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: Home is available to authenticated users when chat is enabled. Your role still limits which records and actions you can use.

Inbox

Inbox is your omnichannel customer-conversation workspace. Use folders, connected channels, handlers, and saved views to triage and reply to messages. See the Inbox overview for the current layout.

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 — Real-time team tracking on a map. See technician locations and movement history. Requires the Pro plan or higher and the Team Location Calendar permission.

• 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

Home

Shown when chat is enabled; can be hidden in a personal sidebar layout

AI Dispatcher

Pro plan or higher + add-on connected and activated

Team Location

Pro plan or higher + Team Location Calendar permission

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.

Customize the sidebar

Each user can choose which accessible items appear, change their order, and organize them into categories.

1. Click your profile at the bottom of the sidebar.
2. Select Customize sidebar.
3. Use the eye control to show or hide an item.
4. Drag an item to reorder it or move it into another category.
5. Use the pencil beside a category to rename it, or select Add category to create one.
6. Save the layout.

The editor cannot reveal a page that your role, plan, or add-on access does not allow. Hidden or inaccessible items remain permission-gated.

Workspace owners and Super Admins can use Editing to switch between My sidebar and Workspace default. The workspace default becomes the baseline for team members, while a team member's personal layout can still customize that baseline. Other users edit only their personal sidebar.

Select Reset to default to remove your personal ordering and hidden-item choices and return to the workspace baseline. Resetting the workspace default returns it to the system layout.

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?

Your role, plan, enabled add-ons, and saved sidebar layout control what appears. Home is available to authenticated users when chat is enabled, but it can be hidden in a personal layout. AI Dispatcher requires the Pro plan plus an active add-on, while Team Location requires the Pro plan and its Calendar permission. If an expected item is missing, check those gates and open Customize sidebar before asking an administrator to review your role.

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 a client, job, invoice, or module and jump to it. This shortcut is available to Account Owners, Admins, Super Admins, and Dispatchers; 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 the default categories FieldCamp uses to group related modules. WORKSPACE contains day-to-day records and scheduling, GROWTH contains financial and reporting tools, and OPERATIONS contains field-management tools. You can rename categories, create new ones, and move accessible items between them from Customize sidebar.

Can I customize or rearrange the FieldCamp sidebar?

Yes. Open your profile menu and select Customize sidebar. You can show or hide accessible items, drag them into a different order or category, rename categories, and create your own categories. Workspace owners and Super Admins can also edit the Workspace default; other users can save a personal layout.