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Clients & CRM

Delete or Archive a Client | FieldCamp

Archive clients to preserve their data or permanently delete them in FieldCamp. Learn what gets removed, how to restore archived clients, and how to bulk delete.

Sometimes you need to remove a client record — whether they were added by mistake, are no longer relevant, or you want to clean up old data. FieldCamp gives you two options: archive (keeps all data) or delete (permanent removal).

With the Command Centre: Type "Archive client John Smith" or "Delete client ABC Company" in the Command Centre. The AI walks you through the process. See AI Skills for more.

Archiving vs. Deleting

ActionWhat HappensData Preserved?Best For
ArchiveMoves the client to the "Archived" stage. They disappear from your active list but remain in the system.Yes — all data (jobs, invoices, communications) is fully preservedClients you may reference later, or where you have legal/tax obligations to retain records
DeletePermanently removes the client record. FieldCamp checks for related records first and shows you what will be affected.No — most data is permanently removed (invoices/estimates kept for audit only)Clients added by mistake, duplicates, or test records with no real history

Archiving a Client

  1. Open the client's detail page
  2. Click the Stage dropdown
  3. Select Archived
  4. The client is moved out of your active list

FieldCamp client detail page with Stage dropdown open and Archived option highlighted for archiving the client

Viewing Archived Clients

To see archived clients:

  1. Go to Clients in the sidebar
  2. Filter by the Archived stage, or use a saved view that includes archived clients

FieldCamp My Clients page with Filter dropdown open and Archived stage filter on for filtering the clients by archived

Restoring an Archived Client

To restore an archived client, open their detail page and change their Stage back to any active stage (e.g., Active Client, New Lead). They immediately return to your active client list.

Deleting a Client

When you delete a client, FieldCamp first checks for related data and shows you a confirmation dialog:

  1. Open the client's detail page
  2. Click the Delete button (or use the Actions menu)
  3. FieldCamp checks for related records (you will see "Checking related data...")
  4. A confirmation modal appears showing exactly what will be deleted
  5. Click Delete Client & All Data to confirm

FieldCamp delete client confirmation modal showing counts of related jobs, visits, tasks, and other records that will be permanently removed

Warning: Deletion is permanent and cannot be undone. If you are unsure, archive the client instead — you can always delete later, but you cannot restore deleted data.

When you delete a client, different types of data are handled differently:

Data TypeWhat Happens
Jobs (and their visits, items, schedules)Permanently deleted
Tasks linked to the clientPermanently deleted
Notifications related to the clientPermanently deleted
Requests and request itemsPermanently deleted
Call and SMS recordsPermanently deleted
Inventory allocations linked to jobsPermanently deleted
Files attached to the clientPermanently deleted
Client profile and contact informationPermanently deleted
Invoices and estimatesRetained for audit and financial record-keeping
Client history recordRetained — one record kept marked as "Deleted" for audit trail

Bulk Deleting Clients

You can delete multiple clients at once from the Clients table:

  1. Select multiple clients using the checkboxes in the table
  2. Click Delete from the bulk actions
  3. FieldCamp checks related data across all selected clients and shows combined counts
  4. Confirm to delete all selected clients and their related data

Permissions

Any user with delete permission can delete clients in their organization. However, only Admins and Super Admins can restore data from the archive. See your account settings for role details.

FAQs

Can I undo a client deletion in FieldCamp?

No. Deleting a client is permanent — once confirmed, the client record and all related data (jobs, visits, tasks, requests, calls, SMS, files) are permanently removed. Invoices and estimates are the only records retained for audit purposes. If you are unsure, archive the client instead.

What happens to invoices when I delete a client?

Invoices and estimates are retained for audit and financial record-keeping, even after the client is deleted. You will not be able to create new jobs or actions from them, but they remain in your system.

Can I delete multiple clients at once?

Yes. Go to the Clients table, select multiple clients using the checkboxes, and click Delete from the bulk actions toolbar. FieldCamp checks related data across all selected clients and shows you combined counts before you confirm.

Who can delete or archive clients in FieldCamp?

Any user with delete permission can delete clients. Archiving is done by changing a client's Stage to "Archived," which any user with edit access can do. Only Admins and Super Admins can restore data from the archive.

Edit Client Information | FieldCamp

Update client details like name, email, phone, address, and custom fields in FieldCamp. Edit inline in the table view, from the detail page, or with bulk actions.

Client Actions: Add Jobs, Estimates & More | FieldCamp

Use the client Actions menu to quickly add jobs, tasks, estimates, and invoices, or make calls and send SMS directly from the client detail page in FieldCamp.

On this page

Archiving vs. DeletingArchiving a ClientViewing Archived ClientsRestoring an Archived ClientDeleting a ClientWhat Happens to Related DataBulk Deleting ClientsPermissionsFAQsCan I undo a client deletion in FieldCamp?What happens to invoices when I delete a client?Can I delete multiple clients at once?Who can delete or archive clients in FieldCamp?Related Articles