CRM
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.
9 articles
Managing Files Through Command CentreLearn how to upload and organize files quickly in FieldCamp using the Command Centre.
Seamless Client Management in FieldCampAdd, edit, and delete client records with ease to keep your database accurate and up-to-date.
Pipeline Management in FieldCampEffortlessly track and manage clients through every stage—from lead acquisition to long-term retention.
Adding Custom Properties in CRMLearn how to add custom properties to client records in FieldCamp.
Organizing the Client TableLearn how to efficiently organize the Client Table in FieldCamp. Use filters, sorting, grouping, and custom properties to structure .
Client Card in CRMExplore FieldCamp’s Client Card to access client details, emails, events, and files in one place.
FieldCamp File Management: Complete Guide to Document OrganizationTransform your client document management with FieldCamp's integrated file system and AI assistant. Store, organize, and interact with client files directly within your CRM.
How to Create Notes for Clients in FieldCampLearn how to create client notes in FieldCamp CRM. Step-by-step guide covering manual note creation, AI-assisted note generation with prompts, and practical use cases for cleaning businesses.
Online Booking & Sales Pipeline Lead Intake SetupThis complete guide shows you how to set up, configure, and optimize your online booking system for sales pipeline intake.