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FieldCamp Command Centre: Your AI Business Assistant

Control FieldCamp with natural language commands. Create clients, schedule jobs, send emails, and manage your entire workflow through AI.

Updated over 2 months ago

What is Command Centre?

Command Centre is FieldCamp's AI-powered interface that allows you to interact with your entire field service business using natural language. Located as the first option in the sidebar, Command Centre serves as both your business intelligence analyst and automated task executor, eliminating the need to navigate through multiple menus.

Accessing Command Centre

Location

fieldcamp command center access

  • Click Command Centre in the sidebar (first menu option)

  • Keyboard shortcut: Cmd/Ctrl + K

  • Available on both web and mobile platforms

Two Operating Modes

1. Chat Mode - Your Business Intelligence Assistant

chatgpt for your field service business

Chat Mode transforms FieldCamp into an intelligent business advisor that knows everything about your operations. Like ChatGPT for your field service business, it analyzes your data and provides insights to help you make informed decisions.

What Chat Mode Can Answer:

Financial Insights:

  • "What invoices are currently overdue?"

  • "What's our expected revenue this week?"

  • "Show me unpaid invoices over 30 days"

  • "What's our average job value this month?"

  • "Which services generate the most revenue?"

Performance Analytics:

  • "Who are my top-performing technicians?"

  • "What's our first-time fix rate?"

  • "Which technician has the highest customer rating?"

  • "Show me job completion rates by team member"

  • "What's our average response time for emergency calls?"

Operational Status:

  • "How many jobs are scheduled tomorrow?"

  • "Which technicians are available this afternoon?"

  • "What maintenance contracts expire this month?"

  • "Show me all emergency calls from today"

  • "Which clients haven't been serviced in 6 months?"

Customer Intelligence:

  • "Who are our top 10 clients by revenue?"

  • "Which clients have outstanding balances?"

  • "Show me clients in ZIP code 12345"

  • "What's the service history for ABC Company?"

  • "Which clients are due for maintenance?"

Inventory & Resources:

  • "What parts are low in stock?"

  • "How many water heaters did we install this quarter?"

  • "Which van has the most inventory?"

  • "What equipment needs calibration?"

How Chat Mode Works:

  1. Ask questions in natural language

  2. AI analyzes your FieldCamp data in real-time

  3. Receive instant answers with specific numbers and details

  4. Follow up with clarifying questions for deeper insights

2. Command Mode - Your Task Automation Assistant

fieldcamp command cente

Command Mode executes actions within FieldCamp using simple text commands. It handles all CRUD operations (Create, Retrieve, Update, Delete) without requiring you to navigate through forms and menus.

What Command Mode Can Do:

Client Management:

  • "Create a new client John Smith, phone 555-0123, email [email protected]"

  • "Update Sarah Johnson's phone number to 555-9876"

  • "Add notes to ABC Company about their gate code 1234"

  • "Find all clients on Main Street"

  • "Delete duplicate entry for Mike Wilson"

Job Scheduling:

  • "Schedule HVAC maintenance for John Smith tomorrow at 2 PM"

  • "Create emergency plumbing job for 123 Oak Street"

  • "Assign the Johnson job to technician Mike"

  • "Reschedule all of Tuesday's jobs to Wednesday"

  • "Cancel the 3 PM appointment"

Invoicing & Quotes:

  • "Create invoice for today's job at ABC Company"

  • "Generate quote for AC installation for Smith residence"

  • "Add 10% discount to invoice #1234"

  • "Mark invoice #5678 as paid"

  • "Send payment reminder for all overdue invoices"

Service & Inventory:

  • "Add new service 'AC Tune-up' priced at $150"

  • "Update furnace installation price to $3500"

  • "Add 50 air filters to inventory"

  • "Create new service category for electrical work"

Navigation Help:

  • "How do I create a recurring job?"

  • "Where do I find tax settings?"

  • "How to export customer list?"

  • "Show me how to set up email templates"

  • "Where can I view team performance?"

Command Syntax Examples:

Simple Commands:

  • "Create client [name]"

  • "Schedule job for [client] at [time]"

  • "Find invoice [number]"

  • "Update job status to complete"

Complex Commands:

  • "Create a plumbing job for John Smith at 123 Main St tomorrow at 10 AM and assign it to Mike"

  • "Generate and email invoice for all completed jobs from today"

  • "Update all pending quotes to expired if older than 30 days"

Switching Between Modes

How to Switch:

switch between modes

  1. Open Command Centre

  2. Look for mode dropdown

  3. Click to switch between Chat and Command

  4. Mode selection persists for your session

When to Use Each Mode:

Use Chat Mode When:

  • Analyzing business performance

  • Making data-driven decisions

  • Understanding trends and patterns

  • Getting quick business insights

  • Reviewing financial status

Use Command Mode When:

  • Creating new records

  • Updating existing information

  • Scheduling and dispatching

  • Processing routine tasks

  • Learning how to use features

Best Practices

Effective Chat Mode Queries:

  • Be specific with date ranges

  • Include relevant filters

  • Ask follow-up questions for clarity

  • Request comparisons for context

Efficient Command Mode Usage:

  • Use client names exactly as stored

  • Include all required information upfront

  • Verify command success messages

  • Chain related commands together

Time-Saving Tips:

  • Save frequently used commands

  • Use Command Centre instead of manual navigation

  • Batch similar operations together

  • Learn common command patterns

Limitations

Chat Mode Cannot:

  • Access external data sources

  • Predict future trends

  • Make business decisions for you

  • Access deleted records

Command Mode Cannot:

  • Execute commands outside FieldCamp

  • Bypass permission restrictions

  • Perform bulk deletes without confirmation

  • Modify system settings

Common Use Cases

Morning Routine:

  1. "Show me today's schedule" (Chat)

  2. "Which technicians called in sick?" (Chat)

  3. "Reassign John's jobs to available techs" (Command)

  4. "What's our expected revenue today?" (Chat)

End of Day:

  1. "How many jobs were completed today?" (Chat)

  2. "Create invoices for all completed jobs" (Command)

  3. "Which jobs need follow-up?" (Chat)

  4. "Schedule follow-ups for tomorrow" (Command)

Weekly Review:

  1. "Compare this week's revenue to last week" (Chat)

  2. "Show me technician utilization rates" (Chat)

  3. "Which clients haven't paid?" (Chat)

  4. "Send payment reminders" (Command)

Pro Tip: Start with Chat Mode to understand your data, then use Command Mode to take action based on those insights

Quick Start: Try asking "What jobs are scheduled today?" in Chat Mode, then "Create a job for tomorrow" in Command Mode.

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