Features How it works Client portal Invoice chasing Pricing FAQ
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Steward is here · 14-day free trial

Run your field service business.
One app. Powered by AI.

Scheduling jobs, dispatching your team, sending quotes, managing clients, and chasing overdue invoices — all in one place. Built for tradespeople and service businesses who are tired of juggling apps.

14-day free trial, no credit card · Cancel any time

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No credit card · 14-day free trial · Cancel any time

app.getstewardai.app
Operations
Schedule
Jobs
Clients
Quotes
Team
Finance
Invoices
Chases
Dashboard
Good morning, Alex
Open jobs
12
On site today
4
Quotes out
$18.4k
Overdue
$4.2k
This week
Mon – Sun
✓
Install at 24 Maple St — 9:00 AM
✓
Quote follow-up for Apex HVAC — 11:30 AM
Dispatch Mike to Riverdale — 2:00 PM
Send invoice to Bright Property — 4:00 PM
Steward AI
Active
I drafted 3 overdue-invoice chases worth $4,200. Review and approve them in one tap.
Review AI drafts
Connections Coming Soon — QuickBooks Xero Stripe PayPal Resend GoCardless CSV always available
The platform

Six modules, zero context switching

Everything your field service business runs on — connected in one place so your team stops jumping between apps.

Jobs

Create jobs from quotes, assign them to techs, and track status from booked to complete. Everything lives in one thread.

Schedule

Drag-and-drop dispatch calendar. See who is free, assign visits, and send automatic on-the-way notifications.

Clients & CRM

Client history, property details, notes, and every email or SMS in one record — so your team always has context.

Quotes

Build branded quotes in minutes, send them for approval, and convert accepted quotes into jobs and invoices automatically.

Team

Manage field staff, their skills, availability, and current location. Know who can take the next job before you dispatch.

AI

Collect

Our signature AI invoice chasing. Steward drafts polite, escalating reminders for overdue invoices and queues them for your approval.

Getting started

From sign-up to first job in minutes

No demo call required. Create your account, add your clients and jobs, and start dispatching — Steward AI handles the busywork.

1
Create your account
Name, email, password, and your company details. You are in the dashboard in under a minute.
2
Add clients & jobs
Import clients from a CSV or add them as you go. Create jobs, assign properties, and set the schedule.
3
Send your first quote
Build a branded quote with line items, send it to your client, and track approval inside Steward.
4
Let Steward AI handle the rest
Once the work is done, Steward drafts invoice-chase emails, schedules follow-ups, and keeps your cash flow moving.
Open jobs
Install heat pump
24 Maple St
Today
Quote follow-up
Apex HVAC
Quote
Maintenance check
Riverdale Apartments
Tomorrow
Repair leaking pipe
Bright Property
Assigned
This week
M
T
W
T
F
S
S
2
3
4
5
6
7
8
Mon — 3 jobs assigned
Tue — Mike on-site all day
Thu — Quote follow-ups
Quotes waiting approval
Apex HVAC
$4,200 · Sent 2 days ago
Pending
Bright Property
$1,850 · Sent 5 days ago
Viewed
Riverdale Apartments
$7,600 · Sent 1 week ago
Overdue
Recent clients
Apex HVAC
3 jobs · $12,400 lifetime
Bright Property Mgmt
8 jobs · $31,200 lifetime
Riverdale Apartments
1 job · $7,600 lifetime
Team today
Mike
On site · 2 jobs left
Active
Sarah
Available · Installer
Free
James
Off · Returns Mon
Off
Client portal

A branded link your customers will actually use

No login required. Your clients open a shareable link to see live job status, approve quotes, pay invoices, and request new work.

Live job status
Booked → Confirmed → On-site → Complete. Clients always know what is happening.
Assigned technician
They see who is coming, with a name and estimated arrival window.
One-click quote approval
Clients review line items and tap approve. The job is created automatically.
Pay invoices in-portal
Stripe and GoCardless links are embedded. Clients pay from the same screen.
Request new work
A simple form lets them book their next job without calling or emailing.
portal.getstewardai.app/job/AC-2847
Job AC-2847 — Heat pump install
✓
Booked
✓
Confirmed
3
On-site
4
Complete
M
Mike Rodriguez
Your technician · Estimated arrival 9:00–11:00 AM
Invoice due
$4,200.00
Or approve the quote →
Approval-first AI chasing

Claude drafts every chase. You approve every send.

