--- title: "Guides - FieldCamp AI" url: "https://fieldcamp.ai/resources/guides/" date: "2026-07-10T00:00:00.000Z" modified: "2026-07-19T00:00:00.000Z" type: "WebPage" resource: "https://fieldcamp.ai/resources/guides/" timestamp: "2026-11-11T20:25:11.643Z" author: name: "FieldCamp Team" word_count: 1819 reading_time: "9 min read" summary: "Featured resources The same sheets our guides link to — email-gated PDFs you can print or put beside every phone. All Pricing & travel Reporting & dis…" description: "" language: "en" --- ## Featured resources The same sheets our guides link to — email-gated PDFs you can print or put beside every phone. All Pricing & travel Reporting & disputes Switching tools Choosing software Pricing & quotes Measuring performance Busy season Automation & AI Online booking All types Policy card Audit sheet Field map Checklist Decision sheet Scorecard Template Worksheet Script card Self-check Price sheet Tracker Task map Roadmap ![Travel charge policy card](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FTR01-travel-charge-policy-card.png&w=1920&q=75) Policy card Pricing & travel · TR01 ### Travel charge policy card One method, your zones and rules, decided once. [Download →](# "Download →") Policy card · 2-page PDF · free with your email Download the policy card * Pick one travel-charge method * Your zone bands and who may waive them * Round trip or one way, settled * What the office says, word for word ![Field report dispute audit](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FFS01-field-report-dispute-audit.png&w=1920&q=75) Audit sheet Reporting & disputes · FS01 ### Field report dispute audit Score a report you already sent against what a warranty dispute would ask of it. [Download →](# "Download →") Audit sheet · 2-page PDF · free with your email Download the audit * One report you already sent, scored honestly * The same visit written two ways, side by side * The three times a report gets read again * Fixed at the source, not in the office ![Report-to-invoice field map](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FFS02-report-to-invoice-field-map.png&w=1920&q=75) Field map Reporting & disputes · FS02 ### Report-to-invoice field map Every report field mapped to the invoice line it justifies. [Download →](# "Download →") Field map · 2-page PDF · free with your email Download the field map * What has to carry across, field by field * The two lines that go missing most * Five recent jobs: what you did against what you billed * A check before the invoice goes out ![Podium cut-over checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FST01-podium-cut-over-checklist.png&w=1920&q=75) Checklist Switching tools · ST01 ### Podium cut-over checklist Each workflow that stops, with an owner, a replacement and a date. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * Eight broken workflows, one decision per line * Four weeks sequenced, with your own dates * An export log so nothing is left behind * The answers to get in writing before you move ![Podium options decision sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F09%2FST02-podium-options-decision-sheet.png&w=1920&q=75) Decision sheet Switching tools · ST02 ### Podium options decision sheet The four realistic options scored side by side, ending in one choice. [Download →](# "Download →") Decision sheet · 2-page PDF · free with your email Download the decision sheet * The four options as the guide sets them out * Seven questions, scored 1 to 5 on your situation * What not to assume about each route * A decision record to sign off ![FSM Software Buyer's Scorecard](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR06-fsm-software-buyers-scorecard.png&w=1920&q=75) Scorecard Choosing software · R06 ### FSM Software Buyer’s Scorecard Shortlist the platforms, score them on the same criteria, record the decision. [Download →](# "Download →") Scorecard · 2-page PDF · free with your email Download the scorecard * Your team now, and the size it will be in two years * Your three worst scheduling problems, written before the first demo * Six weighted criteria, scored 1 to 5 on your own operation * The questions to ask on every demo, and a decision record ![FSM Demo Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR07-fsm-demo-checklist.png&w=1920&q=75) Checklist Choosing software · R07 ### FSM Demo Checklist What to make every vendor show you on a live demo. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * Bring one real job and one technician’s phone * Scheduling, the mobile app, invoicing, reporting and integrations in order * A tick per vendor, three side by side * The walk-away signals, and a decision record ![Good-Better-Best Pricing Template](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR09-good-better-best-pricing-template.png&w=1920&q=75) Template Pricing & quotes · R09 ### Good-Better-Best Pricing Template A fill-in service proposal with three priced options. [Download →](# "Download →") Template · 2-page PDF · free with your email Download the template * Three tiers, priced, with what each one includes * A line for what none of them include * The order to present them in * A record of which tier the customer picked ![Service Pricing Workbook](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR10-service-pricing-workbook.png&w=1920&q=75) Worksheet Pricing & quotes · R10 ### Service Pricing Workbook True cost, overhead, billable hours and your hourly rate on one sheet. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the workbook * Direct labor and overhead, line by line * Billable hours left after the non-billable ones * Your minimum hourly rate, from your own numbers * Margin to multiplier, then the price for one job ![Price Objection Script Card](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR12-price-objection-script-card.png&w=1920&q=75) Script card Pricing & quotes · R12 ### Price Objection Script Card What to say when a customer pushes back on price. [Download →](# "Download →") Script card · 2-page PDF · free with your email Download the script card * Six objections, each with a line to say and a line to avoid * Your Good, Better and Best, and what none of them include * The order to present them in, ending with a question * The pricing mistake behind each objection ![Outgrown-Your-System Self-Check](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR08-outgrown-your-system-self-check.png&w=1920&q=75) Self-check Choosing software · R08 ### Outgrown-Your-System