What the assistant can do
What can you do?
I can check your day, draft and send an estimate, text a customer, or find a file. Want the whole list?
Two ways to ask
The assistant is built into FieldStone: open it from any page and ask in your own words. You can also connect Claude or ChatGPT and ask from there, without opening FieldStone at all.
The two do mostly the same things, and both work as you, in the business you have open. What differs is how a request that reaches a customer is approved, so each has its own list below. If you are not sure, ask it: “what can you do?” gets you this same list.
What it can do
The assistant inside FieldStone, on the web, your phone and the desktop app. Before it texts or emails a customer, sends an estimate, an invoice or an agreement, or deletes anything, it shows you what it is about to do and waits for you to confirm.
Your day and your business
Tell you what I can do, with an example for each, and point you to the full guide
“what can you do?”
Daily overview — narrate today's schedule and observations
“what's my day”
Adjust settings — business hours, booking, assistant downtime
“turn off online booking on Sundays”
Navigate the dashboard to a specific page, or open one of your apps that's turned on
“open Job Tracking”
Draft a reply into a customer's SMS thread (never sends)
“yes, reply to Sarah”
Show what needs chasing today and act on follow-ups (resolve, snooze, dismiss, or turn into a task)
“what needs chasing today”
Turn the morning digest or the weekly website-traffic text on or off
“turn off my morning digest”
Read or summarize a customer update you received
“what was that update about”
Read the playbooks this business wrote — find the one covering a process and quote its steps, who owns each, and what setup is outstanding (read-only; a playbook is edited on its own page)
“how do we handle a callback complaint”
Answer from what the business already knows — Business Brain facts, patterns and procedures, and your stored reference docs
“what do we charge for a service call”
Customers, jobs, tasks and money
Create, update, search contacts and companies
“add Sarah Lee, 555-0102”
Manage jobs — create, update status, attach notes
“mark the Henderson job complete”
Tick off steps on a job's workflow checklist
“mark the permit step done on the Wilson job”
Mark a job paid
“the Henderson job is paid”
Manage tasks and reminders — create, complete, reassign, set due dates
“remind me to follow up with Henderson Friday at 3”
Read and update custom fields, including bulk updates across entities
“set 'lead source' to 'referral' for these 12 contacts”
Look up invoices by status, and estimates by where they stand
“show my overdue invoices”
Draft an estimate or change a draft, and send it to the customer once you confirm
“draft an estimate for the Miller deck rebuild”
Draft an invoice for a job or from an accepted estimate, send it once you confirm, or void one that is unpaid
“invoice the Henderson job for the deposit”
Turn an accepted estimate into a job
“make the Whitmore estimate a job”
Apps, files and agreements
Tell you where your agreements stand (Stonegreement): drafts, out for signature, signed or declined
“which agreements are still unsigned?”
Start a draft agreement from one of your templates, and send a draft for signature once you confirm
“start a subcontractor agreement for Apex Electric”
List your FieldStone Apps and which are on, and turn one on or off (account owner only)
“turn on StoneBox”
Browse and search StoneBox files and folders, suggest a tidy-up, and make a 7-day share link
“find the roof warranty PDF”
Find, read and update the records your apps keep — site-visit checklists, Job Tracking rows
“what did we pay the framer on Oak St”
Visits and requests
Book a visit with a customer or lead, with or without a time — nobody is texted
“book Tom for a fence repair Friday at 9”
Review, accept, decline, and convert service requests to jobs
“accept Sarah's request”
Move, cancel or delete an appointment — confirmed first, and the people on it are told
“move Sam's inspection to Friday at 2”
Send customer-facing time-slot proposals for a request or job
“send Sarah three slots next week”
Tell you the next open times on your calendar
“what do I have open Thursday?”
Send a customer their own link to pick a time from your open ones, once you confirm
“send Dana a link to pick a time”
List customer-facing calendar events for a request or job
Your own calendar
Manage personal calendar events — block off time, meetings with non-customers, errands
“block off tomorrow afternoon for deep work”
Texts, emails and calls
Send an SMS to a contact or phone number
“text Mark I'm running 10 minutes late”
Schedule an SMS to a contact for a later time
“text Dana tomorrow at 8 that we're on the way”
List SMS threads and read message history
“what did I text the Hendersons”
Show which conversations are still unread — texts and inbox email together
“show me my unread threads”
List voice calls and read full call transcripts
“what did the call with Henderson cover”
Send a referral SMS (typically after declining a request)
Send an email to a contact, or draft one for you to review before it goes out
“email Sarah that we'll start Monday”
Read your inbox and sent email, and view a full email thread
“what did Sarah email about”
Notes
Create, update, delete, and pin/unpin notes
“pin the note about gate code at Henderson's”
Search notes by keyword or semantic meaning
“find the note about the broken sprinkler”
Numbers and history
Business stats — revenue, jobs, requests over time windows
“how did we do last week”
Job progress — every job in flight with steps outstanding, closest to done first
“how are my jobs going”
Activity history — list and log calls, emails, meetings
“log a 15-minute call with Mark this morning”
List form submissions from the public web form
Check integration status (Google, Gmail, QuickBooks, Stripe, Jobber) and request reconnect links
“is my Gmail still connected”
Finding your way around
Guided setup and onboarding walkthroughs (profile, services, hours, integrations)
“help me finish setup”
Connect integrations (Gmail, Google Calendar, Google Contacts, QuickBooks, Stripe, Jobber)
“connect my Gmail”
Read or summarize FieldStone product/service update messages you have received
“what's the latest update”
Explain where a feature lives in the dashboard and how to use it
“where do I add a custom field”
Walk through setting up the job workflow checklist — the master template every new job snapshots
“how do I create a job checklist”
Explain and take you to the steps that happen on their own page — writing an agreement's text or a StoneNews issue; pricing in Roof Estimator or XactRemodel; moving Client Pipeline cards; Estimate to Invoice; StoneScan and StoneBridge imports; Business Brain edits; and the Inbox review queue. I can read what those produce, but I don't operate those from chat
“where do I edit an agreement's wording”
What it never does on its own
A text, an email, an estimate, an invoice, an agreement, a booking link and a delete are never sent or carried out without you. Inside FieldStone you confirm on a card in the conversation; for texts, emails and a few deletes you can tell it to stop asking, but an estimate, an invoice, an agreement or a change to a customer’s visit asks every time. From Claude or ChatGPT the request waits in FieldStone, under the assistant’s bell, and you get a notification; nothing happens until you approve it there, and it lapses after a day if you don’t.
Someone on your team whose role can only look things up gets an assistant that can only look things up, wherever they ask from.
Connect Claude or ChatGPT
It takes a few minutes and uses your normal FieldStone login. Follow How to connect Claude or How to connect ChatGPT. You can remove a connected app at any time in Settings, under Sign-in.
Ask in your own words. If it can do it, it will; if it needs your yes first, it asks.