FieldRobin
AI-native field service management software for home service businesses
About FieldRobin
FieldRobin is field service management software for home service businesses such as HVAC, plumbing, electrical, cleaning, landscaping, handyman, pest control and pressure washing companies. It keeps customer records, jobs, scheduling, estimates, invoices, payments and follow-up in one workspace, so a request can be tracked from the first website message to a paid invoice and a Google review. The company describes the product as "AI-native": alongside the usual job and billing records it ships a website chat agent that answers visitor questions, an Ask AI assistant for the team, AI agents that prepare follow-up tasks, and voice capture that turns a spoken field note into a structured draft.
The problem it targets is the office work that piles up for owners who spend most of the day on the road: replying to website visitors, retyping job notes, sending invoices days late, chasing overdue balances and remembering to ask happy customers for a review. FieldRobin's approach is that AI prepares the work and a person approves it. Agent tasks wait in an approval queue before a message is sent or a record changes, every agent run and step outcome is logged, and website AI replies only go out when the business turns them on and approves the FAQ and website pages they may draw from. The product is sized by operating stage, from Solo (one technician) and Crew (2 to 5) up to Growing (6 to 15) and Medium (16 to 50) teams, and is used from a phone or desktop browser. The changelog shows frequent releases through October 2026.
You create an account on the free plan with no card and add customers, jobs and invoices. Visits are booked on a week calendar that stays in sync with a jobs board, and each appointment is tied to the customer and job record, so a reschedule made on site updates both views. When a visit is marked complete, FieldRobin builds the invoice from the labor, parts and fees on that job and sends it by text or email with a Stripe payment link.
To bring in new work, you add the Customer Chat widget or a Website Form to your own site with a single snippet. Chat can answer common questions from up to 20 approved FAQ or website sources, say it does not know when a source cannot support an answer, and collect a service request with contact details, address and a preferred time window. Your team then continues the same conversation inside FieldRobin.
Follow-up runs through AI agents. You pick a listed task, such as a review request, an invoice reminder or lead outreach, start it from the related record, read and edit the draft, then approve or reject it from the queue. In the field, a technician can record or upload a voice note, or paste a call note, and review the transcript and extracted customer, job, amount and material fields before saving them.
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Customer Chat AI agent - A website chat widget that answers visitor questions from business information you approve and can fall back to a no-answer reply rather than guessing. Visitors can leave a service request without leaving the chat, chat hours can follow business hours or stay on all the time, and staff can take over the conversation from the FieldRobin inbox. Pro and Team include 500 completed AI replies per business per billing period.
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Ask AI assistant - Team members ask questions about the jobs, customers and invoices they already have access to, by text or voice, and get summaries, customer reply drafts and proposed record changes that must be approved before they apply. Conversations keep their workspace context, and several selectable models are available, priced in credits, with the higher-cost models reserved for paid plans.
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AI agents with an approval queue - Listed follow-up workflows cover review requests, invoice and payment reminders, lead follow-up, referrals and reactivation. Each task starts from a real record, prepares a draft message or action for review, and keeps a history of runs and outcomes for auditing.
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Voice capture and AI form entry - Record in the app, upload an audio file or paste text, then check the transcript and the proposed fields before anything is written to the workspace, which cuts down on retyping job details after a call.
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Scheduling, jobs and invoicing - A calendar and jobs board share the same job records, completed visits flow straight into invoices with line items pre-filled, and invoices go out by text or email with payment links. Overdue reminders run on a cadence you set, status shows sent, viewed and paid, card payments go through Stripe, and records can be exported to QuickBooks.
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Review management - After a completed job FieldRobin drafts a Google review request tied to that customer and visit, with reminders and per-location review links. A shadow mode shows each draft before it texts or emails anyone, and an optional Google Business Profile connection syncs public reviews and posts replies you approve.
FieldRobin is aimed at owner-operators and small crews in home services who run the office from a truck. A solo HVAC technician or plumber can keep customers, jobs and invoices on the free plan within its limits, then move to Pro for SMS, automated review and payment follow-up, the website chat agent and the AI tools. Crews of two to five who need a shared jobs board, custom invoice branding and access for several team members fit the Team plan, which covers up to five members.
Businesses that lose leads because nobody answers the website after hours get the most from Customer Chat, since it can reply to common questions and capture a service request while the team is on a job. Owners who forget to invoice or chase payments benefit from invoices built straight from completed visits and from reminder agents that draft the message for approval. Companies that depend on Google reviews for local search get automated, approval-gated review requests tied to each finished job.
Growing and medium-sized operators with 6 to 50 technicians are invited to talk to the team about fit rather than buy online. It is less suited to companies that want fully autonomous AI messaging, because agent actions are designed to wait for human approval before a message is sent or a record changes.
