Understanding Visits | FieldCamp

A visit is a single scheduled appointment within a job (work order) — the basic unit of work in FieldCamp. Think of the job as the project and the visit as one trip to the customer's location. A simple faucet repair has one visit. An HVAC annual maintenance contract has four visits (one per quarter). A three-day commercial installation has three visits (one per day). The job is always the container; visits are the individual work sessions inside it.

The Fastest Way: Ask the Command Centre

Open the Command Centre to check on visits instantly:

• "Show me today's visits"
• "What's the status of the Smith Residence visit?"
• "Who's assigned to the 2pm job at City Hospital?"
• "How many visits are scheduled this week?"
• "Reassign tomorrow's visit at ABC Plumbing to Mike Torres"

The Command Centre returns visit details, statuses, and assigned technicians without you needing to navigate anywhere.

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Visit vs Job: Understanding the Difference

This is the most important concept in FieldCamp scheduling. A job is the overall work order — it holds client info, service address, line items, and pricing. A visit is each time someone physically goes to that site to do the work.

Example: Sarah Johnson creates a job called "HVAC Annual Maintenance" for City Hospital. The contract calls for quarterly inspections. FieldCamp creates four visits:

Each visit has its own date, assigned technician, status, logs, and charges. Completing Visit 1 does not affect Visit 2. Reassigning Visit 3 to a different tech does not change Visit 4.

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How Visits Relate to Jobs

Every job in FieldCamp contains one or more visits:

Each visit is independent. You can reassign, reschedule, or cancel one visit without affecting the others in the same job.

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Creating Visits

There are several ways a visit gets created in FieldCamp:

From the job detail page — Open any job and click Add Visit from the Actions menu. Pick a date, assign a technician, and save. This is how you add follow-up visits or extra trips.

During job creation — When you create a new job, the first visit is created automatically based on the date and time you set.

Via AI Dispatch — Enable "Let AI Find The Best Time" during job creation and the AI scheduling engine creates the visit at the optimal time, assigned to the best-fit technician.

Drag from the Job Tray — Unscheduled jobs appear in the Job Tray on the calendar. Drag a job onto a time slot and a visit is created instantly with that date and technician.

Recurring schedule — Recurring jobs auto-create visits on their configured frequency. A weekly job creates a new visit every week without any manual action.

Multi-day scheduling — Multi-day jobs generate one visit per day automatically when you set the start date and duration.

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Visit Statuses Deep Dive

Visits move through a clear lifecycle. Each status means something specific:

Statuses update in real time across the calendar, the dispatch board, and the mobile app. Managers see live progress without calling technicians for updates.

For a full breakdown of every status and what triggers transitions, see Job and Visit Statuses in FieldCamp.

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Visit Detail Page

Click any visit to open its detail view. Here is what each section contains:

Overview section — Date and time, assigned technician, current status, service address with a link to directions, and the parent job reference.

Logs tab — Per-visit cost tracking including miles driven, expenses, labor hours, and material costs. Each visit has its own cost data separate from the overall job total.

Forms tab — Digital checklists assigned to this visit. Technicians fill these out on-site. Completed forms show check marks; incomplete forms show progress indicators.

Notes section — Instructions carried over from the parent job plus visit-specific notes added by the technician or dispatcher.

Charges panel — Line items and totals for billing this specific visit. See the charges section below for details.

Activity timeline — A log of every status change, reassignment, and edit made to this visit, with timestamps and who made each change.

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Visit Charges

Each visit can carry its own charges, separate from the overall job total. Charges are calculated in two ways:

Auto-calculated — FieldCamp adds up labor hours (from the Logs tab) multiplied by the technician's hourly rate (from their team member profile), plus materials and line items. The formula:

• Labor cost = Hours logged x Technician hourly rate
• Materials cost = Sum of line item quantities x unit prices
• Visit total = Labor cost + Materials cost + any additional expenses

Manual override — You can enter a flat amount if the auto-calculation does not apply. This is common for fixed-price visits like "Monthly maintenance — $150 flat fee."

