The platform core

Every stack ships with all of this.

One engine under eight editions. Whichever stack you run, the whole core is included — your edition adds the words, stages and templates of your trade, and its own workflows on top.

CRM & clients

Accounts, sites, contacts, contracts and retainers as the spine — every quote, job, ticket and timesheet hangs off the same record.

  • Client account view with sites, contracts & projects
  • Monthly SLA retainers with burn tracking
  • Branded Excel client portfolio export

Lead capture → pipeline

A drag-and-drop Kanban pipeline with your own stages. Leads arrive from your website form or a mailbox we forward for you at onboarding, get deduped against existing clients and move themselves as quotes go out and POs land.

  • Hosted, branded enquiry form + embeddable snippet
  • AI reads free-text enquiries into the right fields
  • Telegram ping to managers on every new lead
  • Templated email follow-ups with merge fields

Quoting

Quote with or without a project. Rate build-ups priced off your own pricebook for trades; AI-drafted equipment & labour lines from a BOM/BOS for telecoms; sketch-to-BOQ for security installers.

  • Versioned price book — old quotes keep their price
  • AI commercial review: margin vs target, missed items
  • Branded PDF & Excel quotes; recurring/SLA billing

Operations & projects

Moldable plans that adapt to each job, jobs generated straight from the plan, a weekly dispatch board for individuals or whole crews, and a Field HSE file that compiles itself.

  • SOW → phased, costed plan drafted by AI (telecoms)
  • Drag-to-dispatch with clash detection
  • Auto-schedule from a start date at crew capacity
  • Planned-vs-actual, sign-off pack PDF

Field & timesheets via Telegram

Engineers and technicians get a daily Telegram reminder that opens a one-tap form — hours, progress, blockers — and it rolls up to the task, project and dashboard. No app to install.

  • Crew app for today's jobs, status & time — works with no signal
  • SOP training with AI-drafted tests and results
  • Bulk timesheet import when onboarding a live job

Checks that have to pass before handover

Each trade carries the checks its work actually needs — commissioning for a security install, patching, test results and recovered equipment for a telecoms job. The project cannot reach sign-off until they pass, and lines that need evidence demand a photo taken on site.

  • Photos carry the device's own time and location — not a tick at a desk
  • A manager can waive a check, but only in writing — and the reason prints on the client's sign-off pack
  • Cutover work on a live network is held until change control has cleared it

Service desk & SLA

Faults, maintenance and call-outs logged as tickets against the client and contract, held to response & resolution targets by priority — with the clock pausing while you wait on the client.

  • Breach alerts and at-risk queues
  • Billable hours on the ticket → raise the invoice
  • Spawn a job from a ticket without losing the SLA clock

Assets & stock

Stock by quantity with reorder alerts and a full movement log; a serialized asset register with custody and event history — who holds what, where it is, and what it's been through.

  • Phone-camera barcode receive & stocktake
  • Draw stock against a job, design or project
  • Low-stock banner and live stock value

Documents & sign-off

Typed files kept against every project — PO, quote, design, as-built, photos — plus branded PDF and Excel exports of plans, quotes, HSE files and timesheets.

  • Client sign-on-glass, on site or via a secure link
  • Share the sign-off link by WhatsApp or email from your phone
  • Handover pack with photos, one PDF

HSE, training & the numbers

Certifications, medicals and appointment letters tracked to expiry against the SA catalogue; your own SOP tests; and a business dashboard with a health score, margin by client and an AI review of where to act.

  • Telegram expiry alerts to managers
  • Overheads register with AI statement import
  • Profit, not just revenue — month by month

Trade-specific workflows live in each edition — network surveys and rack elevations in NetStack, sketch-to-BOQ design in SecureStack, rate build-ups for the trades. Find your stack →

The workflow

One lifecycle.
One source of truth.

From the first lead to the final timesheet — every stage writes back to the same CRM spine, so nothing is re-typed.

Leads in →Web formForwarded mailboxTyped in
01
Capture
Leads land in one pipeline, deduped against existing clients.
02
Quote
Rate build-ups for trades; AI-drafted equipment & labour for telecoms.
03
Operate
Moldable plans — supply-only, labour-only, cutover & as-builts.
04
Field
Crews log hours via Telegram; planned-vs-actual rolls up.
CR
CRM spine — accounts, sites & contacts
Every job, quote and timesheet hangs off the same record. One source of truth across your whole stack.
↺ actuals roll back up
AI automation

AI does the admin.

The paperwork between winning work and doing it — written for you. Read once, never re-typed.

SOW → costed plan

Telecoms: upload a Statement of Work and AI drafts the full phased project plan — sites, links, tasks and hours — ready to review.

BOM / BOS → quote

Telecoms: drop in a Bill of Materials or Services and AI drafts the equipment & labour lines; you pick the rates and set the margin.

