Customer management

Customer historyon 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.

  • Customer info in too many places

    Phone contacts, spreadsheets, and text threads mean the next visit starts with a search.

  • 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.

Customer profiles

Profiles

Full job history

Scroll visits, notes, and invoices before you knock.

Customer service locations

Locations

Multiple service addresses

Rentals and repeat customers — right address on every new job.

Customer notes

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 and customers

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.

  1. Add or import the customer

    Create a profile with contact info and service addresses — ready for the first job.

  2. Run jobs on the record

    Every visit adds notes, photos, invoices, and review activity to the same profile.

  3. 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

Customers connect jobs, scheduling, and reviews.

Every visit adds to the profile — scheduling, invoicing, and review requests stay in context.

  • 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 more
  • Scheduling

    • Calendar and board stay in sync
    • Reschedule from the field
    • Completed visits flow to billing

    Plan the route

    Learn more
  • Invoicing

    • Invoice from completed jobs
    • Payment links by text or email
    • Automated overdue reminders

    Get paid faster

    Learn more

Pricing

Simple pricing for solo operators and growing crews.

Start free, upgrade when you need more jobs, automation, AI, reputation tools, and team workflows.

Starter

$19/ month

The affordable paid step for owner-operators who want more volume, basic follow-up automation, and room to grow without jumping to the full AI stack.

250 customers
40 jobs and 20 invoices per month
Automated invoice reminders
Review request workflows
Customer portal and payment links
Standard email support
Most popular

Advanced

$39/ month

The full solo plan: jobs, customers, invoicing, review automation, Google sync, referrals, reactivation, AI enrichment, voice capture, and follow-up automation.

14-day free trial — no card to start
Unlimited customers, jobs, and invoices
Automated review requests and reminders
Google Business Profile sync and reply help
Voice notes, AI enrichment, and follow-up automation
AI autopilot and priority email support

Growth

$79/ month

Everything in Advanced for a small crew — shared jobs board, customer records, automation, and customer-facing branding.

Everything in Advanced
Up to 5 team members across 3 businesses
Shared jobs board and customer records
Per-team-member automation controls
Custom branding on invoices
Dedicated onboarding call and phone support

See full feature comparison

FAQ

Common questions

Quick answers on plans, automation, and how FieldRobin fits a small crew. Need more detail? See the full FAQ or email us.

What does FieldRobin do?

FieldRobin is field service management software for home service businesses. Run jobs, customers, scheduling, invoicing, Google reviews, follow-ups, and AI automation in one app — built for owner-operators and small crews.

Is FieldRobin a field service management app?

Yes. FieldRobin is a full FSM platform for home service businesses — jobs, customers, scheduling, invoicing, and payments are the foundation. Google review requests, referrals, reactivation, and AI follow-up run from the same job records.

Is FieldRobin only for Google reviews?

No. Review management is built into the workflow, not a separate product. You can run your whole shop — schedule work, manage customers, send invoices, and automate follow-ups — with Google review requests as one step after a completed job.

Can I use FieldRobin on my phone?

Yes. Use FieldRobin in your mobile browser or our iOS and Android apps for field work. Account creation and subscription billing are web-only today.

Can I send invoices from FieldRobin?

Yes. Create invoices from completed jobs, send payment links, and run automated payment reminders — on the same customer record as your review and follow-up automation.

Does FieldRobin automate review requests?

Yes. After you mark a job complete, FieldRobin can send a Google review request by text. You approve wording first, track opens and clicks, sync posted reviews, and send one reminder when it helps.

Do AI features send messages automatically?

Customer-visible actions are approval-first by default. You review, edit, approve, or reject drafts before anything is sent. You control what runs and when.

Do you offer a free plan?

Yes. Start free with jobs, customers, invoices, and review requests at strict limits — no credit card required. Starter, Advanced, and Growth unlock more automation, higher limits, and team features when you are ready.

Can small teams use FieldRobin?

Yes. FieldRobin is built for owner-operators and small home service teams. The Growth plan supports up to five team members on one shared jobs board, customer records, and automation workspace.

Can I cancel anytime?

Yes. Cancel from Workspace → Settings on the web. You keep access through the end of your current billing period.

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.

See all questions

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.