Your ops team is spending
four hours a day on admin.
Deskless automates the repetitive workflows that eat your operations team's day compliance documentation, job status reporting, contract renewal tracking, customer communications.
Every hour your team spends on admin is an hour they're not delivering service.
Most field service businesses have a lot of moving parts. Engineers on site. Compliance certifications to track. Customer contracts to manage. Job status reports to compile.
Most of this work is handled by team members doing the same things, to slightly different specifications, dozens of times a day. Your existing software handles 80% of it leaving the last 20% for your team to handle manually. That 20% adds up to hours per person per day.
"We spend more time on admin than on actually delivering services."
The MD sees this in the margin. The ops manager lives it. The gap between what the software handles and what still requires a human is where the overhead hides.
"Our existing tools don't match how we actually work."
Every business has workflow nuances that off-the-shelf software doesn't handle. Those nuances become manual processes. Those manual processes become the ops team's problem.
"We need to grow revenue without growing our admin overhead at the same rate."
Taking on more contracts, more engineers, more customers without a proportional increase in office staff requires operational workflows to run faster and with fewer errors.
Deskless handles the admin your team shouldn't have to.
Deskless gives your operations team AI virtual employees that handle the repetitive, rule-based workflows that currently require human time. They run on your existing data your field service management software, your CRM, your scheduling system and produce the outputs your team needs without anyone triggering them.
Your ops manager reviews, not processes. Your engineers get accurate information without chasing it. Your MD sees higher margins from the same headcount.
What makes this different from your existing software
Your FSM software (Uptick, Simpro, ServiceMax) handles the core job scheduling, asset tracking, invoicing. Deskless handles the edges: the compliance documentation generated per job, the renewal reminders going out 90 days before contract end, the status reports the customer expects every Monday.
What Deskless automates for your business.
Compliance documentation
Automatically generate compliance certificates, service records, and inspection reports from job data. The right document, formatted correctly, produced on completion.
Contract renewal tracking
Monitor every customer contract for upcoming renewal dates. Deskless surfaces renewals 90, 60, and 30 days out and generates the renewal communication.
Engineer certification monitoring
Track certification expiry dates across your entire engineer workforce. Deskless alerts you when certifications approach expiry and generates the renewal request.
Job status reporting
Generate customer-ready job status reports automatically from your FSM data. Weekly or on-demand, formatted to your brand standards, delivered to the right contact.
Customer communication workflows
Automate routine communications: job confirmation, engineer ETA notifications, post-job follow-ups, satisfaction surveys. Triggered from your FSM data, personalised per customer.
Operational performance reporting
Compile weekly and monthly operational reports for the MD engineer utilisation, job completion rates, compliance status, revenue per contract automatically.
How it works for your business.
IVP connects to your existing systems Uptick, Simpro, ServiceMax, or your CRM and scheduling tools. Your operational data is centralised in a clean, governed data layer.
Configure your first Deskless agent on a workflow your team does every day. Our Professional Services team typically handles setup most businesses are running within 48 hours.
The agent runs on your schedule. Daily, weekly, on job completion whatever your workflow requires. Outputs delivered directly to your team or customers in the format they expect.
Your ops team moves from processing to reviewing. They check the output, not build it. Exceptions get flagged for human attention. Standard cases close automatically.
What a real pilot looks like
200 compliance documents. Generated automatically on job completion.
A UK-based Fire & Security business with 60 engineers processes compliance documentation for approximately 200 jobs per month. With Deskless, compliance certificates are generated automatically on job completion, formatted to the relevant regulatory standard, and stored in the customer record.
Why field services businesses need Professional Services.
Field services workflows are operationally complex. The edge cases matter a compliance certificate that doesn't handle a specific inspection type, an allocation depending on certification level and geography. The Professional Services add-on ($1,500/mo) means the Deskless team configures your agents correctly from the start. Most field services customers include Professional Services in their first engagement.
See what your ops team's day looks like when Deskless handles the admin.
Book a 20-minute demo. We'll walk through one of your current manual workflows and show you what Deskless produces on the other end.
30-day pilot. Your workflows, your data. If it doesn't save time, you don't pay.