Key Concepts in FieldCamp — Core Building Blocks

FieldCamp is built around a few core concepts that connect together. Understanding these will help you get the most out of the platform. Here is how every piece fits together.

How it all connects: A Client submits a Request → you convert it to a Job → the job appears on the Calendar → when finished, you create an Invoice → the client pays via Stripe.

The Command Center is FieldCamp's AI-powered chat interface. Type plain-language commands like "Create a new client" or "Show me today's jobs" and the AI handles it for you. It supports quick commands (/today, /dashboard, /newjob, /dispatch), file attachments, custom AI skills, and rich visual responses like charts and tables.

The Command Center is available to Admin and Account Owner roles only. Access it by clicking the chat icon at the top of the sidebar. Learn more in Command Center — Your AI-Powered Hub.

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The Inbox is your unified communications hub. It consolidates emails, calls, tasks, and messages in one place — so you can manage all customer communications without switching between apps. The Inbox has tabs for Email, Calls, Tasks, Messages, and Important items.

The Inbox lives at the top of the sidebar, just below the Command Center.

A Client is any person or company you do work for. Each client record stores contact details, service address, and a complete history of every request, job, estimate, and invoice associated with them.

Clients live in the Clients section under WORKSPACE in the sidebar. You can add clients manually, import them from a CSV, or let them be created automatically when a new request comes in through Online Booking.

Related: Navigating FieldCamp explains where each module lives in the sidebar.

A Request is an incoming service inquiry — before it becomes a scheduled job. Requests can come from phone calls, emails, your website's Online Booking page, or manual entry by your team.

Every request moves through customizable stages (like "New", "Contacted", "Quoted"). When a request is ready to be scheduled, you convert it into a Job or an Estimate with one click.

A Job is a scheduled piece of work assigned to one or more team members. Jobs have a start date/time, duration, location, assigned technicians, and a status that tracks progress (like "Scheduled", "In Progress", "Completed").

Jobs appear on the Calendar and can include line items (products and services), notes, photos, and attached forms. When a job is completed, you can generate an Invoice directly from it.

Tip: Enable the AI Dispatcher add-on to have FieldCamp automatically assign jobs to the best available technician based on skills, location, and availability.

An Estimate (also called a quote) is a price proposal you send to a client before starting work. Estimates include line items with quantities and prices, terms and conditions, and an expiration date.

Clients can view and approve estimates through the Customer Portal. Once approved, you can convert an estimate into a Job with one click — all the details carry over automatically.

An Invoice is a bill you send to a client for completed work. Invoices can be created from scratch, generated from a completed job, or converted from an approved estimate.

With Stripe connected, clients can pay invoices online with a credit card. You can also sync invoices with QuickBooks, Xero, or Wave to keep your accounting software up to date.

The Calendar is your visual command center for scheduling. It shows all jobs, visits, and events across your team. FieldCamp offers multiple calendar views:

A Pipeline defines the lifecycle stages that records move through — for example, a Job might go from "Scheduled" → "In Progress" → "Completed". Pipelines are configurable for all core objects (Jobs, Visits, Clients, Requests, Estimates, Invoices) and Custom Objects.

You can customize pipeline stages, define transition rules (which stages can move to which), and set requirements that must be met before a transition is allowed. Configure pipelines in Settings → Pipeline Configuration.

A Product or Service is a predefined line item you can add to jobs, estimates, and invoices. Each has a name, description, price, and optional tax rate. Defining your products and services once saves time when creating quotes and bills.

A Visit represents a single trip to a job site. One job can have multiple visits — for example, an initial inspection visit and a follow-up repair visit. Visits track arrival time, departure time, and work performed on each trip.

Analytics gives you a dashboard view of your business performance. It includes an overview with key metrics, performance reports, custom reports, and analytics boards. Track visit completion rates, job volumes, revenue trends, and more — data populates automatically as you complete jobs and send invoices.

Custom Objects let you create your own data structures beyond the built-in ones. If you need to track something that doesn't fit into Clients, Jobs, or Invoices — like equipment, vehicles, or contracts — you can define a Custom Object with its own fields, relations, and optional pipeline stages.

Manage Custom Objects in Settings → Custom Objects. Once created, they appear in the sidebar under their own section.

Live Pulse is FieldCamp's real-time team tracking feature. It displays your field technicians' live locations on an interactive map, with GPS position updates, connection status, and activity monitoring. Live Pulse helps dispatchers see where their team is at any moment and optimize routing.

Live Pulse is available on the Pro plan and above. Access it from Team Location in the sidebar under OPERATIONS.

A Team Member is anyone on your staff who uses FieldCamp. Each team member has a Role that controls what they can see and do. FieldCamp includes four built-in roles: Admin, Dispatcher, Field Technician Pro, and Field Technician Lite. Learn more in Roles & Permissions.

A Workflow is an automation rule that triggers actions when certain events happen. For example: "When a job is marked Completed, automatically send a thank-you email to the client." Workflows save time by eliminating repetitive manual tasks. See Workflow Overview for details.

Add-ons are optional features you can enable to extend FieldCamp's capabilities. Examples include Job Forms (on-site checklists), Online Booking (customer self-scheduling), Customer Portal, AI Dispatcher, and more. See the complete list in the Add-ons Guide.