If you’ve been in dispatch or admin long enough, you’ve had this moment: You pick up the phone, and a customer says
“Hey, I think you sent someone here last month. Can you send the same person again? And what did we do last time?”
Now you’re scrambling. You could dig through old jobs, search email threads, or scroll forever in your job list — but by then, the customer is already on hold (or worse, hanging up).
In FieldCamp, here’s how you do it without breaking the conversation:
- While you’re talking, click Create Job.
- Select the customer’s name from the dropdown.
- The Client List tab appears right inside the job creation pop-up.
- In that tab, you instantly see:
- All past jobs for that customer
- Which technician handled each one.
- Job notes, uploaded photos, and any attached invoices.
- From that same pop-up, fill in the new job details — all customer info is already auto-filled.
You never leave the screen, and you never have to open another report. The customer hears your keyboard clicks and seconds later, you’re confirming:
“Yep, Sam was there last time for the water heater repair — I’ll schedule him again for Thursday at 10.”
Why it matters:
- Faster calls — no digging through data.
- Accurate scheduling — right tech, right job, every time.
- Better customer experience — they get quick, confident answers.
No awkward silences. No hunting for files. Just one screen, one conversation,
done.