Visit-level charges feed into the job's financial summary and can be pulled directly into an invoice. When you create an invoice from a job, you choose which visits to include.

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On-Site Actions: What Technicians Do During a Visit

When a technician arrives at the job site, they work through these actions on the mobile app:

1. Check in (Arrived) — Tap "Arrived" to update the status. This starts the labor timer and notifies the office.
2. Fill job forms — Complete any digital checklists assigned to the visit. Safety inspections, equipment checks, service reports.
3. Add photos — Take before/during/after photos directly from the app. Photos attach to the visit record.
4. Record voice notes — Describe site conditions, unexpected issues, or instructions for the next visit. Voice recordings are stored on the visit and accessible from the job detail page.
5. Log materials — Record any parts or materials used. This updates the visit charges.
6. Capture customer signature — See signature capture section below.
7. Mark complete — Tap "Complete" to finalize the visit. Charges lock and the visit is ready for invoicing.

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Visit List Page

The Visits section in the main navigation shows all visits across every job. Use the tabs to filter:

• Today — What is happening right now. Use this for morning dispatch and route planning.
• This Week — A broader view for capacity planning and workload balancing.
• Upcoming — Everything scheduled in the near future.
• Completed — A historical record for review and reporting.

Toggle the Map View to see visit locations plotted on a map. This helps dispatchers identify clusters, plan efficient routes, and spot gaps in the schedule.

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Bulk Operations

When managing a busy schedule, you can act on multiple visits at once:

• Bulk reassign — Select several visits and reassign them all to a different technician. Useful when someone calls in sick and their visits need to be covered.
• Bulk status update — Mark multiple visits as completed or cancelled in one action.
• Bulk reschedule — Move a group of visits to different dates when weather or circumstances change plans.

Access bulk operations from the Visits list page by selecting the checkbox next to each visit, then choosing an action from the toolbar.

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How Visits Connect to Everything

Visits are the central scheduling unit that ties FieldCamp together:

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Signature Capture

When a visit is complete, technicians can collect a customer signature directly on the mobile app. The signature is attached to the visit record and can appear on the resulting invoice or completion report.

To capture a signature:

1. Open the visit on the mobile app
2. Tap Collect Signature
3. The customer signs on the screen
4. The signature saves to the visit automatically

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Voice Recording

Technicians can also record voice notes during a visit. This is useful for documenting site conditions, describing unexpected issues, or leaving instructions for the next visit. Voice recordings are stored on the visit record and accessible from the job detail page.

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Mobile Experience

Technicians interact with visits primarily through the FieldCamp mobile app. On their phone, they see:

• Today's schedule — All visits for the day in chronological order, with addresses, client names, and estimated durations.
• Navigation — Tap an address to open directions in their preferred maps app.
• Status controls — Large buttons to update status (In Transit, Arrived, In Progress, Completed).
• Forms and checklists — Fill out assigned forms with checkboxes, text fields, photos, and signatures.
• Visit history — Review notes and photos from previous visits on the same job, so they know what happened last time.

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Visits in Recurring and Multi-Day Jobs

Visits behave slightly differently depending on the job type:

Recurring jobs — Each recurrence generates a new visit automatically. A weekly lawn care job creates 52 visits per year, one for each week. Each visit inherits the job's defaults (technician, line items, instructions) but can be adjusted independently. Cancel one visit for a holiday without affecting the others.

Multi-day jobs — Each day of a multi-day project is a separate visit, but they are linked together. All visits share the same crew and move as a block when rescheduled. On the calendar, multi-day visits appear as connected blocks across consecutive days. Each day's visit can have its own label (e.g., "Day 1 — Prep & Masking") and its own forms.

One-time jobs — The simplest case. One job, one visit. When the visit is completed, the job is done.

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Related Articles

• Job Management -- A Complete Guide
• Job and Visit Statuses in FieldCamp
• Recurring Jobs
• Multi-Day Jobs Overview
• Tracking Job Logs
• AI Dispatcher
• Calendar Views Explained
• Conflict Detection and Resolution
• Job to Invoice