Field Service CRM AI Platform

I’m planning to roll out an end-to-end platform that merges field service management, full-featured CRM capabilities, mobile workforce support and an AI layer into a single, cloud-based solution. The goal is to give my technicians, office staff and customers one seamless workspace—accessible through native mobile apps as well as the web—while AI silently optimises routes, predicts parts needs and surfaces customer insights.

Your work will start with a technical discovery phase so we can decide whether to customise an existing SaaS product or architect something from the ground up. From there I’ll need UI/UX wireframes, the data model, API mapping for future integrations, and clear milestones for development, QA and launch.

Deliverables
• Solution architecture document with tech-stack recommendation
• Clickable prototype (web + mobile) approved by stakeholders
• Developed and tested platform (back-end, web portal, iOS/Android apps)
• AI modules for scheduling optimisation and real-time analytics
• Administrator and end-user documentation plus training materials

Everything must be secure, scalable and ready for staged deployment (Dev, Staging, Production) with CI/CD pipelines in place. Once live, I’ll also need a short period of post-launch support to iron out any real-world edge cases and ensure the hand-off is smooth.