Customer and job records
Keep every customer call, service request, and job note in one place.
For small blue-collar service businesses
Know what needs attention. Keep jobs moving.
Fieldstead gives the owner one practical office workflow for customer details, estimates, schedules, job status, follow-up, and payment visibility—so the owner is not searching through texts, paper, spreadsheets, and memory.
HVAC is one example. The same office problem shows up in landscaping, electrical, repair, handyman, and other service businesses.
The everyday problem01 · FIND 02 · FOLLOW 03 · FOCUS
Less office confusion. More control.
Calls land in texts. Estimates wait in inboxes. Job notes live in notebooks. Fieldstead gives the office a shared workflow built around the way the business already operates.
Estimate follow-up
Never lose track of a sent quote or the next conversation.
Daily attention list
Know exactly who to call back and what needs attention today.
One simple job story.
The workflow adapts to the business, but the office can always see the next useful step.
Customer requestCapture the need
EstimatePrepare and track
ApprovalKnow the decision
ScheduleSee the plan
CompletionClose the job
Invoice visibilitySee the status
Follow-upKnow what is next
Start here
Operations Starter
$3,500
Proposed one-time setup fee. Final scope and price follow discovery, written scope, and approval.
One dependable office workflow, configured around the business’s real daily work.
Discovery and workflow mapping
Customer and contact records
Job and service-request tracking
Basic schedule visibility
Estimate and quote follow-up
Job-status tracking
Invoice and payment-status visibility
Daily attention and follow-up list
Basic reporting
Activity and decision history
Configuration and training
Handoff and recovery plan
Included boundary: Starter organizes the office workflow and shows invoice and payment status. Separate expansions: automated invoice creation or delivery, payment processing, accounting connections, mobile access, and other integrations require separate written scope.
Expand only when the business needs it.
Start with the useful office foundation. Add one clear capability at a time instead of buying an oversized system.
Workflow blocks
$750–$2,000Missed calls, recurring service, scheduling handoff, invoice follow-up, or a custom owner report.
Connected tools & data
$1,000–$6,000Migration, website forms, notifications, automated invoicing, QuickBooks, or other software connections.
Companion app
$2,500–$5,000Field view, updates, or a defined offline/exception package after the office workflow is accepted.
Connected operations
$6,500–$9,500Several approved workflows, deeper reporting, roles, and office-to-field handoff.
Custom or multi-location
Discovery requiredComplex permissions, migrations, unusual integrations, or multiple locations.
Plain-language boundaries
Useful first. Honest always.
CONCEPT MODEL — SYNTHETIC DATA ONLY
- Portfolio examples are concept models using synthetic data only.
- Fieldstead organizes daily workflow; it does not replace QuickBooks, tax, or accounting software.
- Automated invoicing, APIs, payment processing, mobile, and vendor fees require separate written scope.
- Client-facing agreements remain Draft — Pending Legal Review until attorney review.
See what fits your office
Request a discovery conversationStart with a discovery conversation, not a giant software decision.
Ask for a 2-minute desktop walkthrough using the keyword WORKFLOW.
No oversized system decision. Start with the office workflow that matters first.