Your Field assistant agent (Fitz)

Overview#

Fitz is the technicians' assistant in the field app: pre-job briefs, diagnostics and equipment answers, and voice notes turned into structured notes. Technicians start each one; Fitz's page shows a weekly usage summary. Its levels are Off and Suggest.

Before you start#

• Open it from AI Team (the AI Team link next to Approvals) and click Open on Fitz's card, or click Your Field assistant agent at the top of a Field page.

• Owners and admins change autonomy and guardrails. People who can approve AI proposals (owners, admins, dispatchers, accounting) can use Do it, Dismiss and Undo.

• Briefs work without AI (rule-based); diagnostics, the assistant and voice notes need AI.

• The tools themselves are set in Settings › AI (tech AI).

Steps#

What Fitz does on each run#

1. A technician opens a job: the brief is ready. They ask questions or record a voice note in the field app.

2. Nothing changes a job, invoice or estimate until the technician accepts it.

3. Weekly: Fitz writes how many diagnostics, briefs and voice notes were used.

Set how far Fitz may go#

1. On Fitz's page, under Autonomy, click a level: Off, Suggest.

2. Under Guardrails, set the limits and click Save guardrails.

3. Click Run now to run it immediately instead of waiting for its schedule.

Review what it did#

1. In Activity, each entry says what, why, and the outcome (Suggested, Waiting for approval, Done, Undone).

2. Click Do it on a suggestion to do it with your permissions, or Dismiss.

3. Click Undo within 24 hours to reverse a reversible action.

Settings that change this#

• AI Team › (agent) › Autonomy: Off, Suggest, With approval, On its own.

• AI Team › (agent) › Guardrails: money limit per action, customer contact, quiet hours, actions per day, monthly AI budget.

Tips#

• Check the summary to see whether technicians are using the tools.

Troubleshooting#

• "AI isn't connected" in the summary. → Technicians get rule-based briefs only until AI is connected.

FAQ#

Can office users use Fitz? No. It lives in the field app.

Is everything Fitz does recorded? Yes. Each action is in its activity log and in the audit trail, attributed to the agent (or to the person who approved it).

Coming from ServiceTitan#

ServiceTitan's mobile app has no built-in assistant; Fitz adds one.