FieldCamp Messaging User Guide
Overview
The FieldCamp Messaging feature allows you to communicate with clients via SMS directly from the Inbox. Manage, track, and organize your client messages alongside emails, calls, and tasks for seamless business communication.
What You'll Accomplish
After reading this guide, you'll be able to:
Send and receive SMS messages from FieldCamp
Manage conversations with clients
Switch between multiple business phone numbers
Track message delivery and read status
Link messages to client profiles
Delete and organize conversations
Key Benefits
Centralized SMS: Manage all business messages from one inbox
Integrated Client Records: FieldCamp links SMS threads to client profiles, preserving complete communication history
Multiple Numbers: Effortlessly switch between business phone numbers as needed
Live Updates: Instantly see message delivery and read status
Prerequisites
Before you begin, ensure you have:
Calls Addon enabled in your account
At least one SMS-enabled phone number purchased
Admin access (only Admins can send and receive messages)
Accessing the Messages Tab
Open Inbox from the main navigation
Click the Messages tab
If you have multiple numbers, use the dropdown to select which number's conversations to view
Success Check: The inbox displays conversations for the selected number.
Core Features:
1. Viewing Conversations
FieldCamp orders the message list chronologically.
Each conversation tile shows:
Contact name or number
Recent message preview
Timestamp
Unread badge (blue dot for unread messages)
Status icons (sent, delivered, read, pending, failed)
2. Managing Phone Numbers
Click the number dropdown at the top of the Messages tab
Select which number you want to view conversations for
Note: Each number keeps its own separate message history.
Success Check: The conversation list updates to show messages for the selected number.
3. Sending Messages
Compose a New Message
Click New Message in the Inbox header
Fill out the message fields:
From: Select which phone number to useTo: Enter the client's number (international format is accepted)
Message: Type your text (up to 1600 characters)
Click Send
Success Check: Your message appears in the conversation thread with "Sending" or "Sent" status.
4. Reply to an Existing Conversation
Open the relevant conversation
Enter your response in the message field at the bottom
Press Enter or click Send to send
Tip: Use Shift+Enter for a new line without sending.
Success Check: Your reply appears in the conversation thread with a timestamp.
5. Managing Conversations
Opening & Reviewing
Click any conversation to see:
Full message thread
All timestamps
Status indicators
Linked client information at the top
Success Check: The conversation opens showing the complete message history.
Marking as Read
FieldCamp marks messages as read automatically when you open a conversation.
Note: The sender may receive a read receipt.
6. Deleting Conversations
Single Delete:
Hover over a conversation
Click the trash icon
Click Confirm in the deletion dialog
Success Check: The conversation disappears from your list.
Bulk Delete:
Select checkboxes beside conversations you want to delete
Click Delete in the header
Click Confirm in the deletion dialog
Success Check: All selected conversations disappear from your list.
Warning: FieldCamp cannot restore deleted conversations.
7. Linking Unknown Numbers to Clients
Open a message from an unknown number
Click Add Client in the conversation header
Complete the client details in the pop-up modal
Click Save
Success Check: FieldCamp associates all messages from this number with the new client record, and the client name appears in the conversation.
8. Message Status Indicators
Outbound (Sent by you)
Status | Meaning |
Sending | Message is processing |
Sent | Delivered to carrier |
Delivered | Reached client's device |
Failed | Could not be sent (hover for details) |
Inbound (Received)
Status | Meaning |
New | Unread message |
Read | You have viewed the message |
Customer Support
Handling customer support messages:
Open the conversation to review the full thread
Respond directly in the thread
FieldCamp retains all history for seamless follow-up
Start a new conversation or open an existing one as needed
Troubleshooting
Issue | Solution |
"No phone numbers available" | Purchase an SMS-enabled number in Settings → Addons → Calls |
Cannot send messages | 1. Check Calls addon status is active |
Messages not appearing | 1. Refresh your page |
"Message delivery failed" | 1. Review phone number validity |
Cannot delete conversations | 1. Ensure you have admin role |