doing the work

Office staff
Turn messy inbound texts into ready-to-book jobs without manual re-entry.
Estimators
Quote consistently using pricing grounded in your own job history.
Owners
Get a quick answer to a business question without pulling a report by hand.
Pricing

Included in your FieldOptimiz plan

AI assistant features are included in the platform tiers that support them; usage limits scale with your plan.

Free
Free
No monthly fee

Quote, invoice and get paid.

Start free
Core
$99
/month

Everything a field service business runs on.

Choose Core
Most popular
Pro
$199
/month

Automate the busywork and grow.

Choose Pro
Scale
$399
/month

Run several businesses with a real call center.

Choose Scale
Agency
$499
/month

Manage, brand and resell businesses for clients.

Choose Agency
FAQ

Questions teams ask first

Get answers from your own data, not a search bar

Let AI handle the busywork of parsing, pricing and lookups so your team spends time on decisions, not digging.