Learn FieldLoom in three minutes or less.

FieldLoom in 2 minutes: from job to report

This is a professional inspection report. Company logo, readings, photos, findings with prices, and the customer's signature.

Set up your shop: company profile and logo

Your company name, license, phone, and logo print on the cover of every report. This is what makes a report look official.

Create your first job

Every visit in FieldLoom starts with a job. It takes five fields and about thirty seconds.

Try the sample job first

When you open FieldLoom for the first time, Today shows a welcome card. Three steps, and your first professional report is done.

The Today screen

Today is the first thing you see every morning. It shows the date, a greeting, and your day, all on one screen.

Job screen tour: Inspect, Findings, Wrap Up, Send

Every job in FieldLoom has the same screen. Learn it once, and you know every job.

Choose your trades

FieldLoom works for HVAC, plumbing, electrical, and eleven more trades. Each trade has its own job types and checklists.

Simple mode and advanced tools

FieldLoom starts simple. New accounts only see the tools most pros use every day.

Use FieldLoom in Spanish

Usa FieldLoom en español

FieldLoom works in English and Spanish. You can switch the app, the reports, or both.

Getting Started guide and Help

Stuck on something? FieldLoom has a full guide built in, and it works with no internet.

Solo Starter vs Solo Pro

FieldLoom has a free plan, Solo Starter, and it's free forever. Here's what you get, and what Solo Pro adds.

Run an AC tune-up checklist

Let's run an AC tune-up from start to finish. Open the job, and the checklist is waiting under Inspect.

Pass, Fail, N/A in one tap

Most checklist items are a simple pass or fail. FieldLoom makes that one tap.

Item details: notes, criteria, photo

Every checklist item has a details page with more than the quick row shows.

Mark Everything Passed

No one wants to tap a hundred circles. Here's the fastest honest way through a tune-up.

Mark Job Complete

Sometimes you can't fill in every item. Maybe the customer only wanted part of the visit.

Quick vs Full checklists

Furnace and heat pump jobs come in two sizes: Quick and Full. Here's how to choose.

Furnace tune-up walkthrough

A furnace tune-up follows the way you work the furnace: combustion and safety first, then burners, airflow, and the blower.

Heat pump seasonal walkthrough

A heat pump heats and cools, so the seasonal checklist covers both, plus the parts only a heat pump has.

New installs and other job types

FieldLoom has eleven HVAC job types, plus a custom one, and each loads its own checklist. Pick the type when you create the job.

Service calls: complaint to resolution

A service call is a different visit. You're there to find a problem, so the checklist is short and follows the call: the complaint, the diagnosis, the fix.

Forms and EPA 608 records

When you add or recover refrigerant, the EPA wants a record. FieldLoom keeps it with the job.

Customize a checklist, save My Template

Every shop works a little differently. You can shape the checklist to fit yours.

Clone a job and job QR codes

Back at the same house next season? Don't start from scratch.

Superheat, calculated for you

Superheat tells you how the system is charged. FieldLoom calculates it the moment you enter two readings.

Subcooling, calculated for you

Subcooling works the same way as superheat, on the liquid side.

Delta T across the coil

Delta T is the temperature drop across the evaporator coil. It's one of the quickest health checks there is.

Total external static pressure

Total external static pressure tells you how hard the blower is working against the ductwork. FieldLoom adds it up for you.

Capacitor test

A weak capacitor is one of the most common finds on a tune-up. FieldLoom checks the tolerance for you.

Show the math on the report

Every number FieldLoom calculates is backed up on the report. Customers, warranty desks and inspectors can check the math.

HVAC calculators

Need a quick number without a job open? FieldLoom has HVAC calculators built in.

Add equipment to a job

Every job has the equipment you're working on. The unit's details print on the report, and they drive the calculations.

Refrigerant and metering device: why they matter

Two settings on every unit change how FieldLoom grades your readings: the refrigerant, and the metering device. Let's see why.

Equipment age and replacement alerts

Old equipment is one of the best reasons to talk about a replacement. FieldLoom tracks age for you.

Track warranties

Knowing whether a unit is still under warranty can save your customer a lot of money, and save you a callback. Here's how to track it.

Find the equipment manual

Need the wiring diagram or the installation manual? You don't have to leave the job.

Equipment history and the memory card

FieldLoom remembers every unit you've worked on. Open a job for a unit you've seen before, and the Equipment Memory card is waiting at the top.

Captions customers understand

A photo without a caption makes the customer guess. A good caption says what they're looking at, and why it matters.

Photos on findings, and importing from your library

A finding is easier to believe with a photo. Open the finding and scroll down to Photos.

Photo gallery: filter and reorder

Every photo you take on a job is in one place.

Add a finding

Findings are the problems you found. They become the recommendations on your report, and the estimate.

Critical, Recommended, Advisory: which to pick

Every finding has an urgency. Picking the right one helps your customer decide, and it makes your report easy to read.

Finding phrasebook

You don't have to write every finding from scratch. FieldLoom has a phrasebook of common ones.

Your pricebook

Your pricebook is your price list: parts, labor, service packages and equipment, with your cost and markup. It's an advanced tool, so turn on Show Advanced Tools in Settings first.

Turn findings into an estimate

Your findings already have prices, so the estimate is half done. On the Findings screen, tap Estimate.

Customer approves or declines repairs

When you recommend repairs, write down what the customer decided. It protects you later.

Track your estimates

Every estimate you send is money waiting to happen. The Estimate Pipeline keeps them all in one place.

