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Field engineering

Release Candidate

Getting Started With Goodale HVAC Fieldbook

A step-by-step introduction to the core Goodale HVAC Fieldbook journey, from the first decision to a useful completed session.

Goodale HVAC Fieldbook command center with project readiness, field notes, and engineering tools
See active commissioning work and readiness at a glance

Your outcome

What this guide helps you do

The workflow succeeds when calculations are technically appropriate, phased readings and tolerances are reviewable, unresolved work is visible, instruments and approvals are documented, and the final handoff explains what was measured without overstating what the app proves.

Key takeaways

  • Choose the Technician, Balancer, or Engineer role focus, add company report details, and identify the tools used most often in the field.
  • Choose the field relationship that matches the task, confirm every unit and assumption, enter the measured values, and review the result in context.
  • The workflow succeeds when calculations are technically appropriate, phased readings and tolerances are reviewable, unresolved work is visible, instruments and approvals are documented, and the final handoff explains what was measured without overstating what the app proves.

Before you start

Goodale HVAC Fieldbook 1.0 build 4 is waiting for Apple App Review. It is not publicly downloadable until Apple approves the release.

Goodale HVAC Fieldbook 1.0 build 4 is waiting for Apple review and is not presented as a public download until approval. Core records stay locally on iPhone and iPad, no Goodale Studios account is required, and exports leave the app only when the user chooses a destination through Apple's share sheet.

Goodale HVAC Fieldbook project list with customers, sites, systems, and completion status
Keep commissioning projects and field context together

The Goodale HVAC Fieldbook core journey

Use this sequence to understand the main flow. Individual screens and labels may evolve with updates, but the product goal remains consistent: measure. balance. document.

  1. Set up the professional workspace: Choose the Technician, Balancer, or Engineer role focus, add company report details, and identify the tools used most often in the field.
  2. Create and activate the project: Record the customer, site, project number, area, systems, equipment, technicians, scope, instruments, and required test points before measurements begin.
  3. Run the correct calculation: Choose the field relationship that matches the task, confirm every unit and assumption, enter the measured values, and review the result in context.
  4. Capture phased evidence: Record initial, adjusted, and final readings with design values, units, tolerances, timestamps, notes, and linked calculation inputs so the result remains reviewable after the technician leaves.
  5. Resolve, approve, and report: Resolve failed readings and deficiencies, confirm current instrument calibration, complete preparer and reviewer details, capture customer approval, then generate the PDF or CSV closeout package.
Goodale HVAC Fieldbook project dashboard showing KPI readiness and signed closeout progress
Turn required evidence into a clear closeout KPI

How to know the session worked

The workflow succeeds when calculations are technically appropriate, phased readings and tolerances are reviewable, unresolved work is visible, instruments and approvals are documented, and the final handoff explains what was measured without overstating what the app proves.

These guides explain the published Goodale HVAC Fieldbook product experience. Confirm current availability, compatibility, privacy, purchases, and support details on the official product and store pages.

Release Candidate

See the latest Goodale HVAC Fieldbook preview

The dedicated product page has the current features, release status, privacy policy, support information, and official store links.

View the product page