What's new

Update a job when its QuickBooks invoice changes

A new workflow action, Sync Job Line Items From Invoice, copies edits made to an invoice in QuickBooks back onto the job in FieldCamp.

Jobs move to Paid when QuickBooks records a payment

Workflows can now mark a job as Paid when its payment is recorded in QuickBooks, and jobs created by a workflow pick up the client's address, phone and time zone.

Map invoice fields when a workflow creates a record

When a workflow creates a job from a QuickBooks invoice, you can choose which invoice field fills each job field, with line items offered first.

QuickBooks documents use your default template

Invoices and estimates pulled in from QuickBooks now use your company's default document template and terms.

Recurring visits land on the right day

Visits that repeat on a set weekday or day of the month now follow your company's time zone. Some US visits were appearing a day early.

The same product on several lines

When one product appears on more than one line item, editing or deleting a line now changes only that line. Picking from the Price Book no longer creates a duplicate product.

Quotation dates on screen

Quotations now show their date and a Valid Until date on screen.

Live tracking distances in km and miles

Live team tracking now shows distances in kilometres or miles to match your company's units.

Run departments without an add-on

Any company can now create its own departments in Settings → Departments, with no add-on to install. A new department opens on its detail page so you can set a manager, connect job types and activate it.

Jobs land in the right department automatically

New jobs pick up a department from their job type and the service areas that cover the service address, and their visits carry the same department. When booking, a strip shows which department was chosen and explains why a department is blocked.

Change a job's department with a preview

Changing a job's department now shows what will be affected before you save. Visits that have not started move with the job, while started visits keep their original department.

Filter the app by department from the sidebar

A department filter now sits in the sidebar beside the workspace switcher, with an Unassigned option for records that have no department. Job, request and document lists, the calendar and custom-object lists follow it, and you can pick departments for a custom object when you create it.

Franchise HQ for multi-location networks

Install the Franchise add-on with a Request access step, and HQ can build a branch structure, create branch workspaces, invite members with roles and switch between workspaces. HQ can also roll departments out to branches and see which service areas each branch covers.

Brand standards that branches follow

HQ can publish standards to branches and lock them, and branches see a Locked by HQ badge on those records. A branch can propose a change, and HQ admins are notified so they can decide on it.

Price bands, margin floors and department prices

HQ can set an allowed price band and a margin floor on products, and the drift screen shows branch prices that fall outside them, with Revert to put them back. Branches can also set a product price per department.

Share technicians between branches

HQ can lend a technician to another branch from the Shared technicians tab. Borrowed technicians show in pickers with their home branch, bookings are checked across every branch to prevent double-booking, and a permanent transfer keeps the technician's history.

Network performance by branch and period

Network performance can now be filtered by branch and viewed by quarter or year. Branches also get their own audit log under Settings.

Job and request times save as you pick them

Times picked on a job or request now save in your company's time zone, whatever time zone your browser is in. Before, some times shifted on save and Any Time jobs could land a day early.

Rescheduling a visit updates its one-off job

Moving a visit on a one-off job, from the calendar or the visit panel, now updates the job's dates to match. Visits on the Classic job page are also listed by start date.

Add a client from the estimate form

An Add Client button beside the client search on estimates and invoices creates a new client and selects it, so you no longer have to leave the form.

Markup on every line and deposits on invoices

Markup now applies to every line item and prints the same way in each template. A deposit collected on the original estimate or job now shows when you edit the invoice.

Booking links that open on one service

A public booking link can now open with a single service already chosen, so customers skip the service picker. If that service is unavailable for their area, they see a message with a link back to the full list.

A more accurate, faster inbox

Needs Attention no longer keeps threads your team has already answered, automated texts to new leads now appear in the inbox, and messages use the client's name consistently. The conversation list now updates in place instead of reloading.

Resend a team member's invitation

A Resend invite button on the team member's details page sends a pending invitation again with a fresh link, and the old link stops working.

More of FieldCamp in your language

Around a thousand labels and messages that were still in English are now translated into Spanish, French, Thai and Arabic, and dates follow your language. Notifications are now written in each recipient's own language.

One call bar for incoming and active calls

Incoming and active calls now share a single bar with answer, decline, mute, transfer, end, a call timer and a ringtone, plus buttons to start, pause and stop recording. Calls you place to a saved client show their name, and a call that fails before anyone answers shows a warning.

