FieldNote
How it works

Set it once.Never chaseagain.

FieldNote runs quietly in the background of the email you already send. Nothing to install, nothing to log into — you BCC one address and we handle the rest.

The Loop

From "sent" to "settled."

01

You BCC FieldNote

Email your customer a quote or invoice like always, and add your FieldNote address to BCC. Save it in your contacts so it auto-fills.

  • Works with any inbox
  • Quotes, invoices & liens
  • One-time setup
02

We Wait, Then Nudge

We watch the conversation. If your customer replies, we do nothing. If they go quiet, we send a polite follow-up in your name.

  • Reply detection
  • Written as you
  • Matched to message type
03

You Get Notified

When the customer responds — paid, a question, or "let's proceed" — you get an instant heads-up. Still quiet? We nudge again, then stop.

  • Instant alerts
  • Smart re-nudges
  • Auto-stop when resolved
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 replyYou're notifiedPaid, question, or proceed
ResolvedAuto-stopNo more messages

For your customer

A nudge that
sounds like you.

Your customer gets a short, friendly message that looks like it came straight from you — with simple buttons to respond in one tap.

Sent in your name, with your details
Polite and professional — never pushy
One-tap replies: paid, proceed, or ask
Stops automatically when 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 itI have a question

Thanks, Sam — Northside Drywall

You stay in control

Quiet by design.
Yours to steer.

Set the cadenceChoose how long we wait and whether we nudge again. Sensible defaults are ready to go.
Cancel anytimeDon't need a follow-up on a given email? Cancel it in one click from the confirmation we send.
Three message typesPayment chases, quote follow-ups, and lien notices — tag the type from your subject line.

Ready to stop chasing?

We'll set up your FieldNote address and walk you through a 60-second test so you can see the whole loop before you go live.

Get a Quote →View Pricing