operoDemo
Fieldstone ServicesDemo data

Client lookup

Any client in two seconds: what they pay, what they cost to serve, how much of their retainer they use, and what they owe. No digging through four tools.

QuickBooksStripeHubSpotSynced daily · as of 1 Oct 2026

46 clients. Select one for the full record.

IndustryStateRetainerHealth
Retail and e-commerceFL$12,500$179,031−5%Over scope
Construction and tradesNY$8,500$161,00227%At risk
HealthcareCO$12,250$147,00023%Healthy
Professional servicesNC$8,500$135,32422%Healthy
Professional servicesSC$7,250$134,77219%Healthy
HospitalityNC$6,500$132,87318%Healthy
Retail and e-commerceNC$7,250$120,61118%Healthy
Construction and tradesGA$6,000$114,12617%Healthy
Retail and e-commerceNC$8,000$111,32545%At risk
Construction and tradesIL$7,000$104,83233%At risk
Retail and e-commerceVA$6,250$103,40318%Healthy
Professional servicesSC$5,500$89,34920%Healthy
Professional servicesMD$6,750$81,00014%Healthy
Construction and tradesNC$2,000$77,36412%Over scope
Retail and e-commerceSC$2,250$76,73917%Watch
HospitalitySC$2,250$76,68830%At risk
Construction and tradesVA$3,750$74,09616%Healthy
HealthcareNY$6,000$72,00021%Healthy
Construction and tradesTX$3,500$71,42919%Healthy
HospitalityNY$3,750$70,26314%Healthy
Construction and tradesGA$5,500$66,00031%At risk
HospitalityFL$5,250$63,00048%At risk
HospitalityGA$3,250$61,84618%Healthy
Retail and e-commerceNC$1,750$60,68121%Healthy
Professional servicesTN$5,000$60,00037%At risk
Professional servicesNC$3,500$58,43618%Watch
Professional servicesNC$4,250$51,000−13%Over scope
HospitalityNC$4,250$51,00012%Healthy
HealthcareSC$3,250$50,01932%At risk
Professional servicesPA$3,000$49,4281%Over scope
HospitalityNC$2,750$48,835−4%Over scope
Construction and tradesNYProjects only$48,19919%Healthy
Retail and e-commerceNCProjects only$42,85319%Healthy
Professional servicesCOProjects only$42,07419%Healthy
Construction and tradesFLProjects only$38,70619%Healthy
Retail and e-commerceTXProjects only$38,11319%Healthy
HealthcareNCProjects only$37,48219%Healthy
HealthcareGA$2,000$36,12024%Healthy
Retail and e-commerceTNProjects only$34,62219%Healthy
HealthcareSCProjects only$32,82719%Healthy
HospitalityFLProjects only$28,46819%Healthy
Professional servicesSC$2,250$27,00024%Healthy
HealthcareGAProjects only$26,84319%Healthy
HealthcareTNProjects only$26,17719%Healthy
HospitalityVAProjects only$8,33419%Healthy
HealthcareFLProjects only$7,71119%Healthy