Fieldstake-SaaS

About Fieldstake

The operating system for modern service businesses.

Fieldstake is a multi-tenant business operating system for growing service companies. Every business that joins gets its own private workspace — its own clients, jobs, quotes, invoices, crews, and financials — fully isolated from every other business on the platform.

The platform brings every part of running a service business under one roof. From scheduling jobs and tracking crews in the field, to generating professional quotes, sending invoices, and collecting payments online — everything flows through a single, mobile-friendly interface built for the way field teams actually work.

Owners and office staff can view today's schedule at a glance, manage multi-day projects on a full calendar, log mileage and expenses in real time, and track equipment maintenance — all from a phone on the job site. Financial dashboards help allocate revenue with Profit First accounts and keep the business healthy.

Role-based access keeps sensitive data where it belongs: owners and office staff manage finances and operations, while crew members see their own schedules, hours, and job details. A client-facing portal lets customers view upcoming jobs, review and accept quotes, pay invoices online, and leave reviews.

Jobs & Scheduling

Multi-day jobs, recurring work, dispatch, and crew assignments on a full calendar.

Quotes & Invoices

Professional proposals with e-signatures, online payments, and payment schedules.

Financial Dashboards

Profit First accounts, weekly profitability, job costing, and expense tracking.

Teams & Client Portal

Role-based access for owners, office staff, and crews — plus a self-serve client portal.