AI automation

AI does the admin.

The paperwork between winning work and doing it — written for you. Read once, never re-typed.

SOW → costed plan

Upload a Statement of Work and AI drafts the full phased project plan — sites, links, tasks and hours — ready to review.

BOM / BOS → quote

Drop in a Bill of Materials or Services and AI drafts the equipment & labour lines; you just set the prices.

Leads, parsed

Inbound enquiries (email, web, Telegram) are read and filed into your pipeline — deduped, no re-typing.

Overheads, understood

Upload a bank statement or cost sheet and AI allocates it to the right overhead category — asking when it's unsure — then flags where cost and risk sit.

The workflow

One lifecycle.
One source of truth.

From the first lead to the final timesheet — every stage writes back to the same CRM spine, so nothing is re-typed.

Leads in →EmailWeb formTelegram
01
Capture
Leads land in one pipeline, deduped against existing clients.
02
Quote
Rate build-ups for trades; AI-drafted equipment & labour for telecoms.
03
Operate
Moldable plans — supply-only, labour-only, cutover & as-builts.
04
Field
Crews log hours via Telegram; planned-vs-actual rolls up.
CR
CRM spine — accounts, sites & contacts
Every job, quote and timesheet hangs off the same record. One source of truth across every module.
↺ actuals roll back up
See it in action

A real project, end to end.

From an AI-drafted plan to live progress and branded exports — here's the working app.

app.fieldstack.co.za/projects/PRJ-1042
Northwind Networks · Projects
PRJ-1042
Fibre ring upgrade · Metro Networks
⬇ Plan⬇ Timesheets AI-draftedActive · 38% done
Planning phase
Prepare BOM & planning document
Planning
Alex M.
8h
Done
Compile network design plan
Design
Sam T.
12h
In progress
Cut over 24 links with testing
Cutover
40h
Not started
Business insights

A complete pulse check — every time you look.

Every quote, job, ticket and timesheet rolls up into one live command centre — profitability, SLA compliance, cash and a health score graded A to D. Then AI reads it and tells you where to act.

FieldStack business dashboard — net position, health score, SLA compliance, cash and profitability on one screenView a demo of the dashboard overview
AI review

3 things to look at this month

  • Margin slipping on SLA jobs. Down 6% vs last quarter — 3 clients priced below your 40% target.
  • Cutover labour overruns. Averaging 18% over plan — your biggest leak this year.
  • Fibre installs are the winner. 41% margin — do more of these.

AI reads your live data — no spreadsheets — and flags what's working, where the risk is, and where to act.

AI across the stack

Where AI does the heavy lifting.

The admin between winning work and getting paid — drafted, compiled and checked for you. You review and approve.

Quote · FCP-Q-2026-018
AI-drafted
4×ROADM swap @ 16 sitesR184 200
Patch leads (48)R21 360
After-hours CAB labourR38 500
Testing & sign-offR12 000

Drafted 14 lines from your SOW, priced off your pricebook — you set the margin and send.

Field HSE file
auto-compiled
Working at heights · S. Pead✓ valid
First aid · G. Swanepoel✓ valid
Medical cert · W. Coetzee60d
Good Standing (COIDA) · Company✓ valid

Compiled the moment the plan was generated — matched to the client's index, expiry tracked. One audit-ready PDF.

Overheads · Jul statement
AI-allocated
Vodacom debitTelephones & data
Santam premiumInsurance
Fuel — 3 vehiclesVehicles & fuel
J Smit — R2 300❓ asked you

Allocated 42 transactions, asked about 3 it wasn't sure of — then flagged where costs are climbing.

New Service & logistics

Run the work after the win, too.

Winning and delivering the job is half of it. FieldStack now carries the recurring side — service tickets held to SLA, and every asset and stock item accounted for from the store to the field.

SR-2026-0142
breach in 38m

Link down · Bellville POP · Metro Networks · P1 Critical

Response SLAmet · 11m
Resolution SLA38m left
AssignedS. Pead · on site
Billable so far2.5h → invoice

Live SLA timers per priority — response & resolution clocks, breach alerts, and the billable hours flow straight to an invoice.

Asset register
custody tracked
EXFO OTDR MaxTester · S. PeadIn field
Dell Latitude 5540 · G. SwanepoelIssued
Fusion splicer · Main storeIn stores
Bakkie CA 418-921 · W. CoetzeeIn field

Every serialized item — who holds it, where it is, its full history, with a 6-monthly photo & condition check.

Stock · Main store
2 low
LC-LC patch lead 3m45 ea
SC/APC connectors8 ea · reorder
Cable ties 300mm120 ea
ODF trays3 ea · reorder

Issue & return by quantity — reorder alerts, live stock value, and a movement log for every receive, issue and write-off.

Barcode / QR scanning from the phone camera and one-tap sign-out for field crew are rolling out next.

FieldStack

Run your field ops on one stack.

See how FieldStack fits your discipline — sign up, or book a 20-minute walkthrough.