In FieldCamp, jobs are created to assign tasks, schedule work, and track progress for field service operations. Jobs can be:

  1. One-Time Jobs – Scheduled for a specific date and time.

  2. Recurring Jobs – Automatically repeat at defined intervals.

Jobs contain multiple components, including client details, team assignments, job scheduling, line items (services/products), job notes, and attachments. This guide walks you through the entire process of creating a job step by step, covering both one-time and recurring jobs.

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Step 1: Navigating to the Job Creation Page

  1. Log in to FieldCamp.

  2. Navigate to the Jobs section from the main menu.

  3. Click the “Create Job” button to open the job creation form.

A job can be one-time or recurring.

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Step 2: Enter Client Details

At the top of the job creation form, you will find Client Details, which include:

  • Client Selection – Choose an existing client from the dropdown or create a new client.

  • Billing Address – Enter or confirm the billing address (useful for invoices and records).

  • Job Number – A unique job number is automatically assigned.

  • Phone Number – The client’s phone number is displayed for quick reference.

A job must always be associated with a client. If the client is new, you can add them directly from this step.

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Step 3: Setting the Job Schedule

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📌 One-Time Job

  1. Click on the “One-Off Job” tab.

  2. Set the Start Date & Time:

    • Choose a specific date from the date picker.

    • Enter a start time (optional).

  3. Set the End Date & Time (Optional):

    • If applicable, select an end date and end time for the job.

  4. Alternative Scheduling Options:

    • Schedule Later – If the time is not confirmed yet, enable this option.

    • Any Time – If the job doesn’t need a fixed schedule, check this option.

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🔄 Recurring Job

For jobs that repeat, select the “Recurring Job” tab.

  1. Start Date – Choose when the job series begins.

  2. Repeats – Define how often the job repeats (e.g., daily, weekly, monthly).

  3. Duration – Specify how long the job should continue (e.g., 3 months, 6 months, indefinitely).

  4. Any Time Option – If timing doesn’t matter, select Any Time.

Recurring jobs help in scheduling routine maintenance or repeated service tasks.

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Step 4: Assigning Team Members

A job must be assigned to one or more team members responsible for completing the task.

  1. Click “+ Assign” under the Team section.

  2. Select one or more team members from the list.

  3. Assigned team members will get job notifications and will see it in their schedule.

Proper team assignment ensures accountability and efficient workload management.

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Step 5: Adding Line Items (Services & Products)

Line items define what services or products are associated with the job.

  1. Click “+ Add Line Item” to open the item selection panel.

  2. Choose from:

    • Predefined Services (e.g., HVAC Maintenance, Roof Repair).

    • Products (e.g., Replacement Parts, Materials).

  3. Specify:

    • Quantity – Number of items or service hours.

    • Pricing – The cost associated with each service/product.

    • Description – Additional details (optional).

  4. Click Save to add the line item.

Line items are useful for detailed invoicing and service tracking.

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Step 6: Adding Job Instructions & Attachments

Detailed instructions help team members understand the job requirements.

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✏ Job Instructions

  1. Use the “Job Instructions” text box to add specific notes or guidelines.

  2. Examples:

    • “Inspect HVAC system and replace filters.”

    • “Bring ladder for roof inspection.”

    • “Confirm client availability before arrival.”

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📎 Attach Files

You can attach supporting documents such as:

  • Blueprints

  • Work orders

  • Images of past work

  • Contracts & legal documents

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How to Upload a File:

  • Drag and drop the file into the upload area.

  • Click “Upload File” and select a file from your device.

Attachments provide additional context and reduce miscommunication.

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Step 7: Creating the Job

Once all details are filled, review the job.

  1. Ensure the client details, schedule, team assignment, line items, and notes are correct.

  2. Click “Create” to finalize and save the job.

The job will now be listed in the Jobs Dashboard and assigned team members will be notified

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Step 8: Understanding Job Visits

In FieldCamp, jobs can have multiple visits. A visit is a scheduled instance of a job assigned to a technician.

  1. For One-Time Jobs:

    • A single visit is created based on the scheduled date and time.

  2. For Recurring Jobs:

    • Multiple visits are automatically generated.

    • Each visit is listed in the job details and calendar.

Visits help track work completion and technician assignments per job occurrence.

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Managing Jobs After Creation

Once a job is created, you can manage it in the Jobs Dashboard.

  1. View Job Details – Click on a job to see assigned technicians, status, and notes.

  2. Edit Jobs – Modify scheduling, team assignments, or job instructions.

  3. Reschedule Jobs – Adjust visit dates for ongoing jobs.

  4. Cancel or Delete Jobs – Remove jobs if no longer needed.

📌 Recurring jobs can be modified or canceled without affecting past visits.

This guide provided a detailed step-by-step breakdown of creating jobs in FieldCamp, explaining:

  • How to set up one-time and recurring jobs.

  • The importance of team assignment, line items, and job instructions.

  • How visits function for job tracking.

Following this workflow ensures efficient scheduling, accurate job details, and streamlined team coordination.

📌 FieldCamp’s job creation feature simplifies task management, improves service efficiency, and keeps operations organized!

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