Ai Field Management

Ai Field Management

Mobile Customer & Field Workforce Management Software (SMBs)

4.9/5 (30 reviews)

Ai Field Management Overview

AI FIELD MGMT is the Platform designed for value conscience organizations, we offer a Company Admin Panel, Field Worker Apps, and Mobile Customer Apps.

It is everything that any sized organization (SOHO, SMB, Enterprise, Gov't) in any vertical would need to Collaborate and be more Productive with Employees and Suppliers Anywhere, Anytime. Your organization will be more Effective, Efficient, and Economical and save Money in the process.

Get Outstanding Customer Value: Leverage Amazing Features with Unbelievable Pricing

Completely Cloud Based, Global and instantly Scalable

Device and Platform Agnostic, runs on Windows, Mac, Desktop, Laptop, Tablet, iOS (Mobile), Android (Mobile), etc.

All Data is Organized by Job with “Forever Access” - Access/Edit/Retrieve/Create Jobs from anywhere, any time… even YEARS later to analyze why a Job went so Well or Badly

SaaS Model: NO Minimum Seats, NO Commitment Periods, NO Contracts - increase/decrease & come/go as you pls

AI Field Management or "AI FM" is Cloud-based, SaaS model for businesses of all sizes and types, promising a scalable and customizable field service management solution.

The "AI" references the system's application of artificial intelligence technology that leverages deep machine learning to automate and optimize performance - this all happens in the background without any effort on your part. A real time intelligence augmentation algorithm then assists scheduling to allocate jobs to the most appropriate field worker, before assigning the work across the product's AI Powered Cloud.

Schedulers can send job and work orders to employees in the field to and from every device, with AI FM using familiar Messaging features or through the companion app. Native customer and Employee app support for iOS and Android devices is provided for Ultimate package users, allowing staff to follow back office conversations and share messages, documents and pictures in real time. Customers can then more conveniently search for support, increasing loyalty and satisfaction, while booking products and services via a self service customer website portal.

Core system functions beyond job management go on to span invoicing and payment processing including credit card handling, inventory and asset management across multiple locations, time tracking, plus payroll, sales revenue and commission reporting capabilities. QuickBooks Online and Desktop integration synchronizes jobs, invoices and payments to a favored accounting package with ease and accuracy. Custom fields facilitate versatile customer data tracking, estimate quotes are generated within clicks and email notifications update on job messages and status changes. Other notable features include multi-language in-app translation, search and filter tools, full digital auditing, PDF & Excel export and more.

Pricing

Starting from
US$5.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Chinese (Simplified), Chinese (Traditional), English

Ai Field Management Reviews

Overall rating
4.9/5
100% positive reviews
27
Excellent
3
Very good
0
Average
0
Poor
0
Terrible
Mike R.

By far the best field management software we could ask for, absolutely complete!

Used Daily for 1-5 months
Reviewed on 1/12/2017
Review Source: Capterra

Pros

When we had twelve-fifteen technicians, we had a pretty good software that allowed, scheduling/invoicing/billing/app for techs/portal on website/app for OUR clients/admin panel for all office usage all in one, we were able to work with this software for two years.  When we grew to thirty cleaning technicians, it got challenging, we needed something to help us find the best worker to do the job based on specific criteria's, this feature was the key for us to bring our business to the next level. The AI built in piece is genius, worker management tab has the ability to suggest the best worker for the job but the Admin can override it if need be.  The other great plus is having the possibility to bill batch invoices at once, the other software was tideus in billing each individual invoice.
We now have a complete system that allows us to have clients book their cleaning on our website portal, adding clients easily, adding workers, invoicing clients, clients history, GPS tracking for technicians, app for workers, ability to find the best worker for the job with a click, reports specific on new clients/repeats clients, app for workers, and app for clients to conveniently book their service from their phone.

