Fieldstone HVAC

Fieldstone HVAC: Stop Losing Money on Every Call

Running a small HVAC shop is brutal on cashflow. Bad pricing sneaks up and kills margins. Callbacks from missed details eat profits and waste time. Admin chaos means you're guessing instead of knowing your numbers. Delayed payments tie up cash you need for payroll and parts.

Fieldstone changes that. Built mobile-first for HVAC owners and techs who live in the van or shop, it puts command of your business right in your pocket. No more profit mysteries at tax time - every job shows clear labor, materials, taxes, and your actual margin before you quote.

Key wins for your bottom line:

QuickBooks Online Integration - Connect your QuickBooks company in minutes. Sync customers, invoices, and payments two-way. Reconcile mismatches with a guided wizard. Record credits and refunds with confidence. Draft invoices finalize when you're ready - no more double-entry or sync surprises.

Staff Time Tracking - Clock in and out from the app or right on the job. Log billable vs. non-billable time, track labor against jobs, and see hours roll up in Staff Time. Categories and rich-text statements keep payroll and billing clean.

Dashboard KPIs & Cashflow Visibility - Tap any KPI on the home dashboard to jump straight into filtered lists - YTD profit, open estimates, unpaid invoices, aging buckets, and more. See what's owed, what's declined, and what's written off at a glance.

Profit-Aware Price Books - Set up smart pricing with full transparency. See costs and profits instantly. Update once, share with the team - no more underquoting or inflation surprises cutting into every job. Role-based permissions keep price book edits in the right hands.

Offline Job Tracking & Invoicing - Work anywhere, even off-grid. Log jobs, attach photos/PDFs, create invoices on-site. Data syncs automatically when you're back online. No lost tickets, no double-entry.

Instant Payments - Take cards right in the app. Track every payment type. Get paid faster, improve cashflow - no waiting on checks.

measureQuick Integration - One-tap import diagnostics and readings. Attach to jobs/invoices automatically. Turn recommendations into billable work quick - fewer callbacks, happier customers, better profits.

HVAC-Specific Tools - Track make/model/serial, install dates, warranties, full service history per system. Link to customers/sites. Quick search, photos, manuals - everything in one place to avoid repeat visits.

Smarter Estimates & Collections - Capture why estimates were refused or saved. Follow up with purpose. Mark invoices uncollectible when it's time to write off bad debt - with aging KPIs so nothing slips through.

Fieldstone simplifies your day so you cut stress and make smarter decisions. Know your current situation at a glance. Coordinate your team without phone tag. Run efficient, profitable jobs from quote to payment.

Made in America by folks who get it - no headaches, just straightforward software and top-notch support when you need it.

Download Fieldstone now. See why small HVAC shops are ditching the spreadsheets and guesswork.

Questions? Contact us to schedule a demo - we're here to help you build confidence and cashflow.