Overview
The notes feature in FieldCamp allows you to document important information about your clients directly within their profile. Notes help you keep track of client preferences, special instructions, service history, and important communications in one centralized location.
Client notes are stored within each client's CRM profile, making it easy for your entire team to access relevant information before, during, and after service appointments. This ensures consistent service delivery and helps maintain strong client relationships through detailed record-keeping.
Creating Client Notes
Accessing the Notes Feature
Open FieldCamp and navigate to your client list
Select the client you want to add a note for
In the client's profile card, locate the Files section
Click Add Note to create a new note
Basic Note Creation Process
Step 1: Enter Note Content
Click in the note text field
Type your note content using the text editor
Include relevant details like dates, specific instructions, or observations
Step 2: Save Your Note
Review your note for accuracy and completeness
Click Save to store the note in the client's profile
The note will automatically include timestamp and author information
Note Format and Structure
Notes in FieldCamp support basic text formatting and can include:
Plain text content
Line breaks for organizing information
Any relevant details about the client or service
Each note automatically records:
Date and time the note was created
When the note was last modified
Using AI to Create Notes
FieldCamp includes an AI assistant that can help you generate professional, well-structured notes based on simple prompts. This feature ensures consistency and saves time when documenting client information.
How to Generate AI-Assisted Notes
Step 1: Access AI Note Generation
In the client's notes section, click Add Note
Look for the AI Assist or Generate Note icon
Click to activate the AI note generation feature
Step 2: Provide a Prompt
Describe what type of note you want to create
Include key information you want the note to contain
Be specific about the purpose and context
Step 3: Review and Edit
The AI will generate a structured note based on your prompt
Review the generated content for accuracy
Edit any details as needed before saving
AI Prompt Examples
For Service Completion:
"Create a note about completing today's cleaning service for the kitchen and bathrooms"
"Document that we finished the weekly office cleaning and restocked supplies"
For Client Communication:
"Note that the client called to reschedule next week's appointment"
"Record client feedback about being very satisfied with today's service"
For Special Instructions:
"Create a note about the client's new security code and parking instructions"
"Document the client's request to use eco-friendly products only"
Use Case Examples
Service Documentation
Scenario: Recording completion of a cleaning service
Manual Note: "Completed weekly house cleaning on 3/15/24. Cleaned all bathrooms, kitchen, living areas. Client was pleased with results. Next service scheduled for 3/22/24."
AI-Generated Note: Prompt: "Document completion of weekly house cleaning, all areas completed successfully" Generated: "Service completion summary for weekly residential cleaning appointment. All scheduled areas serviced including bathrooms, kitchen, and living spaces. Service completed satisfactorily with no issues reported. Client expressed satisfaction with cleaning quality. Next scheduled service confirmed for following week."
Client Communication Tracking
Scenario: Client called with a special request
Manual Note: "Client called 3/14/24 requesting we focus extra attention on guest bathroom before dinner party this weekend. Confirmed we'll spend additional time on fixtures and mirrors."
AI-Generated Note: Prompt: "Client called requesting extra attention to guest bathroom for upcoming dinner party" Generated: "Client communication log: Received phone call regarding special cleaning requirements for upcoming event. Client specifically requested enhanced attention to guest bathroom area including detailed fixture cleaning and mirror polishing. Request acknowledged and service plan updated accordingly. Special attention confirmed for next scheduled appointment."
Incident Documentation
Scenario: Minor issue occurred during service
Manual Note: "Small vase was accidentally knocked over during cleaning. No damage occurred. Client was informed immediately and was understanding. Will be extra careful around decorative items going forward."
AI-Generated Note: Prompt: "Document minor incident with decorative item during cleaning, no damage, client informed" Generated: "Incident report: Minor contact with decorative item during routine cleaning service. No damage sustained to property. Client was immediately notified of occurrence and responded with understanding. Preventive measures discussed to ensure careful handling of decorative items during future services. Incident resolved satisfactorily."
Special Instructions
Scenario: New access information for client property
Manual Note: "New garage code is 4567. Client mentioned they'll be working from home on Tuesdays now so prefer quieter cleaning methods on those days."
AI-Generated Note: Prompt: "New garage access code 4567, client works from home Tuesdays, needs quiet cleaning" Generated: "Access and service preference update: New garage entry code updated to 4567 effective immediately. Client schedule change noted - now working from home on Tuesdays. Service approach modified for Tuesday appointments to minimize noise disruption. Quiet cleaning methods and equipment to be prioritized on client's work-from-home days."
The notes feature in FieldCamp, enhanced with AI assistance, helps cleaning businesses maintain detailed client records that improve service quality and strengthen customer relationships through better communication and attention to individual client needs.