See every live call across your team

A live calls bar at the top of the inbox shows each call that is ringing and, once answered, who picked it up and how long it has been running.

A reorganized, easier-to-scan inbox

Folders are grouped into Queues, Yours, Automation and States, the list has one row of filters (Open, Unanswered, Mine, Unassigned), and each row shows the newest message, coloured tags and a plain status such as "Missed · waiting 18h". The side panel shows notes and job history with date, amount and status, and recordings of calls handled by AI now play.

Book work straight from a call

After a call is transcribed, the conversation shows a card with the details from the call so you can book a job or request, and during a call FieldCamp suggests the caller's open job to attach. For an unknown caller, Book job opens the job form with their name and number ready, with a one-click option to add them as a new client.

Search and close calls in Conversation history

You can set a call's reason from its details, search by client name, filter by channel and campaign, and see when a call was transferred; calls that ended in a voicemail are labelled "Voicemail left". The sidebar reminder for calls that need a reason opens the list filtered to your calls.

Clearer phone number setup

The numbers table shows each number's Voice, SMS and MMS capabilities with a recording switch, and buying a number lets you search by country, digits and capabilities. Capability searches that used to return no matches now work.

Conflict checks wherever you reschedule

With conflict detection turned on, FieldCamp now checks for clashes when you reassign visits in bulk, change a job's technician or time on its details page, or edit a visit. With it turned off, these checks no longer run.

One-off jobs and their visits stay in step

Moving a one-off job or its visit on the calendar or elsewhere now keeps the date and crew the same on both. The Details panel of a recurring job also saves its team again.

Job length follows the services you add

A job's duration now comes from the services on it, job type presets let you set their own duration and no longer require skills, and you can delete a skill from Settings.

Discounts and tax add up on jobs and documents

Tax on a discounted job and its invoice is now worked out from the discounted amount, and percentage discounts print from the subtotal on PDFs and on screen. Printed Qty, Rate and Amount columns no longer run together, and footer blocks no longer overlap long terms.

Reminders a set time before every visit

A workflow that waits until a set number of hours before a visit now runs for every visit, follows reschedules and skips cancelled visits, and you can build it from the workflow builder.

Scheduled workflows run in your time zone

Scheduled workflows now run at the time you set in your company's time zone instead of UTC, and date conditions such as "is today" use your local day.

Colour calendar events by team member

A new System Settings option shows visits in the colour assigned to each team member, and the mobile apps use the same setting.

Unavailable items stay out of line-item pickers

Items marked unavailable are no longer suggested when you add line items, and Price Book search now includes items that sit in a category.

Booking prices in your currency, accurate portal

Online booking now shows prices in your company's currency. In the customer portal, Upcoming no longer lists completed or cancelled visits, and its count matches the list.

Xero sync errors explain what went wrong

When Xero rejects an invoice, FieldCamp now shows Xero's own reason, and the duplicate invoice number check uses the number you see.

Send images on Instagram from the Inbox

You can now send images and PDFs to customers on Instagram. If Instagram can't deliver an attachment, the Inbox blocks it before sending, so it doesn't fail without warning.

Inbox labels you can rename, delete and reuse

Labels added by a workflow now appear in the sidebar with a colour and can be managed. Renaming or deleting a label now updates every conversation that uses it, and labels that differ only in capital letters count as the same label.

Search the Inbox by phone number or full name

Searching for a phone number now finds it even when the message writes it with spaces. When you search a two-word name, results must match both words.

Email files kept and missed mail shown as new

Files attached to customer emails on Gmail and Outlook are now kept. Mail that arrives while a mailbox connection is down now shows up as new, and conversations are no longer assigned to team members set to Inactive.

A stage for visits with a time but no technician

Your visit pipeline has a new stage trigger: "When a date/time is added but nobody is assigned". If you map a stage to it, an unassigned visit with a time goes to that stage, and assigning a technician moves it on.

Schedule later works again

Changing who is assigned to a visit no longer marks it as scheduled when it has no date. Turning Schedule later back on now clears the visit's date and arrival window.

Visit filters and trays use your own stage names

A job's Visits tab, the calendar trays and route optimization now use the stage names your company has set up, including renamed stages.

Discounts show the same total everywhere

Percentage discounts are no longer saved as fixed amounts. A discount larger than the subtotal now shows the same total on the job as in Create Job, and discount and line-item edits now save their latest values.

