Products · FieldworkOS · The supplier lifecycle platform for online fieldwork

Twice the studies. Same team. Cleaner data.

Sourcing online sample at scale has always forced a trade: speed, volume, or quality — pick two, then hire your way out. FieldworkOS breaks the trade by reading the inbox, negotiating the CPIs, verifying the launches, and watching every metric — so capacity comes from automation, not headcount.

  • Speed or Scale or Quality
  • Hire more PMs
  • Speed + Scale + Quality — same team
The PM capacity wall

Every study you add, adds an inbox. That’s why scale breaks fieldwork teams.

Coordination grows with every concurrent study — more supplier threads, more links to test, more dashboards to watch. A PM’s week doesn’t. So throughput hits a wall, and the only lever left has been headcount.

Coordination hours vs concurrent studies · illustrative

the 40-hour week2 studies612+ studieshours / week
Manual coordinationWith FieldworkOS — PMs oversee, the system coordinates

Email triage & transcription

daily

Quote comparison rebuilds

per bid

Link setup & test-ID swaps

per launch

Dashboard refreshing

all day

Reconciliation archaeology

per close

None of this is judgment work. All of it scales with study count — and all of it is what FieldworkOS takes off the desk.

What breaks at scale

Six things that snap when you push volume and speed — and how FieldworkOS holds them.

At scale

01

The inbox scales linearly. Attention doesn't.

Ten concurrent studies means hundreds of supplier emails a week — quotes, counters, redirect URLs, test IDs. Something important is always buried in thread 47.

With FieldworkOS

An AI listener reads every supplier email and structures it — quotes mapped to the right survey, links and test IDs captured, threads summarised. The inbox becomes a data feed; ambiguous cases, and only those, surface for a human.

At scale

02

Negotiation quality dilutes across the team

Your best negotiator can't be on every thread. As volume grows, more CPIs are settled by whoever's least busy — and margins drift study by study, PM by PM.

With FieldworkOS

Seniors set the strategy — posture and target CPI range — and the engine executes it on every thread simultaneously, backed by pricing history and supplier profiles. Your margin target becomes the constant, not the exception.

At scale

03

Launch prep is the bottleneck nobody budgets

Every supplier on every study needs links generated, test IDs swapped, redirects verified — serial, error-prone copy-paste that gets rushed exactly when volume peaks. Rushed setup is how broken launches happen.

With FieldworkOS

Setup runs automatically the moment a price is agreed — links built, tests verified, per supplier, in parallel. Go-live is gated on proof, so speed never ships a broken redirect.

At scale

04

Watching ten dashboards means watching none

In-field vigilance is a PM refreshing supplier portals between emails. Past a handful of studies, problems are caught hours late — or after field close, when it's too late to re-field.

With FieldworkOS

A monitoring engine computes every supplier’s metrics on schedule — terms, quality fails, incidence vs bid, geo/device mismatch, duplicates, verbatim fraud — and interrupts you the moment a threshold slips. Vigilance stops being a function of free attention.

At scale

05

Quota stalls hide in the volume

The more cells you run, the more likely one is silently stalling — and the less likely anyone notices before the deadline. Under-delivery and over-delivery both cost you.

With FieldworkOS

The quota engine tracks every cell across every supplier and raises slow-progress alerts days before the deadline — and completion signals the moment cells fill, so traffic stops before you buy completes you can’t invoice.

At scale

06

Institutional knowledge doesn't scale — it leaves

Which supplier actually delivers B2B in Germany at 15% IR, and what a fair CPI looks like, lives in senior PMs' heads. Every departure resets the team; every new hire re-learns it the expensive way.

With FieldworkOS

Every project enriches supplier profiles — quality rates, delivery reliability, negotiation behaviour — and a benchmark layer prices the market. The next bid round starts from data, whoever runs it.

The new scaling function

Capacity from automation, not headcount.

More studies / PM

Each PM carries materially more concurrent projects when the routine coordination — inbox, links, dashboards — runs itself.

Days → minutes

Close-out shrinks from days of email archaeology to a computed reconciliation with the evidence trail attached.

Consistent margins

Negotiated outcomes hold across the whole team, because the strategy is executed by the system — not by whoever's on the thread.

We’re measuring throughput, brief-to-live time, and margin consistency with our beta cohort — real numbers from real studies, published as the cohort completes.

Inside FieldworkOS

Built to be overseen, not operated.

