Clients
FieldCamp’s CRM is built specifically for field service businesses — giving you a simple, powerful way to manage clients, track history, and personalize every interaction.
13 articles
Custom Objects — Create Your Own Data Types | FieldCampCreate custom data types in FieldCamp to track equipment, properties, vehicles, or anything unique to your business. Add fields, set up pipelines, and link to clients and jobs.
AI Summaries for Clients, Jobs & Visits | FieldCampFieldCamp generates AI-powered summaries for clients, jobs, requests, and visits. Get instant insights with one click — learn how AI summaries work and what they include.
Export Client Data to Excel & CSV | FieldCampExport your FieldCamp client data to Excel or CSV for analysis, reporting, and backup. Filter by stage, location, or team — customize columns and download in a few clicks.
Import Clients Into FieldCamp — CSV & Excel Import GuideImport clients into FieldCamp from CSV or Excel files. Map fields automatically, track import progress in real time, and bring custom fields along. Step-by-step guide.
Filter, Sort & Group Clients | FieldCampFilter clients by stage, custom fields, and more. Sort by any column, group by location or custom properties, and save as reusable views in FieldCamp.
Client Views in FieldCamp — Save Custom Table & Kanban ViewsCreate and save custom client views in FieldCamp. Switch between table and kanban layouts, pin your most-used views, and organize clients with saved filters, sorts, and columns.
Delete or Archive a Client | FieldCampLearn when to archive vs. permanently delete a client in FieldCamp. See what data gets removed, what's kept for audit, and how to bulk delete or restore archived clients.
Client Categories & Stages in FieldCamp — Leads, Pipeline, ClientsOrganize clients into Leads, Pipeline, and Clients categories in FieldCamp. Track relationships with customizable stages like New Lead, Active Client, and Inactive Client.
Edit or Update Client Information | FieldCampUpdate client details like name, email, phone, address, stage, and custom fields in FieldCamp. Edit from the detail page, inline in the table, or in bulk.
Client Detail Page — Actions Menu| FieldCampUse the Actions menu on the client detail page to add jobs, tasks, estimates, invoices, make calls, send SMS, or delete a client in FieldCamp.
How to Create a Client in FieldCampAdd new leads, prospects, or clients to FieldCamp's CRM. Create clients from the Clients page or automatically from a job request, with custom fields and stage assignment.
Managing Files Via Command Centre | FieldCampUpload, organize, and map files to clients using FieldCamp's Command Centre. Manage contracts, invoices, and documents from one chat interface.
Table & Kanban Pipeline Views | FieldCampManage your sales pipeline with FieldCamp's Table and Kanban views. Sort, filter, and drag-and-drop leads through every deal stage.