Nothing goes to your client without your review. Steward writes context-aware reminder emails, adapts tone from gentle to firm, and queues them in your approval inbox.

1
Claude reads the invoice context
Who owes what, how long overdue, and the relationship history. The email sounds like you wrote it.
2
Tone adapts automatically
Gentle at 7 days. Firm at 21. Professional but serious at 45. Each reminder fits the moment.
3
You review before it sends
Read, edit, or skip any draft. After you trust the quality, autopilot is available — but never the default.
4
Template fallback when AI is unavailable
If Claude is temporarily unreachable, your saved templates take over. You are never blocked.
AI draft waiting approval
Invoice #2847 · Apex HVAC · $4,200 · 21 days overdue
To: accounts@apexhvac.com
Subject: Follow-up on invoice 2847
Hi Sarah,

I hope you are doing well. I wanted to follow up on invoice 2847 for the commercial HVAC service we completed last month. The balance of $4,200 is now 21 days overdue.

If payment has already been sent, please ignore this. Otherwise, you can pay directly here: Pay invoice →

Thanks,
Alex
Built for field service teams

Everything you need. One app.

6
modules in one app
Schedule, Jobs, Clients, Quotes, Team & Invoices
12h+
saved per week
on scheduling, dispatch & invoice chasing
14-day
free trial
no credit card required
Claude
AI powered by Anthropic
drafts chases, quotes & client updates
Powered by Claude · Anthropic

Steward AI handles the busywork
so you can run the business

Claude is woven through Steward. It drafts chase emails, suggests quote line items, writes visit reminders, builds job checklists, follows up on silent quotes, and falls back to your templates whenever the AI is unavailable.

A
Powered by Claude from Anthropic
Drafts chase emails
Context-aware reminders that adapt tone from gentle to firm based on how overdue the invoice is.
Suggests quote line items
Pulls from past jobs and common parts to help you build accurate quotes in seconds.
Auto-sends visit reminders
Texts or emails clients the day before and when the tech is on the way.
Suggests job checklists
Recommends the right steps for each job type so nothing gets missed on site.
Follows up on unanswered quotes
Nudges clients who have not responded after a quote was sent, with the right tone.
Falls back to templates
If Claude is temporarily unreachable, your saved templates take over. You are never blocked.
Works with
QuickBooks Xero Stripe PayPal CSV Zoho CRM HubSpot Zapier
Simple, predictable pricing

One suite. Every module. Choose your size.

All plans include Jobs, Schedule, Clients, Quotes, Team, Client Portal, and Collect invoice chasing. Tiers differ by team size and advanced capabilities — not locked features.

Starter14-day trial
For solo operators and small crews.
$49/month
or $42/mo billed annually — save ~15%
All Steward modules included
  • Jobs, Schedule, Clients, Quotes, Team & Portal
  • Collect AI invoice chasing (Claude)
  • Up to 3 team members
  • Unlimited jobs and quotes
  • QuickBooks, Xero & CSV sync
  • Stripe & PayPal payments
  • Mobile app
  • Email support
Start free trial
No credit card required
Most popular
Growth14-day trial
For growing service businesses ready to scale.
$99/month
or $84/mo billed annually — save ~15%
Everything in Starter, plus:
  • Up to 10 team members
  • GPS time tracking
  • Calendar integrations
  • Custom job checklists
  • AI quote suggestions
  • Custom brand voice
  • Zoho CRM & HubSpot sync
  • Slack & Teams notifications
  • Priority support
Start free trial
Recommended for most businesses
Scale14-day trial
For established operations that need enterprise controls.
$249/month
or $212/mo billed annually — save ~15%
Everything in Growth, plus:
  • Unlimited team members
  • Advanced reporting & job costing
  • SSO (SAML / Google Workspace)
  • Full audit log
  • API access
  • Custom onboarding
  • Dedicated customer success manager
Start free trial
For larger teams

All plans include a 14-day free trial — no credit card required. Additional seats: $12/user/mo. Need more than 25 seats or custom workflows? Talk to us about Enterprise pricing.

