Automated follow-ups

Never Chase Again.

Quotes and invoices go cold when nobody follows up. BCC FieldNote on the emails you already send your customers — we send a polite nudge a few days later, then tell you the moment they reply. No software. No login. Pure follow-through.

No software No login required Just BCC an email Sent in your name
FieldNote Activity Preview
Invoice #1088 · Cohen Bath Reno
Customer marked it paid
PAID
just now
Quote #1995 · Delgado Fence
Replied — "let's proceed"
REPLIED
1h ago
Invoice #1042 · Northside HVAC
Follow-up sent in your name
SENT
2d ago
Quote #2041 · Maple Ridge Reno
3 days quiet — nudging soon
SCHEDULED
pending
Every follow-up, handled Example activity

01 / The Problem

Quiet customers
cost you jobs.

You send the quote. You send the invoice. Then nothing. Following up feels awkward, it's easy to forget, and the busier you are the more it slips — while the job and the money sit in limbo.

Stop chasing unpaid work →

— Without FieldNote

Quotes go cold
VS
Quotes that convert
Chasing payment yourself
VS
Paid without the awkward call
Follow-ups you forget
VS
Follow-ups that never slip
"Just checking in…"
VS
Polite, professional nudges
Money sitting in limbo
VS
Steady, predictable cash flow

02 / The Process

Three steps.
Zero effort from you.

Full Breakdown →
01

You BCC Us

Email a customer a quote or invoice like you always do, and add your FieldNote address to BCC. That's the whole setup.

  • Works with your inbox
  • Quotes, invoices & liens
  • Nothing to install
  • Save it once, forget it
02

We Follow Up

A few days later, if your customer hasn't replied, we send a polite follow-up on your behalf — written in your name.

  • Sent as you
  • Polite & professional
  • On your schedule
  • Auto-stops on reply
03

You Get Notified

The moment they respond — paid, a question, or "let's go" — you get an alert. No reply? We nudge again, then stop.

  • Instant alerts
  • Paid / question / proceed
  • Smart re-nudges
  • Then it stops
Day 0 · You sendYou BCCQuote or invoice goes out
Day 3 · QuietFirst nudgePolite follow-up, in your name
Day 7 · Still quietReminderA second gentle nudge
On reply · AnytimeYou're notifiedPaid, question, or proceed
ResolvedAuto-stopNo more messages sent

03 / Who It's For

Built for every trade.

If your work depends on quotes getting accepted and invoices getting paid, FieldNote was built for you.

DrywallBids & invoices
HVACService & install
ElectricalQuotes & jobs
PlumbingRough-in & commercial
RoofingNew & re-roof
PaintingInterior & commercial
WindowsReplacement & new
GeneralAll scopes

04 / The Follow-Up

A nudge that
sounds like you.

Your customer gets a short, friendly message that looks like it came straight from you — because it did — with one-tap buttons to reply.

Sent in your name, with your details
Polite and professional — never pushy
One-tap replies: paid, proceed, or ask
Stops the moment they respond
Example follow-up

Hi Jordan,

Just following up on the invoice we sent on March 12 — has this been taken care of? Happy to answer any questions.

I've paid it I have a question

Thanks, Sam — Northside Drywall

"One invoice that would've slipped through the cracks pays for the whole month — following up shouldn't be the thing you never get to."

— the math every owner already knows

05 / Get Started

Stop chasing.
Start collecting.

Tell us a bit about your business and we'll set up your own FieldNote address — usually the same day.

Why it works

No awkwardness

The polite nudge goes out automatically — you never have to make the "just checking in" call.

Nothing slips

Every quote and invoice gets followed up on schedule, even in your busiest weeks.

Zero setup

No software, no login, no new tool to learn. You just BCC one address.

Sent as you

Every message goes out in your name — your customers never see a third party.

Get paid faster

A timely nudge turns "I forgot" into "just paid it" — and stabilizes your cash flow.