Account
Job Settings
How to make line items optional while creating a job?
How to create a job with zero price?
How Can I enable or disable Job Priority or Visit Priority?
How Can I set default Job Priority or Visit Priority as High?
How to set the default repeat cycle to daily?
How to set the default line item quantity?
How to make job notes mandatory while creating a job?
How to enable or disable property notes?
General
Dashboard
How to check company job status?
How to easily navigate to active visits for a particular date range?
How to easily navigate to upcoming visits for a particular date range?
How to easily navigate to overdue visits for a particular date range?
How to easily navigate to unassigned visits for a particular date range?
How to easily navigate to unscheduled jobs?
Job Scheduling
How to schedule a job?
How to add line items to a job?
How to make products or services tax-free?
How to complete a job and receive payment online?
How to view field technician status?
How to keep on top of job scheduling?
What does Job Status mean?
What are job filters?
What is the difference between a visit and a job?
What is an unscheduled job?
How to add multiple visits under a job?
What is the job cycle?
What is the visit cycle?
How to change business or company working hours?
How to add holidays to the calendar?
How to apply tax to a job?
How to apply discounts to jobs?
What is a One-Off job?
What is a Recurring job?
What is Schedule Later?
How to Print a schedule?
How to add holidays for multiple countries?
What is a Team Tracking View?
What is meant by Overdue Job?
What is meant by Overdue Visit?
How to duplicate a Job?
What is job priority?
How to add notes to a visit?
How to collect a client’s signature after completing a visit?
How to view assigned jobs or visits for a team member?
Team
How to add team members to the software?
What is the role type?
What is the color code for Team members, and what is its use?
How can I change my team member’s password?
How to delete team members?
How to inactive team members for a specific time?
How to configure fields while adding a new team member?
How can I find the active team member count?
What are the filters available to filter our team members?
How can I get the maximum number of users in a single plan?
How do my team members sign in?
When you collect GPS location of my field technicians on the jobs?
How can I send temporary login details again to my team members?
Forms
What are Job Forms?
How to add a new job form?
What are sample job forms?
How can I search for a job form from available job forms?
What are the different question types supported for Forms on FieldCamp?
What is meant by Auto-Attach?
How to add multiple sections to the job form?
How to mark any field in the Job form as mandatory?
How to Preview a Job Form?
How to publish a Job form?
How to save a Job Form as a Draft?
How to download a Job Form from Job?
How to send a Job Form via email?
General Queries
What type of service-based business needs a service scheduling application?
What is FieldCamp?
Which service companies and businesses can use FieldCamp software?
Why does my service business need a FieldCamp application?
Which countries does FieldCamp Application work in?
What’s included in a free demo
What to do If my free trial ends?
Is there any system requirement to use the FieldCamp application?
Will my team require any training to use the FieldCamp application?
What are some of the most important features of the FieldCamp application?
What are the benefits of using the FieldCamp application?
Can the FieldCamp application be customized to meet my service requirements?
How does FieldCamp work?
Do I need to sign any contract before using FieldCamp for my business?
What If I no longer want to use the FieldCamp application for my business?
Where can I find notifications?
How can I get an understanding of the FieldCamp software?
Account
How can I change my password?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Find “Password,” and it will open u......
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How can I create an account on FieldCamp?
Visit thesign-up pageof our websiteFill in all the details like the first name, last name, email, password, and phone numberClick on “Create a Free Ac......
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What are the login options available on FieldCamp?
You can log in to FieldCamp with your login credentialsAlso, you can log in via Google and Apple ID......
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How to reset a password?
Visit thelogin pageof our websiteClick on “Forgot Password?”Enter your registered email ID in the given space and hit “Reset Password”A password reset......
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How can I delete my account?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Support”It will open the contact formEnter all the d......
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How can I view or update my profile?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Profile”It will open all your personal and professio......
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Where can I find my billing and plan information?
First, tap on your username on the top right of your screen.A dropdown will open up, and click on “Account and Billing”It will show you details like y......
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How can I contact the support team?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Support”It will open the contact formFill out the fo......
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Earnings
How can I check my company’s earnings?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Earnings”The next screen will show you the earnings ......
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How can I check earnings by team members?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Earnings”The next screen will show you the earnings ......
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How can I check earnings by date (Payment date and schedule date)?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Earnings”The next screen will show you the earnings ......
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Job Settings
How to make line items optional while creating a job?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How to create a job with zero price?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How Can I enable or disable Job Priority or Visit Priority?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How Can I set default Job Priority or Visit Priority as High?
First, tap on your username on the top right of your screen.A dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings......
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How to set the default repeat cycle to daily?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How to set the default line item quantity?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How to make job notes mandatory while creating a job?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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How to enable or disable property notes?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Job” to open up settings ......
