Master FieldStone with hands-on tutorials
Step-by-step guides to get the most out of FieldStone — from jobs to the mobile app.
How to use Jobs
From appointment to converted job, through the job board, to invoice and completion.
JobsHow to price a job in Estimates
Start an estimate, break the job into divisions, and build your own budget for labor, materials and subs before anyone outside sees a number.
JobsHow to send a proposal and get it signed
Turn your budget into a proposal the customer can read, send it, handle a change request, and get a signature from their phone.
JobsHow to send work out for bids and pick a sub
Send a scope to your subs by text or email, compare what comes back on equal terms, and pick one with the reason on record.
JobsHow to track a job against its budget
Once a job is won, the Cost plan sets the budget it was won on beside what the customer pays and what your subs bid, so you can see profit move.
JobsHow to turn a won job into a plan
Make a signed estimate a job, then let FieldStone draft the plan from it: the work in order, who does it, how long it takes, and the date you promise.
JobsHow to keep a running plan moving
Log what happened in your own words, watch the forecast move, decide when the finish passes the promise, and change the plan by hand when you need to.
Jobs- TASKS
How to use the mobile app
Get an invite, install through TestFlight, and find your way around the five tabs: jobs, tasks, contacts, calls, texts, and email.
Mobile How to add FieldStone to your website
Add the chat widget to WordPress, Shopify, Wix, Squarespace, GoHighLevel, or any site — one snippet, with each platform's gotchas covered.
Connect your chatbot + form- FieldStone
How to connect Claude to FieldStone
Add FieldStone to Claude as a connector, sign in with your normal login, and give Claude one instruction so it checks your business before it answers.
Connect Claude + ChatGPT - FieldStone
How to connect ChatGPT to FieldStone
Add FieldStone to ChatGPT as a custom MCP server, sign in with your normal login, and give it one instruction so it checks your business first.
Connect Claude + ChatGPT - Refresh
How to refresh FieldStone in ChatGPT
After a FieldStone update, ChatGPT keeps its old list of what FieldStone can do. Refresh it in ChatGPT's settings and start a new chat.
Connect Claude + ChatGPT - FieldStone
What the assistant can do
Everything you can ask the FieldStone assistant, inside FieldStone or from Claude and ChatGPT, with an example for each and what waits for your approval.
Connect Claude + ChatGPT How to turn on a FieldStone app
What an app is, how it differs from an integration, and the five steps to switch one on from the Integrations page.
AppsHow to use StoneBox
Upload site photos and paperwork, tag them so you can find them, file them against a job, and send a customer a link that needs no account.
AppsHow to use Stonegreement
Draft or upload a document, place the signature fields, send it by text, email or QR code, and let the signed copy file itself in StoneBox.
AppsHow to onboard a subcontractor
Collect a sub's W-9, licence, insurance certificate and signed contract over text without them ever making an account — plus bidding the work out before you award it.
Apps- The Ridgeline Report
How to use StoneNews
Drop job photos and rough notes into a chat and get back a laid-out email newsletter — test it on your phone, then send it or schedule it.
Apps How to use StoneMeet
Record a meeting, or bring in its transcript or recording, and get the gist and a list of tasks, decisions and open questions — then send each task and decision somewhere it gets done.
AppsHow to use the Site-Visit Checklist
Walk a window and door site visit on your phone — conditions, every opening, photos, a signature — and leave with the supplier email and price chart ready.
AppsHow to use the Estimator
Details, scope, price, review — write the scope the customer reads, cost it from your price book, and send a quote they can accept from their phone.
AppsHow to use Certified Payroll Prep
Collect daily hours from a prevailing-wage crew by link or site QR poster, review the week in one grid, and produce a WH-347-style report to file.
AppsHow to use StoneReport
Pick a report from the catalog, choose a date range, and download a branded PDF built from the data already in FieldStone.
AppsHow to use StoneForm
Describe a form in plain language and watch it build, choose whether answers create a lead or just get recorded, then publish it or fill it against a job.
Apps- +
How to use StoneCreate
Get asked for job photos at a time that suits you, send three and a sentence, and FieldStone makes the post for a person there to publish.
Apps