Self-Check Score the five signs you have outgrown manual scheduling, then read what the score points to. [Download →](# "Download →") Self-check · 2-page PDF · free with your email Download the self-check * Five signs, each scored 0 to 2 on your own week * What to count before you decide: conflicts, hours, calls * A panel that reads your score back to you * The overlapping challenges mapped to each sign ![Exterior Cleaning Price Sheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR11-exterior-cleaning-price-sheet.png&w=1920&q=75) Price sheet Pricing & quotes · R11 ### Exterior Cleaning Price Sheet Gutter cleaning and pressure washing rates on one sheet, with the multipliers and add-ons. [Download →](# "Download →") Price sheet · 2-page PDF · free with your email Download the price sheet * Gutter rates per linear foot, per job and by property type * Pressure washing by surface, with prep and sealing * Height, access and debris multipliers * Frequency and multi-property discounts ![Field Service KPI Tracker](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR13-field-service-kpi-tracker.png&w=1920&q=75) Tracker Measuring performance · R13 ### Field Service KPI Tracker 51 KPIs in five groups, each with its formula and a column for your own number. [Download →](# "Download →") Tracker · 2-page PDF · free with your email Download the tracker * 51 KPIs grouped: customer, operational, financial, workforce, inventory * The formula beside each one, so the number is reproducible * A column for this period and one for last * Tie each metric to a goal before you track it ![Peak-Season Readiness Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR14-peak-season-readiness-checklist.png&w=1920&q=75) Checklist Busy season · R14 ### Peak-Season Readiness Checklist Built to survive your busiest day, not your average one. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * Capacity: staffing, workload balance and who is qualified * The assignment rule, conflict alerts and grouping by location * What to do when the surge arrives, in order * Close-and-learn, so next season starts better ![Automation & AI Task Map](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR15-automation-ai-task-map.png&w=1920&q=75) Task map Automation & AI · R15 ### Automation & AI Task Map Which jobs AI should do, which stay human, and the rails that come first. [Download →](# "Download →") Task map · 2-page PDF · free with your email Download the task map * A three-question test for any task on your board * Common tasks sorted transactional or relational * The rails to write down before the AI goes live * A tick map from lead to invoice, and a decision record ![Online Booking Setup Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR19-online-booking-setup-checklist.png&w=1920&q=75) Checklist Online booking · R19 ### Online Booking Setup Checklist The seven steps to set up online booking, with the numbers to decide on each. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * Which jobs book instantly and which need a consultation * Service area, drive time and minimum job value * Buffer times, skill-based assignment and grouping * Deposits by job value, and what to test before launch ![2026 Field Service Trends Roadmap](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR17-2026-field-service-trends-roadmap.png&w=1920&q=75) Roadmap Automation & AI · R17 ### 2026 Field Service Trends Roadmap The trends worth acting on this year, and what each one asks of you first. [Download →](# "Download →") Roadmap · 2-page PDF · free with your email Download the roadmap * Each trend with the move it implies, not just the headline * What has to be in place before you start * A column for whether it applies to your operation * A decision record at the end ![FSM Selection Checklist](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR18-fsm-selection-checklist.png&w=1920&q=75) Checklist Choosing software · R18 ### FSM Selection Checklist What to settle before you shortlist, so selection takes days instead of weeks. [Download →](# "Download →") Checklist · 2-page PDF · free with your email Download the checklist * The requirements to write down before any demo * What to check on scheduling, mobile, invoicing and reporting * The questions that separate the shortlist * A decision record at the end ![Window cleaning pricing worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR22-window-cleaning-pricing-worksheet.png&w=1920&q=75) Worksheet Pricing & quotes · R22 ### Window cleaning pricing worksheet Cost per job, rates by window type, difficult-job modifiers and your minimum charge. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * One job worked from cost to price * Your rate by window type, home size and add-on * Height, grime and post-construction modifiers * Minimum charge and contract discounts ![Junk removal pricing worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR20-junk-removal-pricing-worksheet.png&w=1920&q=75) Worksheet Pricing & quotes · R20 ### Junk removal pricing worksheet Load rate card, loaded labor, disposal and overhead, then the margin formula. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * Four pricing models and a load rate card * Loaded labor cost, line by line * Disposal, variable costs and overhead per job * One job worked through to a price ![Snow removal pricing worksheet](https://fieldcamp.ai/_next/image/?url=https%3A%2F%2Fcms.fieldcamp.ai%2Fwp-content%2Fuploads%2F2026%2F10%2FR21-snow-removal-pricing-worksheet.png&w=1920&q=75) Worksheet Pricing & quotes · R21 ### Snow removal pricing worksheet Cost per visit, five pricing models, rate cards and a seasonal contract. [Download →](# "Download →") Worksheet · 2-page PDF · free with your email Download the worksheet * Cost per visit, built from your numbers * Five pricing models with the guide’s ranges * Driveway and commercial rate cards * A seasonal contract worked through No resource matches that filter. Want something that is not here? [Book 30 minutes with us](https://calendly.com/jeel-fieldcamp/30min "Book 30 minutes with us") and we will walk you through the ones that fit how you actually run jobs. × Resource Free with your email. Download for free One last thing Get the PDF No spam. The PDF downloads straight away. ← Back Saved to your device. [Book a 15-minute call](https://calendly.com/jeel-fieldcamp/30min "Book a 15-minute call") Nothing in your downloads folder? Mail us at hello@fieldcamp.ai and we will send it over.