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General Settings
How to change the default date and time format?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Then in the general settings, find ......
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How to change default currency?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Then in the general settings, find ......
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How to change the timezone?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Then in the general settings, find ......
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Invoice Settings
How to set default invoice due days?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Invoice” to open up the s......
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How to enable invoices access to Field Technician?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Invoice” to open up the s......
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How can we provide access to Field Technicians to generate invoices?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Invoice” to open up the s......
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Payments and Taxes
How to modify payment methods?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Payment” to open up setti......
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How to manage tax?
You can add or remove tax as per your deal with the clientYou can add tax during job scheduling once you add the line itemsIf you have enabled the “Ex......
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How to add tax?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Payment” to open up setti......
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What are the tax types available?
We support two types of taxes: Inclusive and Exclusive.Inclusive: When the tax is included in the cost of the line item, it is known as inclusive tax.......
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How to update service terms for a job?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Payment” to open up setti......
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How to connect Stripe with FieldCamp?
First, tap on your username on the top right of your screenA dropdown will open up, and click on “Company Settings”Click on “Payment” to open up setti......
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How to accept payments via credit card?
Firstly, you need to connect your Stripe account to your FieldCamp account, and then you can accept payments via credit card.......
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How to accept payment via cheque?
Find and click on the invoice you want to generate and accept payment.You can edit any detail you want and click on “Generate Invoice,” and the invoic......
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Automatic Reminder
How to enable automatic notification for visits?
Step 1: First, tap on your username on the top right of your screenStep 2: A dropdown will open up, and click on “Company Settings”Step 3: Click on “N......
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How to configure notifications for visit reminders?
Step 1: First, tap on your username on the top right of your screenStep 2:A dropdown will open up, and click on “Company Settings”Step 3:Click on “Not......
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How to modify the automatic notification email template?
Step 1: First, tap on your username on the top right of your screenStep 2: A dropdown will open up, and click on “Company Settings”Step 3: Click on “N......
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How does automatic notification work?
Automatic notifications are the job reminders and updates the client gets via email as scheduled by the admin/ownerFrom settings, you can set the day,......
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General
Privacy Policy
Effective Date:11 August 2021Last Updated on: 07
December 2021This privacy policy (“Policy”) explains how vBridge Technologies Inc or any of its aff......
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Terms of Use
Effective Date:11 August 2021Last Updated on:11 August 2021These Terms of Use (“Terms”) describe the terms under whichvBridge Technologies Inc(“We”, “......
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Cookie Policy
IntroductionFieldCamp (“we” or “us” or “our”) may use cookies, tracking pixels, and other tracking technologies when you visit our websitehttps://fiel......
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Invoices
How to generate an invoice?
Go to “Invoices”Click on “Unpaid Invoices”Find and click on the invoice you want to generateYou can edit any detail you want and click on “Generate In......
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How to accept payment for an invoice?
Go to “Invoices”Click on “Unpaid Invoices”Find and click on the invoice you want to generate and accept paymentYou can edit any detail you want and cl......
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How to accept payment via cash for an invoice?
Find and click on the invoice you want to generate and accept payment.You can edit any detail you want and click on “Generate Invoice,” and the invoic......
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How to set a custom invoice date and due date?
Go to “Invoices”Click on “Unpaid Invoices”Find and click on the invoice you want to set a custom date and due dateIn the section “Bill To,” you can se......
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How to send an invoice to a client?
Go to “Invoices”Click on “Unpaid Invoices”Find and click on the invoice you want to send to your clientYou can edit any detail you want and click on “......
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How to download an invoice?
Go to “Invoices”Click on “Unpaid Invoices”Find and click on the invoice you want to send to your clientYou can edit any detail you want and click on “......
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Dashboard
How to check company job status?
Go to “Dashboard,” and you will get a list of categories of jobs. It is categorized according to job statusYou can click on any of the categories to s......
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How to easily navigate to active visits for a particular date range?
Go to “Dashboard” and select the day or date rangeIt will filter and show you all the active visits during the period of your range......
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How to easily navigate to upcoming visits for a particular date range?
Go to “Dashboard” and select the day or date rangeIt will filter and show you all the upcoming visits during the period of your range......
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How to easily navigate to overdue visits for a particular date range?
Go to “Dashboard” and select the day or date rangeIt will filter and show you all the overdue visits during the period of your range......
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How to easily navigate to unassigned visits for a particular date range?
Go to “Dashboard” and select the day or date rangeIt will filter and show you all the unassigned visits during the period of your range......
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How to easily navigate to unscheduled jobs?
