FieldCamp's Products & Services Management transforms how field service businesses organize their offerings through a comprehensive system that combines individual items, bundled packages, and hierarchical categorization.
This integrated approach enables businesses to manage everything from simple hourly services to complex multi-component packages, all organized within a structured category system that scales from small operations to enterprise-level price books.
The platform's recent enhancements introduce Price Book Bundles for grouping services and products with flexible pricing strategies, plus multi-level category organization supporting subcategories for industries like HVAC and plumbing that require extensive product cataloging.
Products & Services → centralizes → business offerings
Price bundles → enable → flexible packaging strategies
Category hierarchy → organizes → complex inventories
Accessing Products & Services Management
Navigation Methods
Primary Access
Click "Products & Services" in main navigation menu
System opens to main table view
Top navigation shows: Products & Services | Price Book | Categories tabs
Quick Access
Dashboard widget for frequently used items
Search bar for instant item lookup
Recent items list for quick selection
Mobile Access
Simplified interface on mobile devices
Full functionality maintained
Offline capability for viewing
Core Components Overview
Three-Tier System Architecture
1. Individual Products & Services
Basic units of your offerings
Standalone items with independent pricing
Foundation for bundles and packages
2. Price Book Bundles/Packages
Grouped products/services sold together
Flexible pricing models (fixed, dynamic, discounted)
Customer value propositions
3. Categories & Subcategories
Organizational structure for navigation
Industry-specific groupings
Hierarchical organization (parent/child relationships)
Key Features of Products & Services Management
Products & Services Table: View, edit, and manage all products and services in a structured format.
Add & Delete Products: Easily create or remove offerings from your inventory.
Organize Functionality: Filter, sort, group, and customize the displayed data for better navigation.
Custom Fields: Add and manage product attributes like price, duration, category, or warranty.
Managing Individual Products & Services
Adding New Items
Step 1: Access Creation Interface
Navigate to Products & Services section
Click "+ Add New" button (top-right)
Item creation form opens
Step 2: Enter Basic Information
Name: Descriptive title (e.g., "AC Maintenance Service")
SKU/Code: Internal reference number
Type: Product or Service designation
Status: Active/Inactive toggle
Step 3: Configure Pricing
Base Price: Standard rate
Cost: Internal cost tracking
Margin: Automatic calculation
Tax Rate: Applicable tax percentage
Step 4: Set Service Parameters
Duration: Estimated time (for services)
Warranty Period: Coverage duration
Minimum Quantity: Order requirements
Maximum Quantity: Inventory limits
Step 5: Assign Categories
Select primary category
Add secondary categories if needed
Tags for additional organization
Editing Existing Items
Click item name in table to open edit mode
Modify any field as needed
Review change impact on active bundles
Save changes with version tracking
Bulk Operations
Import: CSV upload for mass addition
Export: Download current catalog
Bulk Edit: Select multiple items for simultaneous updates
Archive: Soft delete for seasonal items
Deleting a Product or Service
If a product or service is no longer needed:
Locate the item in the Products & Services Table.
Click the Delete icon next to the entry.
Confirm the deletion (Warning: Deleted items cannot be restored).
Enabling Online Booking for Individual Products/Services
Configuration During Creation
Step 1: Access Product/Service Creation
Navigate to Products & Services
Click "Add Product/Service"
Fill in Basic Information tab
Step 2: Navigate to Online Booking Tab
Click "Online Booking" tab in creation modal
Online booking configuration options appear
Two primary settings available
Online Booking Settings
Enable Online Booking
Checkbox: "Enable online booking"
Purpose: Makes item available in customer booking portal
Impact: Item appears in public-facing service menu
Visibility: Can be further controlled by categories/rules
Customer Form Collection
Checkbox: "Allow customer to fill form"
Purpose: Collects additional information during booking
When Used: Activated when this service is selected
Form Display: Shows after service selection, before confirmation
Configuring Product Forms
Understanding Product Forms Product Forms are customizable questionnaires attached to specific services that customers complete during online booking, ensuring technicians have necessary information before arrival.
