Managing jobs efficiently is crucial for smooth field service operations. FieldCamp provides an intuitive Job Management system that allows you to:

  • Track job details such as client information, assigned team members, and job status.

  • Manage scheduled and completed visits for recurring jobs.

  • Track financial aspects including line items, job costs, and profits.

  • Log job progress, updates, and expenses to ensure operational efficiency.

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1. Accessing Job Details

To view job details:

  1. Navigate to the Jobs section in FieldCamp.

  2. Click on a specific job to open the Job Details Page.

The Job Details section includes:

  • Client Information (Name, Email, Phone).

  • Job Number – Unique identifier for tracking.

  • Start & End Date – Specifies job duration.

  • Job Type – One-time or recurring.

  • Billing Address (if applicable).

  • Job Status – Indicates if the job is open, in progress, or completed.

  • Line Items – Lists all services or products included in the job.

  • Notes – Additional job instructions or remarks.

📌 Use the “Edit Job” button to modify any job details as needed.

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2. Understanding Visits in Job Management

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What are Visits?

  • A visit is a scheduled instance of a job.

  • One-time jobs have a single visit, while recurring jobs generate multiple visits.

  • Each visit represents a scheduled service call on a particular date.

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Viewing Visits

  1. Click the “Visits” tab in the Job Details Page.

  2. Switch between different visit views:

    • Today – Displays jobs scheduled for today.

    • Upcoming – Lists future job visits.

    • Scheduled – Shows all planned visits.

    • Completed – Displays past job visits.

Each visit includes:

  • Date & Time – When the service is scheduled.

  • Assigned Technician (if applicable).

  • Visit Status – In progress, completed, or canceled.

📌 Visits help track recurring jobs and ensure field service teams stay on schedule.

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3. Managing a Single Visit

To view an individual visit:

  1. Click on a visit from the Scheduled list.

  2. The Visit Details window opens, displaying:

    • Client Name & Contact Details.

    • Billing Address (if applicable).

    • Start Date & Time.

    • Visit Status – Status updates such as “In Transit” or “Reached Destination.”

    • Location & Directions – Click “Get Directions” to navigate to the job site.

    • Line Items – Services/products associated with the visit.

    • Notes & Logs – Additional details recorded during the visit.

📌 Use the “Cancel Visit” or “Reached Destination” button to update visit status in real time.

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4. Tracking Job Logs & Expenses

The Logs section provides financial tracking for each job visit.

To view logs:

  1. Open a visit and click the “Logs” tab.

  2. The logs table will display:

    • Miles Cost – Travel expenses.

    • Job Expenses – Any incurred costs related to the visit.

    • Labor Cost – Technician labor expenses.

    • Personal Hours – Time spent on the job.

    • Job Income – Revenue generated from the visit.

    • Job Cost & Profit – Tracks financial performance per visit.

📌 This data helps track profitability, expenses, and labor efficiency for each job.

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5. Editing & Updating Jobs

FieldCamp allows users to modify job details, reschedule visits, and update statuses.

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How to Edit a Job

  1. Open the Job Details page.

  2. Click “Edit Job” at the bottom right.

  3. Modify:

    • Client details.

    • Schedule (date, time, duration).

    • Assigned team members.

    • Line items (add/remove services or products).

    • Notes and instructions.

📌 Editing jobs ensures up-to-date records and allows for schedule adjustments.

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6. Canceling or Completing a Visit

Each visit has status controls:

  • Click “Cancel Visit” to remove a visit.

  • Click “Reached Destination” when the team arrives at the job site.

📌 Updating statuses in real time keeps team members and clients informed of job progress.

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7. Viewing Job History

The Job History button logs all changes made to a job, including:

  • Modifications in schedule.

  • Updates in assigned team members.

  • Status changes.

📌 This provides an audit trail of job progress and ensures accountability.

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Final Thoughts

FieldCamp’s Job Management System allows users to efficiently handle jobs, track financials, and manage recurring visits. Keeping job records updated ensures accurate service tracking, better scheduling, and improved profitability.

📌 Use this guide to master job management and streamline your field service operations!

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