Go to “Dashboard” and select the day or date rangeIt will filter and show you all the unscheduled visits during the period of your range......
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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......
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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.”......
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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......
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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......
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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......
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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......
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What does Job Status mean?
The “Job Status” feature helps you get the progress reports of your scheduled jobs......
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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......
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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......
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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......
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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......
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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......
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What is the visit cycle?
Visit scheduledTechnician on the wayTechnician reachedVisit startedVisit finished......
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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 ......
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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 ......
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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......
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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......
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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.......
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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.......
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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......
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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......
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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 ......
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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......
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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.......
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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.......
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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 ......
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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.......
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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......
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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......
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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......
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Team
How to add team members to the software?
To add a new team member, go to “Teams” and click on “Add New Member” on the top right side of your screenAdd their personal details like name, email ......
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What is the role type?
There are 2 types of roles:Field Technician and AdministratorField Technician: A Field technician is responsible for carrying out job operations by vi......
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What is the color code for Team members, and what is its use?
Different color codes assigned to team members are used to differentiate each team member from another. This method makes it easy to differentiate and......
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How can I change my team member’s password?
To change your team member password, find and click your username on the top right of your screen, and a dropdown will appearClick on “Change Password......
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How to delete team members?
Go to “Teams” and sort all the team members by applying filtersFind the team member you wish to deleteClick on the delete option under the “Action” co......
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How to inactive team members for a specific time?
Go to “Teams” and sort all the team members by applying filtersFind the team members you wish to inactive and click on itIt will open all the details ......
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How to configure fields while adding a new team member?
While adding a new team member, click on “Settings Icon”You can enable/disable the fields like the photo, ID proof, and address......
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How can I find the active team member count?
Go to “Teams”, and you will get a list of all the teams availableThe number in the opposite corner of “Teams” shows the number of active team members ......
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What are the filters available to filter our team members?
Go to “Teams,” and you will get a list of all the teams you haveUsing the dropdown menu, you can filter your team members by “Field Technician” or “Ad......
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How can I get the maximum number of users in a single plan?
We provide 3 plans depending upon the number of users you need. Among them, the one with the most users lets you add up to 25 users in a single accoun......
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How do my team members sign in?
You have to add a valid email address of your team member. We will send a temporary password to their email address. They have to install mobile app e......
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When you collect GPS location of my field technicians on the jobs?
We collect GPS location when They do change the status of the visits that are on their schedule. We ask permission before collecting it so They have t......
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How can I send temporary login details again to my team members?
We don’t allow you to share temporary login details because of security reasons. Instead of it, You can change/reset their password so We will send a ......
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Forms
What are Job Forms?
Job forms are a way to pass on work instructions to your field technicians to ensure they deliver work per the client’s expectations and do not forget......
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How to add a new job form?
Step 1: First, tap on your username on the top right of your screenStep 2: A dropdown will open up, and click on “Company Settings”Step 3:Click on “Jo......
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What are sample job forms?
Sample job forms are for demonstration purposes to help you get started. You can make a similar or completely different job form according to your nee......
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How can I search for a job form from available job forms?
Step 1: First, tap on your username on the top right of your screenStep 2: A dropdown will open up, and click on “Company Settings”Step 3:Click on “Jo......
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What are the different question types supported for Forms on FieldCamp?
The following is the list of questions supported in the FieldCamp:CheckboxShort AnswerLong AnswerDropdownAttachmentDateTimeMultiple ChoiceSignature......
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What is meant by Auto-Attach?
The auto-attach feature automatically attaches job forms to all the jobs you schedule.......
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How to add multiple sections to the job form?
Step 1: First, tap on your username on the top right of your screenStep 2: A dropdown will open up, and click on “Company Settings”Step 3:Click on “Jo......
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How to mark any field in the Job form as mandatory?
After adding all the required sections in the job form, find and check the “Required Field” button. All the sections with checked “Required Field” but......
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How to Preview a Job Form?
Once you add and fill all the sections in the form, click on the “Preview Form” button on the top right of the screen.Here is the screenshot for refer......
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How to publish a Job form?
Once you add and fill all the sections in the form, click on the “Save and Publish” button.Here is the screenshot for reference:......
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How to save a Job Form as a Draft?
Once you add and fill all the sections in the form, click on the “Save as Draft” button.Here is the screenshot for reference:......
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How to download a Job Form from Job?
Step 1: Go to “Dashboard” and click on the job for which you want to download the job formStep 2:A window of job details will open. Click on the “Job ......
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How to send a Job Form via email?
Step 1: Go to “Dashboard” and click on the job for which you want to share the job formStep 2:A window of job details will open. Click on the “Job For......
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Products and Services
How to add product or service to software?
