What is the FieldCamp Client Card?
The FieldCamp Client Card serves as a unified client intelligence dashboard that consolidates all client interactions, documents, and data into a single, actionable interface. This comprehensive view enables service businesses to access contact details, communication history, job records, financial data, and custom properties instantly, eliminating the need to navigate multiple systems or screens.
FieldCamp Client Card → provides → complete client intelligence Client data → consolidates into → unified dashboard Service businesses → access → all client information instantly
Accessing the Client Card
Primary Access Methods
From Client Table
Navigate to Clients section in main menu
Click any client name to open their Client Card
Use quick view icon for preview without full navigation
Use top navigation search bar
Type client name, email, or phone
Select client from search results
From Job/Invoice Records
Click client name link from any job, invoice, or estimate
Automatically opens associated Client Card
Core Components and Navigation
Tab-Based Information Architecture
The Client Card organizes information through five primary tabs, each serving specific operational needs:
1. Details Tab
Primary client information hub containing:
Contact Information: Name, phone numbers, email addresses
Physical Address: Service location with map integration
Custom Properties: Industry-specific fields (VIP status, contract type, preferred service times)
Internal Notes: Private team observations and instructions
Tags: Categorical labels for segmentation
Creation/Update Metadata: Timestamps and user attribution
2. Activity Tab (Enhanced with Communication Logs)
Complete interaction timeline including:
Call Logs (NEW)
Inbound/outbound call records
Call duration and timestamps
Recording links (if enabled)
Call notes and outcomes
Missed call notifications
Click-to-Call: Initiate calls from Client Card
SMS Logs (NEW)
Complete text message history
Two-way conversation threads
Delivery status tracking
Media attachment support
Automated message logs
Quick Reply: Send messages without leaving Client Card
Timeline Events
Job creation and updates
Visit Details
Google Calendar Events
Comprehensive job tracking with:
Job List View: All associated jobs with status indicators
Scheduled (blue indicator)
In-progress (orange indicator)
Completed (green indicator)
Cancelled (red indicator)
Quick Actions:
Add new job
Clone existing job
Convert to recurring
Financial Summary: Total revenue per client
Job Details: Date, time, assigned team, service type
3. Emails Tab
Email communication management featuring:
Conversation Threading: Grouped email exchanges
Compose Functionality: Send emails without leaving FieldCamp
Attachment Handling: View and download email attachments
Integration Status: Sync with external email providers
4. Files Tab
Document management system with:
File Upload: Drag-and-drop or browse functionality
Folder Organization: Create hierarchical folder structures
File Types Supported:
Documents (PDF, DOC, XLSX)
Images (JPG, PNG, GIF)
Videos (MP4, MOV)
Archives (ZIP, RAR)
Notes Creation:
Manual note entry
AI-powered templates (material lists, inspection reports)
Search and Filter: Find files by name, type, or date
Version Control: Track file modifications
Files Tab → centralizes → document management Folder structure → organizes → client assets AI templates → accelerate → note creation
5. Assets Tab
Equipment and asset tracking including:
Asset Registry: List of client-owned equipment or products used at jobs for this client
Billing Information Hub
Financial data consolidation showing:
Document numbers
Delivery status (Draft/Sent/Viewed)
Payment status (Unpaid/Partial/Paid)
Associated job references
Estimates: Pending and accepted quotes
Payment Methods: Stored payment preferences
Outstanding Balance: Real-time account status
Payment History: Transaction logs
Key Benefits
360-Degree View: Complete client perspective in one location
Time Efficiency: 70% reduction in information retrieval time
Communication Tracking: 100% interaction visibility
Document Security: Centralized, permissioned file storage
Team Collaboration: Shared notes and activity visibility
Compliance Ready: Complete audit trail for all interactions
Scalability: Handles unlimited clients without performance degradation