Configure line item columns | FieldCamp

Turn on dynamic line items in FieldCamp and build your own line-item columns — built-in fields, product mappings, relations, formula columns and section naming.

By default every estimate, job and invoice uses the same fixed set of line-item columns. Dynamic line items replaces that with a column set you define: add Work Area, Labor, Material, Margin, a field pulled from the product record, a link to another object, or a formula you write yourself — and choose which of those columns appear on the add form, the detail page and the customer PDF.

The configuration has one home and is shared by every document type, so an estimate that converts to a job to an invoice keeps the same columns the whole way through.

Before you begin

You need an administrator role. The Line Items tab is read-only for everyone else.
Configure it once, in Products & Services. Saving there mirrors the same columns onto estimates, jobs, visits, requests and invoices.
Decide which columns are internal. Cost, labor and margin columns are usually internal-only so they never reach the customer PDF.

Open the Line Items tab

Open Settings > Pipeline Configuration.
Select Products & Services.
Select the Line Items tab.

Turn on dynamic line items

Under Dynamic line items, switch the toggle on. This lets the object use a configurable set of line-item columns instead of the fixed defaults.

Turning the toggle off later does not delete your columns. Every surface simply reverts to the standard grid, and your configuration is still there when you switch it back on.

Add a column

Select Add column.
Enter the Label.
Choose the Column kind:

Column kind	What it is
Manual	Typed or picked per line
Built-in field	A standard column such as Work Area or Total
From product/service	Auto-filled from the selected product
Relation	Links to another object's records
Formula	Computed from other columns

Fill in the fields for that kind (below).
Under Shows on, choose where the column appears: Add form, Detail, PDF.
Select Internal only to keep the column off the customer PDF entirely.
Select Create.
When you have finished, select Save columns.

Columns are reordered by dragging them in the list. Nothing is saved until you select Save columns.

Built-in fields

Choose from the standard catalog: Work Area, Name, Description, Qty, Unit, Rate, Tax, Amount, Labor, Material, Surcharges, Total, Profit, Margin % and Unit Price. Each arrives with its default label, type and surfaces, which you can then adjust.

Once every built-in field is on the grid the picker shows All built-in fields are already added.

From product/service

Pick the product or service field the column reads. Alongside your own custom product fields, these core fields are available: Unit Price, Cost, Labor Rate, Default Margin % and Hourly Rate. The column is then auto-filled from whichever product the line uses.

Relation

Pick the Related object. The column becomes a picker over that object's records — for example a Work Area, a building or a piece of equipment. A relation column cannot be saved without a target object.

Formula

Write an expression that references other columns by key. The editor gives you three sets of chips — This line, Totals and Operators — and clicking a chip inserts it, so you do not have to memorise keys. Quick start offers ready-made expressions:

Profit = Amount − Cost
Margin %
Rate + 20%
Start blank

Choose a Format for the result: Currency, Number, Integer or Percentage. A live Preview shows the computed value as you type.

Formula columns cannot reference each other in a loop. If two formulas depend on one another, FieldCamp names the columns in the cycle and refuses to save until you break it.

Column types

Every column has a Type that controls how the value is entered and rendered: Text, Number, Money, Percent, Select, Relation, Formula, Tax or Computed. A Select column takes its own list of options.

Section and phase naming

Long jobs are usually grouped into sections or phases. Under Section / Phase naming, choose how that name is entered on the grid:

Name input	Behaviour
Free text	Type any name per section
Dropdown — simple list	Pick from a list of options you maintain here
Dropdown — from custom object	Pick from the records of a custom object

For the custom-object mode, choose the Source object and the Label field used for the option text. If a dropdown mode is saved without its options or source object, it falls back to free text so the grid never breaks.

Rules the editor enforces

A column key must be unique, and reserved keys are rejected.
The Name column is a core column and cannot be removed.
Columns marked system cannot be deleted; you can still change their label and surfaces.
An invalid formula is rejected with the parser's reason.

Where the columns appear

Once saved, the configured columns render on:

the line-items step of the create-job modal and the estimate, invoice and request forms;
the line-items block on the job, visit and document detail pages, where edits are confirmed with an explicit Save or Cancel; and
the generated PDFs, honouring Shows on and Internal only.

Sections and dynamic columns are carried across conversions, so estimate → job → invoice keeps its structure.

Configure line item columns | FieldCamp

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