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.

So you can do all of that from your phone 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

   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
2. 2

   Open your invite

   We send you an invite link by text or 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/…
3. 3

   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
4. 4

   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
5. 5

   Your contacts

   The home screen is your contacts, grouped into Leads, Customers, and Business. The card up top shows your next appointment. Tap anyone to open them.
   Contacts

   12 total · tap a contact to call

   NOWMorning estimates

   LEADS

   AAvery LaneNo number

   BBeau Rivers(555) 014-2207

   DDana Park(555) 014-8839

   Call
6. 6

   The call bar

   The bar floating at the bottom is how you get around. From left to right: recent calls, email, the big Call button (opens the dialer), messages, and search.
   Call

   Recents · Email · Call · Messages · Search
7. 7

   Make a call

   Tap Call to ring a customer, or open their page and call from there. 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.
   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
8. 8

   Text a customer

   Open Messages to see every text thread. When a conversation gets long, the app keeps a short running summary at the bottom 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
9. 9

   Capture a voice note

   Tap the mic in the top corner to record a quick voice note, like a recap after a visit, a reminder, or a measurement. Your notes are saved for you, and you can ask questions about them later.
   Voice recordingSee all

   Linking to a contact

   0:00

   Tap to record
10. 10

    StoneBox and Settings

    The StoneBox icon holds files you can share with customers, like photos, quotes, and paperwork. The gear opens Settings, where you manage your account and sign out.
    StoneBox

    SETTINGS

    Account

    Notifications

    Sign out