FieldCamp is a comprehensive Field Service Management (FSM) platform designed to streamline on-site operations for service professionals. By providing centralized tools for scheduling, quoting, invoicing, and managing clients, products, and services, FieldCamp helps businesses operate more efficiently and deliver exceptional customer experiences.

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Key Steps to Get Started

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1. Sign Up for FieldCamp

  • Visit FieldCamp Signup.

  • Click on Sign Up and enter your details, including:

    • Full Name

    • Email Address

    • Password

    • Company Website

  • Click Create Account.

  • Verify your email address through the confirmation link sent to your inbox.

  • Log in to access your FieldCamp dashboard.

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2. Add Team Members

  • Navigate to Settings > Team Management.

  • Click Add Team Member.

  • Enter the team member’s name, email, role, and other relevant details.

  • Assign permissions based on their responsibilities.

  • Click Save to add them to your organization.

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3. Create Client Records

  • Go to the Clients section in the main menu.

  • Click Add New Client.

  • Enter the client’s name, contact details, address, and any necessary notes.

  • Save the record to have all client details readily available.

  • This ensures accurate information for job assignments and invoicing.

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4. Set Up Products & Services

  • Navigate to Products & Services in the settings menu.

  • Click Add New to input details for each offering.

  • Enter:

    • Name of the product or service.

    • Description explaining its use or details.

    • Pricing to maintain accurate billing.

    • Categories to organize offerings effectively.

  • Save your entries for easy selection while creating jobs.

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5. Configure Schedules & Team Assignments

  • Open the Scheduling & Dispatch section.

  • Click Create a New Job and enter details such as:

    • Client Name (select from existing records or add a new one).

    • Service Type (choose from your predefined products & services).

    • Team Assignment (select available field technicians or staff).

    • Date & Time for the job execution.

  • Confirm and save the job.

  • The assigned team members will receive notifications, and the schedule will be reflected on their dashboards.

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Next Steps

Once you complete these initial steps, you’re ready to explore advanced featuresg. FieldCamp is designed to make managing field service operations seamless and efficient.

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