Inbox — Email, Calls & Messages | FieldCamp

What You'll Accomplish

After completing this guide, you'll be able to:

• Access and navigate the Inbox module
• Send your first email and text message
• Make a test call using FieldCamp
• Search and filter communications
• Verify your integrations are connected
• Use bulk actions to manage messages

What is the FieldCamp Inbox Module?

FieldCamp Inbox is your central hub for managing all business communications in one place. It combines emails, calls, text messages, and tasks so you never switch between different apps. The organized layout helps you communicate faster and track conversations easily.

You can also manage communications from the Command Centre — ask the AI to draft emails, summarize conversations, or check for unread messages.

Key Features at a Glance

Prerequisites

Before you begin, ensure you have:

• Active FieldCamp account

• Modern web browser (Chrome, Firefox, Edge, or Safari)

• Reliable internet connection

Optional - for full Inbox features:

• For Calls: Enable Calls addon and set up Twilio account

• For Emails: Connect Gmail integration

• For Messages: Complete messaging setup

Note: You can start with basic Inbox features and add calling/messaging later. See the Calling Guide and Messaging Guide for setup instructions.

A Typical First Day With the FieldCamp Inbox:

1. Access Inbox

1. Sign in to your FieldCamp account

2. Look at the left sidebar navigation menu

3. Click Inbox (envelope icon)

Success Check: The Inbox dashboard opens showing tabs: Tasks, Emails, Calls, Messages

2. Tour the Tabs

1. Click each tab at the top: Tasks, Emails, Calls, Messages

2. Review what each tab displays

Success Check: You see content in each tab (or "No items yet" if you're new)

3. Send and Reply

Send a test email:

1. Click the Emails tab

2. Click the Compose button

   

3. Enter recipient email, subject, and message

4. Click Send

Success Check: You see "Email sent successfully" confirmation

Reply to a message:

1. Click any existing email or text message conversation

2. Type your reply in the message box

3. Click Send

Success Check: Your reply appears in the conversation thread

4. Make a Test Call (if enabled)

1. Click the Calls tab

2. Click the Make Call button

3. Enter a phone number

4. Allow microphone access when your browser prompts you

5. Click Call

Success Check: You hear ringing and can speak when the call connects

Note: If the Calls tab is not visible, enable the Calls addon first.

5. Try Search and Filters

Search communications:

1. Click in the Search bar at the top of any tab

2. Type keywords (contact name, message content, phone number)

Success Check: Only matching communications display

Apply filters:

1. Click the Filter dropdown

2. Select All, Unread, Read, or other options

3. Click Apply

Success Check: Your view updates to show only filtered items

6. Use Bulk Actions

1. Select multiple emails or messages (check the boxes next to each item)

2. Click the Bulk Actions dropdown

3. Choose action: Mark as Read, Mark as Unread, or Delete

Success Check: Selected items update according to your action

7. Verify Integrations

1. Click your profile icon (top-right corner)

2. Select Settings

3. Click Integrations in the left menu

4. Check status:

   a. Gmail: Should show "Connected" with your email address

   b. Calls addon: Should show "Enabled"

Success Check: Your integrations show "Connected" or "Enabled" status

If not connected: Click Connect or Enable and follow the prompts. See the Gmail Integration Guide or Calls Setup Guide for help.

Reference Help Guides

1. Click the Help icon (question mark icon, top-right corner)

2. Browse available guides:

   1. Quick-start guides for each feature

   2. Video tutorials

   3. Troubleshooting steps

Success Check: You can access help resources anytime you need assistance

Troubleshooting & Support

FieldCamp Inbox includes built-in resources to resolve common issues:

FAQ's

Which roles can access the Inbox?

Inbox access depends on your role and permission level. Admin and Dispatcher roles have full Inbox access by default. Field Technician Pro has view-only access (can read messages and view tasks assigned to them). Field Technician Lite has no access to the Inbox. See Roles & Permissions for the full breakdown of what each role can access.

Do I need to connect Gmail before I can use the Inbox?

No. You can use the Inbox for tasks, calls, and messages without connecting Gmail. However, to send and receive emails through FieldCamp, you need to connect your Gmail account in Settings → Apps & Integrations. See Connecting Gmail for setup instructions. Outlook email integration is also available.

Can I see emails and calls for my entire team, or just my own?

That depends on your role's permission level. With "Full management" or "Full access" on the Inbox module, you can see all team communications. With "View only," you only see messages and tasks assigned to you. Admin and Dispatcher roles can see all team communications by default. See Roles & Permissions for details.

Is there a way to assign a conversation to a specific team member?

Yes. Within the Inbox, you can assign tasks and conversations to specific team members. Click on a conversation or task, then use the assignment dropdown to select a team member. Only team members with Inbox access will appear in the assignment list.

Related Articles

• Inbox Overview — full guide to emails, calls, SMS, tasks, and AI chats
• Email Management — send, receive, and organize client emails
• Two-Way Text Messaging — SMS conversations with clients
• Calls Setup and Usage — set up Twilio and make calls from your browser
• Connect Gmail and Outlook — step-by-step email integration