Navigating FieldCamp — Interface Guide

The FieldCamp Sidebar

The sidebar is your main navigation tool in FieldCamp. It appears on the left side of every page and is organized into sections that group related modules together.

Top-Level Items

Command Centre (Home)

Command Centre is FieldCamp's AI chat assistant and your primary way to manage the business. Ask questions, create jobs, dispatch technicians, check invoices, and get reports — all by typing in plain language. This is the first screen you see after logging in. It supports 9 built-in slash commands and custom AI skills. Learn more in Command Centre — AI Chat and AI Skills.

Visibility: Admin and Account Owner roles only. Dispatchers and Field Technicians do not see this item.

Inbox

Inbox is your unified communication hub. View and send emails, manage internal tasks, and handle customer messages — all in one place. Requires a connected email integration (see Gmail or Outlook setup).

WORKSPACE Section

The WORKSPACE section contains the modules you use every day to manage your operations:

• Clients — Your customer database. Add, view, and manage all client records, properties, and service history. See Key Concepts for details.

• Requests — Incoming service inquiries. Track requests through customizable pipeline stages and convert them to jobs or estimates.

• Jobs — Scheduled work. Create, assign, and track jobs from start to completion.

• Calendar — Visual scheduling with four views: Calendar, Timeline, Map, and Resource. See all your team's jobs and availability.

• AI Dispatcher — Automatic job assignment based on skills, location, and availability. This item only appears if you are on the Pro plan or higher AND have connected and activated the AI Dispatcher add-on. AI Dispatcher requires a unique two-step setup: first connect it in Apps & Integrations, then activate it. See Add-ons Guide for details.

GROWTH Section

The GROWTH section contains your financial and reporting tools:

• Estimates — Create and send professional price quotes to clients.

• Invoices — Bill customers for completed work. Connect Stripe for online payments.

• Analytics — Dashboards and reports showing business performance, revenue trends, and team productivity.

OPERATIONS Section

The OPERATIONS section contains tools for managing your field operations:

• Team Location / Live Pulse — Real-time team tracking on a map. See technician locations, job progress, and optimize routes. Requires the Pro plan or higher.

• Products & Services — Define the line items you add to jobs, estimates, and invoices.

• Inventory — Track stock levels, manage warehouses, and create purchase orders.

• Timesheet — Log and review team member working hours. Requires the Timesheet add-on (currently in Beta). This item only appears when the add-on is enabled.

• Visits — Track individual site visits within jobs — arrival, departure, and work performed.

Conditional Sidebar Items

Some sidebar items only appear under certain conditions:

Item

Condition

Command Center

Admin / Account Owner role only

AI Dispatcher

Pro plan or higher + add-on connected and activated

Team Location / Live Pulse

Pro plan or higher

Timesheet

Timesheet add-on enabled (Beta)

Custom Objects

Only if custom objects have been configured

If you expect to see an item but it's missing, check your plan, your role, and whether the required add-on is enabled.

Custom Objects

If your account has Custom Objects configured, they appear in their own section at the bottom of the sidebar. Custom objects let you track data unique to your business that doesn't fit into the standard modules. Configure them in Settings → Objects.

Bottom of the Sidebar

• Trial banner — During your free trial, a banner shows days remaining and a link to choose a plan.

• Profile — Click your name at the bottom to access your profile, or click the gear icon to open Settings.

Page Layout

Most pages in FieldCamp follow a consistent layout:

• Left sidebar — Navigation (always visible)

• Main content area — The module you are currently viewing

• Detail panel — Opens on the right when you click a record (client, job, invoice, etc.) to view or edit its details

Tables support sorting by clicking column headers, filtering by clicking the filter icon, and searching by typing in the search bar at the top of each table.

Keyboard Shortcuts

Press ⌘K (Mac) or Ctrl+K (Windows) to open the universal search palette, where you can search for any module, client, job, or action by name.

Related Articles

• Command Centre — AI Chat — everything the AI chat can do

• AI Skills — Chat Commands — all 9 slash commands explained

• Key Concepts in FieldCamp — understand what each module does

• Roles & Permissions — why some sidebar items may be hidden

• Troubleshooting — fixes for common issues like missing sidebar items

FAQ's

Why can't I see certain items in my FieldCamp sidebar?

Three things control what appears in your sidebar: your user role, your account's plan, and which add-ons are enabled. For example, the Command Center only appears for Admin and Account Owner roles. AI Dispatcher requires the Pro plan plus the add-on being connected and activated. Team Location / Live Pulse requires the Pro plan. If you expect to see something and it's missing, ask your account admin to check your role in Settings → Team Management and your plan in Settings → Plan & Billing.

How do I open the search bar in FieldCamp?

Press ⌘K on Mac or Ctrl+K on Windows to open the universal search palette. From there, you can search for any client, job, invoice, or module by name and jump to it instantly. This shortcut is available to Admin and Dispatcher roles only — Field Technician Pro and Field Technician Lite roles do not have access to it.

What's the difference between the WORKSPACE, GROWTH, and OPERATIONS sections?

These are how FieldCamp groups related modules in the sidebar. WORKSPACE contains your day-to-day operational modules — Clients, Requests, Jobs, Calendar, and AI Dispatcher. GROWTH contains your financial and reporting tools — Estimates, Invoices, and Analytics. OPERATIONS contains field management tools — Live Pulse, Products & Services, Inventory, Timesheets, and Visits. The grouping is fixed and cannot be rearranged.

Can I customize or rearrange the FieldCamp sidebar?

The sidebar layout and section order are fixed — you cannot rearrange modules or move items between sections. However, the sidebar automatically adapts based on your role, plan, and enabled add-ons, so each user sees only what's relevant to them. If you have Custom Objects configured, they appear in their own section at the bottom of the sidebar.