Track what matters to your business. Build saved filters and act on them in bulk.
Your fields, pinned as columns
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Based in
Kalamazoo, MI
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Field builder
Track the things that matter to your business — roof type, gate code, preferred crew, last service date. Custom fields show up on the contact page, on tables, and in filters.
New custom field
Field name
Type
Applies to
Pin to table
Smart filters
Add a hint to any field — like "property type" or "preferred contact time" — and FieldStone reads notes, calls, and texts to fill it in. Review and accept with one click.
Leads with no activity in 30 days
Text, number, date, select, multiselect, boolean, URL, email, phone — for contacts and companies.
Tag a field with a hint and FieldStone fills it in by reading the client's history.
Save filters like 'Leads with no activity in 30 days' and tag, assign, or message them in bulk.
Every client, every interaction, every detail — organized in one place.
ExploreReminders, follow-ups, and digests run on their own — so nothing slips and you stop chasing.
ExploreAsk in plain English. Copilot looks things up, drafts replies, and updates records — across your whole CRM.
ExploreJul 1, 2026 · report
Beginner's Luck
A young carpentry shop that came out swinging — and the system making sure it lands. How Highlands Carpentry ran 120 calls, 337 texts, and 233 logged conversations through FieldStone on about six hours of screen time.
Jun 30, 2026 · practicals
Contractor's Digital Presence Blueprint
What digitalization means for contractors varies by contractor and by the stage of the business. This guide helps you know where you are and know what you need.
Jun 28, 2026 · vision
The Million Dollar Contractor
FieldStone started with an adjuster problem. Here's what fifty discovery calls taught us about admin work, unmanaged complexity, and the three pillars of a modern contracting business.