Quoting

Send quotesthat become scheduled jobs.

Build quotes from your pricebook, send for approval, and convert accepted work into jobs on the board.

  • Pricebook line items in seconds
  • Track sent, viewed, and accepted
  • One-click convert to scheduled job

The problem

Slow quotes lose to faster crews.

Retyping estimates and losing track after send means warm leads go cold before you follow up.

  • Quotes rebuilt from scratch

    Retyping line items for every estimate slows response time — and speed wins the job.

  • No visibility after you hit send

    When a quote sits in email, you do not know if they opened it or went with someone faster.

  • Accepted work that never hits the schedule

    A yes in a text thread that never becomes a job means revenue slips through the crack.

Quoting

Professional quotes that convert to scheduled jobs.

Quote pricebook

Pricebook

Line items in seconds

Standard labor, parts, and packages — consistent pricing every time.

Send quote for approval

Send

Approval from their phone

Email or text a clear proposal — customers approve on site.

Quote status tracking

Track

Sent, viewed, accepted

Know which quotes are warm — follow up while interest is high.

Convert quote to job

Convert

Accepted quote to job

One click schedules the work — scope and customer details carry over.

Quote to invoice

Invoice

Bill when work is done

Completed jobs flow to invoices — same record end to end.

How it works

Build, send, and schedule.

  1. Build the quote

    Start from a customer or lead, add line items from your pricebook, and set terms.

  2. Send for approval

    Customer gets a clear quote to review — you see when they open it.

  3. Schedule the work

    One click converts an accepted quote into a job on your calendar or board.

What you get

Quotes with a clear path to work.

Professional proposals, approval tracking, and jobs that start with context.

  • Pricebook-driven quotes

    Pull standard labor, parts, and packages — consistent pricing without retyping every line.

  • Send for customer approval

    Email or text a professional quote — customers approve from their phone.

  • Convert to scheduled job

    Accepted quotes become jobs on the board — no re-entering customer or scope details.

  • Quote status at a glance

    See draft, sent, viewed, accepted, and declined — follow up while the lead is warm.

Works with FieldRobin

Quotes connect estimates, jobs, and invoices.

Win the job, schedule the visit, and bill from the same customer record — no retyping scope.

  • Estimates

    • Build on site from pricebook
    • Send before you leave
    • Convert wins to jobs

    Quote while it is fresh

    Learn more
  • 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
  • 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 I reuse line items across quotes?

Yes. Build a pricebook of common services and parts — add them to any new quote in seconds.

What happens when a quote is accepted?

Convert it to a scheduled job — customer, scope, and pricing carry over automatically.

See all questions

Win more jobs with faster, trackable quotes

Send trackable quotes that convert to scheduled work. Start free, no credit card required.

Start free and send quotes that convert to scheduled work without retyping details.

No credit card required to start. Cancel anytime.