HVAC Field Service Management

Fieldstone helps HVAC businesses reduce stress and maximize profit with powerful, mobile first, easy to use software.

Is Operating your HVAC Business
Wearing You Down?

Lagging cash flow, low profits, and running a disorganized business
is costing you more than you realize.

Is Profit a Mystery?

Do you wait until tax time to find out if you were profitable from your accountant?

Cash flow Lagging?

Are you always waiting for customers to pay so you can pay employees and the supply house?

Team in Chaos?

Miscommunication and disorganized jobs are costing you time, money, and customer trust.

Powerful and Easy to Use

Some of our competitors have very powerful features that are also very confusing. At Fieldstone, we take the time to build powerful features that are easy to understand, configure, and use.

Customers & Job Sites

Fieldstone offers a full customer and job sites database that includes full contact and job site information as well as associations between customers and job sites.

Customers & Job Sites Features

  • Retain address, phone, and E-mail for all customers
  • Track Job Site Owners, Managers and Tenants Separately
  • Maintain job site information separate from Customer Information
  • Quickly Search All Customers and Job Sites

Job Tracking

Jobs get created in Fieldstone when your customers call in. The Job is always assigned to one of your company's employees as it moves through your work flow until it's complete.

Key Job Features

  • Specify Customer, Job Site, and Original Reason for the Call
  • Technician Completes Summary of Findings, Work Performed
  • Status Tracking: Open, Work Completed, Hold for Parts, Closed
  • Related HVACR Systems are Linked
  • Related Invoices are Linked
  • Easily Attach Photos and PDFs

Invoices & Payments

Create, send, and collect payment without leaving Fieldstone. Build invoices from jobs and price book items, take payments in person or online, and keep balances clear for you and your customers.

Invoices & Payments Features

  • Create Invoices on Jobs
  • Add custom or Price Book Items to Invoices
  • Accept Credit Card Payments On-Platform
  • Manage Payments of any type
  • Create an instant Invoice PDF to send Customers

Exclusive HVAC Features

Keep track of all your customers HVAC Systems and Equipment including Make, Model, Serial, Age and more.

Key HVAC Features

  • Track make, model, and serial number, and age for every unit
  • Store installation dates and warranty information
  • Maintain full service and maintenance history
  • Link equipment to specific job sites and customers
  • Attach photos, manuals, and performance reports

Powerful Price Books

Mystery pricing is a thing of the past with Fieldstone price books. Fieldstone helps owners see and adjust pricing details for every item in their price books so they always know their numbers. It also helps technicians or sales staff to quickly and easily price jobs in the field.

Key Price Book Features

  • Multiple Books, Categories and Sub-Categories
  • Multiple Price Tier Options
  • Basic Starter Books for HVAC
  • Help Importing Your Existing Price Books
  • Drop Price Book Items Directly into Invoices
Price Book All Items on iPad

Deep measureQuick Integration

Fieldstone connects with measureQuick® to bring diagnostics into your jobs. Link Fieldstone jobs and HVACR systems to mQ projects, pull live readings and reports, and turn findings into priced work fast.

Key Integration Features

  • Link Jobs & Systems to mQ Projects
  • One-tap import of diagnostics & readings
  • Auto-attach mQ information on job reports and invoices
  • Convert mQ recommendations into invoices
  • Syncs when connected; results persist in Fieldstone

Fieldstone works everywhere you do!

Whether in the office or in the field, whether in range or off the grid, the Fieldstone mobile apps are smart about syncing data when you are connected and degrading gracefully without losing core functionality when you are off grid. Fieldstone includes access to all features via web login and all technician features using mobile apps.

Download the App

Easy to Get Started

To get up and running quickly, take these easy steps.
We're always here to help when you have questions, need assistance, or have ideas for improving Fieldstone.

1

Book a Demo

Book a demo to see Fieldstone in action
and discuss your specific interests.

2

Onboard Your Staff

We help get your data loaded,
customize settings for your company, and train your staff.

3

Go Live

Time to use it and start seeing the benefits first hand!

We know you want to be the leader of a profitable and successful business!

At Fieldstone, we know that you want to be the leader of a profitable and successful business. In order to do that, you need to know your numbers and keep your team coordinated. When you don’t, you end up leaving thousands of dollars in profits on the table every year which makes you feel unsuccessful, average, and defeated. We believe keeping your business operating at peak efficiency and maximum profitability can be achieved with the help of our software. We understand that operating a field service business with so many moving parts can be frustrating and difficult to manage which is why we work closely with early adopters of our products to ensure they meet the highest operational standards and exceed expectations. When you choose to work with Fieldstone, we help you get setup and get everything configured properly to suite the needs of your business. Once Fieldstone is configured, we build confidence in your team with video training resources they use to learn the features of Fieldstone. We also host live webinars where your team can join in to learn and ask questions. Once your team is trained, you go live. Sign up to get started. We’re excited to see your success!

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No Hassle Break-Ups

You can leave Fieldstone at any time with no hassles. We don't force you to enter into contracts because we have a continuous obligation to ensure Fieldstone works great for all customers.

“Quickly changing material costs and inflation were cutting into our profits on every job. We needed a way to quickly and easily update our pricing and share it with the whole team. Fieldstone makes this process a breeze, saving us time and making us more profitable.”

Clark in Van

Clark B. - Former Owner and Operator

Blue Mountain Plumbing, Heating & Cooling