How to Set a Reminder to Call Back Customers in FieldCamp

Staying on top of client follow-ups is critical for field service businesses. Whether it’s calling back a customer, sending an invoice, or updating an estimate, setting reminders ensures nothing falls through the cracks.

In FieldCamp, you have two convenient options for setting reminders—using commands and integrating with Google Calendar. Here’s how you can streamline your workflow and stay organized.

Method 1: Set Reminders Using Commands

FieldCamp offers a quick way to set reminders via commands. If you want to remind yourself to call back a customer, simply use the command interface:

• Type or select the command “Set a reminder.”
• Specify what needs to be done (e.g., “Call back customer Richa”).
• Choose the date when you want the reminder.
• Add any notes (such as “Follow up on estimation”).

Once submitted, FieldCamp confirms that your reminder is set and displays the details for easy reference.

Method 2: Set Reminders Using Google Calendar Integration

For a more visual approach, FieldCamp enables you to integrate your Google Calendar:

• Click on the “Calendar” tab within FieldCamp.
• Connect your Google Calendar for seamless event visibility.
• Navigate to the specific date you want to set a reminder (e.g., August 22nd).
• Add a new event like “Call back client Richa.”
• All your calendar events, including reminders, will now be viewable directly in FieldCamp.

This integration lets you see upcoming tasks alongside your other commitments, so you’re always in control.

Why Use Both Methods?

Using both commands and calendar integration maximizes efficiency:

• Commands are fast and direct—perfect for quickly logging reminders during calls or while updating jobs.
• Google Calendar provides a broader view of your schedule, helping you coordinate follow-ups within your overall workload.

Practical Example

Imagine you finish a job and need to follow up with a client about an estimate. Simply:

1. Say or type “Set a reminder to call back customer Richa on August 22, discuss estimation.”
2. Or, add an event in your FieldCamp calendar after integrating Google Calendar.

In both cases, FieldCamp records the reminder and ensures you won’t miss the follow-up.

Final Thoughts

Managing reminders professionally keeps your team organized and improves customer service. With FieldCamp’s built-in tools—commands and calendar integration—you can handle follow-ups, invoicing, and estimates without the risk of forgetting key tasks.

Try setting your next reminder and experience the productivity boost first-hand!