Cons

Changing systems is always a big decision, but in order to bring our business to the next level, our business needed this piece while keeping everything else to make it all possible.  So implementing the new system took a bit of time, that has been the only cons.  AI-FM has been an amazing change for us, giving office staff more time to focus on getting new clients, less time is wasted on finding the best worker and invoicing each individual work order at the time.  Absolutely Love this software.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Verified Reviewer

Smart, powerful, scalable but simple & affordable solution to manage language-diverse field workers

Used Daily for 6-12 months
Reviewed on 6/11/2018
Review Source: Capterra

A must-have tool for teams that are dispersed, diverse and in need of higher efficiency.
Easy on-boarding, no contracts, a serious value for a moderate price.

Pros

Simple to use and right priced, allows easy field workforce management across diverse languages with built in translation and GPS features.
Organizes workers by job and customer, shows calendar view with real-time updates of job status from the field on mobile devices.
Enables workers and manager to chat in their native language with real-time translation.
Optional GPS location when communicating enhances efficient operations.
Stores all information about a job forever, from job estimate, implementation timing and any issues, customer signature and even billing.

Cons

Rapidly evolving, some features are in development but roadmap is responsive to our requests, and dev team has been rapid and effective.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Corey G.

Ai Field Management review for Capterra

Used Daily for 6-12 months
Reviewed on 5/11/2018
Review Source: Capterra

The number one thing that we've been able to address with this solution is productivity. The down time of our field resources has been significantly reduced, which has had a positive impact on our profitability.

Pros

I really like the predictive/AI piece that allows me to match to the perfect technician for the job. The calendar view makes scheduling and seeing the progress of super easy. The UI is nice and clean, and is pretty intuitive to use, particularly on mobile. Quickbooks integration is definitely a plus, it makes accounting a breeze. The GPS tracking of field workers is something that we didn't have with our previous solution, and it's a game changer.

Cons

Because it's a cloud product, I do need to take all the updates, but that's a small detail to be able to get the product updates.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jade L.

Pretty smart software

Used Daily for 6-12 months
Reviewed on 29/11/2017
Review Source: Capterra

It thinks for me, Or better said it's like a sounding board, it confirms my thinking in terms of marrying up jobs with workers. And sometimes it comes up with a different recommendation and that makes me think twice about what I should do , it always has a reason why... really cool

Pros

They figured out a way to code in the traditional sense the best worker for a specific location and job type, but that's just the interim solution apparently they've got machine learning embedded in the system so that will eventually take over and they will become even better than the coded solution. Sounds great

Cons

I'd appreciate if you could reduce the price a little bit, I get that there's a lot of technology in the spot for a small company like mine I prefer to spend a little bit less if

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

10.0/10
Simon D.

Straight forward system

Used Daily for 1-5 months
Reviewed on 9/09/2019
Review Source: Capterra

Very positive so far, Jim has been quick to respond to any questions I have had

Pros

The system is very easy to use on both the admin and worker app sides, the best feature for me is to track contract expiry dates and customer product info and warranty. Price is also competitive, couple if similar systems available in Ireland are double the price or more

Cons

Sometimes adding service locations takes a couple of clicks to bring up details,

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Ai Field Management Pricing

Starting from
US$5.00/month
Pricing options
Free Trial
Subscription
Value for money

Special Introductory Pricing at $4.99 per person/mo for 1 month then $9.99 per person/mo ($7.99 is some regions)

Ai Field Management Features

  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Custom Fields
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

