Overview
FieldCamp's client management system serves as the central hub for all customer information in your field service business. Every client record connects to jobs, invoices, service history, and communications, creating a complete picture of your customer relationships.
The system supports multiple ways to add, edit, and organize clients, whether you're in the office using the web platform or in the field using the mobile app.
Adding New Clients
Using the Standard Client Form
The primary method for adding clients is through the dedicated client form in the Clients section. Navigate to the Clients tab in your main dashboard and click the "+ Add Client" button located in the top-right corner. This opens a comprehensive form where you can enter all client details.
Required Information:
Full Name (individual or company name)
Contact Method (email or phone number - at least one required)
Optional but Recommended Information:
Company Name for business accounts
Service Address for accurate job scheduling and navigation
Billing Address if different from service location
Notes for special instructions like gate codes, pet warnings, or preferred service times
Tags to categorize clients (VIP, Commercial, Residential, Contract)
After entering the information, review it for accuracy and click Save. A success message confirms the client has been added, and they immediately appear in your client list. The new client record is now accessible across all devices and to all team members with appropriate permissions.
Quick Add via Command Centre
For faster client creation, use natural language commands in the Command Centre.
Type natural language commands:
"Add client John Smith, email [email protected], phone 555-0123"
"Create new client ABC Company at 123 Main Street"
When migrating from another system or adding multiple clients at once, the bulk import feature saves significant time.
For multiple clients:
Understand the table template from Clients
Fill required columns: Name, Email/Phone in your Excel/CSV
Upload completed CSV
Map fields and confirm import
Editing Client Records
Accessing Client Information for Editing
FieldCamp provides three convenient ways to edit client information.
Click directly on a client's name to open their client card, then select the Edit button.
Alternatively, use the search (CMD+K) to find any client in the CRM and edit it
For Command Centre users, natural language updates like "Update John Smith's phone to 555-9999" provide the fastest method for simple changes.
Understanding Editable Fields
Editable Fields
Contact Information:
Name changes
Email updates
Phone number modifications
Address corrections
Service Details:
Preferred technician
Service notes
Equipment information
Access instructions
Billing Information:
Payment terms
Tax exempt status
Billing contact
Credit limits
Saving Changes
Click "Update" to apply modifications
When you save changes to a client record, FieldCamp immediately synchronizes the updates across all platforms. Team members see the changes in real-time, whether they're using the web platform or mobile app.
Deleting Client Records
Understanding Deletion Restrictions
FieldCamp protects your business data by preventing accidental deletion of clients with active relationships. The system checks for active jobs scheduled, unpaid invoices, recurring service contracts, and unresolved tickets before allowing deletion. This prevents loss of important financial and operational data.
Deletion Process
Locate Client:
Search by name or email
Find in client list
Initiate Deletion:
Click delete icon (🗑️)
Or use Command Centre: "Delete client John Smith"
Review Impact:
System shows: Associated jobs (count), Invoices (count), Files (count)
Warning about permanent data loss
Confirm Action
Client Search and Filtering
Search bar accepts: Name, email, phone, address
Partial matches supported
Real-time results as you type
Advanced Filters
Filter Options:
Status: Active, Inactive, Prospect
Type: Residential, Commercial, Industrial
Location: City, ZIP code, service area
Tags: VIP, Contract, One-time
Date Added: This week, month, year
Last Service: Recent, overdue, never
Saved Filters
Save frequently used filters
Name custom views (e.g., "VIP Clients", "Overdue Maintenance")
Share filters with team members
Grouping Options
Group by: Status, location, assigned technician
Expandable/collapsible groups
Drag-drop between groups
Sorting Capabilities
Sort by: Name (A-Z), recent activity, revenue
Ascending/descending order
Multi-column sorting available
Custom Properties
Add industry-specific fields
Examples: Equipment type, warranty status, preferred service window
Configure in Settings > Custom Fields
Client Data Management
Understanding the Client List View
The client list provides an at-a-glance overview of your entire customer base. Each row displays essential information including the client's name and company, primary contact method, date of last service, any outstanding balance, and visual status indicators.
This condensed view helps you quickly assess client relationships and identify those needing attention.
Exploring the Client Card
Clicking on a client opens their comprehensive client card, which serves as a complete customer dossier. The contact information section displays all phone numbers, email addresses, and physical addresses.
The service history timeline shows every interaction chronologically, from initial contact through recent services. Financial information includes all invoices, payments, and current balance. Attached files consolidate contracts, photos, and documents in one location.
The communication log tracks all emails, calls, and notes, providing context for future interactions. Custom field values display your industry-specific information, while internal notes remain visible only to your team for sensitive information or special instructions.
Integration with Other FieldCamp Features
Job Management Integration
Client records seamlessly connect to FieldCamp's job management system. Create new jobs directly from a client card with information pre-populated.
During scheduling, technicians can view complete service history to understand equipment, previous issues, and client preferences. This integration ensures continuity of service and helps technicians prepare appropriately for each job.
Email and Communication Tracking
The email integration automatically logs all communications with clients. Send emails directly from the client card using the Email Canvas feature, with AI assistance for professional communication.
All email exchanges appear in the client's timeline, providing complete conversation history for any team member who needs context.
Financial Connections
Client records integrate with invoicing and payment systems. Generate new invoices from the client card with all billing information automatically populated.
View payment history to understand client payment patterns and identify slow payers. Credit limits and terms apply automatically to new transactions, maintaining consistent financial policies.
Need Help? Contact [email protected] for assistance with client management or data migration questions.