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FieldStone — Jobs

Start to finish

Mar 3

Call in: kitchen remodel

Around “Call in: kitchen remodel”

Done for you on this job

0 / 33

Done by you

1

Have you outgrown how you used to run things?

Four things that change when a team gets to your size

14 waiting on you

Kitchen remodel · $48k

Two streets from your shop

No reply in 6 days

Bid invite · office fit-out

Due Fri

38 pages of drawings · not your kind of work

Voicemail · fence repair

2 new

45 miles away · wants a visit today

Text · bathroom quote

Due Thu

Asked five builders · cheapest wins

Bid invite · school reroof

Due Mon

Bonded contractors only

Call Henderson
back!!

You are busy with the wrong jobs

Leads and bids come in from everywhere, and the good ones go cold while you chase the rest.

Kitchen remodel

You bid$48,200
Materialsin the truck
Laborask the crew
Changesagreed on site

Spent so far

? ? ?
Made on this job?

Lumber yard

2x4 x 60$412.18

Ply 3/4 x 12$684.00

Total$1,096.18

Tile shop

Backsplash$1,480.00

Grout, trim$214.60

Total$1,694.60

Can you add an outlet by the island?
Sure, no problem.
Never billed

You do not know if a job made money

Prices get looked up again for every estimate, and changes get agreed on site and never billed.

MonTueWedThuFri
DeliveryDrywallDrywall
CrewDemoHangIdleHang
ElectricianWireBooked
PainterPaint
Drywall 2 days late

Paint slips to next week, and so does the next job

11 calls to sort it out

Supplier x3Electrician x2Painter x2Customer x4

One change wrecks the whole week

A late delivery or a sub who cannot make it turns into a day of phone calls.

SM

Foreman

Which tile did they pick?

JR

Office

Can I send this invoice?

DK

Plumber

What day am I on?

LH

Customer

When do you start?

Supplier: is the order right?Inspector: who is on site?
23

You

questions before lunch

Everything still runs through you

The foreman calls the office and the office calls you. Nothing moves until you pick up.

Built for residential general contractors who have realized their business is now an operation, not just a shop

How you get there

1

Leads

2

Ann Henderson

New request · Kitchen remodel

near $50k6d
Call back

Marcus Bell

New request · Deck repair

No price yet5h
Call back

Contacted

1

Priya Shah

With customer · Bathroom remodel

$22,400.002d
Chase quote

See every lead, and what to do next

Calls, texts and website forms land on one board. Each card shows its price, how long it has waited, and the one next thing to do.

2

Kitchen remodel — Henderson

Electrical · 0 of 3 in

Out for bids

Bidder

Leveled

vs budget

Your budget

$15,200

—

Voltline Electric

$14,650

−$550 · 4%

ABC Electric

Leaves out the permit, +$1,550

$13,900

+$250 · 2%

Kzoo Power

$16,800

+$1,600 · 11%

Why them: lowest complete bid, in network.

Know your costs before you bid

Send a scope out to your subs and see their bids against your budget, with what each one left out added back in.

3

Move Ann Henderson's cabinet install

Tue, Apr 7 · 8:00 AMThu, Apr 9 · 8:00 AM

Affects

Ann Henderson(269) 555-0142

Gets your text
SDL

Sam, Dave, Luis

will be notified
Kitchen remodel1 estimate1 invoiceGoogle Calendar

Text Ann

Hi Ann, we've moved your cabinet install to Thu, Apr 9 at 8:00 AM. Reply if that doesn't work. — Lakeshore Build

Keep as isMove visit

Move one visit, and everyone is told

Before a change goes through you see who it affects. The customer gets a text you can edit, the crew are notified, and the calendar follows.

4

Owner

Member

Employee

Crew

Runs the business with you

Web and phone

  • Everything a member can
  • Settings, integrations and billing
  • Payments, payouts and refunds

Everyone sees their part

Four roles: owner, office, employee and crew. Each person gets what their work needs, and nothing they should not see.

What you might want to know

Click "See if you are a fit" below and we'll personally help you get set up.

Yes. We set FieldStone up around your business: your stages, your estimate layout, and separate flows for different kinds of work, such as retail and insurance jobs. If something does not match how you run a job, we change the software.

No. Keep what works. If you are halfway through setting up another tool, finish that first. We start with the gaps your current tools leave, connect to the ones you keep (QuickBooks and Google Calendar today), and you move more over only when it is worth it.

We help you get set up by solving your most pressing problem first, usually within a week. Then we stay with you until you are comfortable, which takes about a month.

What's in it for you

The complete suite

Customers

Every lead, customer and follow-up in one place

  • Leads
  • Pipeline
  • Appointments
  • Follow-ups

Communications

Every call, text and email on the customer's record

  • Business phone
  • Texts
  • Email
  • Recordings

Jobs

From the first estimate to the last payment

  • Estimates
  • Sub bids
  • Schedule
  • Invoices
  • Crew access

All three working as one, and connected to the tools you keep

Custom setup

We fit the software to your business: your stages, your estimate layout, your flows for each kind of work. Moving your data over is included.

Priority build

Need it sooner? Your build moves to the front of our queue.

Ongoing upkeep

As your business changes, we change the software with you.

Let us help you solve that one thing for you!

You know which one it is. Tell us, and we start there

See if you are a fit