Click the gear icon in the bottom-left corner of the sidebar, or click Settings from the sidebar. The Settings page opens with a left-hand menu organized into sections. For help navigating the sidebar, see Navigating FieldCamp.

Note: Some settings only appear if you have the right role permissions or if certain add-ons are enabled. If you don't see a setting listed below, check that the relevant add-on is turned on in Settings > Apps & Integrations.

Your personal profile. Update your name, email address, phone number, and password. This is your account-level information, not your company details.

Path: Settings > General

Global preferences that affect how FieldCamp behaves across your workspace. Includes date format, time zone, currency, and other system-wide defaults.

Path: Settings > System Settings

View your current subscription plan, upgrade or downgrade, manage payment methods, and view billing history. This setting is only visible to the account owner — team members cannot see it. See Plan & Billing for full details on pricing and plan management.

Path: Settings > Plan & Billing

Your business name, logo, address, phone number, and website. This information appears on invoices, estimates, and customer-facing documents. Upload your company logo here. See Setting Up Your Company Profile for a walkthrough.

Path: Settings > Company Details

Set your company's working hours for each day of the week. This schedule is used as the default for job scheduling, calendar views, and availability calculations. You can also set individual team member schedules that override the company default.

Path: Settings > Business Schedule

Add, edit, and remove team members. Assign roles, set labor rates (hourly, overtime, emergency), add skills, configure start/end addresses for routing, and manage the Assignable to Jobs toggle. Click on any team member to edit their profile and permissions. See Adding & Managing Team Members for step-by-step instructions.

Path: Settings > Team Management

Add-on required: This entire section only appears when the AI Dispatcher add-on is activated. See Add-ons to learn how to enable it.

Define categories for your jobs (for example, Repair, Installation, Maintenance). Job types help organize your work and can be used in workflow automations and AI Dispatcher routing.

Path: Settings > Job Type

Define skills that can be assigned to team members and required for jobs. AI Dispatcher uses skills to match the right technician to each job.

Path: Settings > Skills

Manage equipment that team members need for specific jobs. Track what equipment is available and assign it as needed.

Path: Settings > Equipment

Create reusable templates for multi-day or recurring jobs. This setting only appears when the Multi-Day Job add-on is enabled.

Path: Settings > Job Templates

Create and manage reusable schedule templates that define recurring patterns for jobs. Instead of manually setting up the same schedule every time, save a template with predefined days, times, and recurrence rules. You can then apply a schedule template when creating or editing a job to instantly populate its schedule. Templates support bulk delete and are managed through a modal-based interface with pagination for easy browsing.

Path: Settings > Job Schedule Templates

Build custom checklists and inspection forms that technicians fill out on-site. Create form templates with various field types (text, checkbox, photo, signature, dropdown). This setting only appears when the Job Forms add-on is enabled.

Path: Settings > Job Forms

Configure how FieldCamp calculates labor costs, travel time, and profit margins for each job. Set default labor rates and cost tracking rules. This setting only appears when the Job Logs add-on is enabled.

Path: Settings > Job Cost Tracking

Customize the look of your invoices, estimates, and reports when exported as PDFs. Add your logo, adjust layout, and configure what information appears on each document type.

Path: Settings > Document Templates

Create and manage contract templates. Contracts can be attached to jobs, clients, or estimates. Define standard terms, scope of work, and signature requirements.

Path: Settings > Contracts

Write default terms and conditions that appear on your invoices and estimates. You can create multiple versions for different use cases.

Path: Settings > Terms & Conditions

Configure tax rates for your business. Add multiple tax rates if you operate in different jurisdictions. Tax rates are applied to line items on invoices and estimates.

Path: Settings > Tax

Connect and configure your QuickBooks Online integration. Map FieldCamp accounts to QuickBooks categories, sync invoices, and manage the connection status. See Connecting Your Accounting Software for setup instructions.

Path: Settings > QuickBooks

Build automated workflows that trigger actions based on events. For example, send an email when a job is completed, create a follow-up task when an invoice is overdue, or notify a team member when a new request comes in. Uses a visual builder with triggers, conditions, and actions. See The FieldCamp Workflow for how automation fits into the overall flow.

Path: Settings > Workflow Automation

Configure AI-powered job dispatching. Set routing preferences, team member priorities, and scheduling rules. AI Dispatcher automatically assigns jobs to the best available technician based on skills, location, and availability. This setting only appears when the AI Dispatcher add-on is activated.

Path: Settings > AI Dispatcher

Configure AI-powered features and skills. Manage how AI assists with tasks like job summarization, customer communication suggestions, and smart scheduling.

Path: Settings > AI Skills

Set up a booking page where customers can schedule service appointments online. Configure available time slots, services, and booking form fields. This setting only appears when the Online Booking add-on is enabled.

Path: Settings > Online Booking

Define the geographic areas your business serves. Draw boundaries on a map or specify zip codes. Used by Online Booking and AI Dispatcher to validate service requests. This setting only appears when the Service Area add-on is enabled.

Path: Settings > Service Area

Configure a self-service portal where your customers can view their jobs, invoices, and estimates. Customers can approve estimates, pay invoices, and track job progress. This setting only appears when the Customer Portal add-on is enabled.

Path: Settings > Customer Portal

Define outcome categories for calls and customer interactions. Track the result of each call (for example, Appointment booked, Follow-up needed, Issue resolved). This setting only appears when the Calls add-on is enabled.

Path: Settings > Outcomes

The central hub for connecting external services and enabling add-on features. Connect Gmail, Google Calendar, Outlook, Stripe, QuickBooks, Xero, and more. Enable add-ons like Job Forms, Online Booking, Customer Portal, AI Dispatcher, and others. See The Apps & Integrations Hub for a full walkthrough.

Path: Settings > Apps & Integrations

Create and manage custom objects to track data that doesn't fit into standard modules. Define custom fields, relationships, and views for your unique business needs. Custom objects appear in the sidebar under their own section.

Path: Settings > Objects

Define and manage status pipelines for both system objects and custom objects. Pipelines control the status workflow for records — for example, a Job might move through statuses like Scheduled, In Progress, and Completed, while an Invoice might go through Draft, Sent, and Paid. You can customize the status options and their order for each object type.

Supported system objects include: Jobs, Visits, Clients, Requests, Estimates, Invoices, and Products & Services. Any custom objects you create also get their own configurable pipeline. Each pipeline supports both table view and graph view for visualizing your records across statuses.

Path: Settings > Pipeline Configuration

Some settings pages only appear when a specific add-on is enabled. Here is a quick reference:

To enable any add-on, go to Settings > Apps & Integrations and toggle the add-on on. Some add-ons require the Pro plan.

Access to Settings is controlled by your role. Admin and Account Owner roles have full access. Dispatchers have access to most settings except integrations and add-ons. Field Technician Pro and Field Technician Lite roles cannot access Settings at all.

The Plan & Billing page is only visible to the account owner. Even admins who have full settings access cannot see billing information.

Can't find a setting? Check the Troubleshooting article for common issues with missing settings and pages.