Scheduling multi-day jobs in FieldCamp requires a quick one-time setup, after which you can schedule complex multi-day projects in seconds. This guide walks you through the entire process:
Enabling the Multi-Day Templates add-on to unlock the feature
Setting up team skills for intelligent crew matching
Creating job templates for your common multi-day work
Scheduling jobs manually or with AI assistance
Once configured, you'll be able to schedule a 3-day insulation job with the right crew in just a few clicks.
Key Concept Relationships:
Setup (one-time) → enables → Multi-Day Templates
Team Skills → power → intelligent crew matching
Job Templates → define → your multi-day job structures
AI Scheduling → finds → optimal time slots automatically
1. Enable Multi-Day Templates Add-On
Before you can schedule multi-day jobs, you need to enable the feature in your account settings.
Prerequisites
Administrator access to FieldCamp account
[Insert appropriate plan name] subscription or higher
Step-by-Step Instructions
From the main dashboard, navigate to Settings (bottom left of sidebar)
In the settings sidebar, click Add-ons
Locate "Multi-Day Templates" in the available add-ons list
Click the Enable button next to the add-on name
Confirm the activation in the dialog that appears
After Enabling
Once activated, you'll see a new option called "Job Templates" appear in your Settings sidebar. This is where you'll create and manage your multi-day job templates.
2. Set Up Team Skills
For FieldCamp's AI to match the right crews to your multi-day jobs, you first need to define what skills each team member possesses.
Why Team Skills Matter
Scenario | Without Skills Defined | With Skills Defined |
Schedule spray foam job | You manually remember who can spray | AI only recommends qualified crews |
New employee joins team | Training information lives in your head | Skills documented and searchable in system |
Crew lead gets sick | Scramble to find a qualified replacement | System instantly shows other qualified members |
Client has special request | Uncertainty about capabilities | Quickly verify who can handle the work |
Step-by-Step Instructions
Navigate to Settings from the main menu
Click Team Management in the sidebar
Find and select the team member you want to add skills to
Scroll down to the Skills section
Click + Add Skill
Select or type the skill name
Click Save to confirm
Repeat this process for all team members who need skills assigned.
Recommended Skills for Insulation Contractors
Use this reference table to ensure consistent skill naming across your team:
Skill Name | Description | Typical Team Members |
Spray Foam - Open Cell | Qualified to operate spray rig for open cell applications | Spray Crew A, Spray Crew B |
Spray Foam - Closed Cell | Qualified to operate spray rig for closed cell applications | Spray Crew A, Lead Installers |
Fiber / Blown-In | Operates blown-in fiber insulation equipment | Fiber Crew, Multi-craft Crew |
Removal & Prep | Experienced in insulation removal and surface preparation | Prep Crew, Labor Team |
Lead Installer | Can independently manage and oversee jobs | Senior crew members |
Rig Certified | Certified operator for spray application equipment | John, Mike, Sarah |
Attic Specialist | Specialized in attic insulation work | Attic Team |
Crawlspace Work | Experienced working in crawlspace environments | Specialized crews |
Best Practices for Skills Setup
Do:
Be specific with skill names (e.g., "Spray Foam - Closed Cell" instead of "Spray Foam")
Add skills to ALL team members who possess them
Include equipment certifications as separate skills
Update skills immediately when team members complete training
Regularly audit skills during quarterly team reviews
Don't:
Create duplicate skills with slightly different names (use consistent terminology)
Forget to add skills to newly hired employees
Make skill categories too granular (keep it practical and relevant)
Assume AI can infer skills—document everything explicitly
Pro Tip: Dedicate 15-20 minutes to set up skills for your entire team. This one-time effort makes AI scheduling dramatically more accurate and saves hours of manual scheduling work.
3. Create Job Templates
Job Templates define the structure of your multi-day jobs—how many days they require, what skills are needed, and what work happens each day.
Navigate to Job Templates
Go to Settings from the main menu
Click Job Templates in the sidebar (this option appears after enabling the Multi-Day Templates add-on)
Click + Create Template to start building a new template
Creating a New Template
Section 1: Basic Template Information
This section establishes the foundation for your template:
Field | Description | Example |
Template Name | Descriptive name for this job type | "Full Home Spray Foam (3-Day)" |
Description | Optional notes about when to use this template | "For homes 2,500+ sq ft, mixed application" |
Default Duration | Total number of days for this job type | 3 days |
Section 2: Day-by-Day Configuration
This is the most important section—here you define what work happens each day of the multi-day job.
For each day in your template, you'll specify:
Setting | Purpose | Example (Day 1 of 3-Day Spray Foam) |
Day Label | How this day is referred to | "Prep & Masking" |
Required Skills | Skills needed for crew on this day | Spray Foam - Closed Cell, Lead Installer |
Section 4: Save Your Template
Once all sections are complete, click the Save Template button. Your template is now ready to use for scheduling jobs.
Confirmation: You'll see a success message, and the template will appear in your templates list.
Recommended Templates for Insulation Contractors
Build these core templates to cover the majority of your work:
Template Name | Duration | Typical Use Case | Crew Size |
Spray Foam - Residential Small | 1 day | Homes under 1,500 sq ft | 2-3 people |
Spray Foam - Residential Standard | 2 days | Homes 1,500-2,500 sq ft | 2-3 people |
Spray Foam - Residential Large | 3 days | Homes 2,500+ sq ft | 3-4 people |
Fiber / Blown-In - Single Day | 1 day | Attic-only insulation jobs | 2-3 people |
Full Retrofit - Mixed | 4 days | Removal + spray + fiber combination | 4-5 people |
Commercial Spray - Warehouse | 5 days | Warehouse and large commercial projects | 4-5 people |
Residential Combination | 2 days | Spray foam + blown-in combo | 3-4 people |
Strategy: Start with 3-5 templates covering your most common job types. You can always add more templates as your business evolves.
