FieldCampWorkspace Views | FieldCamp
Pin and organize FieldCamp modules in your sidebar to build a personalized workspace. Quick-access the tools you use most without navigating through menus.
Workspace Views (called My Views in FieldCamp) let you control which modules appear in your sidebar. Instead of scrolling through every feature, pin the ones you use daily and hide the rest. Each team member can set up their own sidebar layout.
Workspace Views organize your navigation — they do not filter data. To create saved filters on jobs, clients, or invoices, see Custom Data Views.
What Workspace Views Do
The My Views panel acts as your personalized launchpad. It lets you:
- Pin modules to your sidebar for one-click access
- Discover features you may not use yet
- Remove clutter by hiding modules that are not part of your daily workflow
A dispatcher might pin Jobs, Calendar, and Inbox. An owner might pin Analytics, Invoices, and Clients. Everyone gets a workspace that matches their role.
Available Modules
When you open My Views, you see a grid of all FieldCamp modules:
| Module | What It Covers |
|---|---|
| Inbox | Calls, messages, and emails |
| Clients | Client records and CRM |
| Jobs | Work orders and scheduling |
| Calendar | Schedule and dispatch view |
| Sales Pipeline | Leads and opportunity tracking |
| Products & Services | Service catalog and pricing |
| Inventory Management | Stock levels and materials |
| Analytics | Dashboards, charts, and reports |
| Estimates & Invoices | Billing and payments |
Each tile shows the module name, its category, and a pin icon.
Pinning and Unpinning Modules
To Pin a Module
- Click the grid icon in the sidebar to open My Views
- Find the module you want
- Click the pin icon in the top-right corner of the tile
- The module now appears in your sidebar
To Unpin a Module
- Open My Views
- Click the pin icon on the module you want to remove
- The module disappears from your sidebar (it remains accessible from My Views anytime)
Organizing Your Sidebar
After pinning modules, they appear in your sidebar in the order you added them. Consider pinning modules in the order you use them throughout your day:
Example — Dispatcher layout:
- Inbox (check new messages first)
- Jobs (review today's schedule)
- Calendar (dispatch view)
- Requests (incoming service requests)
Example — Owner layout:
- Analytics (morning KPI check)
- Invoices (cash flow review)
- Clients (relationship management)
- Jobs (operational overview)
Workspace Views vs. Custom Data Views
These two features sound similar but do very different things:
| Workspace Views | Custom Data Views | |
|---|---|---|
| What it does | Controls which modules appear in your sidebar | Saves filter/sort/group rules within a module |
| Scope | Your navigation layout | Data inside Jobs, Clients, Invoices, etc. |
| Shared? | Personal to each team member | Can be shared with the team |
| Example | Pinning Analytics and Jobs to the sidebar | Saving an "Overdue Jobs" filter in the Jobs module |
Use Workspace Views to set up your navigation. Use Custom Data Views to set up how you see data inside each module.
Tips
- Start with 4-6 pinned modules — too many defeats the purpose of a focused workspace
- Revisit quarterly — as your role or workflow changes, update your pinned modules
- Encourage team setup — have each team member configure their sidebar during onboarding
Keep Exploring
Custom Data Views | FieldCamp
Create saved filter, sort, and group combinations on any module in FieldCamp. Build custom views for jobs, clients, invoices, and more to find data fast.
Workflow Automation Overview | FieldCamp
Automate repetitive tasks like sending emails, creating invoices, and notifying your team. Learn how FieldCamp workflows use triggers, conditions, and actions.