Fieldified AI works alongside your team to answer questions, capture details, complete tasks, and support everyday work. It can help in Fieldified on desktop and mobile, while also powering intake and receptionist workflows behind the scenes.
Overview
Use Fieldified AI to:
- Ask product questions.
- Get business coaching and workflow suggestions.
- Analyze client, quote, job, invoice, and team data.
- Create marketing or client communication drafts.
- Capture new lead conversations.
- Create or update requests, quotes, jobs, invoices, tasks, and notes.
- Navigate Fieldified faster.
- Use voice workflows in the field.
Fieldified AI conversations can be reviewed for quality, security, and improvement.
Fieldified AI availability
Admins can use Fieldified AI for product help, business insights, workflow actions, marketing content, and data analysis. Non-admin users can use Fieldified AI for support and role-appropriate help based on permissions.
Open AI Receptionist settings and AI Receptionist conversations to configure and monitor intake.
Use Fieldified AI on desktop
On desktop, open the AI or support entry point from the top navigation or AI Receptionist area.
Use chat to:
- Ask for help with Fieldified features.
- Review business data.
- Draft emails or client messages.
- Ask what needs follow-up.
- Create or update work records.
- Navigate to a list, record, report, or settings page.
Use Fieldified AI on list pages
List pages are useful places to ask contextual questions. For example:
- “Which quotes need follow-up?”
- “Show invoices awaiting payment.”
- “Which jobs require invoicing?”
- “Which requests were created this week?”
- “Which team members have time entries today?”
Open Requests, Quotes, Jobs, or Invoices and use AI to ask about the current workflow.
Use Fieldified AI on mobile
Use voice or chat in the mobile app when you are in the field and need help without stopping to type.
Voice workflows
Use voice to:
- Create a quote.
- Add or update line items.
- Create a one-off or recurring job.
- Reschedule a visit.
- Add a job note.
- Complete a visit.
- Create an invoice.
- Send an invoice.
- Ask what is on your schedule.
- Clock in or out.
Chat workflows
Use chat when you want a written answer, drafted content, or a longer explanation. Chat is useful for product help, business coaching, report questions, and marketing copy.
Examples of questions and tasks
Win more work with quotes
Ask Fieldified AI to:
- Create a new quote.
- Use a quote template.
- Edit line items.
- Add or remove discounts.
- Adjust tax.
- Assign a salesperson.
- Update a client message, contract, or disclaimer.
- Convert a quote to a job.
- Mark a quote approved, archived, or reopened.
- Answer quote questions such as “How many quotes are awaiting response?”
Keep jobs moving
Ask Fieldified AI to:
- Create one-off or recurring jobs.
- Edit job details.
- Add a new visit.
- Reschedule a visit.
- Complete a visit.
- Add job notes.
- Start or stop a visit timer.
- Fill out or email checklists.
- Convert a job to an invoice.
- Answer job questions such as “How many jobs require invoicing?”
Get paid faster with invoicing
Ask Fieldified AI to:
- Create an invoice.
- Send an invoice.
- Collect a payment.
- Open the most recently sent invoice.
- Add invoice notes.
- Answer invoice questions such as “How many invoices are past due?”
Own your day with smarter scheduling
Ask Fieldified AI to:
- “What visits do I have today?”
- View multiple team schedules.
- Navigate to a day, week, month, or grouped team view.
- Ask what time a visit is scheduled.
- Find request assessments.
- Review incomplete visits.
Stay on top of tasks and events
Ask Fieldified AI to:
- Create a task.
- Complete a task.
- Edit or reschedule tasks and events.
- Keep your to-do list current while working.
Handle requests with speed
Ask Fieldified AI to:
- Create a new request.
- Assign or schedule an assessment.
- Convert a request to a job or quote.
- Add a request note.
- Ask how many requests were converted this week.
Track time accurately
Ask Fieldified AI to:
- Open timesheets.
- Clock in or clock out.
- Navigate to a specific day.
- Ask who is clocked in.
Navigate Fieldified instantly
Ask Fieldified AI to:
- Open Dashboard.
- Open Reports.
- Open a filtered list.
- Find recent activity.
- Search clients, jobs, invoices, or quotes.
Create marketing content
Ask Fieldified AI to draft:
- Follow-up emails.
- Review request messages.
- Website copy.
- Social posts.
- Blog outlines.
- Campaign ideas.
Review and edit marketing content before publishing it.
Get Fieldified product support
Ask product questions like:
- “How do I set up Client Hub?”
- “How do quote follow-ups work?”
- “How do I create a checklist?”
- “How do I invoice a job?”