How to use the mobile app

What the app is for

When you run on calls and texts all day, it is easy to lose track of who said what and who is still waiting on you. The FieldStone app keeps every call and text with a customer in one place and pulls the important parts to the top, like what you promised, what is booked, and who you still need to get back to.

It is the same account and the same information you see on the web, so your jobs, tasks, contacts, and email are all there while you are out in the field. The app is still in beta, so you install it through TestFlight, Apple’s app for trying out apps before they reach the App Store. This tutorial walks you through getting it, then shows you around.

Step by step

1. 1

   Ask for an invite

   The app is in beta, so you need to be added to the tester list before you can download it. Tell us the name and Apple ID email to send the invite to and we will add you.
   Get the mobile appTell us where to send your TestFlight invite.

   First name

   Last name

   Apple ID email

   Request invite

   Request your inviteYou will be asked to sign in first.
2. 2

   Install TestFlight

   Open the App Store on your iPhone, search for TestFlight, and install it. It is free and made by Apple. You only need to do this once.
   ✈

   TestFlightApple

   Get
3. 3

   Open your invite

   Once you are on the list we send you an invite link by email. Tap it on your phone and it opens TestFlight straight to FieldStone. If you were given a code instead, open TestFlight, tap Redeem, and type it in.
   FieldStone invite

   You’re invited to test FieldStone. Tap to open in TestFlight:testflight.apple.com/join/…
4. 4

   Download FieldStone

   On the FieldStone page in TestFlight, tap Install (or Update when a newer beta is out). When it finishes, tap Open. The app also lands on your home screen like any other.
   TestFlight

   FieldStoneRun your business from your phoneInstall

   WHAT TO TEST
5. 5

   Sign in

   Open the app and sign in with the same FieldStone account you use on the web. Continue with Google, sign in with a passkey, or use your email and password. Next time, the way you signed in last is on top and marked Last used. That is it, you are in.
   Sign inUse your FieldStone account.GContinue with GoogleSign in with passkey

   or

   you@example.com

   ••••••••

   Sign in with email
6. 6

   Your home screen

   The app opens on Today: what is on now or next, then your tasks, appointments, open estimates, jobs, and recent activity. Each list has a See all if you want the full list. Up in the header, the note opens Notes, the date opens your calendar, the bell opens your notifications, and the gear opens Settings. The second time you open the app it asks how Home should look. There are five layouts, and you can change your pick later in Settings.
   Today

   OCT6

   IN 25 MIN9:30 AMEstimate visit · Beau Rivers

   DirectionsCallText

   TASKS 2See all

   Order trim boards

   Call back Dana Park

   APPOINTMENTS 1See all

   E

   Elena VasquezTomorrow · 9:00 AM

   ESTIMATES 3See all

   HomeIntegrations+ContactsInbox
7. 7

   Getting around

   Five tabs across the bottom: Home, Integrations for your apps, the raised + button, Contacts, and Inbox. The + creates anything — a task, job, appointment, estimate, contact, message, email, call, note, or a piece of feedback. Hold it down instead of tapping and you can just talk to the copilot.
   Create

   Task

   Job

   Appointment

   Estimate

   Contact

   Message

   Email

   Call

   Note

   Feedback

   HomeIntegrations+ContactsInbox
8. 8

   Contacts

   The Contacts tab groups everyone into Leads, Customers, and Business, with a search box and filter buttons along the top to narrow it down. The header holds the dialer, a button to add someone new, and a menu with your recent calls and the switch that shows your phone’s own contacts. Tap anyone to open them, or tap the green phone on their row to call.
   Contacts

   12 contacts

   Name or number

   AllLeadsCustomersBusiness

   LEADS3

   A

   Avery LaneNo number

   B

   Beau Rivers(555) 014-2207 · 9m ago

   D

   Dana Park(555) 014-8839 · Yesterday

   HomeIntegrations+ContactsInbox
9. 9

   Make a call

   Open the dialer from Contacts, or open a customer and call from their page. Every call is saved with that customer, so you always have the full history of who you talked to and when. Calls go out from your business number, so customers see your business, not your personal cell — and calls are recorded, so the app can write up what was said afterwards.
   Contact