  • API
  • Compliance Management
  • Customisable Reporting

Additional information for Ai Field Management

Key features of Ai Field Management

  • "Forever Access"
  • Activity Dashboard
  • Activity Mgmt
  • Activity Tracking
  • Alerts / notifications
  • Artificial Intelligence
  • Asset management
  • Audit trail
  • Auto Notifications
  • Auto Reminders
  • Availability indicator
  • Availability management
  • Billing & Invoicing
  • Booking management
  • Calendar management
  • Chat
  • Chat & Messaging
  • Client Portal
  • Commission calculations
  • Commission reports
  • Contract History
  • Cost Estimating
  • Credit card processing
  • Custom fields
  • Customer Account Mgmt
  • Customer Database Mgmt
  • Customer management
  • Data import / export
  • Data synchronization
  • Digital Audit Trail
  • Dispatching
  • Docs Storage/Share
  • Electronic signature
  • Electronic signature capture
  • Email notifications
  • Employee scheduling
  • Employee/Supplier Mgmt
  • Equipment management
  • Estimating
  • Field sales management
  • File storage
  • Filtered views
  • GPS
  • GPS integration
  • Groundskeeping
  • Inventory Mgmt
  • Inventory Tracking
  • Inventory control
  • Invoice processing
  • Invoicing
  • Job Costing
  • Job scheduling
  • Mobile Alerts
  • Mobile Signature
  • Mobile integration
  • Monitoring
  • Multi-language
  • Multi-location
  • Payment collection in the field
  • Payment processing
  • Payroll management
  • Project Estimating
  • QuickBooks integration
  • Quote Mgmt
  • Quotes / estimates
  • Real Time Notifications
  • Real Time Reporting
  • Real Time Updates
  • Real time data
  • Recurring appointments
  • Referral tracking
  • Reporting & statistics
  • Rules based algorithms
  • SMS integration
  • Sales reporting
  • Scheduling
  • Scheduling & appointments
  • Search functionality
  • Secure Data Storage
  • Self service portal
  • Service history tracking
  • Third party integration
  • Time clock
  • Time clock integration
  • Time tracking
  • Tracking features
  • Warehouse management
  • Worker management
  • Workflow Mgmt

Benefits

⇒ Company Admin Panel + Field Worker App + Mobile Customer App
⇒ IN APP LANGUAGE TRANSLATION (ALL MAJOR LANGUAGES)
⇒ EMAIL NOTIFICATIONS FOR JOB MESSAGES AND STATUS CHANGES
⇒ SHARE MESSAGES, DOCUMENTS & PICTURES IN REAL TIME (DATE/TIME STAMPED)
⇒ SET UP CUSTOM JOB STATUSES BY COMPANY
⇒ SEARCH ALL JOBS BY STATUS
⇒ INTELLIGENT WORKER AVAILABILITY SUGGESTION SYSTEM (NO MORE DOUBLE BOOKINGS)
⇒ FULL DIGITAL AUDIT TRAIL
⇒ DOWNLOAD/SHARE ALL JOB CRITICAL DATA (PDF & EXCEL)
⇒ CONFIRM JOB COMPLETION WITH WORKER/CUSTOMER SIGNATURE (DATE/TIME STAMPED)
⇒ PLATFORM AND DEVICE AGNOSTIC - WINDOWS, MAC, DESKTOP, LAPTOP, TABLET, IOS, ANDROID, Etc.
⇒ GPS TRACKING BY WORKER - DEFAULTS “OFF” (ROADMAP)
⇒ Dispatching & Scheduling, Estimates, Invoices, Payment Mgmt, Inventory Mgmt
⇒ Company Administrator Panel & Customer Website Portal with Real Time Status Updates by Task/Job/Project
⇒ Query Time Since Job Status Executed
⇒ Peer 2 Peer VoIP Voice Calls (Roadmap)
⇒ Set Custom Skill/Attribute Fields by Worker and Execute Search (Roadmap)
⇒ Ai: Sentiment Analysis of Workers’, Admins’, Customers’ Messages to proactively manage Employee & Customer Churn (NLP) (Roadmap)
⇒ Ai: Verbal UI for Job Set Up (NLP) (Roadmap)
⇒ Ai: Ai FM will intelligently recommend the best worker for specific job types, times, geographies, etc. (Roadmap)
⇒ Ai: Predictive Job Maintenance & IoT Proactive Asset Mgmt via Ai Models (Roadmap)
⇒ Ai: Voice to Text Auto-Transcription via NLP (Roadmap)
⇒ Ai: Object Recognition (Pics/Vids) and Auto-Labelling via Ai Models (Roadmap)

