Field service · Available
FieldEdge for Claude, ChatGPT and Copilot
Contractors running FieldEdge can ask Claude, ChatGPT or Copilot which work orders are unassigned on the dispatch board, which service agreements have maintenance visits due, what equipment sits at a customer's address and which invoices are unpaid. mcpbizapps keeps technicians to their own work orders. Overrides above 10% of the flat rate price need the service manager. Your office and one crew can start with a guided pilot.
- Status
- Available
- Setup
- Guided pilot with your team
- AI assistants
- Claude, ChatGPT, Copilot Studio
- Access
- By role, view only or with approvals
Ask in a sentence
What can your team ask FieldEdge?
Questions from dispatcher, service manager, HVAC technician and others, answered from live FieldEdge data and only for the people allowed to see them.
Records it works with
- Work orders
- Customers
- Service agreements
- Equipment
- Estimates
- Invoices
- Technicians
- Dispatcher
“Which work orders on today's dispatch board are unassigned, and which techs are closest by skill?”
- Service manager
“Which service agreements have a fall maintenance visit due that has not been scheduled?”
- HVAC technician
“What equipment is listed at the Pruitt residence, and when was the furnace last serviced?”
- Office manager
“Which invoices from last week are still unpaid and not yet synced to accounting?”
- Owner
“How many service agreements did we sell last month compared with the same month last year?”
- Service manager
“Which estimates using good-better-best options were left without a choice in the past 30 days?”
Changes, governed
What the assistant can prepare in FieldEdge
The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.
- 1 Prepare The assistant drafts the change from the request.
- 2 Preview and confirm The person sees exactly what will change.
- 3 Approve Above your limits, a second person decides.
- 4 Saved and logged Written to FieldEdge under a named person.
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Assign a work order to a technician on the dispatch board
Reassigning more than five work orders at once needs the service manager.
-
Override a flat rate pricebook price on an invoice
Price overrides above 10% need the service manager to approve.
-
Renew a group of expiring service agreements
Renewing more than 20 agreements at once needs the owner to approve before customers are billed.
Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.
Why it needs care
Governance built for FieldEdge
FieldEdge invoices and agreement payments flow into your books, so a price override or a batch of renewals has a real cost. The preview shows the difference from the flat rate price. Renewing more than 20 agreements needs the owner before customers are billed. Technicians stay with their own work orders, and office staff handle billing.
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Sign-in by work email
Only people you invite, with a one-time code. No shared logins.
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Roles per tool
Each role reaches only the FieldEdge records it needs.
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View only, if you prefer
Admins can keep a connection to lookups with one switch.
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A preview first
Every change is shown in full before anything is saved.
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Approval rules
Above your limits, a second person approves the change.
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One audit log
Every request tied to a named person, ready for review.
Setup
How FieldEdge gets connected
We connect FieldEdge for your team in a guided pilot, on the same gateway every app uses. No code on your side.
- 01
Agree the questions
We list the FieldEdge questions and changes your team needs, and who may use each.
- 02
Connect with your admin
Your FieldEdge administrator creates a dedicated integration user with only that access.
- 03
Test with your people
A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.
- 04
Roll out with rules
Roles, approval limits and the audit log are in place before everyone joins.
Then people use it from the assistant they already have
FieldEdge questions
Can ChatGPT read the FieldEdge dispatch board?
Yes. Dispatchers can ask about unassigned work orders, technician schedules and job status for the day, and get the board as it stands right now. Technicians can be limited to their own work orders.
Does it understand FieldEdge service agreements?
Yes. The assistant can report which agreements are active, expiring or missing their maintenance visits, and prepare renewals or visit bookings as a preview for the office to confirm before any customer is billed.
Can the assistant change pricebook prices?
It can prepare a price override on an estimate or invoice line and show the difference from the flat rate price. Overrides above your limit need a manager, and the pricebook itself stays as it is.
Does mcpbizapps keep a copy of our FieldEdge data?
No. When someone asks a question, mcpbizapps reads the answer live from FieldEdge through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.
FieldEdge is a trademark of its owner. mcpbizapps is not affiliated with Xplor Technologies; the name describes the connection only.
Related
Often connected alongside FieldEdge
Part of Sales and customer service: Pipeline, outreach, support, success and field work.
Start
Bring FieldEdge into your AI assistant
Tell us how your team uses FieldEdge, and we will plan a guided pilot around your own questions.
- We agree the tools and approval rules with you
- Your admin creates the integration user; no code
- Business data is read live and not stored
Thank you
We received your request and will reply by email to find a time.
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