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Using Forms in the Field: Mobile Guide

Learn how to access, complete, and submit job forms using your mobile device, ensuring consistent documentation

Updated over 3 months ago

FieldCamp's mobile forms transform smartphones into powerful data collection tools, enabling field technicians to complete digital checklists, capture customer signatures, and document work in real-time.

The mobile interface prioritizes simplicity and efficiency, ensuring technicians can focus on service delivery rather than paperwork, while maintaining complete documentation for compliance and quality control.

The system operates seamlessly online and offline, automatically syncing data when connectivity is available, ensuring no information is lost even in areas with poor cellular coverage.

Accessing Forms on Mobile

Step 1: Open Your Assigned Job

  1. Open FieldCamp on your phone

  2. Go to your assigned job visit

  3. Tap the "Job Form" tab

Step 2: Select and Complete Form

  1. Choose the form you need from the list

  2. Answer all questions by:

    • Typing in text fields

    • Selecting checkboxes

    • Choosing from dropdowns

    • Taking photos when required

  3. Complete all required fields (marked with *)

Collecting Customer Signatures

  1. Access Job Actions Menu

    • Open job details screen

    • Tap "Actions" button (usually three dots)

    • Menu displays available actions

  2. Select Signature Option

    • Choose "Collect Signature"

    • Signature interface opens

    • Same process as automatic method

Automatic Signature Prompt

When you change the visit status to "Finish Work", FieldCamp will:

  1. Automatically prompt for customer signature

  2. Display a signature screen

  3. Allow you to hand the phone to the customer

  4. Customer signs with their finger

  5. Tap "Accept" to save the signature

You can also collect signature at job level through Job actions button

Submitting Forms

  1. Complete all required fields

  2. Data syncs in real-time to the office

  3. Submitted forms cannot be edited

Quick Tips

  • Take photos as you work, not all at the end

  • Keep screen clean for signatures

  • Complete forms during the job, not after

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