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How to Make Calls within FieldCamp?

Set up calling in minutes, record conversations, and let AI create summaries — all linked to your client records.

Updated over 3 weeks ago

FieldCamp Calling Guide

Overview

FieldCamp Calling lets you make and receive professional phone calls straight from your browser—no extra hardware or apps required. FieldCamp keeps all call activity, recordings, and transcriptions connected seamlessly to client records and team collaboration.

What You'll Accomplish

After reading this guide, you'll be able to:

  • Make and receive calls from your browser

  • Access auto-recorded calls for future review

  • View transcriptions and AI-powered call summaries

  • Link calls automatically to client profiles

  • Share recordings and insights with your team

Prerequisites

Before you begin, ensure you have:

  • Admin access to FieldCamp

  • Twilio number purchased (see Twilio Number Setup Guide)

  • Modern browser with a working microphone

  • Stable internet connection

  • Active Calls addon subscription

Setting Up Calling in FieldCamp

  1. Click Settings in the FieldCamp sidebar

  2. Click Addons at the sidebar
    ​

    FieldCamp Calls Addon setup screen showing phone number configuration and call management options.

  3. Find and click Install on the Calls addon to activate calling functionality

  4. Click Setup Twilio Account
    ​

    Twilio Console showing Account SID and Auth Token fields used to integrate Twilio with FieldCamp for calls and messaging.

  5. Copy Account SID and Auth Token from Twilio.
    ​

    FieldCamp Calls Add-on Configuration page showing fields to add Twilio Account SID and Auth Token for call and messaging setup.

  6. Copy your Twilio Account SID and Auth Token into the setup fields

  7. Click Validate

  8. Purchase a new Twilio phone number or add existing numbers

  9. Set one number as Primary for outbound calls

  10. Configure settings as needed (recording, voicemail, friendly name)

Success Check: Your purchased number appears in the phone numbers list and shows "Active" status.

Accessing the Calling Feature

  1. Open your FieldCamp dashboard

  2. Click Inbox in the left sidebar
    ​

    FieldCamp Inbox Calls tab shows call history with client names, phone number, and call status details.

  3. Click the Calls tab to view call history and start calls

Success Check: You see the Calls tab with call history and a Call button in the top-right corner.
​

If you see "Connect Calls Add-on": You need to activate the Calls add-on and set up your business phone number. Follow the Twilio Number Setup Guide for step-by-step instructions.

Accessing Calls from Client Profiles

FieldCamp client detail view show the Activity tab with call history and communication records for an existing client.


​
​View call history:

  1. Open an existing client

  2. Click the Activity tab

  3. View all call history with that client

Make a new call:

  1. Open an existing client

  2. Click the Call dropdown at the top-right corner

  3. Select the number to call the client

Success Check: You can see all past calls and make new calls directly from the client profile.
​

Microphone Setup

On first use, FieldCamp prompts for microphone access:

  1. Click Allow when prompted

  2. Wait for status to change to "Phone active"

Success Check: Status changes to "Phone active" once permission is granted.

If denied: Follow in-app instructions to enable microphone in browser settings, then refresh the page.

Making Calls:

1. Quick Dial

  1. Click the Call button at the top-right corner

  2. The dialer opens
    ​

    FieldCamp Calls Add-on popup showing Caller ID selection dropdown and input field to enter a phone number for outbound calls.

  3. Select your Caller ID number (if more than one is available)

  4. Enter the phone number (any format with country code)

  5. Click Call to start

Success Check: You hear ringing and the call widget appears showing caller information and duration.

2. Calling from Client Records

  1. Open a client profile or use call history

  2. Click the phone number to redial or call recognized contacts

Success Check: FieldCamp displays client information for calls with recognized numbers.

3. During the Call

You can see:

  • Caller name/number

  • Call duration

  • Status

Available actions:

  • Click Mute/Unmute to control your microphone

  • Click End Call to disconnect

  • Drag the call widget to reposition it as needed

4. Receiving Calls

  1. When an incoming call arrives, a browser popup appears with caller information and ringtone

  2. Click the green Accept button to answer

  3. Click the red Decline button to send to voicemail

  4. Or ignore the call to send it to voicemail automatically

Success Check: When you accept a call, the call widget appears and you can speak with the caller.

