Stop doing unpaid office work after every job.

Answer a few questions about your shop. We send back a ranked list of unpaid office chores to clear first — then start free, or book a consult if software isn’t next.

FieldRobin

Prepared for __________________________

Back Office Report · v2026.07

In about 10 minutes, we’ll name the 2–3 unpaid office chores eating your week — ranked by what to fix first. Free.

Your time: ~10 minutes
You get: 2–3 ranked fixes
Then: Start free — or a consult

Section 01 of 04

Your shop today.

A clear picture of the business beats a long call. Straight answers only.

A · The business

Company name

Owner / primary contact

Phone (optional)

Years in business

Employees

Service area

Annual revenue (rough)

Avg. job size ($)

B · The trade

C · How work gets done now

Software you use now

Approx. monthly software spend

Section 02 of 04

What’s eating the week.

Score each chore. 1 = under control. 5 = this is unpaid overtime. No grade — just the map.

Quotes take too long to write and send.

Review asks get skipped after the job.

The schedule fights me (weather, no-shows, last-minute).

Invoices sit — I’m still the collections desk.

Lead and past-customer follow-ups fall through.

Job notes and paperwork pile up at night.

Too many tools that don’t share customer or job data.

I can’t see the real week in one place.

D · One chore you’d hand off tomorrow Reviews, late invoices, lead follow-ups, job notes — what should stop living in your head?

Section 03 of 04

What it’s costing you.

Rough is fine. We turn these into a ranked list of what to fix first.

Jobs / week

Hours / wk on unpaid office work

Typical days invoices sit unpaid

E · Setup check

We already use FieldRobinWe use another FSM / CRMWe run on spreadsheets / notebooksWe have 12+ months of customer / job historyOwner makes the software call

You walk away with a short ranked list: which office chores to clear first — in FieldRobin, or on a consult if the product isn’t the fit.

Section 04 of 04

Claim the map.

Product first. Consult if you’re not ready for software yet.

Start FieldRobin freeTurn on the top chores from your report — reviews, follow-ups, invoices — with your okay.Book a short consultNot ready for software? We’ll walk your ranked list and say what to fix by hand first.BothStart free and book a call to pick what to turn on first.

Preferred call window (optional)

This lands in our inbox as a Back Office Report. Prefer email? support@fieldrobin.com