CRM

Migrate your Fieldproxy data

Y Combinator-backed AI FSM platform with 24-hour deployment and unlimited-users pricing. Designed for HVAC, solar, telecom, and field-service teams who need to automate deskless workforces fast.

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In its favor

Why people choose Fieldproxy

The signal that keeps Fieldproxy on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

YC-backed FSM platform with a verified 24-hour go-live claim and dedicated Solution Consultants handling migration, training, and integration in the same window.

Unlimited-users pricing model removes per-seat billing friction — teams grow without triggering subscription surprises or renegotiating contracts.

Customer support is run by accessible founders who respond immediately to escalations, according to G2 reviewers in the mid-market segment.

No-code workflow builder enables teams to digitize processes without developer involvement, reducing dependence on IT departments for day-to-day configuration.

Mobile-first design with offline sync lets field technicians work in low-connectivity environments and re-sync when connectivity returns.

G2 reviewers report intermittent technical issues and errors during ticket management, with support response times occasionally delaying urgent resolutions.

Documentation coverage is thin — users and migration teams have limited self-service reference material when troubleshooting or scoping data exports.

Support responsiveness varies; some reviewers experienced delays when raising non-critical but blocking issues during operational hours.

Custom workflow complexity can outpace the platform's ability to surface them clearly, making it harder to audit what automations exist before migrating away.

Reasons to switch

Why people leave Fieldproxy

The recurring reasons buyers give for replacing Fieldproxy. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Fieldproxy fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

24-hour deployment with dedicated Solution Consultant — workspace is live and wired to QuickBooks, Stripe, Calendar, and WhatsApp by day one.Unlimited-users pricing model — no per-seat cost escalation as teams grow.YC-backed with 400+ customers, 50K+ technicians, and 99.9% uptime SLA.AI-powered scheduling, task routing, and spare-parts replenishment are built into the platform rather than add-ons.Mobile apps for iOS and Android with offline-first sync for field technicians in low-connectivity areas.

Weaknesses

API documentation is not publicly indexed — rate limits, bulk endpoints, and schema details are not available for pre-migration assessment.Custom workflow automations are not exportable and must be manually rebuilt on the destination platform.Documentation quality is a known complaint — limited self-service reference material for technical users and migration teams.

Where it works

Mid-market field service companies with 50-500 employees in HVAC, solar, telecom, or similar trade industries seeking rapid digitization without lengthy IT projects.Growing deskless workforces where unlimited-users pricing removes per-seat cost friction as teams scale operations.Organizations with existing QuickBooks, Stripe, Calendar, or WhatsApp stacks who want AI-powered scheduling without replacing their current toolchain.Field teams operating in low-connectivity environments where offline-first mobile sync is a practical requirement rather than a nice-to-have.Companies willing to rely on direct founder access for escalation rather than formal enterprise-tier support contracts.

Where it struggles

Regulated industries requiring detailed audit trails, compliance documentation, and immutable workflow histories for external auditors.Organizations requiring comprehensive public API documentation including rate limits, bulk endpoints, and schema definitions for pre-migration technical assessment.Companies with complex, layered custom workflow automations built in no-code builders, since those definitions are not exportable and require manual reimplementation on destination platforms.Enterprise organizations expecting formal support SLAs, dedicated customer success managers, and tiered service levels during critical incidents.Multi-subsidiary or franchise structures requiring hierarchical organization mapping, inter-company billing, and granular permission inheritance across entities.

Pricing tiers

Fieldproxy pricing overview

Fieldproxy publishes no public per-user pricing — all plans are custom-quoted based on organization size and feature tier. The platform markets its unlimited-users model as the differentiator against per-seat competitors like Salesforce Field Service and ServiceMax.

Essentials

Tier 1 of 4

Not publicly listed — custom quote

What's included

Core FSM features: job management, technician mobile app, customer portalGPS tracking and real-time locationBasic reporting and dashboardsEmail and chat support

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Pricing is informational. FlitStack AI does not bill on Fieldproxy's schedule — see our quote-based pricing →

What gets migrated

Fieldproxy object support

Object-by-object support for Fieldproxy migrations. Per-pair details surface during scoping.

Organizations

Fully supported

Organization is the top-level account container in Fieldproxy. It maps directly to Account/Company in most CRMs. We transfer organization metadata including settings and configuration flags at full fidelity.

Technicians

Fully supported

Technician records include name, contact, skills, certifications, and GPS availability. We map these 1:1 to the destination's user or resource object, preserving skill tags as custom properties.

Customers

Fully supported

Customer records in Fieldproxy hold contact details, addresses, and service history. They map cleanly to Contact and Company objects in standard CRMs without transformation.

Jobs / Work Orders

Mapping required

Jobs carry rich state — status, scheduled time, assigned technician, line items, parts consumed, and digital signature. Destination FSMs use different status taxonomies; we map Fieldproxy statuses to the destination schema and flag any statuses with no direct equivalent.

Tasks

Mapping required

Tasks are sub-units of Jobs in Fieldproxy. Not all destination platforms separate Tasks from Jobs. Where no sub-task object exists, we flatten Tasks into the parent Job record and preserve the task sequence as a custom field.

Spare Parts / Inventory

Mapping required

Parts consumed per job and on-hand inventory levels are tracked. Destination systems vary in how they handle parts — some use line items, others use separate inventory objects. We map parts to the closest available representation and flag quantity reconciliation for manual review.

Locations / Sites

Mapping required

Fieldproxy supports multi-site organizations. Sites store address, contact, and site-specific configuration. We map these to the destination's location or site object, but custom site-level fields require explicit field mapping.

Attachments

Mapping required

Jobs and Tasks carry photo, document, and signature attachments. We export attachment URLs and metadata. The actual file transfer depends on the destination's attachment ingestion API and size limits.

Custom Workflows

Not in this platform

Fieldproxy's no-code automation builder creates workflow rules, triggers, and actions unique to each workspace. These are not exported as portable definitions. Customers must re-implement automation logic manually on the destination platform after migration.

GPS / Location History

Not in this platform

Technician location trails and check-in data are ephemeral operational records. They are not part of Fieldproxy's exportable data model and are excluded from standard migrations.

Gotchas

What to watch for in Fieldproxy migrations

Issues we've hit on past Fieldproxy migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

Custom Workflows do not export as portable definitions

Medium

API rate limits and bulk endpoints not publicly documented

Medium

Spare Parts inventory requires quantity reconciliation

How a Fieldproxy migration works

Four steps, Fieldproxy-specific

Connect

Bearer token (JWT) into Fieldproxy. Scopes limited to read-only on the data we move.

Map

We translate Fieldproxy-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Fieldproxy quirks before production.

Migrate

Full migration with Fieldproxy rate-limit handling. Rollback available throughout.

FAQ

Fieldproxy migration FAQ

Answers to the questions buyers ask most during Fieldproxy migration scoping. Not seeing yours? Book a call.

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Walk through your Fieldproxy migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Fieldproxy migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Fieldproxy.
Without the rebuild.

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