Client Management

Every client, every interaction, every detail — organized in one place.

FieldStone — Maria Lopez
Maria Lopez · Activity
Call · 12 min
Discussed scope and access
Text
On my way at 2pm
Job · $850
Fence repair completed
Note
Prefers texts over calls

Early access

Open

Based in

Kalamazoo, MI

Setup

We do it with you

Contract

None

Contacts that build themselves

Clients that build themselves

When a new client calls, texts, or submits a form, FieldStone creates their contact record automatically. Name, phone, address, and communication preferences are captured without you typing anything.

  • Auto-created from inbound interactions
  • Communication preferences tracked
  • Address and property details stored
FieldStone — New contact
New Contact
Name
Maria Lopez
Auto
Phone
+1 (415) 555-0142
Auto
Address
412 Oak St
Auto
Source
Inbound SMS
Auto

Nothing kept in another app

Full interaction history

Open any client and see everything: past jobs, upcoming appointments, every text thread, every call recording. No more digging through separate apps to piece together the story.

  • Unified timeline across all channels
  • Job and request history at a glance
  • Notes and tags for quick context
FieldStone — Maria Lopez

On one contact, in one place

Conversation

Texts, calls and email in one thread

14

Calls

Recordings and transcripts, searchable

6

Jobs and appointments

Two visits, one job, one invoice

4

Notes and tags

Dictated at the truck, filed here

11

Commercial accounts

Group contacts under companies

Commercial work rarely runs through one person. Link contacts to a company and the property manager, the site lead and the accounts payable clerk stop looking like three unrelated clients — one account, one history, one balance.

  • Contacts roll up to a company record
  • Jobs and invoices visible across the whole account
  • Filter and report by company, not just by person
FieldStone — Companies
Company
Acme Restoration
ML
Maria Lopez
Owner
TC
Tom Chen
Project lead
SP
Sara Patel
Accounting

Save filters, act in bulk

Advanced filtering & segments

Build saved filters — like 'Leads with no activity in 30 days' or 'Customers in zip 90210' — and take bulk action on the results. Stop scrolling through your full client list to find who needs attention.

  • Filter by status, tags, company, source, date range, activity recency, deal stage, or job count
  • Save filters as smart lists you can revisit instantly
  • Bulk actions on filtered results: tag, assign, export, or send a campaign
See custom fields and smart filters
FieldStone — Saved filter
Leads · No activity 30d12
JW
Jordan West
Last touched 41d ago
RB
Riley Brooks
Last touched 38d ago
AK
Alex Kim
Last touched 32d ago
Send follow-up to 3

What one client record holds

Unified timeline

See every call, text, job, and note for a client in one scrollable timeline.

Auto-captured details

Client info is pulled from forms, calls, and texts — no manual data entry.

Company grouping

Link contacts to companies and see the full picture of your commercial accounts.

Smart filters & segments

Save filters like 'Leads with no activity in 30 days' and act on them in bulk.

Ready to try client management?