How FieldCherry Works

Use the client list as the starting point for customer records and field work.

• Search clients by name or company.
• Sort and review client records quickly.
• Open a client to review details and related work.

Add new clients or update existing ones as your customer information changes.

• Identity – name, company, and primary contact details
• Contact – email, phone, and mobile information
• Location – addresses and service location details

Client records include quick actions for common follow-up tasks.

• Edit – Keep names, contact details, and addresses current.
• View interventions – Open the work history connected to the client.
• Delete – Remove client records when they are no longer needed.
• Email – Start an email using the saved client address.
• Call – Call the client directly from their saved phone number.

Templates define the fields AI should fill when generating reports from your captured content.

Use the builder to create structured report templates that match your business workflow.

• Add text, dates, numbers, photos, signatures, and checkboxes.
• Mark important fields as required.
• Reorder fields to match your report flow.
• Preview the report layout before using it.
• Save templates for repeated field work.

Start from a template library when you want a ready-made structure.

Convert an existing form or document into a reusable FieldCherry template.

• PDF
• Word (.doc, .docx)
• Text (.txt)

Create a work record to keep all captured content, templates, and reports together.

• Work title – Select a client or create a new one.
• Work description – Create the work record for the visit or job.
• Client – Add recordings, notes, photos, or documents.
• Reference – Attach templates before generating reports.

Add the field content AI will use to prepare reports and summaries.

• Recordings – Capture voice notes while details are fresh.
• Photos – Add visual evidence from the job site.
• Documents – Attach PDFs, forms, and supporting files.
• Notes – Type observations, recommendations, or follow-up items.
• Templates – Attach the report templates that should be filled.

Use your work list to find active jobs, drafts, and completed records.

• View details – Open existing work records.
• Edit – Filter by status, client, or schedule.
• Attach report templates – Review captured files and notes.
• Delete – Continue work where you left off.

Generate a report from captured content and the templates attached to the work record.

Check the generated content and make any adjustments required for accuracy.

• Draft – Review AI-filled fields before sending.
• Completed – Edit missing or unclear information.

You stay in control of the final document.

Export or send finalized reports while keeping a record in FieldCherry.

• Open PDF – Download PDF reports.
• Generate PDF – Share reports with clients.
• Share – Keep reports linked to the work record.
• Print – Regenerate when new information is added.
• Download all – Track what has already been sent.

Use the dashboard to see your work, shortcuts, and next actions in one place.

Customize the way FieldCherry behaves for your account and workflow.

• Language preferences
• Light, dark, or automatic theme
• GPS and mobile workflow options
• Email and SMS notifications

Update your contact details, profile photo, password, and signature.