What Is the Field Schedule?

🛠️ Ontraccr Field Schedule: Real-Time Labor Scheduling That Works in the Real World
 

The Field Schedule is Ontraccr’s dedicated workspace for managing short-term, shift-based labor scheduling.

It’s purpose-built for the day-to-day coordination of field crews, service techs, and mobile teams—giving you a centralized place to assign work, attach critical job info, and keep everyone accountable.

This isn’t just a calendar. It’s a dispatch and execution hub designed around how real teams actually operate in the field.

🧭 What It’s For

The Field Schedule is designed to help you:

• Assign shifts to individual users or teams
• Track who’s working where, when, and on what
• Attach important shift details (project, cost code, documents, forms)
• Send automated shift reminders (internally or to clients)
• Maintain visibility and control across multiple teams or divisions

🧰 When to Use It

Use the Field Schedule when:

• You know the exact day and time a task needs to be completed
• You want to assign the work to a specific person or skillset
• You need workers to clock in/out for accurate time tracking
• You want to ensure shift info and required forms are ready to go
• You’re managing dispatch requests coming from boards or forms

🔄 How It Works

• Shifts can be created:
  • Manually by dispatchers
  • Automatically via forms (using a Dispatch workflow block)
  • From Gantt-planned work using the Dispatch action
• Unassigned shifts are held in a drag-and-drop queue for visual scheduling
• Each shift can include:
  • Assigned users or teams
  • Project and cost code
  • Expected worker types (e.g. electricians, first aid)
  • Documents and assigned form templates
  • Reminders (internal and external)
• You can also schedule Events, which are non-clockable reminders tied to recurring processes or form completions

🧠 Why It Matters

Labor is one of your most expensive and time-sensitive resources.

If it’s scheduled poorly—or not at all—your entire operation stalls.

The Field Schedule gives you a reliable, visual system for controlling field labor, reducing miscommunication, and ensuring teams have everything they need to execute.

It’s a system that connects planning to the tools your crews actually use—especially on mobile.

💡 Common Use Cases

🔗 Related Tools

• Forms – Automate shift creation and trigger workflows
• Boards – Allow teams to request work and dispatch it as a shift
• Labels & Permissions – Control who sees what and organize shifts by skill, division, or priority
• User Schedule Tool – View team availability before assigning
• Expected User Groups – Plan shifts by role or skill before assigning exact users