Note: Your call history displays missed calls.

Call History and Recordings:

1. View Call History

  1. Click Inbox in the left sidebar

  2. Click the Calls tab

  3. All calls appear in the list (missed, outgoing, received, voicemails)

Success Check: You see all past calls with timestamps, duration, and caller information.

2. Access Call Details and Recordings

  1. Click any call in the history

  2. The call details expand showing:

    a. Recording playback

    b. Transcription

    c. AI summary

    d. Call metadata

Success Check: You can play the recording and read the transcription.

3. Filter Calls

  1. Click the Filter dropdown

  2. Select specific call types:
    ​Missed, Received, Outgoing, or All

Success Check: Your call list updates to show only the selected call type.

4. Download or Share Recordings

  1. Click any call to open details.

  2. Click Download to save the recordings on the device.

  3. Click Copy link of Recordings to share recordings to team members.

Success Check: Recording downloads to your device or share dialog opens.

Transcriptions & AI Features:

1. View Transcription and AI Summary

  1. Click any call in your history to expand it

  2. View the transcription showing the full conversation
    ​

    FieldCamp Inbox Calls view showing caller history with AI summary generated from call transcription for quick insights.

  3. Review the AI summary showing:

    a. Key points

    b. Sentiment

    c. Action items

Success Check: You see the full conversation transcript and AI-generated summary.

2. Improve Transcription Accuracy

  1. Click Improve with AI if the transcription needs enhancement

  2. Wait for processing to complete

Success Check: The transcription updates with improved accuracy.

Managing Voicemails:

  1. Click Inbox in the left sidebar

  2. Click the Calls tab

  3. FieldCamp displays voicemails as entries with a special voicemail icon

Available actions:

  • Play the voicemail

  • Download the recording

  • View transcription

  • Read AI summary

  • Respond by calling, texting, or assigning tasks

Success Check: You can play voicemail recordings and see their transcriptions.

Client Integration:

1. Automatic Client Linking

FieldCamp automatically links calls with known numbers to client profiles for complete history.
​

Success Check: When you click a call, you see the linked client profile with full contact information.

2. Create Client from Unknown Caller

  1. Click any call from an unknown number

  2. Click Create Client

  3. Fill in client information

  4. Click Save

Success Check: The call now shows linked to the new client profile.

Advanced and Team Features:

1. Bulk Manage Calls

  1. Select multiple calls using the checkboxes

  2. Click Bulk Actions

  3. Choose Delete Recordings or other actions

Success Check: Selected calls update according to your action.

2. Multi-Number Support

  1. When making a call, click the Caller ID dropdown

  2. Select which number to use for the call

Success Check: Your selected number appears as the Caller ID.

3. Share

  1. Click any call to open details

  2. Click download recordings to download the recordings on your device

  3. Click Copy Link of Recording to send links of recordings to team members for collaboration.

Success Check: Files download or share dialog opens.

Best Practices

  • Use a headset for best call quality

  • Ensure stable internet connection

  • Grant microphone permissions when prompted

  • Review transcriptions and AI summaries after important calls

  • Link calls to clients for complete history tracking

Troubleshooting

Issue

Solution

Connection problems

  1. Check browser and FieldCamp call status

  2. Verify internet connection

  3. Refresh the page

Microphone issues

  1. Allow microphone access in browser settings

  2. Check microphone is working in other apps

  3. Try a different browser

Recording problems

  1. Verify recording is enabled in phone number settings

  2. Check storage limits

Notification problems

  1. Check browser notification permissions

  2. Enable notifications in FieldCamp settings

For additional help: Follow in-app help prompts or consult the knowledge base.

Security & Privacy

  • All calls and recordings are encrypted and securely stored

  • Only authorized team members can access call records

  • Recordings stored according to your data retention settings

Support

For assistance:

  • Use in-app help and tutorials for step-by-step guidance

  • Contact support through the help menu

  • Reference the FAQ for frequent questions (call forwarding, business hours, etc.)

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