Client Detail Page | FieldCamp

The client detail page is where you manage everything about a single client. It is organized into tabs so you can find exactly what you need — contact details, job history, email conversations, files, or payment information.

Opening the Client Detail Page

Click on any client row in the table view, or click on a client card in Kanban view. The full detail page opens, showing all the information and options available for that client. You can also search for any client using the quick search (CMD+K / Ctrl+K) at the top of the screen.

Client Overview Widgets

At the top of every client card, four metric widgets give you a quick snapshot:

• Total Jobs — Number of jobs linked to this client

• Open Requests — Active service requests from this client

• Total Invoiced — Sum of all invoices generated for this client

• Outstanding Amount — Unpaid balance across all invoices

You can also initiate a call or SMS directly from the client card header using the phone and message icons (requires the Calls add-on to be enabled).

Client Tabs

The client card is organized into tabs. Which tabs you see depends on your permissions and which add-ons are enabled.

Details

This is the main information tab where you manage all the client's core data.

• Name — Click to inline edit the first and last name

• Email — Contact email address

• Phone — Phone number with country code selector

• Website — Company or personal website URL

• Stage — Current stage shown with a colored badge (like "Active Client" in green or "New Lead" in blue). Click the dropdown to change their stage

• Lead Source — Where this client came from (referral, website, ads, etc.)

• Client Type — Business or Individual

• Tax ID / VAT — Tax number or VAT registration number for invoicing and compliance

• Preferred Technicians — Assign preferred team members for routing future jobs

• Addresses — View, edit, or add property address, company address, and billing address. Each address includes Google Maps autocomplete for accuracy

• Custom Properties — Any custom fields you've created for your business (industry type, source, budget, etc.)

• Tags — Colored badge labels that appear in their own TAGS group in the client sidebar. Each tag has a name and a color. Tags are used to label and categorize clients (e.g., "VIP", "Seasonal", "Referral") and show up as colored badges on the client record. Tags are separate from custom properties and are managed independently.

• Notes — Internal notes about this client visible only to your team

Activity

This tab shows the work you've done and plan to do with this client. It displays:

• Linked Jobs — All jobs associated with this client. Each job shows:

  • Job status (colored badge like "Scheduled," "In Progress," "Completed")

  • Job name

  • Amount (formatted with currency)

  • Date and time

  • Assigned person's name

• Linked Requests — Service requests from this client with their current stage

• Expandable Jobs — Click any job to see the visits and details within it

• Create New Job — Click this button to create a new job for this client right from their card

• Pagination — Shows 10 items per page. Navigate through pages to see older jobs and activity

The Activity tab also contains sub-tabs for related items:

• Jobs — All jobs for this client

• Events — Calendar events linked to this client (visible to admins with Google Calendar or Outlook connected). Shows event title, date, time, and a link to the originating calendar event

• Requests — Service requests from this client

• Tasks — Tasks linked to this client

• Calls and Messages — Available when the Calls & Messaging add-on is enabled

Emails

This tab centralizes all email communication with this client.

• Email Threads — Each email conversation shows sender name, subject, preview text, read/unread indicator, and attachment badge

• Multi-Select — Use checkboxes to select multiple emails

• Compose New Email — Click to send a new email to this client

• Mark as Read/Unread — Bulk actions for selected emails

• Delete — Remove emails (be careful — this is permanent)

Messages

View and send SMS/text messages to this client. Shows the full message thread with timestamps. Requires the Calls & Messaging add-on.

Calls

View call history with this client — including call date, duration, outcome, and any notes logged during or after the call. You can also initiate calls directly from this tab. Requires the Calls & Messaging add-on.

Tasks

Create and manage tasks related to this client. Each task shows its title, due date, assigned team member, and completion status. Use this to track follow-ups, reminders, or to-dos tied to a specific client.

Files

Store and manage all files associated with this client.

• Upload Files — Click to add documents (quotes, contracts, photos, etc.)

