Marshall by FitterPal

Your AI operations assistant, built into FitterPal

Marshall speeds up the work your team already does in FitterPal. Ask a question, attach a manufacturer PDF, or describe a change, and Marshall creates and updates jobs, customers, bookings and more in single operations.

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What Marshall is

AI that works inside your existing processes

Marshall lives in a sidebar inside FitterPal. It is built to accelerate everyday office work, not replace it. Ask in plain English, and Marshall uses your live jobs, customers, schedule, invoices and activity to answer questions or take action in one go.

💡 Fewer clicks, fewer copy-paste steps, and less jumping between screens to get routine work done.

  • Create and update jobs, customers, tasks and bookings without opening form after form
  • Combine steps that would normally take several screens into a single request
  • See links to the records Marshall creates or changes as it works
  • Pick up past conversations from your saved history

Accelerate everyday processes

From manufacturer PDFs to a reshuffled diary

Marshall handles the multi-step jobs that usually eat into office time. Attach a supplier or manufacturer document and ask Marshall to pull out sizes, references and customer details. On the schedule, describe a bulk change and Marshall can move multiple bookings from one day to another in a single operation, using the week you are viewing.

  • Import information from manufacturer and supplier documents into new jobs and customers
  • Create a linked customer and job in one step instead of two separate forms
  • Move several bookings from Tuesday to Wednesday, or shift a day's run, in one request
  • Update job details, notes and bookings without hunting through tabs

Stay on top of the day

Triage, chase payments and keep work moving

Marshall is tuned for real operations work: what needs attention today, which invoices are overdue, which enquiries still need scheduling, and how active jobs are progressing on the board. It can draft payment reminders too, but you review and send them, never the AI on its own.

💡 Marshall suggests; your team decides. Customer messages always go out with your approval.

  • Start the day with "what needs my attention?"
  • Find overdue invoices and unpaid deposits quickly
  • Search bookings, get directions and summarise activity without manual reports
  • Context-aware on job, customer and schedule pages so requests stay relevant

Why teams use Marshall

Teams use Marshall to finish routine work faster: fewer forms, fewer schedule clicks, and less retyping from supplier paperwork.

Single-step updates

Create or update jobs, customers, tasks and bookings in one request instead of working through screen after screen.

Document import

Attach manufacturer or supplier PDFs and ask Marshall to pull out the details you need for a quote or new job.

Bulk schedule changes

Move multiple bookings from one day to another in a single operation, using the schedule week you are already viewing.

Cash flow visibility

Spot overdue invoices and deposits still owed without running manual lists.

Human in the loop

Draft reminders and actions appear for review. Nothing reaches a customer until you confirm it.

Saved conversations

Return to earlier chats, continue where you left off, and start fresh threads when you need a clean slate.

Your data stays yours

Marshall is organisation-scoped like the rest of FitterPal, so only your team sees your conversations and records.

See it in action

Grab a quick 15-minute demo: tell us what you need, see FitterPal in action and get every question answered—no pressure, just value.

Book a demo
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