Clients you add appear in the job picker

If you can only see clients assigned to you, a client you just created now appears when you pick a client for a new job.

Workflows can set and react to custom fields

The update field action can now write custom fields on jobs, clients and other records, and a Field Changed trigger on a custom field now fires. Visits created by a workflow are now numbered, and their changes appear in History.

Reuse the last visit's technician in a workflow

A workflow triggered by a job can now use details from the job's most recent visit, including its technician. A follow-up visit created by the workflow can go to the same person.

Custom field defaults and Required rules apply everywhere

When you create a client, job, request, estimate, invoice, product or visit, it now starts with the option you marked Default. Required custom fields are now enforced for records created outside the web app, too. You can also group the jobs list by a custom field.

Invoice and estimate list filters narrow correctly

Filters on the invoice and estimate lists now return the right results for status, amount, client, phone and other fields. "Due on receipt" is now kept when you edit an invoice, and recurring invoices use your default template.

Cleaner printed invoices and job reports

Each tax now prints as a single row instead of one row per line item, and the Service Location block now prints on estimates and invoices. You can add the Bill To block to job report templates, where it names the party who pays.

Every scheduling conflict is listed

If a technician is double-booked more than once in the same time slot, the conflict dialog now lists every clash, not just the first.

Customer tracking works with a renamed stage

If you renamed the "on the way" stage, your customer's tracking page now still shows the technician's arrival time.

Bring a Microsoft 365 mailbox into the Inbox

On the Microsoft Outlook settings page, turn on "Show emails in the shared team Inbox" to bring that mailbox's email into the Inbox. It connects with your Microsoft sign-in.

Email replies send their attachments

Files attached to replies sent through Gmail or Outlook now go out with the email. An Outlook mailbox no longer stops receiving mail after a while.

See who an email is from

Email conversations now show the sender's name or address in the list and thread header, instead of a placeholder like "Email sender" with a number.

Inbox folders, badges and saved views add up

Sidebar counts now match what each list shows, and the Pending folder now lists pending conversations. Saved views now filter correctly. You can also unlink a customer who was linked to a conversation by mistake.

Import QuickBooks changes on a schedule

When you turn on "Import changes from QuickBooks", you can choose how often FieldCamp checks for new or updated records: every 30 minutes, or every 1, 2 or 4 hours.

Xero invoices stay with the right customer

FieldCamp no longer links two of your clients to the same Xero contact. Each client's invoices now go to that client's own contact in Xero.

Deleting line items on a job works

You can now delete a line item that you just added, and you no longer need permission to manage Products to remove one. If a line-item change isn't saved, it's now undone instead of looking saved.

Equipment and job type pickers show everything

The equipment and job type pickers on a job showed only the first 20 records. They now show all of them.

Voice notes and visit logs confirm the save

The voice note recorder now stays open until your note is saved. If a visit log fails to save, you now see an error.

Conflict checks on drag and series changes

Dragging a visit on the calendar now checks for scheduling conflicts, the same way rescheduling does. Changing a recurring series now checks every date that will move.

Client Type stays as you set it

The Client Type you choose is now kept, even if you clear the company name, and it shows with the same label everywhere.

Find clients by full name

Client pickers now match a full name across first and last name. Extra spaces at the start or end of a search no longer stop it from finding anything.

Tax and payment status add up

Tax is now calculated without losing half cents. An invoice's payment status now updates when its total goes up or down.

Templates print what the builder shows

PDFs and emailed documents now include the company details, spacing and fields you choose in the template builder.

Repeat a job on several weekdays each month

A recurring job can now follow more than one weekday pattern in the same month, such as the first and third Tuesday.

Weekday-based recurring jobs end on time

Jobs that repeat on a set weekday, such as every other month, no longer run for twice their intended length. They also no longer create a visit before the start date or a duplicate when the 4th weekday is also the last one.

Visit numbers and future-visit changes

Every visit now gets a visit number that shows on all views. Applying a change to future visits uses your company's time zone, and equipment options in the scheduling picker are easier to tell apart.

Job form answers and service reports display correctly

Image uploads work wherever a form is filled in, answers no longer show as [object Object], and phone answers are formatted. Printed service reports wait for your logo and the PDF header now matches the preview.

Workflows that showed Active but never ran

Request triggers, Status Changed on custom objects and several other trigger combinations now fire as expected. Scheduled workflows also work through every matching record instead of stopping at a fixed limit.

