The Client Card in FieldCamp provides a comprehensive and structured overview of all relevant client information. It acts as a knowledge graph, enabling users to access contact details, custom properties, upcoming events, email exchanges, and client files efficiently. This feature ensures seamless client management by consolidating critical data into one intuitive interface.
Key Features of the Client Card
1. Client Details & Custom Properties
View basic client information including name, phone, email, and address.
Any custom properties added (e.g., industry, preferences, VIP status) are displayed.
2. Events
Displays upcoming jobs and calendar events linked to the client.
Allows users to schedule new tasks or appointments directly from the Client Card.
3. Email Exchanges
View past email conversations with the client.
Compose and send new emails from within the Client Card.
4. Client Files & Notes
Upload and manage client-related files.
Create folders to organize files effectively.
Add notes manually or use AI-powered note templates (e.g., a material list template).
Steps to View and Utilize Client Cards
1. Navigate to the Client Card
Open in your browser.FieldCamp
Go to the Clients section from the main menu.
Click on a client’s name to open their detailed Client Card.
2. Explore the Client Card Layout
The card typically includes:
Name & Profile Photo
Contact Details (Phone & Email)
Address
Custom Properties
Notes & Service History Summary
Tabs for Emails, Events, and Files
3. Access Detailed Information
Click on tabs to switch between Details, Events, Emails, and Files.
View past jobs, invoices, or appointments.
Download or attach important documents.
4. Perform Actions from the Client Card
Edit Client Information: Update contact details or add notes.
Schedule Services: Create jobs or calendar events linked to the client.
Send Emails: Start email conversations directly from the Client Card.
Manage Files: Upload new files, organize them in folders, or create structured notes.
5. Search & Filter Client Cards
Search Bar: Quickly find a client by name, email, or location.
Filters: Narrow down results based on client status, last contact date, or other parameters.
Key Benefits
Centralized Client Information: Access everything related to a client in one place.
Time-Saving: Quickly retrieve past interactions, documents, and scheduled tasks.
Improved Organization: Use filters, structured notes, and categorized files.
Seamless Communication: Integrate email conversations directly within the Client Card.
With FieldCamp’s Client Card feature, managing client relationships becomes more streamlined, structured, and efficient, ensuring all necessary details are easily accessible at a glance.