Every client, every interaction, every detail — organized in one place.
See every call, text, job, and note for a client in one scrollable timeline.
Client info is pulled from forms, calls, and texts — no manual data entry.
Link contacts to companies and see the full picture of your commercial accounts.
Save filters like 'Leads with no activity in 30 days' and act on them in bulk.
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.
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.
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.