Emoji, a date filter and Instagram sender names

You can add emoji to replies and filter conversations by when they were last active. Instagram conversations now show the sender's name instead of an ID.

WhatsApp formatting and clearer delivery errors

Bold and other formatting are sent in WhatsApp's own style and shown correctly when customers reply. When a WhatsApp message can't be delivered, you see the actual reason, and conversations follow a customer who changes their number.

Creating customers from conversations

Customers created from a chat get the right country code, Messenger conversations can now create a customer, and the button is correctly labelled Add customer. Workflow WhatsApp messages now go to the customer's phone number.

Edit every word customers see when booking

Every customer-facing line in online booking, including the Details step, can now be edited, clearing a line hides it, and required fields are enforced. Booking links also tolerate a stray character, and a failed address check no longer blames your service area.

Set a default option for dropdown fields

Admins can mark one dropdown option as the default so it is pre-selected on every new record. Duplicate field labels are now refused and existing duplicates are flagged in the Fields list.

Show linked record fields as custom object columns

Custom object lists can show chosen fields from a linked record as columns. Saved views now apply when the list opens, and Save View updates the selected view instead of creating a copy.

Filters, search, sort and grouping work together

On every list, filters, search, sorting and grouping now apply together, and the list keeps its state when you come back to it.

Filter customers by stage on the map

The calendar map can filter customers by stage and zooms to fit the customers you select.

Xero keeps your tax amounts

Invoices synced to Xero now carry the tax calculated in FieldCamp instead of Xero recalculating it.

Line breaks in notes and AI summaries

Multi-line descriptions, notes and AI summaries keep their line breaks. Imported client type values no longer block saving a client or changing its stage.

Tax is charged on the discounted amount

Every quote and invoice now calculates tax after the discount, and tax is rounded to the cent.

Add the same item on several lines

You can add the same product or service to a document more than once, for example to bill the same service for each visit.

Bill-To picker searches all your clients

When choosing a Bill-To client on a job or document, the search now covers your whole client list.

Suggested customer for each conversation

The Inbox now suggests the matching customer by name or by any phone number on file, and team members who aren't admins can link it.

Conversations stay in the right folder

Replied conversations leave Unanswered, a resolved conversation reappears when the customer writes back, and removing a label moves it out of that label's folder. Open conversations show changes made by teammates, and long threads show more than the newest 50 messages.

Instagram, Messenger and Gmail fixes

Instagram replies send again, a new message on a resolved Messenger conversation continues the same thread, and emails Gmail marks as spam no longer appear in the Inbox.

Xero invoices go to the Bill-To client

Invoices and quotes sync to Xero against the Bill-To client, or the service contact when none is set. When Xero's limit is reached, the sync stops with an error instead of staying on Syncing to Xero.

Bill Now is always in the job menu

Bill Now now appears on every job, including ones marked Paid, and tells you when there is nothing left to bill.

See which field is missing when creating a job

Instead of a Create button that does nothing, the job form now tells you which required field still needs filling in.

Stage automation follows your custom pipelines

Stage changes and their automations now follow each pipeline you have set up for clients, requests, jobs and visits.

Hidden fields stay hidden

A field you hide no longer shows on clients, jobs, visits or requests where it already holds a value.

Custom object views are saved for good

Saved views on custom objects, including their name, stage and search, are now kept between sessions. Filtering and sorting also respect each field's type and chosen direction.

Text message invites and phone numbers

Choosing SMS when inviting a team member now sends a text, and failed invites show an error. Phone numbers no longer save the country code twice or reformat while you type.

Sign up with email domains that start with a number

Email addresses such as name@361example.com are now accepted at signup, during onboarding and when editing a team member.

Fuller API lists and time zone-aware sync

Job, client, invoice and visit lists return the full set of business fields, and the since filter accepts a time zone. Invalid input now returns an error naming the field.

Start a WhatsApp conversation from the inbox

New Message now lets you choose the channel and sending number, including WhatsApp, and you can start a WhatsApp chat from a phone number or from a client's page. Template variables offer values from the conversation, such as the customer's name and invoice details.

Link a chat to a customer you already have

Attach a conversation to an existing customer instead of creating a duplicate. The contact panel now also lists that customer's other conversations.

Mark as answered, and see who changed what

Take a conversation out of Unanswered without closing it or changing its status. Label, priority and status changes now appear in the thread with the name of the person who made them.