Wrap Up: the auto-written summary

At the end of a visit, your customer wants to know one thing: how's my system? Wrap Up writes that answer for you.

Customer signature

A signature turns your report into a record. It shows the customer saw the work and agreed to it.

Generate the report

When the work is done, the report takes one tap.

Tour of the PDF report

Let's walk through the report your customer gets.

Report styles and colors

Your report can look the way your business looks. Open Report Defaults in Settings.

Weather and R-22 notes on the report

Readings depend on the weather. FieldLoom notes the outdoor conditions on every job for you.

Present mode: walk the customer through it

Before your customer signs, show them what you found. Present mode turns your phone into a simple, customer-friendly screen.

Send the report link

Big PDF attachments get stuck in spam. Send a link instead.

Send a report in Spanish

Envía un informe en español

Many of your customers would rather read their report in Spanish. FieldLoom writes the whole report in Spanish with one setting.

Bilingual report

Informe bilingüe

Some households read both languages. A bilingual report puts both on the page, so everyone in the home can read it.

Write in one language, send in the other

Escribe en un idioma, envía en el otro

Write your notes in the language you're comfortable with. When the report goes out in the other language, FieldLoom translates them first.

Set a customer's language

Elige el idioma de un cliente

If a customer prefers Spanish, tell FieldLoom once, and their messages and reports follow.

Estimates in the customer's language

Presupuestos en el idioma del cliente

Maria prefers Spanish. Her reports come out in Spanish, and so do her estimates.

Translate messages in the inbox

Traduce mensajes en la bandeja de entrada

Maria texts in Spanish. You can read it in English without leaving the conversation.

AI Tools tour and the AI Assistant

FieldLoom's AI tools live in one place: the job menu, AI Tools. They're part of Solo Pro.

Voice Inspect: talk, and the checklist fills in

Hands full on a ladder? Talk through the inspection instead of typing.

Findings from failed items, in one tap

Some items fail. A dirty filter.

AI photo diagnosis

Point your camera at a component, and FieldLoom tells you what it sees. This is a Solo Pro feature.

The homeowner report page

Readings and pass marks mean a lot to you, and not much to a homeowner. This is a Solo Pro feature.

Predict equipment health

Customers always ask how long their system will last. This gives you a number to start from.

Listen for problems: the audio check

Some problems you hear before you see. This is a Solo Pro feature.

Smart pricing and parts prediction

Not sure what to charge? Smart Pricing suggests a price for every finding.

Your customer book

Every customer you've ever worked for is in the Customers tab. FieldLoom builds it from your jobs.

Two-way texting inbox

Customers text you back, and every reply lands in one inbox in FieldLoom. This is a Solo Pro feature.

Message templates

Most texts you send are the same every week. Templates write them for you.

The \"On my way\" text

Customers love knowing when you'll show up. FieldLoom sends the on-my-way text for you.

Automatic follow-ups

The visit is done, but the relationship isn't. Automatic follow-ups keep in touch for you.

Reviews and feedback

Reviews bring in the next customer. FieldLoom asks for them and keeps score.

Create an invoice

When the customer says yes, the estimate becomes the invoice. No retyping.

Payment links

Make it easy to pay you. Add the ways you already take money.

Expenses and profit per job

Is this job actually making you money? Track what it cost.

Truck stock and parts used

Know what's on your truck before you get to the job. Inventory is an advanced tool: turn on Show Advanced Tools in Settings.

Calendar and job map

Need to see your week, or where your jobs are? Both live under More.

Maintenance agreements

Maintenance agreements are steady money and a full spring schedule. This is a Solo Pro feature, under advanced tools.

Online booking and booking requests

Let customers request a visit any time, even when you're on a roof. This is a Solo Pro feature.

The Dashboard

The Dashboard shows how your business is doing, without a spreadsheet.

FieldLoom for plumbers: water heater checks, photo findings and reports

A plumber's day in FieldLoom: water heater checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for electricians: install checklists, photo findings and reports

An electrician's day in FieldLoom: generator install checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for roofers: roof inspections, hail damage photos and reports

A day for roofers in FieldLoom: roof inspection checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for home inspectors: whole-home checklists, photo findings and reports

A day for home inspectors in FieldLoom: whole-home checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for pest control: inspections, photo findings and service reports

A day for pest control pros in FieldLoom: rodent inspection checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for garage door pros: safety inspections, photo findings and reports

A day for garage door pros in FieldLoom: garage door inspection, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for chimney sweeps: chimney inspections, photo findings and reports

A day for chimney sweeps in FieldLoom: chimney inspection, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for locksmiths: lock installs, photo findings and reports

A day for locksmiths in FieldLoom: lock installation checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for fire and life safety: NFPA inspections, photo findings and reports

A day for fire and life safety pros in FieldLoom: fire alarm inspection, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for septic pros: septic inspections, photo findings and reports

A day for septic pros in FieldLoom: septic inspection, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for painters: job checklists, photo findings and reports

A day for painters in FieldLoom: exterior painting checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for lawn care: application records, photo findings and reports

A day for lawn care pros in FieldLoom: fertilization and weed control record, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for landscapers: install checklists, photo findings and reports

A day for landscapers in FieldLoom: hardscape installation checklist, marked-up photos, a branded report, findings with prices, Spanish.

FieldLoom for mobile mechanics: 28-point inspections, graded readings and reports

A day for mobile mechanics in FieldLoom: 28-point inspection, graded readings, marked-up photos, a branded report, findings with prices, Spanish.