   LLakeside Remodeling(555) 014-6120

   CallMessage

   EstimateJob

   Edit contact

   RECENT ACTIVITY

   Incoming callThu, May 7 · 10:14 PM · 0:03

   Incoming callThu, May 7 · 12:20 PM · 0:42
10. 10

    Text a customer

    Open a contact to see your text thread with them. When a conversation gets long, the app keeps a short running summary just above the box you type in, so the things that matter stay on top, like what is booked and what is still open. It is the same conversation you see on the web, so nothing falls through the cracks between your phone and your desk.
    J

    Jordan(555) 014-3390

    Incoming call · 0:12Apr 9

    Thanks, that works for me.I’ll send the quote over today.

    Scheduling1 new message since this summaryCustomer sent an image.

    Type a message…
11. 11

    Jobs and tasks

    Your jobs and your task list are both on the phone. Jobs show you how far along each one is and which step you are on, and opening one gives you its checklist, next visit, and balance so you can work and invoice from site. Tasks are grouped into overdue, today, tomorrow, and upcoming, so what actually needs doing is at the top, and My day in the Tasks header drops today’s tasks onto today’s calendar. Both are the same records you see on the web.
    Jobs

    9 Total7 Ongoing0 Completed

    ACTIVE 7

    B

    Work with Beau RiversBuilt-in pantry shelving

    Pending

    33%Improve

    Estimate $2,400Unpaid

    OVERDUE 2

    Send Dana the quote

    TODAY 4

    Order trim boards

    TOMORROW 3

    Call the inspector
12. 12

    Capture a voice note

    Open Notes from Today and tap the mic to record a quick voice note, like a recap after a visit, a reminder, or a measurement. It starts recording straight away. Pick what kind of note it is and it gets written up to match, then save. Tap the mic in a customer’s thread instead and it is filed against them; from Notes it is just saved to your notes. You can ask questions about them later.
    Voice noteLinking to Jordan Reyes

    0:07Recording

    What is it?

    AutoQuick noteConversationSite visit
13. 13

    Inbox and email

    The Inbox tab is every conversation waiting on you, with the assistant and your team chat pinned at the top so you can ask something without hunting for it. Anything you have dealt with moves to Archived, which the box button in the header shows. The envelope in the header opens your email, split into Inbox, Scheduled, Sent, Drafts, and Hidden, where you can read, reply, forward, and delete without leaving the app.
    Inbox

    Search messages

    AssistantAsk about jobs, schedule, contacts…

    TeamTrim boards are on the truck.

    9:02 AM

    Dana Park10:21 AMSounds good, Tuesday works

    Beau RiversOct 4Can you send the quote?

    Elena VasquezOct 3Thanks for stopping by.

    HomeIntegrations+ContactsInbox
14. 14

    Apps and StoneBox

    The Integrations tab is the catalog of everything you can bolt on, with your enabled apps first and your company’s brain pinned at the top. Among them is StoneBox, which holds the files you share with customers — photos, quotes, and paperwork — in folders you can browse, search, and upload to from your phone, with your storage use shown under the title.
    Integrations

    Search or ask

    Your company’s brain1 fact to check

    1

    YOUR APPS

    StoneBoxFiles you share with customers

    StonegreementAgreements, sent and signed

    StoneMeetMeetings, written up

    CONNECTED

    HomeIntegrations+ContactsInbox
15. 15

    Settings

    The gear on Today opens Settings. Pick your Home layout, choose whether your phone’s own contacts show up in the list, add a passkey, check your calendar is syncing, send us feedback, pick which alerts you want pushed to your phone, and sign out. If you belong to more than one business, a Business section at the top switches between them.
    Settings

    HOME

    Home layoutSections

    CONTACTS

    Show device contacts

    Manage shared

    CALENDAR

    Calendar health

    NOTIFICATIONS

    Device permission

    ACCOUNT

    Signed in as

    Sign out