Overview
Configure technicians with home locations, weekly schedules, and skills so FieldCamp can dispatch jobs efficiently based on availability, expertise, and proximity.
Access Your Team List
Go to Team Management → Technicians
Filter by status (Active, Inactive, Pending invitation)
Click any technician to edit their profile
Configure Home Location
Set each technician's home location (start address) so route optimization calculates travel times correctly.
Why It Matters
Route optimization — calculates drive time from home to first job
Realistic scheduling — accounts for morning commute
Geographic assignments — matches jobs to nearby technicians
Set the Location
Open the technician's profile
Go to Address
Enter home address or preferred starting location
Optionally set a different end address if they finish at a shop or warehouse
Click Save
Tip: Accuracy here directly impacts route efficiency. If a technician starts from your office or works from home, use that location.
Set Up Weekly Schedule
Define when each technician is available for job assignments. Supports multiple time slots per day for split shifts or part-time schedules.
Configure the Schedule
Open the technician's profile
Go to Weekly Schedule
For each day:
Toggle Available if they work that day
Click + Add Time Slot and set start/end times
Add multiple slots for split shifts (e.g., 8-12 and 2-6)
Mark days Unavailable for weekends or days off
Click Save
Examples
Full-time (Mon-Fri, 8 AM - 5 PM):
Mon-Fri: Available, 8:00 AM - 5:00 PM
Sat-Sun: Unavailable
Part-time (Tue/Thu, 10 AM - 3 PM):
Tuesday: Available, 10:00 AM - 3:00 PM
Thursday: Available, 10:00 AM - 3:00 PM
All other days: Unavailable
Split shift (8 AM - 12 PM, 2 PM - 6 PM):
Add two time slots: 8:00 AM - 12:00 PM and 2:00 PM - 6:00 PM
Important: AI Dispatcher only assigns jobs during available time slots. Keep schedules accurate to avoid conflicts.
Handle One-Time Changes
For temporary schedule changes (vacation, appointments), use Specific Hours to override the weekly schedule for specific dates:
Go to Specific Hours in the technician's profile
Select the date and enter custom time slots (or mark unavailable)
Add a reason (e.g., "Vacation" or "Doctor appointment")
Assign Skills
Add skills to define each technician's expertise (HVAC, plumbing, electrical, etc.). AI Dispatcher matches jobs to qualified technicians automatically.
Why Skills Matter
Smart job matching — assigns jobs only to qualified technicians
Quality assurance — ensures specialized work goes to certified team members
Workload distribution — balances assignments by capability
Add Skills
Open the technician's profile
Go to Skills
Click + Add Skill
Select existing skills or create new ones by typing and pressing Enter
Assign multiple skills as needed
Click Save
Skill Examples
HVAC: AC Repair, Furnace Installation, Duct Cleaning, EPA Certified
Plumbing: Pipe Repair, Water Heater Installation, Drain Cleaning, Gas Line Work
Electrical: Residential Wiring, Panel Upgrades, EV Charger Installation, Master Electrician
Tip: Use consistent skill names across your team. "AC Repair" must match exactly — not "Air Conditioning" or "A/C Service".
Additional Settings
Allowed Zones
Assign specific service areas to each technician so they only receive jobs in their designated territories.
Capacity Settings
Max Jobs on Normal Day — limit daily assignments to prevent overload
Hourly Labor Cost — track internal cost per hour
Hourly Billable Rate — set client billing rate for this technician
Verify Your Setup
Go to Calendar → Resource View
Check that weekly schedules display correctly for each technician
Hover over technician names to view skills and home location
Create a test job and confirm AI Dispatcher suggests technicians with matching availability and skills
Best Practices
Keep schedules current — update immediately when technicians take time off or change hours
Use Specific Hours for exceptions — don't edit weekly schedule for one-off changes
Review skills regularly — add new skills as technicians gain certifications
Test assignments — periodically verify AI Dispatcher is matching technicians correctly
Standardize skill names — create a master list and use consistent naming
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FAQ
Why is the home location important?
Home location calculates travel time from the technician's starting point to their first job. This ensures AI Dispatcher accounts for commute distance and optimizes routes by grouping jobs near technicians who live closest to service areas.
Can a technician have multiple time slots in one day?
Yes. Use multiple slots for split shifts or breaks (e.g., 8-12 and 2-6). AI Dispatcher only assigns jobs during available windows.
How do I mark a technician temporarily unavailable?
Use Specific Hours to override the weekly schedule for specific dates (vacation, sick leave). This keeps the weekly schedule intact while blocking assignments on those dates.
What if a job requires a skill no technicians have?
AI Dispatcher will suggest unmatched technicians (with a warning) or leave the job unassigned depending on your settings. Ensure your skill library is complete and technician profiles reflect actual capabilities. You can assign jobs manually if needed.
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