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ERP.AI Field Service Management

Field Service Management

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Modules

Dispatch and schedulingMatch each service visit to qualified people and a feasible customer window. Routes and mobile workGive technicians the route, job context and work history they need in the field. Parts and truck stockKeep field consumption, replenishment and inventory corrections connected.
Estimates and signaturesAgree additional work and retain the exact scope the customer accepted. Billing and paymentsTurn accepted service work into reconciled invoices and confirmed collections. Service contracts and follow-upKeep recurring visits, service history and customer feedback connected.

Field Service Management

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Processes

Request to dispatchAccept a service request and commit a feasible assignment. Extra work to signed completionApprove additional scope and close the visit with the right evidence.
Parts consumption to replenishmentPost material usage and replenish the right truck with an auditable stock trail. Completed visit to reconciled billingCreate one invoice handoff and match confirmed payment outcomes.

Field Service Management

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Industries

HVAC and refrigeration servicePlan qualified visits, recurring maintenance and equipment repair work. Property maintenance serviceCoordinate customer sites, access instructions and repeat service commitments.
Electrical and appliance serviceBring dispatch, on-site diagnosis and billing into a connected service workflow.

Field Service Management

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Reference

Roles and permissionsGive dispatch, field staff and the back office their own clear responsibilities. Reports and analyticsReview accepted service outcomes, utilization, materials and reconciliation. Data modelConnect service locations, accepted visits, posted stock and billing receipts.
IntegrationsConnect helpdesk, routes, payments, AR, inventory and customer feedback. ImplementationConfigure the service operation around its real appointments and controls. Agent referenceUse Proto to configure dispatch, mobile work, stock and billing controls.

Field Service Management

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Dispatch and schedulingMatch each service visit to qualified people and a feasible customer window.Routes and mobile workGive technicians the route, job context and work history they need in the field.Parts and truck stockKeep field consumption, replenishment and inventory corrections connected.Estimates and signaturesAgree additional work and retain the exact scope the customer accepted.Billing and paymentsTurn accepted service work into reconciled invoices and confirmed collections.Service contracts and follow-upKeep recurring visits, service history and customer feedback connected.
Processes
Request to dispatchAccept a service request and commit a feasible assignment.Extra work to signed completionApprove additional scope and close the visit with the right evidence.Parts consumption to replenishmentPost material usage and replenish the right truck with an auditable stock trail.Completed visit to reconciled billingCreate one invoice handoff and match confirmed payment outcomes.
Industries
HVAC and refrigeration servicePlan qualified visits, recurring maintenance and equipment repair work.Property maintenance serviceCoordinate customer sites, access instructions and repeat service commitments.Electrical and appliance serviceBring dispatch, on-site diagnosis and billing into a connected service workflow.
Reference
Roles and permissionsGive dispatch, field staff and the back office their own clear responsibilities.Reports and analyticsReview accepted service outcomes, utilization, materials and reconciliation.Data modelConnect service locations, accepted visits, posted stock and billing receipts.IntegrationsConnect helpdesk, routes, payments, AR, inventory and customer feedback.ImplementationConfigure the service operation around its real appointments and controls.Agent referenceUse Proto to configure dispatch, mobile work, stock and billing controls.
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Field Service Management References
Agent reference6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Agent reference

Use Proto to configure dispatch, mobile work, stock and billing controls.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Find unassigned visits whose required skills have no eligible technician. › Show submitted estimates that need an independent Operations Manager decision. › Explain failed mobile events using their original command identity. › List invoices whose AR acknowledgement is still unknown.

What an agent typically does

Dispatcher's assistant

Prepare feasible assignment and route proposals using accepted crew membership, dated availability and the customer window.

acts as Dispatcher

Today's ScheduleServiceCalls
StatusScheduledDispatchedEnRouteOnSitenext 1 days
EM SC-95597, 17 Sep to 26 Sep, Scheduled KF SC-67362, 15 Sep to 23 Sep, Dispatched DY SC-63396, 17 Sep to 24 Sep, EnRoute HW SC-99431, 18 Sep to 21 Sep, OnSite NZ SC-94421, 18 Sep to 22 Sep, Scheduled TA SC-90601, 16 Sep to 20 Sep, Dispatched SC-95597SC-67362SC-63396SC-99431SC-94421SC-90601 today · 17 Sep
  • EM: SC-95597, 17 Sep to 26 Sep, Scheduled
  • KF: SC-67362, 15 Sep to 23 Sep, Dispatched
  • DY: SC-63396, 17 Sep to 24 Sep, EnRoute
  • HW: SC-99431, 18 Sep to 21 Sep, OnSite
  • NZ: SC-94421, 18 Sep to 22 Sep, Scheduled
  • TA: SC-90601, 16 Sep to 20 Sep, Dispatched
Technician's assistant

Organize assigned work, notes and evidence without bypassing authorization.

acts as Technician

My Route TodayRouteStops
YouRoute.RouteDate = today
  1. RS-88097SC-8867115 Sep → 19 SepServiceCall
  2. RS-84365SC-5877721 Sep → 30 SepWarehousePickup
  3. RS-79297SC-6004315 Sep → 23 SepLunch
  4. RS-40249SC-8077306 Sep → 10 SepEndOfDay
  5. RS-23564SC-5896512 Sep → 14 SepServiceCall
Operations Manager's assistant

Summarize pending estimates, retained credit-completion evidence and billing exceptions for the manager’s independent review.

acts as Operations Manager

Today's ScheduleServiceCalls
StatusScheduledDispatchedEnRouteOnSitenext 1 days
EM SC-95597, 17 Sep to 26 Sep, Scheduled KF SC-67362, 15 Sep to 23 Sep, Dispatched DY SC-63396, 17 Sep to 24 Sep, EnRoute HW SC-99431, 18 Sep to 21 Sep, OnSite NZ SC-94421, 18 Sep to 22 Sep, Scheduled TA SC-90601, 16 Sep to 20 Sep, Dispatched SC-95597SC-67362SC-63396SC-99431SC-94421SC-90601 today · 17 Sep
  • EM: SC-95597, 17 Sep to 26 Sep, Scheduled
  • KF: SC-67362, 15 Sep to 23 Sep, Dispatched
  • DY: SC-63396, 17 Sep to 24 Sep, EnRoute
  • HW: SC-99431, 18 Sep to 21 Sep, OnSite
  • NZ: SC-94421, 18 Sep to 22 Sep, Scheduled
  • TA: SC-90601, 16 Sep to 20 Sep, Dispatched
Inventory Clerk's assistant

Prepare replenishment requests and explain stock differences.

acts as Inventory Clerk

Replenishments PendingPartsReplenishments
StatusApprovedPickedSent
Approved
PR-83744PRT-1700390 quantity
PR-38402PRT-9985540 quantity
Picked
PR-26529PRT-7984420 quantity
PR-21746PRT-2576340 quantity
Sent
PR-19102PRT-5697490 quantity
PR-56099PRT-501320 quantity

What it cannot do alone

Proto cannot approve its own request, authorize a customer signature, invent a processor or AR acknowledgement, bypass a missing certification or rewrite signed and posted history. Sensitive connector credentials and card data stay outside prompts and operational notes.

Metering

AI model calls and workflow execution follow the published pricing page. Review the proposed changes and permissions before applying them.

Pricing →

ERP•AI workspace

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Field Service Management.
Ask: “Adapt Dispatch and scheduling.”
ProtoYour desktop AI agent
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