Master FieldStone with hands-on tutorials
Step-by-step guides to get the most out of FieldStone — from jobs to the mobile app.
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How to use Jobs
From appointment to converted job, through the job board, to invoice and completion.
Jobs - LEADSCall
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 + formHow to turn on a FieldStone app
What an app is, how it differs from an integration, and the three 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 or QR code, and let the signed copy file itself against the job.
AppsHow to onboard a subcontractor
Collect a sub's insurance, W-9 and licence 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
Turn a meeting's notes or recording into minutes and a list of decisions, actions and open questions — then send each one 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 pricing sheet written.
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 have a person at FieldStone write and publish the post.
Apps