Leads, appointments, jobs and invoices in one place — instead of seven tabs and a notebook.
A lead comes in, becomes an appointment, converts to a job, and ends as an invoice that tracks itself through to paid.
Texts, calls, emails, notes and jobs all hang off the same client, in one timeline you can actually read.
Two-way Google sync, a calendar per team member, and slot booking that refuses to double-book you.
QuickBooks, Google Calendar, Gmail and Stripe connect on your plan — no add-on fee for each connection.
A form, a call or a text becomes an appointment — an estimate or inspection visit, not a commitment. You accept it, convert it to a job with a price and a duration, work the checklist, and mark it complete. The invoice runs the same track: draft, sent, viewed, paid.
The client record, the conversation, the calendar, the tasks, the notes, the files and the signatures are one system. Nothing has to be copied out of one tool and into another to stay current.
The iOS and Android app carries the same system into the field. Take the call, text the client back, look up the job, add a note by voice, and tick the box when it's done.
Not yet, and we would rather say so than let you find out. There is no line-item estimate builder, no price book, and no per-job margin report today. You can send an estimate as a document for signature, and QuickBooks keeps the books.
There is no dispatch board and no general time tracking or GPS. There is a certified payroll app that prepares WH-347 reports from per-worker time capture, but FieldStone does not run your payroll. It covers the client, the job, the conversation and the money — not crew management.
No. We set it up with you and bring across what matters. Onboarding runs on your schedule, and if it takes more than an hour of your time, your first month is free.
For most people here: a CRM, a scheduling tool, a texting app, an invoicing tool, and a notebook. The integrations that connect whatever is left are on the plan rather than billed per connection.
We are taking 10 businesses in August, 3 left — grab your spot.
We are based in Kalamazoo, we set the whole thing up with you, and we stay until it runs without you thinking about it. If onboarding takes more than an hour of your time, your first month is free.