To add a new product/service, go to “Products & Services” from the main menuTo add new, click on “Add New Product/Service”Enter all the details like p......
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How to update a product or service?
Go to “Products & Services”You’ll get a list of all the products and services you have addedFind the product/service you want to updateIn the “Action”......
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How to make product or service available or unavailable?
Go to “Products & Services”You’ll get a list of all the products and services you have addedFind the product/service you want to mark available/unavai......
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How to delete a product or service?
Go to “Products & Services”You’ll get a list of all the products and services you have addedFind the product/service you want to deleteIn the “Action”......
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Clients
How to add a Client?
To add a new client, go to “Clients” and click on “Add New Client”Fill in all the details of the client like personal details, account details, proper......
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How to update client information?
Go to “Clients”You will get a list of all your clientsFind the client whose information you want to updateIn the “Action” column, click on the “edit” ......
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How to make clients active or inactive?
Go to “Clients”You will get a list of all your clientsFind the client you want to make active/inactiveClick on it, and the client’s profile will openI......
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How to enable or disable automatic reminder notifications for a client?
Go to “Clients”You will get a list of all your clientsFind the client you want to make active/inactiveFind the client whose automatic reminder notific......
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How can I view the properties of a client?
Go to “Clients”You will get a list of all your clientsFind the client whose properties you want to viewClick on it, and the client’s profile will open......
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How can I view the jobs of a client?
Go to “Clients”You will get a list of all your clientsFind and click the client’s name to open their profile and detailsIn the profile, under the “Job......
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Subscriptions Plans
How to upgrade the plan?
On the main screen, click on the “Upgrade” buttonYou will get a list of plans availableSelect the one that is feasible and compatible with your busine......
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What are the plans available?
FieldCamp offers 3 plans on monthly and annual subscriptions:PlanNo. of UsersMonthly RateAnnual Rate11 user$29/month$279/year210 users$49/month$479/ye......
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How can I get a custom plan if I have more than 25 team members?
On the main screen, click on the “Upgrade” buttonScroll down, and you will see a form for inquiryFill in all the details mentioned thereClick on “Let’......
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General Queries
What type of service-based business needs a service scheduling application?
A Service-based business or company that sells a service through its employees, workers, and technicians that consumers need like plumbing, consulting......
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What is FieldCamp?
FieldCamp is a service scheduling software for home service businesses and companies, allowing them to manage and automate all the activities like sch......
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Which service companies and businesses can use FieldCamp software?
FieldCamp is a service scheduling software that is mainly developed for service-oriented companies and businesses that provide repair and maintenance-......
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Why does my service business need a FieldCamp application?
One of the main reasons why your service business or company needs theFieldCampapplication is to automate the daily operations of your service busines......
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Which countries does FieldCamp Application work in?
FieldCamp supports all the countries and 150+ currencies, allowing different service companies and organizations from across the world to automate and......
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What’s included in a free demo
By booking a free demo of theFieldCamp, you will get a complete walkthrough of the application, in which one of the members from the support team expl......
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What to do If my free trial ends?
When you are near to end your free trial, we will remind you or update you to enter the billing information so that you can uninterrupted services. In......
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Is there any system requirement to use the FieldCamp application?
FieldCamp is a mobile application, so all you need is a smartphone with an Internet Connection to access this application. The application supports bo......
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Will my team require any training to use the FieldCamp application?
FieldCamp is the most simple and easy-to-use scheduling mobile application that can be used easily without any hard training. However, we make sure th......
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What are some of the most important features of the FieldCamp application?
Here are some of the most important features of this application for both sides, including Admin and individual (technician):Admin Side FeaturesJob Sc......
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What are the benefits of using the FieldCamp application?
There are many benefits of using the FieldCamp application for your service business from automating the daily business operations to increase product......
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Can the FieldCamp application be customized to meet my service requirements?
We do have an experienced team of developers who are experts in customization to expand and provide specific add-ons to fit the application to the nee......
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How does FieldCamp work?
This service scheduling software for small businesses has two main aspects, the company side (admin side), and the employee side.Admin Side:Once the a......
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Do I need to sign any contract before using FieldCamp for my business?
No, there is no need to sign any contract before using the FieldCamp application for your business. It is available on a month to month subscription, ......
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What If I no longer want to use the FieldCamp application for my business?
In any case, if you do not want to use the FieldCamp application for your service, you can cancel your subscription and delete the application from yo......
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Where can I find notifications?
To check the notifications, find and click on the Bell-shaped icon on the left of your username in the top right corner of the screen.......
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How can I get an understanding of the FieldCamp software?
To understand the functionalities of FieldCamp better, click on the “Book a Demo” button on the dashboardIt will open the calendar, and you have to se......
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