Follow-up is easy to put off
Choose a specific task instead of writing every message from scratch.
AI agents
Start a follow-up task and review its proposal.
Choose an available task, check the draft or proposed action, then approve or reject it.
- Review and payment follow-up
- Lead and customer follow-up
- Approval queue and activity history
The problem
Follow-up needs a clear next step.
Start from the related record and review the message or action before it runs.
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.
AI agents
Start a task and review its proposal.
Use a listed follow-up workflow, then approve or reject what it prepares.
Choose
Start a listed task
Pick review requests, invoice reminders, lead outreach, or another available task.
Context
Start from a real record
Use the related customer, lead, job, or invoice details.
Draft
Check the proposed message
Read and edit the draft before approving it.
Approval
Choose what happens next
Approve or reject the action from the approval queue.
History
Review runs and outcomes
See statuses and results from earlier agent runs.
How it works
Choose, review, approve.
Choose an agent task
Start a review request, invoice reminder, lead outreach, or another listed workflow.
Review its proposal
Check the source details and message or record change before you decide.
Approve or reject
Approve the action when it is right, or reject it. Find the result in activity history.
What you get
Tasks with a review step.
Start a task from the agent catalog. Review its proposal and check the result in activity history.
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.
Works with FieldRobin
Agent tasks start from work your team can review.
Start from a customer, lead, or invoice, inspect the proposed step, and check its outcome in activity history.
Customers
- Full visit and invoice history
- Multiple service addresses
- Notes that persist
Context on every knock
Learn moreJobs board
- Today, upcoming, and completed in one view
- Notes and photos on every ticket
- Invoice and review from the same job
Center of the workflow
Learn moreInvoicing
- Invoice from completed jobs
- Payment links by text or email
- Automated overdue reminders
Payment follow-up on the job
Learn more
FAQ
Common questions
Answers about FieldRobin features, AI, and plans.
What does FieldRobin do?
FieldRobin helps service businesses manage customers, jobs, schedules, estimates, invoices, payments, and follow-up in one workspace.
Can I add chat or a form to my website?
Add Customer Chat for visitor questions and service requests, or embed a Website Form to collect job details. Chat can answer from sources you approve when enabled. Forms collect requests; they do not confirm appointments.
Can I use FieldRobin on my phone?
Yes. Use FieldRobin in your phone's browser. Create your account and manage your subscription on the web.
Can I send invoices from FieldRobin?
Yes. Create an invoice from a job, send a payment link, and set payment reminders.
Can FieldRobin send review requests?
Yes. Set up Google review requests after completed jobs and review the message before it goes out.
How are Ask AI, AI agents, and Customer Chat different?
Ask AI answers signed-in team members' questions about records they can access. AI agents run a task you choose and show proposed actions for review. Customer Chat serves website visitors and can answer from approved sources when enabled.
Does FieldRobin have a free plan?
Yes. Free includes jobs, customer records, and invoices within plan limits. Pro is $29/month and Team is $79/month. Paid plans start with a 14-day trial and do not require a card. See pricing for current details.
How many people can use Team?
Team supports up to five members across three businesses. Contact FieldRobin to discuss larger teams.
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.
Keep AI actions in your review queue
Start a task and review the proposal before it changes a record or sends a message.
Start a task, check the proposal, and decide what FieldRobin does next.
No credit card required to start. Cancel anytime.