Deskless by IVP.ai for field services businesses
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 and customer communications.
Fire & Security HVAC Commercial Cleaning Facilities Management Building Services Mechanical & Electrical
01 / The problem
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.”
“Our existing tools don't match how we actually work.”
“We need to grow revenue without growing our admin overhead at the same rate.”
02 / The solution
Deskless handles the admin your team shouldn't have to.
Deskless gives your operations team automated workflows 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.
03 / What it automates
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 automatically: engineer utilisation, job completion rates, compliance status and revenue per contract.
04 / How it works
How it works for your business.
- 01
IVP.ai 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.
- 02
Configure your first Deskless agent on a workflow your team does every day. Setup is guided: our team connects your systems and configures the first workflow with you.
- 03
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.
- 04
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.
Case studies
Field services results.
Two projects with a national Fire Safety and Security company: one source of truth first, then the renewal process automated on top of it.
Fire Safety
Seven AI Agents That Know When to Stop
Maintenance renewals automated end to end, with every pricing decision still made by a person.
Read the case studyFire Safety
One Source of Truth for a National Services Business
Fragmented systems became a unified view of revenue and operational performance.
Read the case studyProfessional Services
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, or an allocation that depends on certification level and geography. The Professional Services add-on 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 30-minute demo. We'll walk through one of your current manual workflows and show you what Deskless produces on the other end.
Guided setup: we connect your systems with you.