fulcrum/ field-assistant

A Fulcrum KD build

Field Assistant

The admin layer for field teams. Your people speak, snap a photo, or type a line, and the assistant turns it into quotes, reports, records, and follow-ups. No forms, no back-office bottleneck. We built it for one company's field operation, and we can build the version that fits yours.

// the problem

Field teams run on admin nobody has time for.

The work happens on-site. The paperwork happens later, at night, from memory. Quotes get delayed, observations get lost, and follow-ups slip through.

Field Assistant closes that gap. Your team talks to it in the field, in plain language, and the record writes itself.

// how it works

Your team just talks. It does the rest.

A real exchange looks like this. No menus, no fields, just the way people actually speak on a job.

field assistant

I'm at 1 Sloane St to check the boiler. The old windows need replacing too.

Started a visit at 1 Sloane St. Logged the boiler check and an observation about the windows. Want me to draft a quote?

Bulbs at 15 a piece, add margin, and 5 hours of labour.

Quote logged: £225 for bulbs with margin, plus £75 labour at £15/hour. Total £300. Shall I draft it for the client?

And it understands the whole job, not just the last message. Ask it anything about the project and it answers from the documents you have already signed off.

field assistant

On the full renovation at 26 Crescent Grove, what did the client sign off for the kitchen?

From the approved scope (crescent-grove-renovation-v3.pdf, p4): full strip-out, large-format porcelain in a matte finish to the splashback, and underfloor heating. The kitchen line is budgeted at £12,400. Want the rest of the room-by-room spec?

01

Capture

Voice, photo, or text from the field, whatever is quickest in the moment.

02

Structure

It turns that into a clean record: a visit, an observation, a quote, a task.

03

Act

It drafts the client message, sets the reminder, files the report, on its own.

// what it handles

What it handles.

Quotes from speech

Rambled numbers become itemised quotes with materials, labour, margin, and VAT.

Voice and photo capture

It transcribes voice notes and reads site photos, across languages.

Answers from your documents

Ask anything about a site or a job and get answers pulled straight from your own files.

Reminders and follow-ups

Nothing slips. It tracks what needs chasing and reminds the right person.

Reports and summaries

End-of-day summaries and client-ready reports, written for you.

Jobs and tasks

It keeps track of jobs, dependencies, and status across every site.

// where it lives

Where your team already works.

No new app to learn. Field Assistant lives in the channels your team already uses, and plugs into the systems you already run.

  • Telegram
  • Teams
  • WhatsApp
  • SMS

// It connects to the CRM, scheduling and file storage you already run instead of trying to replace them.

// who it's for

Built for field workforces.

01

Trades and maintenance

Contractors and engineers who quote, fix, and report between jobs.

02

Facilities

Teams covering many sites, where nothing can fall through the cracks.

03

Utilities and inspections

Field crews capturing readings, photos, and compliance on the move.

04

Logistics and field sales

People on the road who need the record to keep up with them.

// build yours

We can build this for your team.

Field Assistant was built around how one company's crews actually work, not around a generic template. Yours run differently. Tell us how your jobs come in, what your people have to record, and where the paperwork piles up, and we will come back with what it would take to build the version that fits.