Job Scheduling

How to schedule a job?

To schedule a job, go to “Dashboard” and click “Add New Job”If the job is for the existing client, select the client from the dropdown menu and if the...... Read More

How to add line items to a job?

While scheduling the job, click on “Add Line Item.” You can select from the existing saved line items or add a new one by clicking on “Add New.”...... Read More

How to make products or services tax-free?

While adding a job, click on “Add Line Item”Then click on “Add New”Fill in all the details of the product/serviceThen, check the “Exempt from tax” but...... Read More

How to complete a job and receive payment online?

Once the job is assigned, you can reach the destination and start the job at the given timeEnsure you update your job status to keep your admin and cl...... Read More

How to view field technician status?

Once the job is assigned, you can check the job status or field technician status by clicking on “List Jobs” under the “Jobs” section.You can even fil...... Read More

How to keep on top of job scheduling?

You require a lot of manual work for job scheduling, and the process is lengthy. So, to make job scheduling quick and easy, you should use job schedul...... Read More

What does Job Status mean?

The “Job Status” feature helps you get the progress reports of your scheduled jobs...... Read More

What are job filters?

Using the job filters feature, you get a list of jobs of a particular category and status. Here, you can filter jobs with multiple statuses like:Assig...... Read More

What is the difference between a visit and a job?

Job is the task assigned to a field technician to complete within the time-bound. While the visit is the number of times the technician went to the jo...... Read More

What is an unscheduled job?

When unsure when to schedule the job or the client is not sure when he/she needs to perform the job, you can schedule it for later. This type of job i...... Read More

How to add multiple visits under a job?

After logging in to your FieldCamp account, go to “Jobs” and “List Jobs”Select the job in which you are willing to add multiple visitsIt will open all...... Read More

What is the job cycle?

The job cycle is a sequence in which the job proceeds and results in job completion. There are the following steps in the job cycle:Job Unscheduled: T...... Read More

What is the visit cycle?

Visit scheduledTechnician on the wayTechnician reachedVisit startedVisit finished...... Read More

How to change business or company working hours?

To set or modify your business hours, go to “Calendar” and tap on the “Settings” iconYou can enable/disable your working days and set your business’s ...... Read More

How to add holidays to the calendar?

To add holidays to the calendar, check for “holidays” on your screen and click on “+”Select the countries whose holidays you wish to addThis way, the ...... Read More

How to apply tax to a job?

You can impose tax during job schedulingYou can find an option to add tax under subtotal and discountIf you have previously added taxes to the list, y...... Read More

How to apply discounts to jobs?

You can apply for discounts during job schedulingYou can find an option to apply a discount under subtotalBy clicking on “Add,” various options will a...... Read More

What is a One-Off job?

One-off jobs are the type of jobs you do once or in an irregular pattern. There’s no fixed repetitive cycle of the jobs....... Read More

What is a Recurring job?

Recurring jobs get repeated at a particular time interval. It is a contract job with repetitive visits, and the client is invoiced cyclically....... Read More

What is Schedule Later?

Scheduler Later is a feature that allows you to list your job at the moment but schedule it later. You can select the “Schedule Later” button when uns...... Read More

How to Print a schedule?

To print your schedule, go to “Jobs” and “Calendar”Select the day, week, or month of which you want the printThen, click on the “Print Icon” on the to...... Read More

How to add holidays for multiple countries?

To add holidays for one or more countries, go to “Jobs” and then to “Calendar”Check for “Holidays” on the left of your screen and click on “+”It will ...... Read More

What is a Team Tracking View?

“Team Tracking View” helps you get the correct location of your field technicians. Once the job is assigned, technicians can start their visits during...... Read More

What is meant by Overdue Job?

An overdue job is a job whose starting time has passed, but the assigned field technician hasn’t started it yet....... Read More

What is meant by Overdue Visit?

An overdue visit is a visit whose starting time has passed, but the assigned field technician hasn’t visited it yet....... Read More

How to duplicate a Job?

Go to “Jobs” and then to “List Jobs.” Then click on the job you want to duplicate, which will open the details of that particular job. Next, you will ...... Read More

What is job priority?

Job priority is all about how urgent the job is. Depending on the urgency, you can set high, medium, or low priority on the job....... Read More

How to add notes to a visit?

Open your dashboard and select a visit you want to add notes on. You can select from any upcoming visits or active visits. It will open the job detail...... Read More

How to collect a client’s signature after completing a visit?

Once you complete your visit, you’ll have to click “Finish Work” to update your job status. On updating, you will be asked to get a client’s signature...... Read More

How to view assigned jobs or visits for a team member?

Click on “Jobs” and go to “Calendar.” On the left side of your screen, you will see various options. Click on “Schedules by Team,” and it will show yo...... Read More