find_customers_to_follow_up
ChatGPTFind customers in the authenticated user's Fielmo account who have not had a completed visit within a specified number of days. Use when the user asks who to follow up with or who has been inactive.
Business & Operations
Overview
Connect Fielmo to view and summarize customers, jobs, routes, visit notes, and weekly revenue for your small service business. All actions are read-only — the AI cannot create, modify, or delete any data in your Fielmo account.
Tools
get_customer_notes
ChatGPTGet the notes for a specific customer in the authenticated user's Fielmo account, including profile notes and visit notes from past appointments. Use when the user asks what was written about a customer or what happened in past visits.
get_customer_profile
ChatGPTGet the full profile of a specific customer in the authenticated user's Fielmo account, including recent jobs, last visit date, and notes. Use after search_customers to get details about a specific customer.
get_route_for_day
ChatGPTGet the ordered list of jobs scheduled for a specific day for the authenticated user in Fielmo. Use when the user asks about their route, stops, or daily schedule.
get_weekly_summary
ChatGPTGet a summary of the authenticated user's week in Fielmo, including total jobs scheduled, completed, estimated revenue, and top customers. Use when the user asks how their week looks or about weekly income.
list_jobs
ChatGPTList appointments and jobs for a date or date range. Use this when the user asks about their schedule, jobs, visits, or route for a specific day or week.
search_customers
ChatGPTSearch for customers in the authenticated user's Fielmo account by name or notes text. Use this when the user asks about a specific customer or wants to find customers in a city.
