In FieldCamp, jobs are created to assign tasks, schedule work, and track progress for field service operations. Jobs can be:
One-Time Jobs – Scheduled for a specific date and time.
Recurring Jobs – Automatically repeat at defined intervals.
Jobs contain multiple components, including client details, team assignments, job scheduling, line items (services/products), job notes, and attachments. This guide walks you through the entire process of creating a job step by step, covering both one-time and recurring jobs.
Step 1: Navigating to the Job Creation Page
Navigation Methods
Primary Access via Jobs Menu
Log into FieldCamp dashboard
Navigate to Jobs section from main menu
Click "Create Job" button (typically top-right)
Job creation form opens in full-screen mode
Quick Creation from Client Card
Open any Client Card
Click "Action" button
Client details auto-populate in creation form
Reduces data entry and ensures accuracy
Calendar-Based Creation
Drag any calendar time slot
Select "Create Job" from context menu
Date and time auto-fill from selected slot
Ideal for schedule-first planning
Duplicate Existing Job
Find similar job in Jobs list
Click "Duplicate" action
Modify details as needed
Saves time for repeat services
Step 2: Enter Client Details
At the top of the job creation form, you will find Client Details, which include:
Client Selection – Choose an existing client from the dropdown or create a new client.
Billing Address – Enter or confirm the billing address (useful for invoices and records).
Job Number – A unique job number is automatically assigned.
Phone Number – The client’s phone number is displayed for quick reference.
A job must always be associated with a client. If the client is new, you can add them directly from this step.
Step 3: Setting the Job Schedule
One-Time Job Scheduling
One-time jobs handle single service instances with specific timing requirements:
Standard Scheduling
Select "One-Off Job" tab in scheduling section
Start Date Selection:
Calendar picker with availability overlay
Shows team capacity and existing bookings
Conflict warnings for overbooked periods
Start Time Configuration:
Time slot selector with customizable intervals
Duration estimator based on service type
Buffer time for travel automatically added
End Date/Time (Optional):
For multi-day projects
Automatic calculation based on estimated hours
Resource blocking for entire period
Flexible Scheduling Options
"Schedule Later" Mode
Creates job without specific date/time
Appears in unscheduled queue for dispatcher
Useful when awaiting parts or approvals
Can be scheduled when ready
"Any Time" Option
Job can be completed within date range
No specific appointment with client
Technician fits into available schedule
Common for routine maintenance
AI-Powered Smart Scheduling
FieldCamp's AI scheduling eliminates the guesswork from job scheduling by automatically analyzing multiple factors to find the optimal time slot. When enabled, the AI considers team availability, travel routes, skill matching, and client preferences to suggest the perfect scheduling solution.
Activation Method
Check "Let AI Find The best time" checkbox
AI scheduling interface appears with smart parameters
System analyzes all constraints automatically
Optimal time slot is calculated and suggested
Smart Scheduling Parameters
The AI scheduling system collects three critical parameters to optimize scheduling:
1. Job Duration Estimation: "How long will this job take?"
Quick Options: 1 hour, 2 hours, 4 hours
Custom Duration: Specify exact time needed
AI Learning: System learns from similar past jobs
Buffer Inclusion: Automatically adds prep and cleanup time
The duration parameter helps AI block appropriate time slots and avoid scheduling conflicts.
2. Completion Timeline: "When do you need this done?"
Next 7 days: For urgent or priority jobs
Next 2 weeks: Standard scheduling window
Next month: Flexible, non-urgent work
Custom Range: Specific date constraints
This parameter defines the scheduling window within which AI searches for optimal slots.
3. Travel Time Optimization: "Maximum travel time from previous job"
15 minutes: Tight geographic clustering
30 minutes: Moderate travel acceptance
1 hour: Wider service area coverage
No limit: Distance not a constraint
Custom: Specific travel threshold
This ensures efficient routing by limiting dead time between jobs, reducing fuel costs and maximizing billable hours.
