Why a free trial?
AI is easy to talk about, but for service teams, it can be difficult to evaluate it from the outside.
A demo can show you what a product does, but it can’t show you how it performs in the field with your equipment, your service history, and your technicians using it on real jobs. Nothing replaces the learning experience of trying something for yourself, with your team, on your home turf.
That’s the gap a trial is supposed to close, and it’s why we built ours around getting your team to real usage, not just a login.
We’ve spent the last several months in the field with Service Pro AI users like Chuck Del Cielo, Service Manager, Shawn Tackett, Director of Houston Field Services at Relevant Solutions, and Rosie Kaplan, COO at GB Industries, watching what actually happens when a service organization brings Service Pro AI into daily work. Their experiences are proof of what 30 days can look like when a team commits to trying it for real.
That’s why we introduced the free trial for Service Pro AI. To see why a hands-on trial wins, keep reading.
What the Trial Actually Involves
Let’s clear up what “trial” means here, because it isn’t what most people picture when they hear that word.
The Service Pro AI trial is completely free and typically runs for 30 days. Getting started takes a few clicks on our website, not a sales call or a lengthy procurement process.
Once you’re in, you’re not handed a login and left to figure things out on your own. A Forward Deployed Engineer works directly alongside your team throughout the trial, helping you configure the system, upload your first documents, and get your technicians using it on real jobs. Your FDE will stay with you for the entirety of the trial to make sure you are supported and enabled.
The most useful thing you can do before starting is gather the manuals, SOPs, and documentation you want Service Pro AI to draw from. Your Forward Deployed Engineer will help load it in, but having it ready ahead of time speeds up how quickly you’ll see results.
Here’s the base structure for the trial:
- Early on: Your Forward Deployed Engineer works with your admin to get your knowledge base populated, users invited, and the system configured around your workflows.
- Getting technicians going: Your FDE coaches your team through using Service Pro AI in real working conditions, whether that’s a noisy shop floor, a tight crawlspace, or a job site where typing isn’t practical.
- Ongoing: Feedback from your team goes directly back to the product team on a short timeline, and trial customers get a real voice in what gets built next.
What’s Ready to Use From Day One
You don’t need a fully built-out knowledge base to start seeing value, and all of our best features aren’t hidden behind a paywall. Features like Service Report Automation are ready to go the moment you’re set up, generating clean, professional appointment summaries from what your technicians capture in the field.
As your knowledge base grows, so does what Service Pro AI can do. Since Service Pro AI is a closed system, materials you upload aren’t shared publicly, aren’t used to train models for other companies, and aren’t accessible outside your organization. Your data stays yours, and the answers your technicians get are grounded only in what you’ve uploaded and approved, even in the trial. The more equipment manuals, SOPs, and service history your team uploads, the more grounded answers your technicians will get. Learn more about how Service Pro AI puts your existing service data to work.
The Forward Deployed Engineer Difference
You’ve probably seen this before. A new tool gets introduced, a few people log in once, and six months later it’s just another login nobody uses. It’s a common pattern with AI specifically: research from IDC found that 88% of AI proofs-of-concept never make it to full production. Most of the time, the technology works fine. What’s missing is enough support to get a team through the adoption curve.
That’s the problem the Forward Deployed Engineer program is built to solve. Here’s what you can expect from your FDE:
- Supports you from day 1 and stays with you throughout the trial, configuring Service Pro AI around your actual workflows and staying engaged to make sure your technicians are seeing value
- Helps build out your knowledge base with your manuals, service records, and documentation
- Coaches your technicians through using Service Pro AI in real working conditions, whether that’s a noisy shop floor or a job site where typing isn’t practical
- Works with whoever owns your Service Pro environment to configure the platform and handle user access
Rosie Kaplan, COO of GCB Industries, described this as one of the most valuable parts of her team’s experience: “The AI world is constantly changing, and I think that you guys are very aware of that and have been providing us with the feedback that we give you, really taking that in and implementing it. That’s been a really cool piece of working so closely with you guys.”
That kind of fast feedback loop, where changes that would typically take months at other software companies happen in days, is part of what makes the trial feel like a partnership instead of a standard software evaluation.
