Fieldstone ServicesDemo data
At risk
Three lists the owner should not have to build by hand: clients drifting away, clients using far more than they pay for, and clients slow to pay. Each one is caught while there is still time to act.
HubSpotQuickBooksGoogle SheetsSynced daily · as of 1 Oct 2026
Retainers at risk
$537K
A year, across 8 clients
Renewing within 90 days
2
Of the 8. A call now can still change the outcome
Unpaid extra hours
$87K
A year, given away to 5 clients over scope
Overdue
$51K
4 clients past 45 days
Clients using far less than they pay for
A client who stops using a retainer does not renew it. Soonest renewal first.
| Client | Retainer | Hours used of paid | Last 3 months | Renews | A year |
|---|---|---|---|---|---|
Keystone Remodeling Construction and trades · client since 2025 | $7,000 | −29% | This monthOct | $84,000 | |
Peak Supplements Retail and e-commerce · client since 2025 | $8,000 | −22% | In 2 monthsDec | $96,000 | |
Magnolia Event Hall Hospitality · client since 2018 | $2,250 | −25% | In 4 monthsFeb | $27,000 | |
Willow Creek Venue Hospitality · client since 2024 | $5,250 | −26% | In 4 monthsFeb | $63,000 | |
Summit Physical Therapy Healthcare · client since 2025 | $3,250 | −30% | In 5 monthsMar | $39,000 | |
Tidewater Pools Construction and trades · client since 2022 | $8,500 | −29% | In 5 monthsMar | $102,000 | |
Sterling Ridge Realty Professional services · client since 2017 | $5,000 | −28% | In 7 monthsMay | $60,000 | |
Blue Ridge Electric Construction and trades · client since 2020 | $5,500 | −31% | In 10 monthsAug | $66,000 |
Two retainer clients left in July. Both had been using well under their hours for months, and nothing flagged it, because the hours lived in one tool and the invoices in another. This page joins them.