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 → Company Details (scroll to the Auto-Calculation section):

Mileage Tracking

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 address)
Include Return Trip — whether to count the trip back

Labor Cost Defaults

Default Hourly Rate — the standard hourly rate for labor calculations
Include Travel Time — whether travel time counts toward labor hours
Overtime Multiplier — rate multiplier for overtime hours (e.g., 1.5×)
Weekend Multiplier — rate multiplier for weekend work
Round to Nearest Minutes — round time entries to the nearest increment

Overhead & Cost Tracking

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

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