• File List — See all files uploaded for this client with upload date and uploader name

• Download or Delete — Access files or remove them as needed

Documents

View estimates and invoices linked to this client. You can also use the AI Document Chat feature to ask questions about the client's documents.

Drive

Access cloud-stored files linked to this client through integrated cloud storage.

Products

View products and services associated with this client. Shows items from past jobs and frequently used products for quick reference when creating new jobs or estimates.

Assets

Track physical assets or equipment belonging to this client (if your business manages client assets).

• Add Assets — Log items like equipment, furniture, tools, or property details

• Asset Details — View and manage information about each asset linked to this client

Job Forms

View completed digital checklists and forms from jobs done for this client. Requires the Job Forms add-on.

Payments

View payment history for this client — all payments received across invoices, including payment date, amount, and method.

Billing Info

Manage payment methods and billing for this client.

• Payment Methods — View payment methods stored for this client (credit/debit cards from Stripe)

• Card Information — For each saved card, you see card brand, last 4 digits, and expiration date

• Add Card — Click to securely add a new payment method

• Delete Card — Remove a payment method (a confirmation dialog appears for safety)

Tab Visibility

Which tabs appear depends on your role, permissions, and enabled add-ons:

Tab

Requires

Details

Always visible

Activity

View history permission

Events (within Activity)

Admin role + Google Calendar or Outlook connected

Emails

Admin role + view history permission

Messages

Calls & Messaging add-on

Calls

Calls & Messaging add-on

Tasks

View history permission

Files

View history permission

Documents

View history permission

Drive

Cloud storage integration enabled

Products

View history permission + pricing permission

Assets

View assets + view history permission

Job Forms

Job Forms add-on

Payments

Pricing permission

Billing Info

Stripe connected to your account

Custom Object Tabs

If your FieldCamp workspace uses custom objects (special data types you define), additional tabs may appear on the client card. These are created based on your business needs and appear alongside the standard tabs.

Editing Client Information

To edit information on the Details tab:

1. Click the field you want to change (most fields are inline editable)

2. Type or select the new information

3. Click the Update button at the bottom to save all changes at once

Some fields have special editors:

• Stage dropdown — Shows all available stages with color badges. Select one to change the client's status

• Addresses — Include Google Maps autocomplete for accuracy

• Phone number — Shows a country code selector

Tip: If you make a mistake, just click Update again with the correct information. Changes take effect immediately when you save.

Deleting a Client

Click the Delete button at the bottom of the card. A confirmation dialog will appear asking "Are you sure?" — this is permanent, so be careful.

Warning: Deleting a client removes them and all associated data from FieldCamp. You cannot undo this action. If you don't need them anymore but might reference them later, consider moving them to the Archived stage instead.

Permissions and Access

What you can see and edit depends on your user role:

• Administrators — Can view and edit any client

• Managers — Can view and edit clients assigned to them or their team

• Users — Can view and edit clients assigned directly to them

If you don't see an Update button or editing options, you may not have permission to edit this client. Contact your administrator if you need access.

Key Actions Summary

• Change Stage — Click the stage dropdown on the Details tab

• Create a Job — Click "Create New Job" on the Activity tab

• Send an Email — Click "Compose New Email" on the Emails tab

• Send a Text — Go to the Messages tab and compose

• Make a Call — Click the phone icon in the header or go to the Calls tab

• Create a Task — Click "Add Task" on the Tasks tab

• Upload a File — Click the upload area on the Files tab

• Add a Payment Method — Click "Add Card" on the Billing Info tab

Pro Tip: Use the Activity tab frequently to see what you've already done with a client. This prevents duplicate work and helps you remember where you left off.

Related Articles

• Creating Clients — Add new clients via AI or manually
• Editing Client Info — Update names, emails, addresses, and custom fields
• Actions Menu — Add jobs, tasks, estimates, and invoices from the detail page
• Categories & Stages — Move clients through your sales pipeline
• Custom Fields — Track business-specific information on each client