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FieldStream - The only app you'll need to manage your teams!
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How setup works

We set Fieldstream up with you, then hand you the keys

Job software fails when it’s left for a busy team to figure out. So every Fieldstream account starts with guided setup and training.

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Five steps to running live

  1. One-hour demo on Google Meet. We show you Fieldstream on a real project and look at how you quote, schedule and invoice today.
  2. Sign up and choose your setup package. After the demo we send your sign-up link. Then we connect Xero and match your business units to Xero tracking categories.
  3. Import your data. Clients, suppliers, items and price lists come across.
  4. Configure. Quote templates, checklists, default documents and user permissions.
  5. Train and go live. One session for the office, one for the crew, then a 30-day check-in.

What you’ll need

  • Xero admin access
  • A list of your users and their roles
  • Client and supplier lists
  • Your current quote template

What you’ll get

  • An account configured for your business
  • Office and crew trained
  • A go-live date agreed in your setup plan
  • Someone to call when you’re stuck

Your data

Your data is yours

Fieldstream was built inside working trade businesses, but it is run as its own registered company. Your information stays with you.

  • Fieldstream is a separate registered company from the businesses that use it
  • No one from those businesses can see your client list, quotes, pricing or job data
  • Your account is kept separate from every other Fieldstream account

See Fieldstream on one of your own jobs

Book a one-hour demo on Google Meet. We’ll walk through a real project from quote to Xero and show you where the margin goes. Sign-up opens once you’ve seen it.

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