Understanding FieldCamp Job Forms
Job Forms in FieldCamp transform paper-based checklists into dynamic digital workflows that ensure consistent service delivery across your entire field operation. These customizable forms serve as step-by-step guides for technicians, quality control mechanisms for managers, and documentation tools for compliance, creating a structured framework that eliminates guesswork and reduces errors by up to 87% in field operations.
The system supports unlimited form creation with conditional logic, automated attachment to specific job types, and real-time data capture from mobile devices, making it ideal for HVAC services, plumbing, electrical work, landscaping, cleaning services, and any field-based operation requiring standardized procedures.
Job Forms → standardize → service delivery Digital checklists → eliminate → procedural errors
Mobile forms → enable → real-time documentation
Key Features of Job Forms
Customizable Templates: Create forms that align with your specific service requirements.
Diverse Field Types: Utilize various input types such as checkboxes, short/long answers, drop downs, attachments, dates, times, multiple-choice options, and signature fields.
Auto-Attach Functionality: Automatically link specific forms to particular job types, ensuring that the right form is always used.
Mobile Accessibility: Technicians can access and fill out forms on-the-go using FieldCamp’s mobile application.
Creating a New Job Form
Navigation Path
Access Company Settings
Click your username in the top-right corner of dashboard
Select Company Settings from dropdown menu
System opens settings panel with full menu options
Navigate to Job Forms Module
Click Add Ons in left-hand navigation menu
Select Job Forms from available add-ons
Job Forms dashboard displays existing forms and creation options
View Forms Dashboard
Active forms list with usage statistics
Template library for quick deployment
Performance metrics showing completion rates
Quick actions for edit, duplicate, archive
Creating Your First Job Form
Step 1: Initiate Form Creation
Click the "+ New Job Form" button to open the form builder interface. The creation wizard guides you through each configuration step with real-time preview.
Step 2: Configure Form Properties
Form Name (Required)
Use descriptive naming: "HVAC Maintenance Checklist - Residential"
Include service type and version for easy identification
Maximum 100 characters for display clarity
Form Type Selection (Required) Choose the appropriate workflow context:
Jobs: For service delivery checklists and work documentation
Products and Services: For inventory checks and product installations
Description (Optional)
Explain form purpose and when to use it
Include special instructions for technicians
Maximum 500 characters for context
Step 3: Build Form Fields
Navigate to the Form Builder section and construct your form:
Adding Fields
Click "Add First Field" to begin
Select field type from dropdown menu
Configure field properties:
Field Label: Clear, descriptive name
Default Value: Pre-filled content if applicable
Validation Rules: Required or value ranges
Field Type Selection Guide
Text Field
Use Cases: Names, serial numbers, brief notes
Configuration: Set character limit (10-500)
Best For: Short, open-ended responses
Select (Dropdown)
Use Cases: Predefined options like "Pass/Fail", service types
Configuration: Add unlimited options with values and labels
Best For: Standardizing responses with 3-50 options
Multi-Select
Use Cases: Equipment checklist, services performed
Configuration: Define options with optional "Other" field
Best For: Multiple applicable choices from a list
Date Field
Use Cases: Warranty expiration, next service date
Configuration: Set min/max dates, default to today
Best For: Calendar-based data points
Date & Time
Use Cases: Appointment scheduling, completion timestamps
Configuration: Time interval options (15, 30, 60 minutes)
Best For: Precise temporal documentation
Phone Field
Use Cases: Emergency contacts, callback numbers
Configuration: Country code validation, format masking
Best For: Contact information capture
Email Field
Use Cases: Report recipients, authorization contacts
Configuration: Domain validation options
Best For: Digital communication addresses
Number Field
Use Cases: Measurements, quantities, readings
Configuration: Set min/max values, decimal places
Best For: Numerical data requiring calculations
Checkbox
Use Cases: Task completion, acknowledgments
Configuration: Single or multiple checkboxes
Best For: Binary choices or confirmations
Radio Button
Use Cases: Mutually exclusive options
Configuration: 2-10 options typically
Best For: Single selection from small option set
Field Configuration Options
Required Fields
Toggle "Required" switch for mandatory fields
System prevents form submission without completion of job
Use sparingly for critical data only
Field Ordering
Drag-and-drop to arrange logical flow
Group related fields together
Place signature fields at end
Step 4: Preview and Test
Click "Preview" button in top-right corner
Test form as technician would experience it
Verify:
All fields display correctly
Required fields are marked
Conditional logic works
Mobile responsive design
Step 5: Save and Activate
Click "Create Form" button to save
Form immediately available for use
System generates unique form ID
Confirmation message displays with quick actions
Access and Manage Job Forms in Jobs:
Once the job form is created, go to the Jobs section.
After creating a new job, navigate to the Line Items and Notes within that job.
Under the Job Forms option, you’ll be able to select the form as needed.
Utilizing Job Forms in the Field
Filling Out Forms:
Technicians can access assigned job forms via the FieldCamp mobile app.
They can fill out forms in real-time, ensuring accurate data capture.
Submitting Completed Forms:
Once completed, forms can be submitted directly through the app, allowing for immediate review and record-keeping.
Managing and Viewing Completed Forms
From Jobs Dashboard
Open specific job
Navigate to Visits tab
Click "Job Forms" section
View completed forms list with:
Completion timestamp
Technician name
Form score (if applicable)
Quick action buttons
Available Actions
View: Open read-only version
Email: Send to client or team
Download: Save as PDF
Best Practices
Standardize Procedures: Develop standard forms for recurring services to maintain consistency.
Train Your Team: Ensure that all field technicians are familiar with accessing and completing job forms.
Regularly Review Forms: Periodically assess and update forms to reflect any changes in procedures or client requirements.
By effectively utilizing Job Forms, you can enhance service quality, ensure compliance with procedures, and provide your clients with consistent and reliable service experiences.