Getting Started

What FieldClose does

FieldClose sends a technician a private job link. It opens a checklist on their phone, with no monday.com seat or app to install, and keeps working without signal. When they sign off, FieldClose:

• attaches a signed, branded PDF report to the monday.com item
• updates the item's status and posts an update with a summary
• emails the report to the customer

Every report carries a fingerprint and a verification link, so anyone can check it hasn't been changed.

Before you start

• A monday.com board with one item per job or visit
• Columns for the customer's email, the assigned technician, the job status, and a Files column for the report
• Admin rights to install apps on the account

Step 1: Install the app

Install FieldClose from the monday.com Marketplace and approve its access. Then add the FieldClose board view to your jobs board. The setup guide starts automatically.

Step 2: Choose a checklist

Start from a ready-made checklist or build your own. The ready-made ones are:

• HVAC service visit
• Planned maintenance (PPM) visit
• Installation handover
• Reactive repair call-out

A checklist is made of sections and questions. Question types are tick boxes, Pass / Fail / N/A, text, numbers, dropdowns, dates and times, photos and signatures. As you edit, a phone preview on the right shows what the technician will see.

Step 3: Connect the board

Tell FieldClose which columns to use. It guesses from your column names, and you can change anything.

• Who does the job: the column holding each job's technician, as an email or a name that matches your technician list
• What the technician sees: customer, site address (opens in maps), contact name (pre-filled as the signer), customer email, phone and asset
• When the job is done: the Files column for the signed PDF, the status column and the label to set, and an optional completion date column

When a visit doesn't finish the job

At sign-off the technician picks how the visit ended (work completed, diagnosis only, partially completed, unable to proceed) and what happens next (quote, customer approval, parts or a return visit). Under When the visit doesn't finish the job, map each of these to a status label, such as Awaiting quote or Awaiting parts.

Step 4: Add your technicians

Add each technician's name and email. Technicians don't need a monday.com account; their job links reach them by email.

Step 5: Send your first job

Open an item, go to its FieldClose tab and click Send job link. The technician gets the link by email, opens it on their phone and works through the checklist. Once they submit, the report arrives on the item within a minute or two.

Branding and email

Under Branding & email you can:

• add your logo, colours and company details to the report
• set the sender name and reply-to address for customer emails. Emails come from FieldClose's address under your name, and replies go to you.
• set how long job links stay valid (14 days by default)
• set how long reports and photos are kept (730 days by default; 0 keeps them forever)

Verifying a report

Every PDF shows a report ID, a fingerprint (SHA-256) and a link to a verification page. The page confirms whether the evidence is unchanged. It also lets anyone check a PDF copy, which is hashed in their browser and never uploaded. The page shows no customer details or report contents.