4. Schedule a Multi-Day Job
Now that setup is complete, here's the complete workflow for scheduling a multi-day job.
Step 1: Start a New Job
Navigate to Jobs from the main navigation menu
Click the + Add Job button (top right)
Select or search for the Client name from your client list
Click Next to proceed
Step 2: Choose Multi-Day Scheduling
After selecting a client, you'll see job creation options. Look for the "Multi-Day Job Scheduling" option and click it to open the multi-day scheduling panel.
This option only appears if the Multi-Day Templates add-on is enabled.
Step 3: Select a Job Template
A list of your created templates will appear
Review the template details displayed (duration, skills required, day breakdown)
Click the template that matches the work you need to schedule
Confirm this is the correct template for the client's job
The system will automatically populate the job structure based on your template.
Step 4: Choose Your Scheduling Method
You now have two options for scheduling. Choose the approach that works best:
Option A: Manual Configuration
Use this approach when you already know which crew should do the job:
Click "Manually Select Dates & Crew"
Select the start date from the calendar
The system automatically calculates the end date based on your template duration
Choose the crew or team members from the available list
Adjust specific times for each day if needed (optional)
Click Review & Confirm
Option B: Let AI Find the Best Time ✨
Use this approach when you want FieldCamp to intelligently find the optimal schedule slot:
Click "Let AI Find the Best Time"
FieldCamp's AI analyzes multiple factors:
Crew skills vs. job requirements
Current calendar availability (all consecutive days)
Multi-day constraints (same crew available for entire duration)
The system presents suggested time slots ranked by fit quality
Step 5: Review AI Suggestions
When using AI scheduling, you'll see available slots presented in a prioritized list with detailed information:
Rank | Suggested Crew | Start Date | Details | Why Recommended |
Best Match | Spray Crew A | Mon, Jan 15 | 3 days | Skills match perfectly, crew available all 3 consecutive days, nearby jobs |
Alternative 1 | Spray Crew B | Wed, Jan 17 | 3 days | Skills match, 2-day gap from current job, slight travel distance |
Alternative 2 | Spray Crew A | Mon, Jan 22 | 3 days | Next available slot if sooner options don't work for client |
How AI Prioritizes:
AI ranking follows this logic:
Skill Matching (highest priority)—only crews with required skills appear
Availability (second priority)—crew must be free for ALL consecutive days
Important: AI will never recommend a crew unless they have all required skills for every day of the job.
Step 6: Confirm and Create Job
Select your preferred time slot option
Review the complete job summary:
Client information and contact details
All scheduled dates (start and end)
Assigned crew and team members
Job location and service details
Line items and pricing from template
Estimated total duration and cost
Click Create Job to finalize
Confirmation: You'll see a success notification, and the job will immediately appear on your calendar as a connected block spanning all scheduled days.
5. What Happens After Scheduling
Calendar Display
Your newly created multi-day job displays as multiple individual day blocks spanning all scheduled days, making crew commitments immediately visible at a glance.
Optional Client Communication
If enabled in your workflow, clients receive automated confirmation messages with:
Scheduled dates and confirmed arrival windows
Names and contact info for assigned crew
What to expect on each day of the job
Pre-job preparation instructions
Company contact information for questions
6. Modifying Scheduled Multi-Day Jobs
Rescheduling the Entire Job
Use this approach when the client needs different dates:
Click the job on your calendar or open Job Details
Click the Edit button
Choose new start and end dates (entire block moves together)
Confirm the new schedule
Adjusting Individual Days
Use this approach for minor time changes to specific days:
Open Job Details
Navigate to the specific visit/day you want to modify
Click Edit on that day's visit
Modify the time, add notes, or adjust details
Save changes (other days remain unchanged)
Changing Crew Assignment
Use this approach when you need to reassign the work to a different crew:
Open Job Details
Click Edit Assignment
Select the new crew from available options
Confirm the change (all days update to new crew automatically)
Important: When rescheduling, FieldCamp automatically verifies that the assigned crew is available for ALL days in the new time slot. The system will alert you if there are conflicts.
Frequently Asked Questions
Q: How long does the initial setup take?
A: 20-30 minutes total: 5 minutes to enable add-on, 10-15 minutes to add team skills, 10 minutes to create 3-4 core templates. One-time only.
Q: Can I edit a template after creating jobs from it?
A: Yes. Changes to templates don't affect already-scheduled jobs, only future jobs created from the template.
Q: What if a crew member becomes unavailable mid-job?
A: You can reassign the remaining days to another qualified crew using the change crew assignment feature.
Q: Are there limits to how many templates I can create?
A: No. Create as many templates as needed for your business (most contractors use 5-10).
Q: Can I use templates for single-day jobs?
A: Yes. Set the template duration to "1 day" and use it just like multi-day templates.
Q: How does AI handle crew preferences or exclusions?
A: AI respects crew availability and skills. To manually exclude someone, use the crew filter before requesting AI suggestions.
Summary
Multi-day job scheduling in FieldCamp transforms what used to be a complex, error-prone process into a streamlined workflow:
Set up once (20-30 minutes): Enable add-on, add team skills, create templates
Schedule in seconds: Select template, let AI find optimal slot or manually configure, confirm
Stay organized: Connected calendar blocks, automatic crew notifications, simplified rescheduling
The combination of intelligent templates and AI scheduling means you spend less time juggling calendars and more time running your business.
Next Steps: Enable the Multi-Day Templates add-on and start with your most common job type template.