Job Types & Job Templates | FieldCamp

Use FieldCamp job types and templates to pre-fill technicians, skills, products, forms, and log templates every time you create a job.

Under the hood — see how Jobs work in the FieldCamp data model: the fields they hold, how they connect to your other records, and how to customize them.

Job types and job templates let you bundle the defaults that almost every job needs — assigned technicians, required skills, products and equipment, the right forms, and the cost-tracking template — so dispatchers don't rebuild the same job from scratch each time. When a teammate picks a job type during job creation, those defaults flow into the new job automatically, and you can still tweak anything before saving.

This guide walks through creating job types, attaching templates and forms, setting an org default, and troubleshooting common issues.

What a job type bundles

In FieldCamp, a Job Type is a reusable preset that stores everything you'd normally pick by hand for a recurring kind of work — for example "AC Tune-Up", "Hood Cleaning", or "Cable Pull". A single job type can carry:

Team Members — technicians who should be suggested or assigned (manage your roster in Adding & managing team members)
Skills — at least one skill is required so AI Dispatcher can match the right tech
Products & Services — line items to drop onto the job (priced from your price book)
Equipment — gear the crew should bring
Job Template — a multi-day schedule template (Job Templates add-on)
Job Logs Template — the cost-tracking layout for the job (Job Cost Tracking add-on)
Job Forms — one or more digital checklists or reports
Default flag — mark one job type as the org default for new jobs

A job type only needs a title and at least one skill to save. Everything else is optional — you can ship a lean type today and layer presets in later.

Where to find Job Types

Job Types live under Settings > Jobs & Scheduling > Job Type. Companion templates sit in the same section:

Job Templates — multi-day schedule templates (requires the Multi-Day Job Templates add-on)
Job Cost Tracking — log templates (requires the Job Logs add-on)
Forms — digital job forms (requires the Job Forms add-on)

If a sub-menu is missing, the matching add-on isn't connected yet. Open Settings > Add-ons and connect it — see Add-ons explained for the full list.

Create a job type

Open Job Type settings

Go to Settings > Jobs & Scheduling > Job Type and click Add Job Type. For a tour of the broader settings tree, see the Settings overview.

Give it a title and description

Enter a clear, dispatcher-friendly Job type title (for example "Annual AC Tune-Up") and an optional description. The title is what your team sees in the Create Job dropdown.

Add the required skill(s)

Pick at least one skill under Add Skills. Skills drive technician matching, so add every skill the job genuinely requires. Manage the master list under Settings > Jobs & Scheduling > Skills.

Layer in presets

Optionally add Team Members, Products & Services, and Equipment. These auto-fill on the new job and are easy to remove case-by-case.

Save

Click Create Job Type. You'll see a confirmation toast and the new type appears at the top of the list.

Attach a Job Template, Logs Template, and Forms

Inside the Add Job Type screen, scroll to the Presets — applied when picked in Create Job section. These three fields are the heart of the templating system.

Job Template — pick a saved multi-day schedule template. Phases, day-by-day staffing, and crew sizes will be pre-filled when this job type is selected. Build templates first under Multi-day jobs overview, or follow the step-by-step Scheduling multi-day jobs guide.
Job Logs Template — pick the cost-tracking layout that should record labor, mileage, and expenses for this work. Learn more in Tracking job logs and design your own layouts with Custom job log templates.
Job Forms — select one or more forms. A common pattern is a Risk Assessment plus a Service Report. See Job forms for how to build them, and use the Forms management admin guide to keep the catalog organized.

If no options appear in a preset dropdown, create the underlying record first (a template, a logs template, or a form). The dropdown is sourced from those settings pages.

Set a default Job Type

Inside the modal, toggle Set as default Job Type for new jobs to make one job type apply automatically every time someone opens Create Job.

Only one job type per company can be the default — turning it on for a new type clears the flag on the old default.
The default only applies to brand-new jobs. Edits, duplicates, and conversions from estimates or requests keep their existing job type.
A user can still switch the job type during job creation; the default is a starting point, not a lock.

