Why Your Company Profile Matters
Your company profile is the foundation of your FieldCamp workspace. The information you enter here appears on every invoice, estimate, and customer-facing document. Setting it up correctly ensures a professional appearance from your very first interaction with clients.
How to Set Up Company Details
Go to Settings → Company Details.
Fill in the following fields:
Company Name — your official business name as it should appear on documents
Logo — click the upload area to add your company logo (recommended: 300×300px, PNG or JPG)
Address — your main business address (street, city, state, country, zip code), used for document headers and as the default start point for route calculations
Phone Number — your main business phone
Email — your main business email address
Website — your company website URL
Company Summary — a brief description of your business
Click Save Changes.
Tip: Your company logo appears on invoices, estimates, and the Customer Portal. Use a high-resolution image for the best print quality.
System Settings — Time Zone & Currency
Go to Settings → System Settings to configure:
Time Zone — sets the default time zone for your workspace (affects calendar, scheduling, and timestamps)
Currency — sets the currency symbol used on invoices, estimates, and throughout the platform
Auto-Calculation Settings
FieldCamp includes built-in settings for automatically calculating job costs. Configure these in Settings → Job cost Tracking → Create Custom Template (scroll down in Log preview section and click the small setting icon never respective field):
Mileage Tracking
Setting | Description |
Mileage Tracking Enabled | Toggle on to track travel distance for jobs |
Mileage Unit | Choose miles or kilometers |
Mileage Rate | Set the reimbursement rate per mile/km |
Start Location | Where mileage calculation begins — company address or team member's home address |
Include Return Trip | Whether to count the trip back to the start location |
Labor Cost Defaults
Setting | Description |
Default Hourly Rate | The standard hourly rate used for labor calculations |
Include Travel Time | Whether travel time counts toward billable labor hours |
Overtime Multiplier | Rate multiplier for overtime hours (e.g., 1.5× means time-and-a-half) |
Weekend Multiplier | Rate multiplier for weekend work |
Round to Nearest Minutes | Round time entries to the nearest increment (e.g., 15 minutes) |
Overhead & Cost Tracking
Setting | Description |
Cost Tracking Enabled | Toggle on to track costs per job |
Include Overhead | Add a percentage-based overhead to job cost calculations |
Overhead Percentage | The overhead rate to apply (e.g., 15%) |
Setting Your Business Schedule
Go to Settings → Business Schedule.
For each day of the week, toggle whether your business is open and set start/end times.
Click Save Changes.
The default is Monday through Friday, 9:00 AM to 5:00 PM. Your business schedule affects:
Calendar — working hours are highlighted vs. non-working hours
Online Booking — customers can only book during your working hours
AI Dispatcher — jobs are scheduled within business hours by default
Individual team members can have their own schedules that override the company default. Set these in Settings → Team Management → click a team member → Schedule tab.
Configuring Tax Settings
If your business charges tax, set up your tax rates before creating invoices or estimates:
Go to Settings → Tax.
Click + Add Tax Rate.
Enter the tax name (e.g., "Sales Tax"), percentage, and whether it applies by default.
Click Save.
You can add multiple tax rates for different jurisdictions. Tax rates are applied to individual line items on invoices and estimates.
Where This Information Appears
Setting | Where It Shows Up |
Company name & logo | Invoice headers, estimate headers, Customer Portal, email templates |
Address | Document footers, route optimization starting point |
Phone & website | Document footers, Customer Portal |
Business schedule | Calendar, Online Booking, AI Dispatcher |
Tax rates | Invoice and estimate line items |
Mileage & labor rates | Job cost calculations, job cost tracking reports |
Next Steps
Quick Start Guide — continue setting up your business
Apps & Integrations — connect email, calendar, and payment tools
Adding Team Members — invite your team
Settings Overview — reference for every other setting
FAQ's
What image format and size should I use for my company logo?
What image format and size should I use for my company logo?
Use a PNG or JPG file at 300×300 pixels for the best results. PNG is recommended if your logo has a transparent background. The logo appears on invoices, estimates, email templates, and the Customer Portal, so a high-resolution image ensures it looks sharp both on screen and in PDF exports.
Can I change my company details after the initial setup?
Can I change my company details after the initial setup?
Yes. Go to Settings → Company Details at any time to update your company name, logo, address, phone, email, website, or any other field. Changes take effect immediately and apply to all new documents going forward. Previously generated invoices and estimates retain the information that was set when they were created.
Do individual team members inherit the company business schedule?
Do individual team members inherit the company business schedule?
Yes, by default. Every team member uses the company-wide business schedule unless you set a custom schedule for them. To override the default for a specific team member, go to Settings → Team Management, click their name, and adjust their schedule in the Schedule tab. Custom schedules are useful for part-time staff or technicians with different working hours.
How do mileage and labor cost calculations affect my invoices?
How do mileage and labor cost calculations affect my invoices?
Mileage and labor cost settings are used for internal job costing and reporting — they don't automatically appear on customer-facing invoices. They help you track your true cost per job (including travel, labor, and overhead) so you can monitor profitability. To bill a client for mileage or labor, add those as line items on the invoice manually or use Products & Services to create reusable mileage/labor line items.