Team Members — The People Record | FieldCamp

The FieldCamp Team Members record holds the people who do the work. See their fields, skills, certifications, and service areas, and how they staff Jobs.

A Team Member is a person on your team — a technician, a crew member, or office staff. The record carries who they are and how to reach them, the skills they hold, the certifications behind those skills, and the service areas they cover.

Those details are what let FieldCamp put the right person on the right work: team members are assigned to Jobs and staff the individual Visits that carry a job out in the field.

Every new FieldCamp account ships with the Team Member record ready to use, so you can add your people, give them roles and access, and start scheduling without any setup.

FieldCamp works for any size, from a single-truck operator where one person wears every hat to a multi-location franchise with crews at each site, residential or commercial.

What a Team Member captures

A Team Member record holds the person's identity, how to reach them, the role that sets what they can see and do, the skills and certifications they bring to the work, and the areas they cover.

The table below lists the details a team member carries.

Field	What it is
Name	The team member's name, with an optional display name used on lists, documents, and outbound email.
Email	The address they sign in with and receive notifications at.
Phone	The team member's contact number.
Profile picture	A photo or avatar for the person.
Employee ID	Your own payroll or HR identifier for the person.
Role	The role that decides what the team member can see and do. A person can hold more than one role at once.
Skills	The capabilities the team member is qualified for — for example refrigerant handling, panel upgrades, or drain cleaning.
Certifications	The credentials that back a skill, carried on the skills a team member holds.
Service areas	The geographic areas the team member covers.
Hourly rate	The standard pay rate, with optional overtime and emergency rates.
Start and end address	Where the team member begins and ends their day, used for routing.
Schedule	The team member's working hours, inherited from the company schedule or set just for them.
Active	Whether the person is currently working. Switch it off to retire someone without deleting their record.
Assignable to jobs	Whether the team member can be put on jobs, manually or by the dispatcher.

The Team Member record is managed from Team Management rather than running on a stage-by-stage workflow like a Job or an Invoice. A person is simply Active or not, so there is no pipeline to move them through.

How Team Members connect

A Team Member sits at the center of who does the work.

The person holds skills, those skills carry certifications, and the person covers service areas — and on the work side, a team member is assigned to Jobs and staffs the Visits that carry those jobs out.

The diagram below shows the records a Team Member connects to.

Read the connections outward from the Team Member:

A Team Member holds many Skills, and a skill can be held by many team members.
A Skill is backed by one or more Certifications, so the credential lives with the skill the team member holds rather than on the person directly.
A Team Member covers many Service Areas, and a service area is covered by many team members.
A Team Member is assigned to many Jobs and staffs many Visits — a job or a visit can have several people on it, and a person works many jobs and visits.
A Skill qualifies a team member for the Job Types it applies to, and a Job can list the skills it requires.
A Customer can name preferred team members, so familiar faces come back to the same site.

Because a Job is carried out through Visits, a team member can be assigned at the job level and staffed onto each visit.

See Visits for how the people on a trip to the site are scheduled and tracked, and Jobs for the work they are assigned to.

Skills, certifications, and coverage

Skills, certifications, and service areas are not just labels on a profile — they are what FieldCamp uses to match people to work.

Skills describe what a person can do

Each Team Member holds a set of skills, and each skill describes a capability the work might need.

A Job can list the skills it requires, and a skill is also tied to the job types it applies to, so the system knows which people are qualified for a given piece of work.

Certifications back the skills

A skill can carry one or more certifications — the credentials that prove the capability is real. Because certifications attach to the skill, anyone who holds that skill carries its certifications with them, and you record the credential once rather than on every person.

Service areas set where a person works

Each Team Member covers a set of service areas — defined by a radius, a set of zip codes, or named cities.

Coverage tells FieldCamp which people are positioned to take work in a given area, which is what keeps a technician from being routed across the region for a job a nearer team member could take.

Put together, skills, certifications, and service areas answer the assignment question: who is qualified for this work, and who is positioned to do it.

A team member who holds the required skills and covers the job's area is a match; the start and end addresses and the working schedule then shape how the day is routed.

The flow below shows how those details narrow a job down to the right person.

A team member can also be marked as assignable to jobs or not. Turning that off keeps the person in your team — with their skills and history intact — while leaving them out of both manual assignment and the dispatcher.

On the Team Member page

This page comes with an out-of-the-box layout, built from building blocks. If you want to customize the blocks — reorder, add, hide, or group the sections below — you can. See Record layouts & building blocks.

The Team Member page gathers the person's profile in one place. It reads as a set of grouped sections rather than a long form, so you can find an address or a rate without scrolling past everything else.

Header — the person's name and photo, their role, and an indicator of whether they are active.
Contact — name, display name, email, and phone.
Role and access — the role or roles that set what the person can see and do, plus the option flags that fine-tune their access.
Skills and certifications — the capabilities the team member holds and the credentials behind them.
Service areas — the areas the person covers.
Pay — the hourly rate, with overtime and emergency rates when you use them.
Schedule and routing — the working hours and the start and end addresses used to plan the day.
Custom properties — any fields you have added to the Team Member record.

The Team Member record is created and edited through Team Management. When you invite someone, FieldCamp sends them an invitation to set their password and sign in, and their status moves from invited to active once they accept.

Make it your own

The Team Member record is the starting point, not the limit. You can shape both what it captures and what each person is allowed to do.

Roles and permissions

A role sets what a team member can see and do. Give an office manager broad access, a lead technician the ability to update pricing, and a field tech a view limited to their own schedule — and assign more than one role to a person when their job spans both.

Custom fields

Add your own fields to the Team Member record and they appear in the Custom properties section. Track a license expiry, a uniform size, a vehicle assignment, or anything else your business keeps on its people.

Because roles and custom fields sit on top of the same record, you can adapt FieldCamp to your team gradually — start with the people and roles you need on day one, then add fields and refine access as the business grows.

Jobs

The work a team member is assigned to. A job can list the skills it requires and the team responsible for it.

Visits

The trips to the site that team members staff. A job is carried out as one or more visits, each staffed by people.

Service areas

The geographic areas team members cover, used to position the right people for the work.

Custom objects and fields

Add your own fields to the Team Member record, and shape roles and access for your team.