FieldCamp is designed around the way field service businesses actually work. This article shows how the complete workflow connects — from the moment a client reaches out to the moment you get paid.

New to FieldCamp? Start with Key Concepts to understand the building blocks before diving into the workflow.

The complete flow

Here's the typical lifecycle of a job in FieldCamp:

Client inquiry → Estimate → Client approves → Job → Visit(s) → Work completed → Invoice → Payment

Not every job follows this exact path — FieldCamp is flexible. You can skip steps, start at any point, or use alternative flows depending on your business.

1. A client comes in

Clients can reach you in several ways:

You add them manually — Go to Clients → + Add Client or use the Command Centre
They book online — If you've enabled the Online Booking add-on, clients book from your website and a Request is created
They call or email — Log the inquiry as a Request, or add them as a client directly
They're imported — Use CSV import from Clients → Import / Export

2. Send an estimate

Before starting work, send the client an estimate (quote) with the scope and pricing.

Go to Estimates → + Add Estimate
Select the client, add line items from your Products & Services, set pricing
Send the estimate to the client via email

Some businesses skip this step and go straight to creating a job — that works too.

3. Client approves

When the client approves your estimate, you can convert it into a job with one click. The estimate details (line items, pricing) carry over to the job automatically.

4. Schedule the job

Create a job with a date, time, and assigned team member. The job appears on the Calendar and the assigned team member is notified.

Each job can have one or more visits — individual appointments on specific dates
Team members see their assigned visits on their dashboard and mobile app
You can also use AI Dispatcher (Pro plan add-on) to auto-assign jobs to the best team member based on skills, location, and availability. See Add-ons for details.

Tip: Sync your calendar with Google Calendar so jobs appear in both FieldCamp and your personal calendar. See Connecting Google Calendar.

5. Complete the work

Your team goes on-site and completes the job. During the visit, they can:

Update the visit status (In Progress → Completed)
Fill out job forms and checklists (if Job Forms add-on is enabled)
Upload photos and notes
Log time and materials (if Job Cost Tracking is enabled)

6. Send the invoice

Once the work is done, generate an invoice:

Create from the job detail page (line items pre-fill from the job)
Or go to Invoices → + Add Invoice and create from scratch
Send the invoice to the client via email

7. Collect payment

If you've connected Stripe, clients can pay the invoice online with a credit card. You can also record manual payments (cash, check, bank transfer). See Connecting Stripe to set up online payments.

FieldCamp tracks payment status automatically: Unpaid, Partial, Paid, Overdue.

Pro tip: Connect your accounting software (QuickBooks, Xero, or Wave) to automatically sync invoices and payments. See Connecting Your Accounting Software.

Alternative flows

The flow above is the most common, but FieldCamp supports many variations:

Direct job (no estimate) — For repeat clients or straightforward work, skip the estimate and create a job directly
Recurring jobs — Set up jobs that repeat weekly, monthly, or on a custom schedule
Walk-in clients — Add the client and create a job on the spot
Invoice without a job — For ad-hoc billing, create an invoice directly