These summaries give you a quick snapshot of key information without having to read through every detail manually.
Where AI Summaries Appear
AI summaries appear as a purple-accented card at the top of the Details tab (or Info tab for Visits) on four record types:
Clients — Summary of contact info, job history, revenue, and notes
Jobs — Summary of job status, line items, visits, assigned team, and totals
Requests — Summary of request status, description, line items, and client details
Visits — Summary of visit date, status, times, confirmation, and team members
The card displays with a purple sparkles icon and the label AI Summary.
How It Works
When you open a client card, job, request, or visit, FieldCamp automatically fetches a precomputed summary. If one is available, it displays immediately — no waiting required.
If no precomputed summary exists yet, you'll see a message: "No AI summary generated yet"
Regenerating a Summary
To get a fresh summary or generate one for the first time:
Open the record (client, job, request, or visit)
Find the AI Summary card at the top of the Details tab (or Info tab for Visits)
Click the refresh icon (circular arrow) on the right side of the card
The icon will spin while the summary is being generated
The new summary replaces the previous one once ready
While generating, you'll see a spinning animation with the text "Generating summary..."
What Each Summary Includes
Record Type | Summary Covers |
Client | Company name, contact details, current stage, addresses, notes, creation date, number of active/completed/in-progress jobs, and total revenue |
Job | Job number, status, type, client details, address, scheduled and completion dates, totals, discounts, notes, PO number, brands, line items, visits, and assigned team members |
Request | Request number, status, client, address, description, line items, and contact phone |
Visit | Date, status, associated job and client, scheduled start/end times, actual start/end times, extra visit flag, confirmation status, notes, and assigned team members |
Who Can See AI Summaries
AI summaries are visible to all authenticated users who have access to the record. If you can view a client card, job, request, or visit, you can see its AI summary and regenerate it.
Good to Know
Summaries are generated based on the data in the record at the time of generation. If you update client details or add new jobs, regenerate the summary to reflect the latest information.
The summary is a short paragraph — typically 2–3 sentences — designed for a quick glance, not a detailed report.
AI summaries do not modify any of your data. They are read-only insights.
FAQ's
How do I regenerate an AI summary in FieldCamp?
How do I regenerate an AI summary in FieldCamp?
Open any client, job, request, or visit record and find the AI Summary card at the top of the Details tab (or Info tab for Visits). Click the refresh icon (circular arrow) on the right side of the card. The icon will spin while a fresh summary is being generated, and the new summary replaces the previous one once ready.
Do AI summaries update automatically when I change a record?
Do AI summaries update automatically when I change a record?
No. Summaries are generated based on the data at the time of generation. If you update client details, add new jobs, or change a record, click the refresh icon on the AI Summary card to regenerate it with the latest information.
Are AI summaries visible to all team members?
Are AI summaries visible to all team members?
AI summaries are visible to all authenticated users who have access to the record. If you can view a client card, job, request, or visit, you can see its AI summary and regenerate it. There's no separate permission for AI summaries.
What data does the AI summary include for a job?
What data does the AI summary include for a job?
Job summaries cover: job number, status, type, client details, address, scheduled and completion dates, totals, discounts, notes, PO number, brands, line items, visits, and assigned team members — condensed into 2–3 sentences.