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From lead to booked job

Capture enquiries, run assessments, and send quotes without losing context between tools.

Start 7-day free trial

Step 1

Centralise contacts and properties

Keep every lead, homeowner, and site address in one CRM so nothing falls through the cracks.

FieldStack CRM and contacts view

Step 2

Schedule and complete assessments

Book site visits, record scope notes, and move straight into pricing with a clear audit trail.

Assessment scheduling in FieldStack

Step 3

Quote and convert

Build professional quotes, track status, and follow up while the job record stays linked to the customer.

Quotes in FieldStack

Try it with your own data

The trial is the best way to validate FieldStack for your franchise. No credit card required during the trial.