Answers to the questions we hear most.
Everything you need to know about how FieldMate works, what it costs, and how your team stays involved when needed.
General
The basics of what FieldMate is and who it's for.
What is FieldMate?
FieldMate is a managed lead response system that helps trade and home service businesses capture more leads and opportunities. It responds to missed calls and website inquiries, qualifies the job, helps book appointments, and follows up with leads so fewer customers slip away.
Who is FieldMate built for?
FieldMate is built for plumbers, electricians, HVAC companies, roofers, and other service businesses that rely on phone calls and online inquiries to generate work. It is designed for businesses that can't always answer every call right away.
How does FieldMate recover missed calls?
When a customer calls and nobody answers, FieldMate sends a text response within seconds using your business information. It starts the conversation, collects important details, and helps move the customer toward booking an appointment before they move on to another company.
Will I need a new phone number?
No. FieldMate works with the phone number your customers already know. Your existing number stays on your trucks, website, and business cards.
Do I need new software or training?
No. FieldMate is managed for you. There are no complicated systems for your team to learn. We handle the setup, configuration, and ongoing management.
Will customers know they are talking to FieldMate?
FieldMate handles routine conversations using your business information and communication style. If a customer asks for a person or the conversation requires your attention, your team is alerted with the details needed to step in.
Do I need to monitor FieldMate?
No. FieldMate is managed for you and runs in the background. Your team only gets involved when a customer needs personal attention, an urgent issue is identified, or a follow-up is needed.
How it works
What setup looks like and what happens once you're live.
How long does setup take?
Most businesses can be ready to launch shortly after setup. We connect your number, configure your business details, test the system, and make sure everything is ready before going live.
What happens when someone calls and I don't answer?
When a call is missed, FieldMate automatically sends a text response to the customer. The conversation continues through SMS, helping capture the customer's information and identify what they need before the opportunity is lost.
Does it work with my calendar or field service software?
Yes. FieldMate can work with your existing scheduling workflow so booked appointments and customer details fit into the way your business already operates.
Can I control when FieldMate responds?
Yes. FieldMate can be configured around how your business operates. You can have it respond to every missed call or use it during specific times, such as after hours, weekends, or when your team is unavailable.
What happens if FieldMate can't handle a customer request?
If a customer request requires personal attention, FieldMate triggers a human follow-up alert and sends a summary of the conversation. Your team knows exactly what the customer needs and can follow up with the right context.
Features
What FieldMate actually does once a conversation starts.
Does FieldMate handle website leads?
FieldMate can connect with additional lead sources, helping businesses respond faster whether customers call, submit an inquiry, or reach out online.
Can FieldMate qualify leads?
Yes. FieldMate can collect important job details like the type of service needed, urgency, location, and customer information before your team gets involved.
Can FieldMate book appointments?
Yes. FieldMate helps qualified customers schedule appointments, making it easier to turn conversations into booked jobs without unnecessary back-and-forth.
Can FieldMate follow up with leads?
Yes. FieldMate automatically follows up with leads who haven't responded, helping recover opportunities that may have otherwise gone cold.
Can FieldMate request reviews?
Yes. FieldMate can automatically send review requests after completed jobs, helping you collect more customer feedback while the experience is still fresh.
Does it work after hours?
Yes. FieldMate responds whenever a customer reaches out, including evenings, weekends, and holidays when your team may not be available.
Billing & plans
What it costs, and how billing actually works.
Is there a setup fee?
Yes. FieldMate includes a one-time setup fee that covers configuring your system, connecting your business information, setting up workflows, testing conversations, and preparing everything before launch.
What happens after I sign up?
After choosing a plan, we handle the setup process, connect your system, configure your business details, and make sure everything is ready before launch.
Can I add more features later?
Yes. Additional features and integrations can be added as your business needs grow.
Is there a contract?
No. FieldMate is billed monthly with no long-term contract. You can cancel anytime before your next billing cycle.
Are there limits or surprise charges?
FieldMate is designed around predictable monthly pricing. If your business grows significantly or requires additional usage, we will recommend the right setup before any changes are made.
Still have a question?
Happy to walk through anything that's not covered here.