How FieldStream Works - FieldStream | Streamline Operations & Scale Your Business

FieldStream is the all-in-one project management solution built for teams that work in the field. From task tracking to real-time updates, our platform keeps everyone connected—wherever the job takes them. FieldStream handles everything from quotes to receipts.

With features like ChatStream for real-time communication, task tracking, time logging, photo uploads, and Xero integration, it empowers teams to collaborate seamlessly between office and field. Designed for simplicity, users can learn it in under a day, and it remains completely free for teams of up to four users—making it a smart, efficient solution for small and medium-sized service businesses across Australia.

How FieldStream Works?

Instant Setup & Smart Configuration

Easily set up your account by signing up and connecting to Xero. Configure your business profile, bank details, and invite users with permissions-based access. Optionally, add Business Units for multi-branch operations.

FieldStream auto-syncs with Xero, saving you hours of admin work.

Quote to Project—Automated Magic

Admins can easily generate quotes 🧾 and send them securely via the client portal. Once the client accepts, it instantly converts into a live project dashboard.

Fully automatic quote-to-project conversion—no need to chase or re-enter anything.

Smart Tasking & Collaboration

Create tasks and assign them to internal staff or external suppliers. Internal staff receive tasks on their mobile app, while suppliers manage theirs through the Client Task Portal. Simple, streamlined task control for everyone.

Real-time assignment and multi-party collaboration without external tools.

Real-Time Updates with ChatStream

Each task comes with its own chat for messages, attachments, receipts, and progress updates. Field staff can update from site, with time entries auto-recorded for payroll and synced straight into the system.

Built-in messaging app for tasks—faster than emails, cleaner than WhatsApp.

Completion Report in a Few Clicks

Once your task in complete, move photos to the client folder and click to create a Completion Report. Add notes and email straight from your task. Clients can easily access all previous and current quotes, invoices and completion reports at any time, through a dedicated Client Portal

No manual reporting, no double handling—zero-touch documentation.

A Native App for Every Platform.

FieldStream is a cloud-based mobile and desktop job management app with a focus on speed and security. It is available on PC, Mac, iOS and Android.

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"How FieldStream Works"

A Native App for Every Platform.

FieldStream is a cloud-based mobile and desktop job management app with a focus on speed and security. It is available on PC, Mac, iOS and Android.