FieldCampRecord Layouts — Building Blocks | FieldCamp
Every FieldCamp record page is built from configurable building blocks you can reorder, group into tabs, and tailor by record type — with role-based access built in. Customize layouts.
Every record page in FieldCamp — a Job, a Customer, an Invoice, a custom record you create — is assembled from a stack of building blocks.
A building block is one section of the page: the header, a group of key details, the line items, the schedule, the files and photos, the activity feed. Nothing on a record page is hard-coded.
You choose which building blocks appear and what order they sit in — and the page adapts to each person's role automatically.
That means a dispatcher, a field technician, and an office manager each see the view that fits them when they open the same kind of record — without changing the underlying record or the connections that hold your business together.
Every record comes with an out-of-the-box layout that works immediately. If you want to change the blocks — reorder, add, remove, or group them — you can customize it. It is the same block system either way.
What a record page is made of
Open a Job and you are looking at a page composed from the top down. A header sits across the top, a row of tabs runs underneath it, and the body is split into a wide main column and a narrower sidebar.
Each tab holds its own set of building blocks, and the page draws them in the order you arrange. The diagram below shows the common building blocks that compose a Job page.
The same idea applies to every record type. A Customer page leads with a header, key details, and at-a-glance numbers, then gathers jobs, invoices, files, and conversations on their own tabs.
An Invoice page leads with a header, the line items, the price summary, and the terms. Each page is the same kind of assembly — a header plus an ordered set of building blocks — just composed from different pieces.
The header is always the first building block on every record page, and there is only ever one. It carries the record's title, its current stage, and the buttons that act on the record — Send, Convert, Record Payment, Close, and so on.
Everything below the header is yours to arrange.
The building blocks
FieldCamp ships a library of building blocks you can drop onto any record page.
Some are universal and appear anywhere; others are specific to a record type — a price summary belongs on the records that handle money, a map belongs where there is an address. The table below lists the common building blocks in plain language.
| Building block | What it shows |
|---|---|
| Header | The record's title, its current stage, and the buttons that act on it. Always first; always one per page. |
| Field group | A titled cluster of fields shown as label and value, editable inline — your Details, Contact, Specs, or Pricing section. |
| Custom properties | Any fields you have added yourself, rendered with the right input for each field type. |
| At-a-glance numbers | A strip of big stat tiles — total value, open requests, balance, amount paid. |
| AI summary | A written, plain-English summary of the record you can regenerate on demand. |
| Line items | The priced products and services on the record, drawn from your Price Book, with quantity, rate, and total. |
| Financial summary | A compact money rollup in the sidebar — subtotal, discount, tax, balance, and the emphasized total. |
| Price summary | The full money breakdown — subtotal, discounts, tax, shipping, deposit, paid, and balance due. |
| Payment history | A list of past payments, refunds, and what is still outstanding. |
| Scheduling | Start and end times, timing options, duration, and recurrence for the work. |
| Visits & related tables | Tables of related records — visits, invoices, estimates, tasks — with their own columns and an add button. |
| Assignees | The team members assigned, with conflict and capacity warnings. |
| Address & map | A structured address with directions, and a map pin showing the service location. |
| Contact | Name, phone, and email with call and text buttons. |
| Files | Attachments you can upload, view, and remove. |
| Photo gallery | A grid of job photos, including before-and-after shots. |
| Voice notes | Audio clips recorded on the record. |
| Instructions | A long-form brief — gate codes, access notes, crew instructions, requirements. |
| Forms & checklists | Job forms to fill out and task lists with a progress bar. |
| Signature | A captured customer sign-off with the signer's name and a timestamp. |
| Activity timeline | A chronological feed of every change and event on the record. |
| Record history | The full audit trail — who changed what, when, and the old and new value. |
| Emails | The synced email thread for the record, with reply and compose. |
| Messages | The text-message conversation, with send. |
| Call records | Recent calls with recording playback and a written transcript. |
| Linked parent | A "belongs to" card linking up to the record this one sits under. |
| Assets & service history | Equipment cards with serial and warranty details, and the past service done on them. |
| Terms & contract | A terms-and-conditions section and an attached contract, loadable from a saved template. |
You do not have to choose from this list cold. Every core record arrives with a sensible out-of-the-box layout already built — the Job page, for example, leads with the header, at-a-glance numbers, the AI summary, scheduling, instructions, line items, and the price summary.
Start from that default and adjust, rather than assembling a page from scratch.
Arrange and tailor
A record layout is something you shape, not something fixed. In the layout editor you work building block by building block, and the changes apply to every record of that type.
Reorder
Drag building blocks up or down to change the order they read in. Move the most important sections to the top of the main column and the at-a-glance facts into the sidebar.
The page always draws them in the order you set.
Add, remove, or show by condition
Add a building block from the library when you need it, or remove one you don't. A section can also appear only when a condition is met — for example, a sign-off that shows once a visit is marked complete — or only when a related add-on is connected.
Group into tabs
Spread building blocks across tabs so the page is not one long scroll. Keep the working details on the first tab and gather related records, files, and history on their own tabs.
Place in main or sidebar
Put a building block in the wide main column for the work itself, or in the narrow sidebar for at-a-glance facts. A details group and a financial summary read well in the sidebar; line items and instructions belong in the main column.
Role-based access, built in
FieldCamp applies role-based access to every page on its own. Admins and dispatchers can edit; field crews and office staff get a read-only view of most sections.
So a technician opens a Job and works the schedule, instructions, and forms, while sensitive sections read appropriately for their role — you don't wire it up block by block.
Layouts are set per record type, so the Job page, the Invoice page, and any custom record each have their own arrangement.
When you build a new record type of your own, FieldCamp starts you with a working layout — a header, your fields in the sidebar, and tabs for activity, notes, and files — that you then tailor the same way.
FieldCamp works for any size, from a single-truck operator to a multi-location franchise, residential or commercial.
A solo plumber runs the out-of-the-box layouts as they come; a growing contractor moves a few sections and removes others; a multi-location operation leans on role-based access so dispatchers, crews, and the back office each open the same records to the view that fits their work.
Make it your own
Record layouts are one of four ways FieldCamp bends to your business. They sit on top of the same core records and connections, so you can rearrange a page without disturbing anything underneath.
The cards below link to the rest of the customization model and a couple of records to see it on.
Add your own record types and your own fields. New fields show up in the Custom properties section, ready to place anywhere on the page.
Define the stages each record moves through. The header shows the current stage and the actions that move a record forward.
Set rules so FieldCamp does the next step for you — moving a job to Completed when its visits are done, or to Paid when its invoice is settled.
See the Job page — the header, at-a-glance numbers, scheduling, line items, and price summary — and how its layout is composed.
See how the billing records lead with the line items, price summary, terms, and contract sections.
Whether you run residential or commercial work, every record page is the same idea: a stack of building blocks you arrange, show, hide, and tailor — ready to use on day one, and yours to shape as your business grows.
See also
More in the FieldCamp data model.
How the core records connect, and how to make them your own.
Plain-language definitions of every term.
Related guides
Hands-on, step-by-step guides from the rest of the FieldCamp documentation.
Custom Objects & Fields — Customize FieldCamp | FieldCamp
Add custom fields and custom objects in FieldCamp to track anything your field service business needs — standalone or nested, schedulable, with rules and relationships.
Stages & Workflows — Customize Your Process | FieldCamp
Every FieldCamp record moves through stages you define. Set up workflows, control which moves are allowed, and require information before a stage change.