HVAC Field Service Management

You’re running the business: jobs, techs, cash, and customers. Fieldstone helps you see profit clearly, keep the team coordinated, and run a less stressful operation. Start free on web or mobile.

Start Free Trial

Prefer the mobile apps? Get them here.

Fieldstone dashboard showing YTD revenue, profit, job pipeline, and accounts receivable for an HVAC business

Is Operating your HVAC Business
Wearing You Down?

Lagging cash flow, mystery profit, and a chaotic team
cost you money and the peace of mind you deserve.

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.

A Clearer Path to Running the Business You Want

Fieldstone is built for HVAC owners who want powerful tools that stay easy, so you can know your numbers, coordinate the team, and get paid without the stress.

Fieldstone profit dashboard on a phone showing revenue, margin, and job pipeline

Profit Clarity

Stop guessing until tax time. See revenue, profit, and what still needs attention, so you can lead with confidence instead of hope.

You’ll be able to

  • Track YTD revenue, profit, and margin at a glance
  • See your job pipeline before work slips through the cracks
  • Spot outstanding A/R before cash gets tight
  • Know estimate conversion and open opportunity value
Fieldstone tablet dashboard with profit, pipeline, and receivables for HVAC owners
Fieldstone jobs board on a phone
Fieldstone jobs board showing unscheduled, scheduled, and enroute HVAC work

Every Job Everywhere

When jobs live in texts and memory, work gets missed and customers feel it. Keep every job visible, from the office to the van.

You’ll be able to

  • See who’s assigned, what’s next, and what’s waiting
  • Filter by status, payment, staff, and appointment
  • Capture the reason for the call and work performed
  • Attach photos and keep the job record complete
Fieldstone customer history screen on a phone

Customer History

Your techs shouldn’t show up cold. Keep customer and job site details together so every visit feels informed, and you look professional.

You’ll be able to

  • Retain address, phone, and email for every customer
  • Track owners, managers, and tenants separately
  • Keep job site info separate from customer records
  • Search customers and job sites in seconds
Fieldstone customer profile and history on a tablet
Fieldstone calendar on a phone
Fieldstone calendar scheduling screen for HVAC technician appointments

Travel-Aware Scheduling

Back-to-back bookings that ignore drive time create late techs and angry customers. Schedule with the real world in mind.

You’ll be able to

  • Plan appointments that account for travel
  • Keep the day’s work visible to the whole team
  • Reduce “where’s my tech?” calls
  • Move from reactive dispatch to controlled days
Fieldstone price book item with multi-tier pricing and profit

Powerful Pricing

Mystery pricing leaves profit on the table. Price with clarity so you and your team know the number before the work starts.

You’ll be able to

  • Use multiple books, categories, and price tiers
  • See price and profit for every option
  • Start from HVAC-ready starter books
  • Drop price book items straight into invoices
Fieldstone price book with pricing tiers and profit visibility
Fieldstone estimates on a phone
Fieldstone estimates list with options and approval status

Estimates That Win Work

Present clear options, share professional PDFs, and know what’s pending, so good jobs don’t die in someone’s inbox.

You’ll be able to

  • Build estimates with options customers can choose
  • Track approved, pending, and declined work
  • Share estimate PDFs that look as good as your work
  • Turn approved estimates into jobs and invoices faster
Fieldstone payment detail screen showing a cleared payment applied to an invoice

Get Paid Quickly

Waiting on checks shouldn’t decide whether you make payroll. Invoice from the job and collect without leaving Fieldstone.

You’ll be able to

  • Create invoices on jobs from price book items
  • Accept card payments on-platform
  • Manage payments of any type in one place
  • Send invoice PDFs the moment work is done

Want a walkthrough? Book a Demo

Fieldstone invoicing screen for HVAC jobs
HVAC equipment data plate details tracked in Fieldstone

Exclusive HVAC Features

Generic field software wasn’t built for your equipment. Track systems the way HVAC work actually happens.

You’ll be able to

  • Track make, model, 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

Integrations That Fit Your Workflow

Connect the tools you already trust, so diagnostics, books, and payments stay in sync with the jobs that make you money.

You’ll be able to

  • Get paid with Stripe Connect, in the field or online
  • Work with QuickBooks for cleaner books
  • Link jobs & systems to measureQuick® projects
  • Import diagnostics and turn findings into priced work faster

Learn about measureQuick integration

Start Free. Run a Less Stressful Business.

Start your free trial on web or mobile. Whether you’re in the office or the field, connected or off the grid, you’ll have the tools to know your numbers and keep the team coordinated.

Prefer the mobile apps? Get them here.

Prefer a walkthrough? Book a Demo See Pricing

Fieldstone mobile app jobs screen used from the field

Easy to Get Started

Three simple steps. We’re here if you want help,
or start on your own and go live when you’re ready.

1

Start Free Trial

Sign up on web or mobile
and create your company.

2

Set Up Your Company

Load your data, price book, and team
so Fieldstone matches how you work.

3

Go Live

Run jobs with clarity and start seeing
less stress and better numbers.

You want to lead a profitable, successful HVAC business

That means knowing your numbers and keeping your team coordinated. When you don’t, you leave thousands in profit on the table, and end up feeling average, stressed, and stuck putting out fires. Fieldstone is the guide that helps HVAC owners get clear on profit, collect faster, and run jobs without the chaos. Start a free trial, or book a demo if you want us beside you. Prefer to lock in lifetime benefits and pricing? See the Lifetime Deal. We’re excited to see your success.

Not ready to talk to us but want to stay in the loop?

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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 B., former owner and operator

Clark B. - Former Owner and Operator

Blue Mountain Plumbing, Heating & Cooling