---
title: "AI Agents for Field Service Follow-Up"
description: "Start an AI agent for a review request, payment reminder, or lead follow-up. Review its draft or proposed action before it runs."
canonical_url: https://fieldrobin.com/features/ai-agents
markdown_url: https://fieldrobin.com/ai/features/ai-agents.md
content_type: product_feature
product: FieldRobin
company: Doorkeeper Labs LLC
industries:
  - HVAC Software for Solo Techs & Small Shops
  - Plumbing Software for Owner-Operators
  - Electrical Contractor Software for Small Crews
  - Cleaning Business Software for Small Crews
  - Landscaping Business Software for Small Crews
  - Handyman Software for Solo Pros & Small Crews
  - Pest Control Software for Route-Based Teams
  - Pressure Washing Software for Mobile Crews
updated_at: 2026-10-01
language: en
---

# AI Agents for Field Service Follow-Up

## Headline

Choose an AI task. Review what it proposes.

## Summary

Start a task for a customer, invoice, or lead. FieldRobin prepares the next step for you to review and approve.

## Common Comparison Points

- **Follow-up is easy to put off**: Choose a specific task instead of writing every message from scratch.
- **Messages need customer context**: Start from the related job, invoice, customer, or lead so you can check the right details.
- **You need to know what will happen**: Review the draft or proposed action before it sends a message or changes a record.

## Capabilities

- **Prepare review requests**: Start a review request from a completed job and check the message before it is sent.
- **Draft invoice reminders**: Use an agent to prepare a payment reminder for an overdue invoice.
- **Follow up with leads and customers**: Start an outreach or follow-up task, then review the draft in the approval queue.
- **See what happened**: Review agent status, decisions, and outcomes in the activity history.

## Example Workflow

1. Choose an agent task. Start a review request, invoice reminder, lead outreach, or another listed workflow.
2. Review its proposal. Check the source details and message or record change before you decide.
3. Approve or reject. Approve the action when it is right, or reject it. Find the result in activity history.

## FAQ

### Do AI agents run without me?

You choose an agent task to start. Customer-facing messages and workspace changes that need approval wait in the approval queue.

### What can an AI agent do?

Available tasks include review requests, invoice reminders, lead outreach, and customer follow-up. The exact tasks shown depend on your workspace.

### Can I review past agent runs?

Yes. The activity history shows agent runs, status, and outcomes.

### How is an AI agent different from Ask AI?

Ask AI answers questions about your workspace. An AI agent runs a selected task and brings you a draft or proposed action to review.

## Related Guides

- [Ask AI about your work](https://fieldrobin.com/features/ai-assistant)
- [Customer chat](https://fieldrobin.com/features/customer-chat)
- [Invoicing](https://fieldrobin.com/features/invoicing)

## Who It Is For

Solo (1 technician/user), Crew (2–5), Growing (6–15), and Medium (16–50) home-service businesses, including HVAC, plumbing, electrical, landscaping, cleaning, pest control, handyman, and pressure washing businesses.

## Related

- [FieldRobin Field Service Management](https://fieldrobin.com/ai/field-service-management.md)
- [FieldRobin Pricing](https://fieldrobin.com/ai/pricing.md)
- [HVAC Software for Solo Techs & Small Shops](https://fieldrobin.com/ai/industries/hvac.md)
- [Plumbing Software for Owner-Operators](https://fieldrobin.com/ai/industries/plumbing.md)
- [Electrical Contractor Software for Small Crews](https://fieldrobin.com/ai/industries/electrical.md)
- [Cleaning Business Software for Small Crews](https://fieldrobin.com/ai/industries/cleaning.md)

## Product Website

[Visit FieldRobin](https://fieldrobin.com)

## Source

Canonical page: https://fieldrobin.com/features/ai-agents