What users say

Real stories, coming soon.

We’re early. Instead of inventing quotes, we’re saving these spots for the first service businesses running their day on Steward.

✓ Spot reserved for a real customer
✓ Spot reserved for a real customer
✓ Spot reserved for a real customer
Share your story →
Common questions

Everything you need to know

Every plan includes all six modules — Jobs, Schedule, Clients & CRM, Quotes, Team, and Collect (AI invoice chasing) — plus the customer-facing Client Portal. Tiers differ by team size, seats, and advanced capabilities (SSO, audit log, API), never by locking core features behind paywalls.
You create your account — name, email, password — and land in your dashboard. A short checklist walks you through adding your first client, creating a job, sending a quote, and (optionally) connecting QuickBooks, Xero, or Stripe. You can be quoting and scheduling within an hour.
Never, by default. Every chase email Claude drafts goes into your Approve & Send queue. You read it, edit if needed, then approve. After you’ve approved 3 chases, autopilot becomes available as an opt-in — it’s never switched on for you.
Yes. You can run jobs, quotes, clients, the team, and the client portal entirely inside Steward with no external accounting tool. CSV import for invoices is always available, and Stripe/PayPal handle payments through the client portal. QuickBooks and Xero are optional sync targets.
We’re registered with Intuit’s developer programme and connected via sandbox credentials, so the integration is fully built and tested. Production approval (connecting to real QuickBooks accounts) needs a separate Intuit review that typically takes 6–12 weeks. CSV import covers you in the meantime.
Steward falls back to your saved templates automatically. Chase emails, visit reminders, and quote follow-ups still draft into your approval queue — just from templates instead of AI. The activity log notes “AI unavailable — fallback template used.” Nothing pauses.
An invoice is counted once per billing cycle the first time Steward sends or queues a chase for it — not per reminder. A single overdue invoice with 1st, 2nd, and 3rd chases counts as one invoice, not three.
Nothing stops. Steward keeps running jobs and chasing invoices. If you exceed your included seats, additional users are billed at $12/user/mo on the next invoice. You can also upgrade tiers at any time.
Yes. Upgrades take effect immediately and are prorated. Downgrades take effect at the start of your next cycle so you keep the capacity you’ve already paid for.
Annual plans bill up-front at roughly 15% off the monthly rate. Cancel within 30 days of starting an annual plan and we refund the unused portion in full. After 30 days, the plan runs to the end of the term and won’t auto-renew if cancelled.
Additional seats are billed once at the end of each cycle, on the same invoice as your base plan. A running seat meter in Settings shows current vs included so there are no surprises.
14 days is enough to run real jobs, send real quotes, and approve real chase emails. A longer trial also increases AI API costs we’d rather not bake into your subscription. Need more time? Email us — we’re flexible.
Steward runs as a mobile-optimised web app today — technicians open today’s jobs, mark on-site/complete, capture photos, and collect signatures from any phone browser. Native iOS and Android apps are on the roadmap.
Each job has a shareable link — no login required for your customer. They see live status (Booked → Confirmed → On-site → Complete), the assigned technician, can approve quotes in one click, pay invoices in-portal, and request new work. You stay in control of what’s visible per job.
No. Steward sends polite reminder emails from your address — it is a communication and job-management tool, not a debt collection agency. It does not add interest or charges, does not contact credit agencies, takes no legal action, and provides no legal or financial advice. Escalating disputes requires separate professional advice.

Start running a smarter service business.

14 days free. No credit card. All six modules from day one.

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No credit card · All modules included · Plans from $49/mo · Cancel any time

Steward is a reminder email and job-management tool. It is not a debt collection agency and does not provide legal or financial advice. Terms of Service · Privacy Policy