How to use Jobs

What a job is

In FieldStone, jobs help you organize your jobs and all the interactions you have with your customer.

In this tutorial, you will learn a bit about how jobs work with the hope you get to use it, making your job easier.

Step by step

1. 1

   Go to the Jobs page

   Click the button below to begin.
   In progress

   66%

   $2,400Unpaid

   Scheduled

   25%

   $880Invoiced

   Open the Jobs page
2. 2

   Create a workflow

   A workflow is a list of steps for getting a job done. Every job is different, but you can start with a standard workflow and adjust it as needed. To set one up, go to the Jobs page and select Workflow.
   Workflow

   Add a step
3. 3

   Create a job

   There are two ways to create a job: by converting an appointment or creating one manually. Here we will do it manually. For the appointment, just go to appointments. Click on New Job to create a new job.
   Scheduled

   Convert to Job

   or

   New Job

   New projectWho is this project for?

   1Who2What3Connections4Workflow

   Customer

   BackContinue

   New projectWhat's the project?

   Who2What3Connections4Workflow

   Built-in pantry shelving

   Scope, constraints, customer asks…

   BackContinue

   New projectConnect appointments, notes, tasks, and people.

   WhoWhat3Connections4Workflow

   Appointments+

   Notes+

   Tasks+

   People+

   BackContinue

   New projectPick a workflow checklist.

   WhoWhatConnections4Workflow

   BackCreate project
4. 4

   The job view

   Each job opens as a two-pane board. The left side is your text conversation with the customer — on their first job it shows your entire history together; after that it picks up where the last job ended. The right side has the next appointment, quick links, and the checklist.
   30 min out

   +

   Invoices›

   Notes›

   Tasks›

   People›

   Activities›

   My Apps›
5. 5

   Create invoices

   Open invoices on the right and set the amount. You should not do this yet but you can send this invoice.
   New invoiceCreate a new invoice for this job.

   LabelSupply line replacement

   Amount$480.00

   Due Datemm / dd / yyyy

   Save
6. 6

   Log activities

   Open Activities on the right: for tracking what happened (optional).
7. 7

   Use slash commands in the conversation

   Use commands to work internally on the job:

   • /note — Save a private note for your team
   • /task — Create a task and assign follow-up work
   • /ask — Ask the AI copilot a question about this job

   Anything you type without a slash will be sent directly to the customer as a real text message, so be careful before sending.

   Type / to see the full list of available commands, then choose one and give it a try.

   /noteAdd an internal note

   /taskCreate a task for this job

   /askAsk the copilot about this job

   /
8. 8

   Appointments

   You can have multiple appointments for one job.
   +
9. 9

   My Apps

   You can connect your apps or other people’s apps keeping all the information in one place.
   In ProgressCompleted