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, or use your email and password. That is it, you are in.
   Sign inUse your FieldStone account.GContinue with Google

   or

   you@example.com

   ••••••••

   Sign in with email
6. 6

   Your home screen

   The app opens on Today: your tasks for the day, the jobs you have running, email worth a look, and what happened recently. Each block has a See more if you want the full list. Up in the header, the mic records a voice note and the gear opens Settings.
   Today

   JUL30

   TODAY’S TASKSSee more

   Order trim boards

   Call back Dana Park

   ACTIVE JOBSSee more

   B

   Work with Beau RiversPending

   33%

   E

   Work with Elena VasquezPending

   92%

   IMPORTANT EMAILSSee more

   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, note, appointment, call, contact, or a piece of feedback. Hold it down instead of tapping and you can just talk to the copilot.
   Create

   Task

   Job

   Note

   Appointment

   Call

   Contact

   Feedback

   HomeIntegrations+ContactsInbox
8. 8

   Contacts

   The Contacts tab groups everyone into Leads, Customers, and Business, with filter buttons along the top to narrow it down. The header holds the dialer, your recent calls, search, and a button to add someone new. Tap anyone to open them.
   Contacts

   12 total · tap a contact to call

   AllLeadsCustomersBusinessPhone

   LEADS

   AAvery LaneNo number

   BBeau Rivers(555) 014-2207

   DDana Park(555) 014-8839

   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

   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. 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

    HomeIntegrations+ContactsInbox
12. 12

    Capture a voice note

    Tap the mic in the header to record a quick voice note, like a recap after a visit, a reminder, or a measurement. Pick what kind of note it is first and it gets written up to match. Open it from a customer’s thread and it is filed against them; open it from Today and it is just saved to your notes. You can ask questions about them later.
    Voice notesSee all

    Linking to Jordan Reyes

    AutoQuick noteConversationSite visit

    0:00

    Tap to record
13. 13

    Inbox and email

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

    InboxArchived

    AssistantAsk about jobs, schedule, contacts…

    Dana Park10:21 AMSounds good, Tuesday works

    Beau RiversJul 28Can you send the quote?

    Elena VasquezJul 27Thanks 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

    Your company’s brainWhat your system knows about your company

    1

    AllAppsIntegrations

    ENABLED APPS

    StoneBox

    Stonegreement

    StoneNews

    StoneMeet

    StoneReport

    Subcontractor Onboarding

    HomeIntegrations+ContactsInbox
15. 15

    Settings

    The gear on Today opens Settings. Choose whether your phone’s own contacts show up in the list, check your calendar is syncing, send us feedback, pick which alerts you want pushed to your phone, and sign out.
    Settings

    CONTACTS

    Show device contacts

    Manage shared

    CALENDAR

    Calendar health

    NOTIFICATIONS

    Device permission

    What to send me

    ACCOUNT

    Signed in as

    Sign out