Recurring Job Configuration
Recurring jobs automate repetitive service scheduling: Recurrence Pattern Setup
Select "Recurring Job" tab
Start Date: When recurring series begins
Frequency Options:
Daily: Every day or every X days
Weekly: Specific days (e.g., every Monday and Thursday)
Monthly: Date-based (15th) or position-based (third Tuesday)
Annually: Specific date each year
Custom: Complex patterns using rules
Duration and End Conditions
Number of Occurrences: Stop after X visits
End Date: Continue until specific date
Seasonal: Active only during specific months
Recurring jobs help in scheduling routine maintenance or repeated service tasks.
Step 4: Assigning Team Members
Team assignment ensures right skills match job requirements:
Individual Assignment
Click "+ Assign" in Team section
Team Member List displays:
Availability status (available, busy, off)
Current workload indicator
Skill certifications
Distance from job location
Select primary technician
Add additional team members if needed
Designate team leader for multi-person crews
Assignment Considerations
Skill Matching
Required certifications highlighted
Skill level indicators (apprentice to master)
Specialization tags (HVAC, electrical, plumbing)
Language capabilities for client communication
Step 5: Adding Line Items (Services & Products)
Line items define what services or products are associated with the job.
Click “+ Add Line Item” to open the item selection panel.
Choose from:
Predefined Services (e.g., HVAC Maintenance, Roof Repair).
Products (e.g., Replacement Parts, Materials).
Specify:
Quantity – Number of items or service hours.
Pricing – The cost associated with each service/product.
Description – Additional details (optional).
Click Save to add the line item.
Line items are useful for detailed invoicing and service tracking.
Step 6: Adding Job Instructions & Attachments
Instructions Management
Clear instructions ensure consistent service delivery:
Job Instructions Field
Rich Text Editor: Format text with bullets, numbering, bold
Character Limit: 5000 characters for comprehensive details
Template Library: Pre-written instructions for common jobs
Variable Insertion: Auto-fill client name, address, etc.
Instruction Categories
Safety Requirements
"Wear protective equipment for roof access"
"Check for gas leaks before HVAC service"
"Verify power disconnected before electrical work"
Access Information
"Gate code: 1234, park in driveway"
"Call client 30 minutes before arrival"
"Building manager has keys to mechanical room"
Service Specifications
"Replace all filters, check belt tension"
"Use only OEM parts per warranty requirements"
"Take before/after photos of installation"
Client Preferences
"Client prefers morning appointments"
"Pets on premises - keep gates closed"
"Remove shoes when entering home"
File Attachments
Supporting documents provide additional context:
Supported File Types
Documents: PDF, DOC, DOCX (contracts, specifications)
Images: JPG, PNG, GIF (site photos, diagrams)
Spreadsheets: XLS, XLSX (equipment lists, measurements)
Archives: ZIP (multiple related files)
Attachments provide additional context and reduce miscommunication.
Step 7: Creating the Job
Once all details are filled, review the job.
Ensure the client details, schedule, team assignment, line items, and notes are correct.
Click “Create” to finalize and save the job.
The job will now be listed in the Jobs Dashboard and assigned team members will be notified
Step 8: Understanding Job Visits
In FieldCamp, jobs can have multiple visits. A visit is a scheduled instance of a job assigned to a technician.
For One-Time Jobs:
A single visit is created based on the scheduled date and time.
For Recurring Jobs:
Multiple visits are automatically generated.
Each visit is listed in the job details and calendar.
Visits help track work completion and technician assignments per job occurrence.
Managing Jobs After Creation
Once a job is created, you can manage it in the Jobs Dashboard.
View Job Details – Click on a job to see assigned technicians, status, and notes.
Edit Jobs – Modify scheduling, team assignments, or job instructions.
Reschedule Jobs – Adjust visit dates for ongoing jobs.
Cancel or Delete Jobs – Remove jobs if no longer needed.
Recurring jobs can be modified or canceled without affecting past visits.
This guide provided a detailed step-by-step breakdown of creating jobs in FieldCamp, explaining:
How to set up one-time and recurring jobs.
The importance of team assignment, line items, and job instructions.
How visits function for job tracking.
Following this workflow ensures efficient scheduling, accurate job details, and streamlined team coordination.