Get Your Business Running in 15 Minutes
This guide walks you through the essential setup steps to get FieldCamp ready for your business. Follow these steps in order for the fastest path from sign-up to scheduling your first job.
Before you start: Make sure you have created your FieldCamp account. If you chose "Business Setup" during onboarding, some of these steps may already be complete.
Step 1: Set Up Your Company Profile
Go to Settings → Company Details and fill in your business information:
Company name — appears on invoices, estimates, and customer-facing documents
Logo — upload your company logo (recommended size: 300×300px)
Address — your main business address
Phone number and website
For a detailed walkthrough, see Setting Up Your Company Profile.
Step 2: Configure Your Business Schedule
Go to Settings → Business Schedule and set your company's working hours for each day of the week. This schedule determines the default availability shown on the Calendar and is used by Online Booking to show available time slots to customers.
The default schedule is Monday through Friday, 9:00 AM to 5:00 PM. Adjust to match your actual business hours.
Step 3: Connect Your Email
Connect Gmail or Outlook so you can send and receive emails directly inside FieldCamp. This means customer replies to invoices, estimates, and notifications all appear in your Inbox.
Go to Settings → Apps & Integrations.
Find Gmail (or Outlook) and click Connect.
Sign in and grant the required permissions.
See the full setup guide: Connecting Gmail to FieldCamp.
Step 4: Connect Your Calendar
Sync your Google Calendar or Outlook Calendar so FieldCamp jobs appear alongside your personal events.
Go to Settings → Apps & Integrations.
Find Google Calendar (or Outlook Calendar) and click Connect.
Select which calendar to sync with FieldCamp.
See the full setup guide: Connecting Google Calendar.
Step 5: Set Up Payments
Connect Stripe so your customers can pay invoices online with a credit card. This is the fastest way to get paid.
Go to Settings → Apps & Integrations.
Find Stripe and click Connect.
Complete the Stripe onboarding (or connect your existing Stripe account).
See the full setup guide: Connecting Stripe for Online Payments.
If you also use accounting software, connect QuickBooks, Xero, or Wave to keep your books in sync.
Step 6: Add Your Team
Invite team members so they can log in, see their assigned jobs, and update job statuses from the field.
Go to Settings → Team Management.
Click + Add Team.
Enter the team member's name and email address.
Assign a role (Admin, Dispatcher, Field Technician Pro, or Field Technician Lite).
Click Save.
The team member receives an email invitation to join your workspace. For details on roles, see Roles & Permissions. For the full team setup guide, see Adding & Managing Team Members.
Step 7: Add Your Products & Services
Define the services you offer and products you sell. These become reusable line items when creating jobs, estimates, and invoices.
Click Products & Services in the sidebar under OPERATIONS.
Click + Add to create a new product or service.
Enter the name, description, price, and tax rate.
Click Save.
Step 8: Enable Add-Ons (Optional)
FieldCamp has optional add-ons that extend its capabilities. Enable the ones that fit your workflow in Settings → Apps & Integrations. Popular add-ons include:
Online Booking — let customers book appointments on your website
Customer Portal — give clients a self-service dashboard
Job Forms — create on-site checklists and inspection reports
AI Dispatcher — automatically assign jobs to the best available technician
See the complete list in the Add-ons Guide.
You're ready! With these steps complete, you can start creating clients, taking requests, scheduling jobs, and sending invoices. Explore the Settings Overview to fine-tune your workspace, or check the Troubleshooting guide if you run into any issues.