Customer info in too many places
Phone contacts, spreadsheets, and text threads mean the next visit starts with a search.
Customer management
Customer history on every job.
Addresses, visit history, notes, invoices, and review activity on one profile — not scattered across texts and spreadsheets.
- Full job history per customer
- Multiple service addresses
- Notes, reviews, and invoices together
The problem
You should not search before every knock.
When customer context lives in contacts, texts, and spreadsheets, every callback starts ten minutes behind.
Multiple properties, one messy record
Rentals and repeat customers with several addresses need clear history per location.
No context before you knock
Arriving without prior notes, equipment details, or open invoices wastes the first ten minutes.
Customer management
Every customer, address, and visit in one profile.
Profiles
Full job history
Scroll visits, notes, and invoices before you knock.
Locations
Multiple service addresses
Rentals and repeat customers — right address on every new job.
Notes
Gate codes and equipment
Persistent notes — not lost in a text thread.
Reviews
Request history per customer
See review asks sent, opened, and posted — tied to completed jobs.
Leads
Lead to customer in one flow
Convert inbound estimates to customers and jobs without retyping.
How it works
Add, run jobs, show up prepared.
Add or import the customer
Create a profile with contact info and service addresses — ready for the first job.
Run jobs on the record
Every visit adds notes, photos, invoices, and review activity to the same profile.
Show up with context
Open the customer before the next callback — full history in seconds.
What you get
Profiles built for repeat work.
History, locations, and follow-up activity — ready before you roll up.
Profiles with full job history
Every visit, note, invoice, and review tied to the customer — scroll back before you roll up.
Addresses and service locations
Multiple properties per customer with clear labels — right address on every new job.
Notes that persist
Gate codes, pet warnings, and equipment models stay on the record — not in a lost text.
Reviews and follow-up history
See review requests sent, opened, and posted — plus payment and invoice status.
Works with FieldRobin
Customer history makes the next visit easier to pick up.
Bring addresses, past jobs, notes, invoices, and review activity into the next conversation or scheduled visit.
Jobs 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 moreScheduling
- Calendar and board stay in sync
- Reschedule from the field
- Completed visits flow to billing
Plan the route
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.
Can one customer have multiple addresses?
Yes. Add service locations per customer — each job picks the right address.
Does customer history include invoices and reviews?
Yes. Invoices, payments, review requests, and job notes all live on the customer profile.
Know every customer before you arrive
Keep customer history, jobs, and follow-up on one record. Start free, no credit card required.
Start free and keep customer history, jobs, and follow-up on one record.
No credit card required to start. Cancel anytime.