The AI does the paperwork. You stay the voice your clients hear.
Calls and texts are transcribed as they happen and saved to the client, so you can search what was said, by who, and when.
Names, addresses, project type, preferred times — pulled out of the conversation and dropped onto the contact without you typing.
Ask what happened with a client, what's on tomorrow, or who hasn't been called back. There are no menus to learn.
Drafted texts, notes and appointments land in a review queue. You accept or reject — it never sends on its own.
When a client calls, your phone rings — same as always. FieldStone sits in the background transcribing. After the call the transcript is on the contact, the details are extracted, and if a booking came out of it the appointment is already drafted.
FieldStone keeps a working summary of your business — your services, your hours, how you talk to clients — and grounds what it writes in that. The writing voice is learned from your own sent emails and texts, so a draft sounds like you rather than like software.
Auto-created notes, tasks and appointments do not go live on their own. They queue for review, oldest first, and you accept or reject each one. The same gate covers any message the assistant wants to send on your behalf.
It listens and it writes. Every call and text is transcribed, the details are pulled onto the client record, and the follow-up work is drafted for you to approve. What it does not do is talk to your clients in your place.
Only when you miss a call. Calls ring your phone first. If you cannot pick up, FieldStone answers, gets the caller's name and what they need, and texts you a summary. It cannot quote prices or book work.
Transcripts are stored on the call record and deleted automatically after 90 days. Callers hear a short disclosure before the call connects, and you can record your own in place of ours.
No. You tell it what you need by text or call and it gets to work. We set the whole thing up with you, and if onboarding takes more than an hour of your time, your first month is free.
Every call and text gets transcribed. The AI pulls out names, projects, and times — and drafts the appointment for you. You make the calls. The relationship stays yours.
Ask in plain English. Copilot looks things up, drafts replies, and updates records — across your whole CRM.
Reminders, follow-ups, and digests run on their own — so nothing slips and you stop chasing.
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.