What happens during Create Job

When a dispatcher picks a job type while creating a job, FieldCamp applies the presets with different rules depending on the field. Some fields merge with what's already there, others replace it — the behavior is intentional so dispatchers don't lose careful manual setup, while still letting the Job Type be the source of truth where it should be:

Team Members — override. If the Job Type has technicians configured, those replace whatever is currently selected (including client-preferred techs or an admin auto-fallback). If the Job Type has no technicians, the current selection is left alone.
Skills — merged with any skills already on the job, deduplicated by ID.
Equipment — merged with anything already added, deduplicated by ID.
Products & Services — added as line items, priced from your price book. When you switch from one Job Type to another, the previous Job Type's line items are dropped first so they don't pile up; items you added by hand are left in place.
Job Template and Job Logs Template — applied only if you haven't already chosen one, so a manual pick is preserved.
Job Forms — when the Job Type has its own forms, those override any client-level default forms. When the Job Type has no forms attached, the client's defaults stay.

Picking a Job Type that has its own Team Members will replace any technicians currently on the job. If you've manually assigned a tech you want to keep, re-add them after picking the Job Type, or use a Job Type with no technicians set so your manual assignment stays put.

See the Client detail page for how client defaults like preferred technicians and saved forms interact with these presets.

Edit, duplicate, or delete a Job Type

Edit — click any row in the Job Type table to reopen it. Update the title, presets, or default flag and save with Update Job Type.
Bulk delete — tick the checkboxes on rows you want to remove, then click the Delete button that appears in the page header. Confirm the dialog to soft-delete.
Restoring a deleted type isn't available from the UI today. If you removed one by mistake, recreate it from scratch.

Use the Job Type column in the table to see which template, logs template, and forms are attached at a glance — handy when you're auditing a large catalog.

Tips for a clean Job Type catalog

Name types by what gets done, not by who does it. "Tankless Install" is easier to scan than "Mike's installs."
Keep skills tight. Every extra skill narrows the pool of technicians AI Dispatcher will suggest. Read Skills, equipment & tags for the dispatch impact.
Pair every recurring service with both a form and a logs template so you capture compliance and profitability in one shot.
Make the most common service your default. Most teams pick a single high-volume type (a standard tune-up, a basic service call) so dispatchers can hit save faster.
If you want a Job Type that doesn't reshuffle technician assignments, leave its Team Members field empty — the current selection (client-preferred or manual) will be preserved.
For repeating maintenance cycles, combine a Job Type with Recurring jobs so each visit inherits the same presets.

Troubleshooting

The Job Template or Logs Template dropdown is empty. Create the template first under Settings > Jobs & Scheduling > Job Templates or Settings > Forms & Reports > Job Cost Tracking, then reopen the job type. If the menu item itself is missing, the matching add-on isn't enabled — check the add-ons list.

I can't save — "At least one skill is required." Add at least one skill under Add Skills. If you don't have the skill in your list yet, go to Settings > Jobs & Scheduling > Skills, create it, then return to the modal.

Two job types both show as default. Only one default is allowed per company. Reopen one of the job types, toggle the default off, and save. If they were created in a race, the most recently saved one wins.

My job type's forms aren't showing on new jobs. The forms override only kicks in when the job type itself has forms attached. If you rely on client-level default forms instead, leave the job type's Job Forms field empty.

Picking a Job Type wiped my manually assigned technician. That's expected when the Job Type has its own Team Members configured — Job Type technicians override the current selection. Either re-add the tech after the Job Type is applied, or remove technicians from that Job Type so your manual pick survives.

A removed Job Type still shows on old jobs. Deletes are soft and historic jobs keep their original job type for audit. You'll just stop seeing the type in the picker for new jobs.

FAQs

Do I have to use Job Types? No. Jobs can be created without one. Job Types just remove repetitive setup for work you do often.

Can a Job Type belong to more than one client? Yes — job types are catalog items at the company level. Any client's jobs can use any job type.

Will changing a Job Type update jobs already created from it? No. Presets are copied at the moment of job creation. Existing jobs are unaffected by later edits to the type.

Do Job Types affect online booking? Today, Job Types primarily power the internal Create Job flow and AI Dispatcher. Online booking services are configured separately.

Where can I see which jobs used a given Job Type? Use the job filters or build a saved view in Analytics filtered by job type.