The FieldCamp Sidebar
The sidebar is your main navigation tool in FieldCamp. It appears on the left side of every page and is organized into sections that group related modules together.
Tip: The sidebar automatically adjusts based on your role and permissions, your plan, and which add-ons you have enabled. If you don't see a module listed below, your role may not have access to it or it may require a higher plan or an add-on.
Top-Level Items
Command Center (Home)
Command Center is FieldCamp's AI chat assistant. Ask questions, get quick summaries, create records, or use natural language to manage your business. This is the first screen you see after logging in. Learn more in Command Center — Your AI-Powered Hub.
Visibility: Admin and Account Owner roles only. Dispatchers and Field Technicians do not see this item.
Inbox
Inbox is your unified communication hub. View and send emails, manage internal tasks, and handle customer messages — all in one place. Requires a connected email integration (see Gmail or Outlook setup).
WORKSPACE Section
The WORKSPACE section contains the modules you use every day to manage your operations:
Clients — Your customer database. Add, view, and manage all client records, properties, and service history. See Key Concepts for details.
Requests — Incoming service inquiries. Track requests through customizable pipeline stages and convert them to jobs or estimates.
Jobs — Scheduled work. Create, assign, and track jobs from start to completion.
Calendar — Visual scheduling with four views: Calendar, Timeline, Map, and Resource. See all your team's jobs and availability.
AI Dispatcher — Automatic job assignment based on skills, location, and availability. This item only appears if you are on the Pro plan or higher AND have connected and activated the AI Dispatcher add-on. AI Dispatcher requires a unique two-step setup: first connect it in Apps & Integrations, then activate it. See Add-ons Guide for details.
GROWTH Section
The GROWTH section contains your financial and reporting tools:
Estimates — Create and send professional price quotes to clients.
Invoices — Bill customers for completed work. Connect Stripe for online payments.
Analytics — Dashboards and reports showing business performance, revenue trends, and team productivity.
OPERATIONS Section
The OPERATIONS section contains tools for managing your field operations:
Team Location / Live Pulse — Real-time team tracking on a map. See technician locations, job progress, and optimize routes. Requires the Pro plan or higher.
Products & Services — Define the line items you add to jobs, estimates, and invoices.
Inventory — Track stock levels, manage warehouses, and create purchase orders.
Timesheet — Log and review team member working hours. Requires the Timesheet add-on (currently in Beta). This item only appears when the add-on is enabled.
Visits — Track individual site visits within jobs — arrival, departure, and work performed.
Conditional Sidebar Items
Some sidebar items only appear under certain conditions:
Item | Condition |
Command Center | Admin / Account Owner role only |
AI Dispatcher | Pro plan or higher + add-on connected and activated |
Team Location / Live Pulse | Pro plan or higher |
Timesheet | Timesheet add-on enabled (Beta) |
Custom Objects | Only if custom objects have been configured |
Tip: Missing a sidebar item? Three things to check: (1) your user role, (2) your plan, (3) whether the required add-on is enabled.
If you expect to see an item but it's missing, check your plan, your role, and whether the required add-on is enabled.
Custom Objects
If your account has Custom Objects configured, they appear in their own section at the bottom of the sidebar. Custom objects let you track data unique to your business that doesn't fit into the standard modules. Configure them in Settings → Objects.
Bottom of the Sidebar
Trial banner — During your free trial, a banner shows days remaining and a link to choose a plan.
Profile — Click your name at the bottom to access your profile, or click the gear icon to open Settings.
Page Layout
Most pages in FieldCamp follow a consistent layout:
Left sidebar — Navigation (always visible)
Main content area — The module you are currently viewing
Detail panel — Opens on the right when you click a record (client, job, invoice, etc.) to view or edit its details
Tables support sorting by clicking column headers, filtering by clicking the filter icon, and searching by typing in the search bar at the top of each table.
Keyboard Shortcuts
Press ⌘K (Mac) or Ctrl+K (Windows) to open the universal search palette, where you can search for any module, client, job, or action by name.
Important: The ⌘K universal search is only available to users with the Admin or Dispatcher role. Field Technician Pro and Field Technician Lite roles do not have access to this shortcut.
Related Articles
Command Center — Your AI-Powered Hub — everything the AI chat can do
Key Concepts in FieldCamp — understand what each module does
Roles & Permissions — why some sidebar items may be hidden
Settings Overview — reference for every setting
Troubleshooting — fixes for common issues like missing sidebar items