Field Installation PSA

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  1. Field Installation PSA
  2. Agent assistance
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Put an AI agent to work in Field Installation PSA

Use Proto to prepare installation records and surface the next review.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Installation Manager: Prepare a site and engagement record for review, then list active installations and submitted work orders needing attention.
  • Installation Technician: Help draft dated service descriptions, time and expenses against the correct engagement.
  • Billing Coordinator: List approved milestones, failed invoice receipts and overdue or disputed payments for follow-up.
  • Field Operations Director: Summarize delivery value, hours and cost for an installation before a margin review.

What stays with a person

  • Proto can prepare records and surface exceptions, but the accountable person makes the milestone approval and confirms the external billing or collection outcome.
  • A submitted work order still follows the configured guard, and a failed receipt requires correction of its source.
  • Access to records follows the role assigned in the app.
  • Agent use follows the ERP.AI account's configured metering.

Proto can prepare records and surface exceptions, but the accountable person makes the milestone approval and confirms the external billing or collection outcome. A submitted work order still follows the configured guard, and a failed receipt requires correction of its source. Access to records follows the role assigned in the app.

Agent use follows the ERP.AI account's configured metering. Review access and any external connection before giving an assistant a task involving customer or financial records.

Set up Field Installation PSA your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started