Task Management

Keep track of to-dos, follow-ups, and reminders without sticky notes.

Quick task creation

Create tasks from your dashboard or by texting your FieldStone number. Fast and frictionless.

Multi-reminder system

Set multiple reminders per task. Get nudged at the right times so nothing slips.

Linked to clients & jobs

Attach tasks to specific clients or jobs for full context when you're working.

Tasks that fit your workflow

Not everything is a job. Follow-up calls, material pickups, permit applications — these are tasks. Create them quickly, set a due date and reminders, and check them off when done.

  • Create via dashboard or text message
  • Due dates and multiple reminders
  • Mark complete when done

Context where you need it

Link tasks to clients or jobs so you always know why something is on your list. Open a client and see their pending tasks. Open a job and see what still needs doing.

  • Tasks visible on client and job pages
  • Filter by status, due date, or assignee
  • Overdue tasks surfaced in your dashboard

Ready to try task management?

See how FieldStone handles it in a live demo.

See live demo now