Hear From Real Service Pro AI Users
The best way to understand what 30 days with Service Pro AI can do is to hear it from people who’ve already been through it.
Chuck Del Cielo, Service Manager
He put Service Pro AI to the test directly. Asked to serve as technical support for dealers and installers calling in with equipment questions, he ran real troubleshooting scenarios through Service Pro AI and ChatGPT side by side. When a technician reported an injector fault, Service Pro AI traced the real problem to a fuel pump issue. ChatGPT told him to replace the injectors, the wrong answer that would have been a costly mistake.
“We’re getting information from the data we upload,” Chuck said. “If we control the content, then we don’t have to worry about bad information getting back.”
Shawn Tackett, Director of Houston Field Services at Relevant Solutions
He came to the trial with a specific concern: protecting his team’s proprietary knowledge. “We don’t want our information out there for public consumption,” Shawn said. “We wanted to ensure we’re not educating our competitors, but utilizing our own knowledge.” Today, his team uses Service Pro AI to generate professional appointment summaries automatically, closing a documentation gap that used to eat hours of his technicians’ time every week. As Shawn put it, “The work we’re putting in now is going to benefit us later.”
Discover Shawn’s Full Customer Spotlight Here
Rosie Kaplan, COO of GCB Industries
She saw an opportunity in Service Pro AI to solve a training problem. GCB has junior technicians who need real field experience but can’t always trust their own judgment yet. By loading GCB’s manuals into Service Pro AI, those technicians can troubleshoot on their own instead of calling a service manager every time they hit a snag. “Knowing that we could input manuals and all the information that we would know that potentially they would be needing,” Rosie explained, was a big part of what got her team started. She’s also seen firsthand how Job Prep Brief has changed the way her technicians walk into jobs: “It really has helped summarize, for the technicians going out on jobs, and allowing the dispatcher not to always have to provide that information to them.”
Three different companies, three different reasons for starting the trial, and three real outcomes: fewer wrong answers, less time on documentation, and better-prepared technicians walking into every job.
Why Now?
One of the best benefits Service Pro AI users get is the opportunity to shape what comes next. Job Prep Brief exists because customers who attended the Service Pro Roadshow this spring described wanting a brief they could read before ever leaving the shop. Rosie’s feedback about custom service report templates is actively shaping what gets built next.
Starting your trial now means having a voice in that process. We strive to make the best version of Service Pro AI, and when real field service leaders tell us what they need, we can build it.
Start Your Free Trial of Service Pro AI
If any of these stories sound familiar, whether it’s wanting answers your team can actually trust, closing the documentation gap, or giving newer technicians a way to troubleshoot on their own, the best next step is trying Service Pro AI yourself.
The trial typically runs 30 days, completely free, and your Forward Deployed Engineer works alongside your team the entire time. Setup takes minutes, not months, and features like Service Report Automation are ready to use from day one.
Have thoughts on what you want to see? Join the trial and tell us so we can bring it to life.
Start Your Free Trial of Service Pro AI
Frequently Asked Questions
How much does the Service Pro AI trial cost?
Nothing. The trial is completely free and typically runs for 30 days.
How do I start the trial?
Request access to your free trial here.
What does a Forward Deployed Engineer actually do during the trial?
Your Forward Deployed Engineer works directly alongside your team throughout the trial, helping configure Service Pro AI around your workflows, uploading and organizing your documentation, and making sure your technicians are adopting with ease.
Is my company’s data safe during the trial?
Yes. Service Pro AI is a closed system. What you upload isn’t shared publicly, isn’t used to train models for other companies, and isn’t accessible outside your organization.
What happens after the 30 days?
Your Forward Deployed Engineer will talk with you about what you’ve seen during the trial and what a longer-term partnership could look like based on your team’s results. Explore Service Pro AI here.
How can I prepare for success in the Service Pro AI trial?
The most impactful thing you can do early is get your content ready. Service Pro AI is only as good as the knowledge you put into it. That means gathering your equipment manuals, service procedures, and any other documentation you want the AI to draw from. Your FDE will help you get it loaded into the system, but the more content you have ready, the faster you’ll start seeing results.
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¹ IDC/Lenovo research, 2025. Source: CIO.com