  • AI Field Management or "AI FM" is a cloud-based workforce management SaaS that is both scalable, customizable and device / platform agnostic, capable of running across all desktop and mobile systems.
  • Assign jobs to field workers, with the Ultimate package Admins grant access to iOS and Android apps for workforce and customers, while a website portal also gives self service client support.
  • Credit card processing is built into the AI FM interface with the ability to keep customer card data securely on file to make repeat business convenient, while reporting capabilities include transaction analytics.
  • All system data is organized by job with “Forever Access” to allow for the centralized, anytime anywhere accessibility, editing, retrieval and creation of jobs with the ability to go back over long historical records to analyze how a particular job performed.
  • QuickBooks Online and Desktop integration automatically syncs job, invoice and payments data into existing accounting solutions, with additional third-party support also available.
  • Ai Field Management FAQs

    Below are some frequently asked questions for Ai Field Management.

    Q. What type of pricing plans does Ai Field Management offer?

    Ai Field Management offers the following pricing plans:

    Starting from: US$5.00/month

    Pricing model: Subscription

    Free Trial: Available

    Special Introductory Pricing at $4.99 per person/mo for 1 month then $9.99 per person/mo ($7.99 is some regions)

    Q. What are the main features of Ai Field Management?

    Ai Field Management offers the following features:

    • "Forever Access"
    • Activity Dashboard
    • Activity Mgmt
    • Activity Tracking
    • Alerts / notifications
    • Artificial Intelligence
    • Asset management
    • Audit trail
    • Auto Notifications
    • Auto Reminders
    • Availability indicator
    • Availability management
    • Billing & Invoicing
    • Booking management
    • Calendar management
    • Chat
    • Chat & Messaging
    • Client Portal
    • Commission calculations
    • Commission reports
    • Contract History
    • Cost Estimating
    • Credit card processing
    • Custom fields
    • Customer Account Mgmt
    • Customer Database Mgmt
    • Customer management
    • Data import / export
    • Data synchronization
    • Digital Audit Trail
    • Dispatching
    • Docs Storage/Share
    • Electronic signature
    • Electronic signature capture
    • Email notifications
    • Employee scheduling
    • Employee/Supplier Mgmt
    • Equipment management
    • Estimating
    • Field sales management
    • File storage
    • Filtered views
    • GPS
    • GPS integration
    • Groundskeeping
    • Inventory Mgmt
    • Inventory Tracking
    • Inventory control
    • Invoice processing
    • Invoicing
    • Job Costing
    • Job scheduling
    • Mobile Alerts
    • Mobile Signature
    • Mobile integration
    • Monitoring
    • Multi-language
    • Multi-location
    • Payment collection in the field
    • Payment processing
    • Payroll management
    • Project Estimating
    • QuickBooks integration
    • Quote Mgmt
    • Quotes / estimates
    • Real Time Notifications
    • Real Time Reporting
    • Real Time Updates
    • Real time data
    • Recurring appointments
    • Referral tracking
    • Reporting & statistics
    • Rules based algorithms
    • SMS integration
    • Sales reporting
    • Scheduling
    • Scheduling & appointments
    • Search functionality
    • Secure Data Storage
    • Self service portal
    • Service history tracking
    • Third party integration
    • Time clock
    • Time clock integration
    • Time tracking
    • Tracking features
    • Warehouse management
    • Worker management
    • Workflow Mgmt

    Q. Who are the typical users of Ai Field Management?

    Ai Field Management has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Small Business

    Q. What languages does Ai Field Management support?

    Ai Field Management supports the following languages:

    Chinese (Simplified), Chinese (Traditional), English

    Q. What type of pricing plans does Ai Field Management offer?

    Ai Field Management has the following pricing plans:

    Subscription

    Q. Does Ai Field Management support mobile devices?

    Ai Field Management supports the following devices:

    iPhone

    Q. What other apps does Ai Field Management integrate with?

    Ai Field Management integrates with the following applications:

    Google Maps, QuickBooks, QuickBooks Online, Slack, Zapier

    Q. What level of support does Ai Field Management offer?

    Ai Field Management offers the following support options:

    Online Support, Phone Support