# Agent-first custom ERP > A system shaped around your business: your workflows, teams, data and tools. Use the interface or ask through chat to find answers, uncover insights and get work done. Source: https://www.field-office.ca/services/agent-first-custom-erp custom software A system shaped around your business: your workflows, teams, data and tools. Use the interface or ask through chat to find answers, uncover insights and get work done. ![Field Office software on a laptop at a clean desk](https://www.field-office.ca/custom-software/hero-2x.png) ## 001 ## The chat ## Your team asks. It gets done. How it works It answers from your own data, then does the work: approves a quote, sends a reminder, moves an order. Anything that matters waits for a person to confirm. Connected to QuickBooks Quotes & orders Logistics Inventory ![La Vie en Rose](https://www.field-office.ca/custom-software/client-la-vie-en-rose.png) ![The Main](https://www.field-office.ca/custom-software/client-the-main.png) ![Stop Gourmet](https://www.field-office.ca/custom-software/client-stop-gourmet.svg) ![JetZero](https://www.field-office.ca/custom-software/client-jetzero.png) ## 002 ## Sound familiar? ## The work behind the work [Orders 001 ### Every order gets typed in three times We build an order portal tied to your ERP Learn more](https://www.field-office.ca/services/agent-first-custom-erp#software-process)[Inventory 003 ### Nobody trusts the inventory sheet We build live stock across every location Learn more](https://www.field-office.ca/services/agent-first-custom-erp#software-process) [Quotes 002 ### Quotes take days. The pricing lives in one head We build a quoting tool with your price rules Learn more](https://www.field-office.ca/services/agent-first-custom-erp#software-process)[Knowledge 004 ### When Sylvie is away, nobody knows how anything works We build an assistant that knows your files Learn more](https://www.field-office.ca/services/agent-first-custom-erp#software-process) One system that runs your quotes, orders, inventory and billing. Quotes in Excel, orders by email, stock on paper. We replace the patchwork with one system your team actually uses. [See what we’ve built](https://www.field-office.ca/services/agent-first-custom-erp#software-products) ![QuickBooks](https://www.field-office.ca/custom-software/integrations/quickbooks.svg) ![Salesforce](https://www.field-office.ca/custom-software/integrations/salesforce.svg) ![HubSpot](https://www.field-office.ca/custom-software/integrations/hubspot.svg) ![SAP](https://www.field-office.ca/custom-software/integrations/sap.svg) Dynamics 365 ![Xero](https://www.field-office.ca/custom-software/integrations/xero.svg) ![Shopify](https://www.field-office.ca/custom-software/integrations/shopify.svg) GitHub Google Drive Notion ## 003 ## Integrations ## Connected tools. Controlled access. 1. ### One organized system Linked information. Shared context. AI + MCP 2. ### The right access for each role View, edit and approve, set per role Permissions 3. ### Your data. Your rules. What AI can see is agreed before we connect Privacy rules 004What we’ve built 1. ### Stop Gourmet A kitchen platform for a daycare meal producer. Menus, recipes, each child’s allergies, daily quantities and delivery routes, in one system the team can ask. - Meal planning - Allergen management - Delivery logistics - AI + MCP [Talk to us](https://www.field-office.ca/contact) 2. ### La Vie en Rose A buying tool for a fashion retailer. Season budgets, size curves, store grades and purchase orders in one place, with deadlines flagged before they slip. - Buying portal - Budget planning - Order management - AI + MCP [Talk to us](https://www.field-office.ca/contact) 3. ### The Main A newsroom hub for a bilingual media company. Editorial, social and sponsored content on one calendar, every story tracked from draft to published. - Editorial planning - Content management - Campaign management - AI + MCP [Talk to us](https://www.field-office.ca/contact) 4. ### Field Office The system we run our own studio on. Meetings become tasks, projects sync with accounting, and people can ask about the clients they have access to, then act in one click. - AI assistant - Workflow automation - System integrations - AI + MCP [Talk to us](https://www.field-office.ca/contact) ## 005 ## How we work ## Built around your business, including the data you already rely on. We define the scope together, review progress and plan the move from your existing tools. 1. ### Define the work together We review your workflows, tools, data and business rules. Together, we agree on the scope, priorities, budget and how the result will be validated. Step 001 2. ### Build, review and refine We design and develop the agreed features and integrations, show progress in regular reviews, and refine the work with your team. Step 002 3. ### Plan and validate the data migration We agree on which records need to move, any cleanup required and how they fit the new system. The scope sets out who prepares, imports and validates the data with your team. Step 003 4. ### Validate and launch We test the agreed scenarios with your team, resolve issues, and prepare deployment, training and documentation. Further work and support are agreed separately. Step 004 ## Field Office has been an incredible partner in TOGETHXR's website rebuild. They are super easy to work with and have a great understanding of Shopify. Their team has great insights into the platform and a great understanding of our brand and our goals. The CMS is easy to navigate on the backend as well. Our website is now more accessible, the user experience has drastically improved, and is visually appealing. They've really set us up for success! ![Hayley Lane](https://www.field-office.ca/custom-software/testimonial-logo.svg?dpl=dpl_3ncrLxL7Hp8TGiuSc1JDDsHpkSis) Hayley Lane 006 Frequently asked questions ## Questions we get asked Straight answers about cost, ownership, data migration, security and AI. The price depends on the scope. We agree on the deliverables, budget and responsibilities before the work begins. If new needs come up, we discuss their impact and agree on any additional work before starting it. [Talk to us](https://www.field-office.ca/contact) [Start a project](https://www.field-office.ca/contact)