What MAX, Maggie, and Flint can do

FieldGate has a built-in AI assistant available to managers in the Assistant tab. You can talk to three characters — MAX (general), Maggie (scheduling & people-focused), and Flint (data-driven). All three have the same full capabilities.

Actions MAX can take directly

• Scheduling — Create, update, or delete shifts. Ask it to build a full week's schedule for your team.
• Jobs — Create jobs, update job status, assign or unassign workers.
• Time approval — Review and approve pending time entries. MAX always describes what it found and asks for confirmation first.
• Invoices & proposals — Create invoices and proposals with line items, tax rates, and client details.
• Calendar events — Add events to your team calendar.
• Emails — Draft and send emails to team members or clients. MAX shows you the content before sending.

What MAX can answer

• Job costs, expenses, and profitability breakdowns
• Payroll totals, hours per employee, overtime flags
• Schedule conflicts or gaps in coverage
• Material cost estimates (especially accurate if you've uploaded a price list)
• Marketing copy, proposals, client emails, team announcements
• Business strategy, pricing advice, job quoting

Navigating the app — MAX can guide you

If MAX can't do something directly, it will tell you exactly where to go. For example: "Go to Settings → Price Lists to upload your supplier sheet" or "Generate a Quick Pay QR from the Widgets tab."

What MAX cannot do

Some actions require you to navigate manually — running a payroll period, connecting Stripe, uploading a logo, or setting a billing plan. MAX will always tell you the exact path to get there.