Forward and quote-reply on every channel

Forward on WhatsApp, Messenger, Instagram and SMS now sends the message to another conversation you pick, and a quote-reply is sent as a real reply to that message.

Reactions, stickers and MMS videos display properly

Customer reactions show as a reaction on the message, WhatsApp stickers no longer appear as empty bubbles, and MMS videos your browser could not play are converted so they open.

Update Messenger and Instagram credentials

You can now replace the access details for a connected Messenger or Instagram channel from settings, without reconnecting the page.

Record stock movements and stock takes

Receive, issue, return or correct stock on any inventory item, issue or return several items on one slip, and set on-hand to a physical count. Each item has a stock history, and a Stock usage metric is available in analytics.

Two-way Outlook calendar sync with more settings

Outlook calendar settings now let you choose the sync direction, the target calendar and whether visits, invoices and estimates are pushed automatically. Events from your Outlook calendars can also be shown on the FieldCamp calendar.

Fix failed QuickBooks syncs from one place

The QuickBooks sync list now shows which invoice or estimate each failed row belongs to, with options to open it, retry the sync or dismiss the row.

Refunds are no longer sent to Xero or Wave

Refunds are no longer pushed to Xero or Wave as negative payments.

Move your data over from Service Fusion

Data migration now includes Service Fusion. Bring across team members, products and services, clients, jobs, estimates, invoices and payments.

Filter clients and requests by city, state or country

Client and request lists can now be filtered by city, state or country.

Update several fields in one workflow step

The update field action can now change more than one field at once, with a value editor that matches each field's type.

See how each invoice and estimate was created

Invoices and estimates now record where they came from, such as a conversion or an online booking, and you can show this in a Created From column.

Date fields no longer show a day early

Date-only fields on record pages showed the previous day in time zones behind UTC, such as the Americas. They now show the date that was saved.

Send an invoice payment link from a conversation

An Invoice button in the composer lists the customer's unpaid invoices with their balance. Pick one to add its pay-now link to your message, then edit it before sending.

Labels and Unanswered in the inbox sidebar

Labels now have their own sidebar section, and Unanswered is a folder with a live count that lists the longest-waiting customers first. Label pickers now have search.

See when WhatsApp's 24-hour window has closed

The composer now warns you when a free-text WhatsApp reply can no longer be delivered and offers a template message instead. A failed WhatsApp send stays visible in the thread.

Messenger and Instagram replies sent elsewhere show up

Replies your team sends from Meta Business Suite, the Facebook Page inbox or the Instagram app now appear in the FieldCamp conversation.

Default estimate deposit and full-payment option

Two new settings let you apply a deposit percentage to new estimates automatically and require customers to pay the full amount due. Requiring full payment is off by default.

Pay-now links for Stripe-connected accounts

Pay-now links on invoices and estimates were not being created for some accounts connected to Stripe. They now work wherever pay-now is offered.

Link an existing invoice to a job

You can now attach an invoice you have already created to a job.

Inclusive tax is no longer charged twice

Items with tax-inclusive pricing were being taxed again on some invoices, including recurring ones. Totals are now correct, and the tax type carries through to Xero.

Deleted invoices stop regenerating

Deleting an unpaid invoice created from visits no longer causes the same invoice to be created again an hour later. Recurring invoices now sync to Xero and Wave.

Separate Tasks permissions and stricter inbox access

Roles now have their own Tasks permissions, separate from the inbox. Inbox access follows each role's level, so view-only roles cannot reply, and technicians can see the conversation for a job assigned to them.

Date & Time field type and a proper time picker

Custom fields can now be a Date & Time, and time fields use an hours and minutes picker. You can also keep a field off the create form while it stays editable on the record.

Choose which roles can see each layout block

In the layout editor, a block's Visibility tab now has a Who can see this block section, where you can set each of your roles to Default, Edit, View only or Hidden.

Technician conflict warnings when you reschedule

Changing a job's schedule now warns you when an assigned technician is already booked. Bill Now and these conflict checks also work on Dynamic detail pages.

Clearer scheduling and request steps

Choosing any available time is now a checkbox on the scheduling step, and in request mode the final button says Submit Request instead of Confirm Booking.

Live tracking explains why someone is offline

Live team tracking now shows when a member was last seen, or that it is waiting for a first location, instead of a plain Offline. Stop durations are also corrected.