Form Selection Process
Available Forms Section
Lists all created forms in system
Forms created separately in Forms module
Can attach multiple forms to one service
Form Attachment
Check box next to relevant form(s)
Example shown: "Repair" form for repair service
Form description displays for clarity
Form Behavior
Triggers when service selected online
Required fields must be completed
Responses attached to job automatically
Organizing the Products & Services Table
FieldCamp provides various organization tools to help users filter, sort, and customize the table view.
1. Using the Organize Button
Click Organize at the top-right corner of the table.
The Organize Panel allows users to:
Filter: Display only relevant products or services based on criteria (e.g., category, price range, or availability).
Sort By: Arrange entries in ascending or descending order (e.g., alphabetically by name, price, or date added).
Group By: Categorize products/services by attributes like category, pricing tier, or warranty.
Columns: Select which columns to display, customizing the data view.
Pagination & Infinite Scroll: Adjust how many entries appear per page or enable infinite scrolling.
2. Searching for Products & Services
Type keywords, product names, or service types to locate specific entries instantly.
3. Customizing Views
Save View: After applying filters, sorting, or column adjustments, save the view for future use.
Load Saved Views: Quickly switch between pre-configured table layouts.
Price Book Bundles: Creating Value Packages
Understanding Bundle Types
Fixed Bundles
Pre-defined item combinations
Set quantities for each component
Single package price
Example: "Complete HVAC Installation Package"
Dynamic Bundles
Customer selects from options
Variable quantities allowed
Price adjusts based on selections
Example: "Choose Your Maintenance Plan"
Tiered Bundles
Multiple package levels (Basic, Standard, Premium)
Progressive value addition
Clear upgrade paths
Example: "Service Agreement Tiers"
Creating a Package/Bundle
Step 1: Initiate Package Creation
Click "+ Create Package" button
Package creation modal opens
Select package type from dropdown
Step 2: Configure Package Details
Basic Information
Package Name: Clear, marketable title
Description: Value proposition and contents
Category: Optional categorization
Valid Period: Time-limited offers if applicable
Step 3: Add Package Items
Item Selection Process
Click "Select" dropdown in Package Items section
Browse or search available products/services
Select item to add to bundle
Set quantity for each item
Configure individual pricing (optional)
Adding Multiple Items
Click "Add Item" button for additional rows
Each row represents one product/service
Remove items with X button
Reorder by dragging rows
Step 4: Configure Pricing Strategy
Pricing Options
Individual Items Total
Shows sum of all component prices
Displays as reference point
Highlights savings in bundle
Package Price Setting
Fixed Price: Override individual pricing
Percentage Discount: Apply bundle discount
Margin-Based: Set desired margin
Custom Formula: Complex pricing rules
Example Pricing Scenarios
Individual Total: $500.00
Bundle Discount: 20%
Package Price: $400.00
Customer Saves: $100.00
Categories: Organizing Your Price Book
Understanding Category Hierarchy
Parent Categories
Top-level classifications (HVAC, Plumbing, Electrical)
Broad service areas
Primary navigation structure
Subcategories
Second-level organization
Specific service types
Detailed classifications
Multi-Level Structure Example
HVAC (Parent)
├── Installation (Subcategory) │
├── Residential AC (Sub-subcategory)
└── Commercial Systems
├── Maintenance │
├── Preventive │
└── Emergency
Creating Categories
Step 1: Access Category Management
Click "Categories" tab in Products & Services
Click "Add New Category" button
Category creation form opens
Step 2: Configure Category Settings
Required Fields
Category Name: Clear identifier
Industry: Select relevant industry (HVAC, Plumbing, etc.)
Item Type: Products, Services, or Both
Optional Enhancements
Description: Detailed explanation
Color Coding: Visual differentiation
Icon Selection: Quick visual reference
Sort Order: Display priority
Step 3: Establish Hierarchy
Select parent category (if subcategory)
Set relationship type
Configure inheritance rules
Define navigation path