Control panel · Q2 Brand Tracker

Live

Completes vs plan

1,284

of 1,650 · on pace

Incidence vs bid

31%

bid 30% · holding

Margin vs target

31.6%

target 28%

Spend vs ceiling

68%

$5,412 of $8,000

US-HEALTH-00189%

12 suppliers

UK-FIN-00264%

9 suppliers · 1 paused

DE-TECH-00341%

9 suppliers

One project, three surveys, thirty suppliers — one glance

The control panel

Every study, current at all times

Completes vs plan, incidence vs bid, margin vs target, spend vs ceiling — per survey, per supplier, rolled up per project. When the client calls asking “where are we?”, the answer is one screen, not four portals and an inbox.

Suppliers · US-HEALTH-001

30 sources · 4 shown
  • PanelCo

    Clean
    412 / 450
    IR 32%CPI $4.20
  • SampleNow

    IR below bid
    188 / 400
    IR 24%CPI $4.60
  • GlobalPanel

    Paused · speeders
    96 / 300
    IR 29%CPI $5.10
  • ResearchPro

    Clean
    301 / 350
    IR 35%CPI $3.95

AI thread summary · GlobalPanel

Agreed $5.10 after two counters. Flagged for speeder rate at 09:14 and auto-paused; supplier acknowledged and is re-screening. Awaiting confirmed retest before resume.

Every source — pace, flags, spend, and one-click pause

The supplier dashboard

Thirty suppliers, ranked and live

Pace, IR, drop-off, quality flags, CPI and spend for every source — with one-click pause, in-field CPI control, and an AI summary of each supplier's thread so nobody re-reads email history to know the state of play.

  • Per-supplier pause & resume on quality
  • Allocation and in-field CPI adjusted in place
  • “Where are we with Supplier X?” — answered without the inbox

Alerts · live

Watching 4 studies
  • Speeder rate 18% · GlobalPanel auto-paused

    12s ago
  • SurveyGuard · 7 AI-written verbatims rejected before accept

    1m ago
  • Geo mismatch · 6 respondents held out of valid counts

    6m ago
  • Quota pace · Female 55+ won't hit deadline · 3 days' warning

    22m ago
  • Go-live gate cleared · ResearchPro · 4/4 redirects verified

    1h ago
  • Duplicate fingerprint · PanelCo · 2 matches blocked

    2h ago

Quality, fraud, geo, pace, go-live — the system interrupts you

Alerts & monitoring

Problems find you — in time to act

A speeder spike auto-pauses the source. SurveyGuard flags AI-written verbatims before completes are accepted. A geo mismatch is held out of valid counts. A slow cell is flagged with days to spare. This is what vigilance looks like when it doesn't depend on a human refreshing dashboards.

Quota cells · US-HEALTH-001

373 / 550 · live

Male · 18–34

62/100

Male · 35–54

100/100

Male · 55+

31/75

Female · 18–34

88/100

Female · 35–54

54/100

Female · 55+

38/75

On pace Approaching Slow · flagged Complete · closed

Cell-level fill, tracked live across all suppliers

The quota engine

Every cell, every supplier, on pace or flagged

Gender, age, region — fill tracked in real time across all sources, with slow-progress alerts before stalls become crises and completion signals before over-delivery becomes cost.

For the directors

Speed you can defend. Scale you can audit.

Going faster with fewer hands only works if control gets stronger, not weaker. FieldworkOS is built so juniors get guardrails and directors get oversight.

Approval gates on material decisions — the system escalates what needs judgment, and only that.

A state machine that enforces rules — no launch before link tests pass, no resume before a confirmed retest.

Everything logged — every AI extraction, negotiation step, verification, alert and state change, on record for clients, QA and auditors.

Role-based access with optional enterprise SSO.

Your fieldwork team stops coordinating — and starts overseeing. That’s the whole shift: the routine work runs at machine pace, and your people spend their judgment where it’s actually needed.

The net effect · FieldworkOS

See it in action

Scale your fieldwork. Not your headcount.

The fastest way to evaluate FieldworkOS is on a real study — your suppliers, your survey platform, your quality standards. A 30-minute walkthrough by someone who has run the workflow you’re trying to leave behind.

FieldworkOS Beta · 10 seats

A small cohort of agencies is running FieldworkOS on live projects right now — with guided onboarding, a direct line to the team, and real influence on what ships next.

Apply for a beta seat
From the blog

Why agencies automate the supplier lifecycle

Field notes on the manual operations work that quietly drains margin — and what changes when it runs itself.

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