Leads, parsed

Enquiries from your web form or forwarded mailbox are read and filed into your pipeline — deduped, no re-typing.

Overheads, understood

Upload a bank statement or cost sheet and AI allocates it to the right overhead category — asking when it's unsure — then flags where cost and risk sit.

See it in action

A real project, end to end.

From an AI-drafted plan to live progress and branded exports — here's the working app.

app.fieldstack.co.za/projects/PRJ-1042
Northwind Networks · Projects
PRJ-1042
Fibre ring upgrade · Metro Networks
⬇ Plan⬇ Timesheets AI-draftedActive · 38% done
Planning phase
Prepare BOM & planning document
8h
Done
Compile network design plan
12h
In progress
Cut over 24 links with testing
40h
Not started
Business insights

A complete pulse check — every time you look.

Every quote, job, ticket and timesheet rolls up into one live command centre — profitability, SLA compliance, cash and a health score graded A to D. Then AI reads it and tells you where to act.

FieldStack business dashboard — net position, health score, SLA compliance, cash and profitability on one screenView a demo of the dashboard overview
AI review

3 things to look at this month

  • Margin slipping on SLA jobs. Down 6% vs last quarter — 3 clients priced below your 40% target.
  • Cutover labour overruns. Averaging 18% over plan — your biggest leak this year.
  • Fibre installs are the winner. 41% margin — do more of these.

AI reads your live data — no spreadsheets — and flags what's working, where the risk is, and where to act.

AI across the stack

Where AI does the heavy lifting.

The admin between winning work and getting paid — drafted, compiled and checked for you. You review and approve.

Quote · ACME-Q-2026-018
AI-drafted
4×ROADM swap @ 16 sitesR184 200
Patch leads (48)R21 360
After-hours CAB labourR38 500
Testing & sign-offR12 000

Drafted 14 lines from your SOW — you pick the rates from your pricebook, set the margin and send.

Field HSE file
auto-compiled
Working at heights · T. Naidoo✓ valid
First aid · L. Botha✓ valid
Medical cert · K. Dlamini60d
Good Standing (COIDA) · Company✓ valid

Compiled the moment the plan was generated — matched to the client's index, expiry tracked. One audit-ready PDF.

Overheads · Jul statement
AI-allocated
Vodacom debitTelephones & data
Santam premiumInsurance
Fuel — 3 vehiclesVehicles & fuel
J Smit — R2 300❓ asked you

Allocated 42 transactions, asked about 3 it wasn't sure of — then flagged where costs are climbing.

Service & logistics

Run the work after the win, too.

Winning and delivering the job is half of it. Every stack carries the recurring side — service tickets held to SLA, and every asset and stock item accounted for from the store to the field.

SR-2026-0142
breach in 38m

Link down · North POP · Metro Networks · P1 Critical

Response SLAmet · 11m
Resolution SLA38m left
AssignedT. Naidoo · on site
Billable so far2.5h → invoice

Live SLA timers per priority — response & resolution clocks, breach alerts, and the billable hours flow straight to an invoice.

Asset register
custody tracked
EXFO OTDR MaxTester · T. NaidooIn field
Dell Latitude 5540 · L. BothaIssued
Fusion splicer · Main storeIn stores
Bakkie · Van 2 · K. DlaminiIn field

Every serialized item — who holds it, where it is, and its full custody and condition-check history.

Stock · Main store
2 low
LC-LC patch lead 3m45 ea
SC/APC connectors8 ea · reorder
Cable ties 300mm120 ea
ODF trays3 ea · reorder

Issue & return by quantity — reorder alerts, live stock value, and a movement log for every receive, issue and write-off.

Receive stock and run a stocktake with the phone camera as a barcode scanner — no scan gun needed.

Roadmap Coming, not here yet

On the roadmap.

We only sell what's built. These are next — ask on the demo where each one sits in the queue.

Roadmap

WhatsApp comms

Two-way WhatsApp messaging with clients and crews from inside the app. Messages will be passed through at cost, like SMS credits — never marked up.

Roadmap

Job photo library & push

A photo album against every job — not only the commissioning checks that already require one — and push notifications for dispatch changes.

Roadmap

Trade test sheets & certificates

OTDR / splice test sheets, CoC certificates, guarantee certificates and other discipline-specific artefacts generated from the job.

Roadmap

Calendar & map dispatch

See the week and the map alongside the dispatch board, and route crews by location.

Roadmap

Client portal

A branded login where your clients see their sites, tickets, quotes and sign-offs.

Roadmap

Email → ticket

Forward a support mailbox and every message becomes a ticket on the right contract.

FieldStack

Run your field ops on one stack.

Book a 20-minute walkthrough and we'll show you the real thing on your own workflows — no trial to fiddle with, no card, no pressure.

Features | FieldStack