Managing jobs efficiently is crucial for smooth field service operations. FieldCamp provides an intuitive Job Management system that allows you to:
Track job details such as client information, assigned team members, and job status.
Manage scheduled and completed visits for recurring jobs.
Track financial aspects including line items, job costs, and profits.
Log job progress, updates, and expenses to ensure operational efficiency.
The platform distinguishes between jobs (the overall service agreement) and visits (individual service instances), enabling businesses to manage complex recurring relationships while maintaining granular control over each service delivery.
This architecture supports both simple one-time services and sophisticated recurring maintenance contracts with multiple visits spanning years.
Job Management → orchestrates → field service operations
Visits → represent → individual service instances
Financial tracking → monitors → job profitability
1. Accessing and Navigating Job Details
Primary Access Methods
Jobs Dashboard
Navigate to Jobs section from main menu
View all jobs in table format with status indicators
Click any job row to open detailed view
Client Card Access
Open any Client Card
Navigate to Jobs tab
Select specific job from client's job history
Global Search
Enter job number or client name
Select job from search results
Calendar Integration
Click job appointments in calendar view
Opens associated job details directly
The Job Details page consolidates all job-related information:
Client Information: Name, email, phone, service address
Job Number: Unique identifier for tracking and reference
Temporal Data: Start date, end date, duration, schedule pattern
Job Type Classification: One-time or recurring designation
Billing Information: Service address, billing address if different
Status Indicators: Open, In Progress, Completed, Cancelled
Line Items: Detailed services and products with pricing
Notes Section: Instructions, access codes, special requirements
Assignment Data: Team members, vehicles, equipment
📌 Use the “Edit Job” button to modify any job details as needed.
2. Understanding Visits in Job Management
What are Visits?
A visit is a scheduled instance of a job.
One-time jobs have a single visit, while recurring jobs generate multiple visits.
Each visit represents a scheduled service call on a particular date.
Today View
Purpose: Immediate operational focus
Contents: All visits scheduled for current date
Use Case: Morning dispatch, route planning
Updates: Real-time status changes
Upcoming View
Timeframe: Next 7-30 days focus
Planning Focus: Resource allocation, schedule optimization
Notifications: Conflict alerts, unassigned visits
Scheduled View
Comprehensive List: All future visits regardless of date
Filtering Options: By date range, team member, status
Bulk Operations: Mass rescheduling, assignment changes
Completed View
Historical Record: All finished visits
Performance Data: Completion times, quality scores
Financial Summary: Revenue generated, costs incurred
📌 Visits help track recurring jobs and ensure field service teams stay on schedule.
3. Managing a Single Visit
Accessing Visit Details
Click visit from any view (Today, Upcoming, Scheduled, Completed)
Visit Details window opens with comprehensive information
Real-time updates reflect across all connected devices
Visit Detail Components
Client and Location Information
Contact Details: Phone, email for immediate communication
Service Address: Physical location with GPS coordinates
Billing Address: If different from service location
Access Instructions: Gate codes, parking details
Site Photos: Visual reference for field teams
Scheduling Information
Date and Time: Scheduled service window
Duration: Estimated time for completion
Priority Level: Emergency, standard, flexible
Pre-Service Statuses:
Scheduled: Confirmed appointment
In Transit: Team traveling to location
Active Service Statuses:
Reached Destination: On-site confirmation
In Progress: Service being performed
Completion Statuses:
Completed: Service finished successfully
Cancelled: Visit not performed
Navigation Integration
Get Directions: One-click navigation to job site
Route Optimization: Multi-stop routing for multiple visits
Arrival Notifications: Automatic client alerts
📌 Use the “Cancel Visit” or “Reached Destination” button to update visit status in real time.
4. Tracking Job Logs & Expenses
The Logs section captures all financial and operational metrics:
Travel Metrics
Miles Traveled: Distance to and from job site
Miles Cost: Calculated using IRS standard or custom rate
Travel Time: Duration for billing or efficiency analysis
Route Taken: Live Tracking trail for verification
Expense Tracking
Job Expenses: Materials, supplies, equipment rental
Receipt Capture: Photo uploads of receipts
Expense Categories: Customizable classification
Labor Management
Labor Cost: Hourly rate × time worked
Personal Hours: Individual technician time
Overtime Tracking: Premium rate calculations
Break Deductions: Automatic or manual entry
Revenue and Profitability
Job Income: Total billable amount
Payment Status: Paid, pending, overdue
Job Cost: Sum of all expenses and labor
Profit Margin: Income minus total costs
Profit Percentage: Margin as percentage of income
📌 This data helps track profitability, expenses, and labor efficiency for each job.
5. Editing & Updating Jobs
FieldCamp allows users to modify job details, reschedule visits, and update statuses.
How to Edit a Job
Open the Job Details page.
Click “Edit Job” at the bottom right.
Modify:
Client details.
Schedule (date, time, duration).
Assigned team members.
Line items (add/remove services or products).
Notes and instructions.
📌 Editing jobs ensures up-to-date records and allows for schedule adjustments.
6. Canceling or Completing a Visit
Each visit has status controls:
Click “Cancel Visit” to remove a visit.
Click “Reached Destination” when the team arrives at the job site.
📌 Updating statuses in real time keeps team members and clients informed of job progress.
7. Viewing Job History
The Job History button logs all changes made to a job, including:
Modifications in schedule.
Updates in assigned team members.
Status changes.
📌 This provides an audit trail of job progress and ensures accountability.
Final Thoughts
FieldCamp’s Job Management System allows users to efficiently handle jobs, track financials, and manage recurring visits. Keeping job records updated ensures accurate service tracking, better scheduling, and improved profitability.