Product Workflows

All Templates

How to Add a Customer Note in FieldCamp: Step-by-Step Guide

Discover two simple ways to add customer notes in FieldCamp using quick commands or the Clients tab to keep important client details organized and improve service efficiency.

How to Set a Reminder to Call Back Customers in FieldCamp

Learn two ways to schedule callbacks, invoices, or estimates using commands or Google Calendar integration for efficient field service management.

Never Lose Track: 2 Ways to Instantly Access Client Estimates

Discover two quick methods—via client profiles or Command AI—to instantly access and manage estimates while talking with your customers.

How to Instantly Create and Send Invoices in FieldCamp

Know how you can create and send invoices right after a job is finished, keeping your payments timely and your workflow simple.

2 Simple Ways to Instantly Track Unpaid Invoices in FieldCamp

Know how you can track unpaid invoices in FieldCamp. Learn 2 simple ways to do it and track pending payments.

pr-wof-2

Optimize Routes for 10+ Jobs in Seconds

No more zig-zagging. FieldCamp reorders jobs into the fastest route, factoring in travel time and schedules — all in one click.

pr-wof-1

Instant Customer History While You’re on the Call

On a call and need past job details? FieldCamp shows full history—tech, notes, invoices—instantly, so you never keep customers waiting.

pr-wof-4

Ask Your Data Anything, Get Instant Answers

Think ChatGPT, but for your field service data. Ask questions in plain English and get instant answers on jobs, customers, and technicians.

pf-wof-4-1

Assign the Right Technician Every Time

Stop guessing who should handle a job. FieldCamp’s AI assigns the right tech at the right time, reducing stress and boosting service speed.