Weatherization work, connected
Start with the address. Know when you're ready to leave the property.
One address-first Job keeps field capture, connected tools and evidence, onsite readiness, and Assessment Check into closeout. Export Job carries the current Job and its linked Site Sketch for handoff. The Job Work Packet remains a separate reviewed agency handoff surface.
The address-to-handoff workflow
Move the work forward without starting over.
Each stage carries forward the context the next person needs. Connected tools support the work without becoming separate customer records.
Capture once. Know what remains.
- 01
Start with the address
Choose or create the Job for the property.
- 02
Open the Field visit
Use the Job as the onsite conductor for the visit.
- 03
Capture the property once
Record reusable property information, repeatable components, equipment, diagnostics, occupancy, evidence, and connected tool work.
- 04
Check Field Visit Readiness
See what is complete, not applicable, unknown, or still needs attention before leaving.
- 05
You're ready to leave the property.
This means onsite collection is complete. It is not a compliance, assessment, or program approval.
Reconcile. Review. Hand off.
- 06
Complete the official assessment
The agency uses the official assessment system it already relies on. FieldScout does not replace or submit to that system.
- 07
Bring it back
Return the completed assessment to FieldScout for comparison.
- 08
Run Assessment Check
Compare the assessment against the Job and Field visit. See matched information, information collected in the field but absent from the assessment, information in the assessment but absent from FieldScout, different values, and information that could not be interpreted. The core comparison does not require a mature jurisdiction package.
- 09
Review the Job
Review the Site Sketch derived from reviewed Job geometry, connected results and evidence, and the Job-only Work Packet.
- 10
Export Job
Export Job carries the current Job and, when linked, the Site Sketch revision connected to that Job. The Job Work Packet remains a separate reviewed handoff surface.
Jurisdiction review is additive. Where a mature jurisdiction package exists, Assessment Check may add that exact jurisdiction’s review. Illinois is the first mature package and is never used as a fallback elsewhere.
Connected tools
Keep the right tools connected to the work.
Guidance, field capture, planning, quality control, and closeout stay connected instead of asking the team to piece together a catalog of unrelated tools.
FieldScout's core Job workflow, standard tools, and core Assessment Check comparison support agencies across every state, the District of Columbia, and all five territories. ScopeBook, source-backed WAP Chat, and jurisdiction-specific Assessment review depend on jurisdiction readiness.
- Guidance
- Field Documents, ScopeBook, and source-backed WAP ChatField Documents keeps approved material close. ScopeBook customer availability follows jurisdiction-package readiness and activation. WAP Chat requires approved sources to be indexed and verified, plus agency activation and current readiness.
- Field work
- Field visit, Site Sketch, HVAC Age, and Refrigerator / FreezerCapture geometry, equipment, diagnostics, evidence, and focused results while they are in front of the crew.
- Building science
- Calculators, HVAC Load Planning, and Ventilation PlanningUse maintained planning tools with explicit inputs, assumptions, and uncertainty.
- Quality control
- Assessment CheckReconcile the completed official assessment against the Job before closeout.
- Closeout
- Job Work Packet and Export JobBring connected results and evidence into review. Export Job carries the current Job and linked Site Sketch for handoff; the Job Work Packet remains a separate reviewed handoff surface.
A deliberate private lane
Standalone Work stays creator-private.
Standalone Work remains creator-private even when discovery or a supported result points toward a Job. The draft does not become agency-owned or visible in the Job. Only a result or reference the user intentionally attaches can appear in an authorized Job.
Bring FieldScout to your agency
Keep property context moving from field work through handoff.
Every paid agency receives the complete FieldScout workspace. Team size changes the price—not the workflow included.
FieldScout is $100 per month for the agency platform and first paid user, plus $29 per month for each additional paid user. Annual billing is $1,140 for the platform and first paid user, plus $330 per year for each additional paid user—a 5% annual savings.