Most HVAC shops aren’t short on work. They’re short on time for the paperwork that comes after it. Fieldstone is HVAC software that works with QuickBooks Online, so the jobs your team finishes become invoices and payments in your books without double entry. Start a free trial, connect your company, and create your first invoice.
Before: a tech finishes a furnace repair and writes up the ticket. Back at the shop, someone retypes the customer, the line items, and the total into QuickBooks Online. The card payment gets recorded in one place and forgotten in the other. At month end, the office compares two lists line by line to find which invoices still show unpaid.
After: the tech finalizes the invoice in Fieldstone and takes the card payment on site in Fieldstone (powered by Stripe Connect). The invoice and payment sync to your books on their own, so paid status matches on both sides and nobody retypes a thing.
This is the gap good HVAC field service management software should close: field work and the books drifting apart.
Fieldstone is compatible with QuickBooks Online. Customers, invoices, payments, credits, and refunds sync in both directions without a second round of typing — so you get paid for the work you finish and your books agree with the truck.
Connect once from Fieldstone settings by authorizing your company, then turn the integration on. After that, updates run on their own. Setup details are in the FAQ below.
You stay in Fieldstone for jobs, estimates, and invoicing and payments. Your accounting file stays the system of record. Details of what syncs are in the next section.
The money path from job to invoice to payment.
Changes you save in Fieldstone push to your books automatically. Changes made in QuickBooks come back through Intuit webhooks plus a scheduled hourly sync. Less double entry, fewer month-end surprises, steadier cash flow.
The books are only as good as the jobs behind them. Fieldstone starts the money path on the schedule: book the appointment with travel-aware HVAC scheduling, dispatch the tech, and keep the customer, job site, and work performed on one record.
When the work is done, the tech turns that job into an invoice and takes the card payment on site with HVAC invoicing software. The finalized invoice syncs to your accounting along with the payment. The office never re-enters what the field already captured, and the customer record that started on the schedule is the same one that lands in your books.
See all Fieldstone features, including price books, equipment tracking, and offline work in the field.
Fieldstone is built for HVAC shops that already trust their accounting software for the books and need field service management that does not fight cash flow.
No retyping the same invoice. No guessing whether the office and the truck agree. Better cash flow from work you already finished.
Yes, with QuickBooks Online. Fieldstone connects directly to your company and syncs customers, invoices, payments, credit memos, and refund receipts.
In Fieldstone settings, start the connection, authorize your company, and turn it on. You can turn the feature on or off. After that, everything syncs automatically. A customer reconcile wizard helps when names do not match cleanly. Disconnect anytime if you need to.
The money path: customers, invoices, payments, credit memos, and refund receipts. Fieldstone pushes changes as you save them and pulls changes from QuickBooks through webhooks and an hourly scheduled sync. If you merge duplicate customers in Fieldstone, their QuickBooks links move to the customer you keep. Fieldstone does not sync every accounting record type — just the records that keep field work and books honest.
Yes. You create the invoice in Fieldstone from the work you already ran and finalize it; the finalized invoice syncs to your books. When a mapping exists, you can open the linked invoice in your books from Fieldstone. Payments recorded in Fieldstone flow over too, so paid status stays honest on both sides.
Ready to get paid for the work you finish? Start Free Trial. Prefer the lifetime deal? See that offer here. More owner guides live on Resources.
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