Workflow Examples | FieldCamp

These are six workflows that field service businesses use every day in FieldCamp. Each example includes the trigger, condition, action, and step-by-step setup instructions so you can recreate them in minutes.

1. Send a Thank-You Email When a Job Is Completed

When a technician marks a job as complete, the client automatically receives a thank-you email with a summary of the work done.

Setup Steps

1. Go to Settings → Workflow Automation and click + Create New Workflow
2. Name it "Thank-you email on job completion"
3. Set the trigger to Job completed
4. Skip conditions (leave empty so it runs for all jobs)
5. Add the action Send email
6. Set the recipient to the client's email address
7. Write your message — use dynamic fields like {'{client_name}'}, {'{job_title}'}, and {'{technician_name}'}
8. Set timing to Immediate
9. Save and activate

Example email:

Hi {client_name}, thank you for choosing our services. Your {job_title} has been completed by {technician_name}. If you have any questions, reply to this email. We appreciate your business!

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2. Create an Invoice When a Visit Is Marked Complete

No more waiting until the end of the day to send invoices. This workflow creates an invoice and sends it to the client as soon as the visit is finished.

Setup Steps

1. Create a new workflow named "Auto-invoice on visit completion"
2. Set the trigger to Visit status is updated
3. Add a condition: status changed to Completed
4. Add the first action: Create invoice (FieldCamp pulls the line items from the job)
5. Add a second action: Send email with the invoice attached
6. Set timing to Immediate
7. Save and activate

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3. Notify a Dispatcher When a High-Priority Request Comes In

When a new request is submitted and tagged as high priority, the dispatcher gets an instant notification so they can assign it right away.

Setup Steps

1. Create a new workflow named "High-priority request alert"
2. Set the trigger to Request stage changed
3. Add a condition: priority equals High
4. Add the action Send notification to the dispatcher (select the team member)
5. Optionally add a second action: Send SMS to the dispatcher's phone for urgent visibility
6. Set timing to Immediate
7. Save and activate

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4. Send a Payment Reminder 7 Days After an Invoice Is Sent

Stop chasing payments manually. This workflow sends a polite reminder to clients who have not paid within a week.

Setup Steps

1. Create a new workflow named "Payment reminder — 7 days"
2. Set the trigger to Invoice sent
3. Add a condition: payment status is Unpaid (so the reminder does not go out if the client already paid)
4. Add the action Send email to the client
5. Write a friendly reminder — include {'{invoice_number}'}, {'{invoice_amount}'}, and a link to pay online
6. Set timing to Delay: 7 days
7. Save and activate

Example email:

Hi {client_name}, this is a friendly reminder that invoice #{invoice_number} for {invoice_amount} is still outstanding. You can pay online here: {payment_link}. Please let us know if you have any questions.

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5. Assign New Requests to the First Available Dispatcher

When a new request comes in through your website or online booking, automatically assign it to a dispatcher so nothing sits unattended.

Setup Steps

1. Create a new workflow named "Auto-assign new requests"
2. Set the trigger to Request stage changed (new request created)
3. Skip conditions (apply to all incoming requests)
4. Add the action Assign team member — select your primary dispatcher
5. Add a second action: Send notification so the dispatcher knows immediately
6. Set timing to Immediate
7. Save and activate

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6. Send a Weekly Summary Report to the Business Owner

Every Friday afternoon, the business owner gets an email summarizing the week's completed jobs, total revenue, and upcoming schedule.

Setup Steps

1. Create a new workflow named "Weekly summary report"
2. Set the trigger to Schedule with a recurring pattern
3. Set the schedule to Every Friday at 5:00 PM (your local time zone)
4. Skip conditions
5. Add the action Send email to the business owner
6. Use dynamic summary fields to include completed job count, total invoiced amount, and next week's scheduled visits
7. Save and activate

This gives the owner a quick snapshot of how the business performed without logging in to check analytics.

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Tips for Building Effective Workflows

• Start with one workflow and get comfortable before adding more
• Use clear names so your team knows what each workflow does at a glance
• Check execution logs weekly to catch any failures early
• Combine workflows for multi-step processes (e.g., auto-invoice + payment reminder)
• Use the AI assistant in the Command Centre — describe what you want and let FieldCamp build the workflow for you

Next Steps

• Build your own workflow using the step-by-step guide
• Browse templates for pre-built versions of these automations
• Return to the workflow overview for the big picture