FieldCamp Settings: Every Setting Explained

How to Open Settings

Click the gear icon in the bottom-left corner of the sidebar, or click Settings from the sidebar. You can also ask the Command Centre to help you find and configure settings. The Settings page opens with a left-hand menu organized into sections. For help navigating the sidebar, see Navigating FieldCamp.

General Settings

General

Your personal profile. Update your name, email address, phone number, and password. This is your account-level information, not your company details.

Path: Settings > General

System Settings

Workspace-wide operational defaults organized into Documents, Jobs, and Calendar tabs. Configure invoice and estimate prefixes and next numbers; Smart Scheduling defaults; job conflict detection; estimate phase margins; site measurements; default service duration; calendar display mode; and visit type colors.

Path: Settings > System Settings

Time zone and currency are configured under Company Details, not System Settings.

Notifications Settings

Choose which notifications each role receives for assignments, schedule changes, and Inbox messages. Use the role matrix to switch individual notifications on or off, then save the workspace-wide preferences. See Notifications Settings for the complete workflow.

Path: Settings > Notifications Settings

Plan & Billing

View the current subscription and billing details. This item appears for users who are not marked as team members; only the account owner can change the plan or subscription. See Plan & Billing for pricing and plan management.

Path: Settings > Plan & Billing

AI Usage

Review the remaining AI dollar balance, team usage, purchases, transactions, and monthly analytics. This page is restricted to the account owner. See AI Usage for details.

Path: Settings > AI Usage

Company

Company Details

Your business name, logo, address, phone number, website, time zone, and currency. This information appears on invoices, estimates, and customer-facing documents. Upload your company logo and set regional preferences here. See the Quick Start guide for a walkthrough.

Path: Settings > Company Details

Business Schedule

Set your company's working hours for each day of the week. This schedule is used as the default for job scheduling, calendar views, and availability calculations. You can also set individual team member schedules that override the company default.

Path: Settings > Business Schedule

Team Management

Add, edit, and remove team members. Assign roles, set labor rates (hourly, overtime, emergency), add skills, configure start/end addresses for routing, and manage the Assignable to Jobs toggle. Click on any team member to edit their profile and permissions. See Adding & Managing Team Members for step-by-step instructions.

Path: Settings > Team Management

Jobs & Scheduling

The Jobs & Scheduling section is available to Account Owners, Admins, and Dispatchers. Job Type, Skills, and Equipment do not require AI Dispatcher. Job Templates has its own Multi-Day Job add-on requirement.

Job Type

Define categories for your jobs (for example, Repair, Installation, Maintenance). Job types help organize your work and can be used in workflow automations and AI Dispatcher routing.

Path: Settings > Job Type

Skills

Define skills that can be assigned to team members and required for jobs. AI Dispatcher uses skills to match the right technician to each job.

Path: Settings > Skills

Equipment

Manage equipment that team members need for specific jobs. Track what equipment is available and assign it as needed.

Path: Settings > Equipment

Open Dispatch Equipment settings to configure quantities, crew transfers, handoff strategies, depot locations, buffer time, and inspection requirements.

Job Templates

Create reusable templates for multi-day or recurring jobs. This setting only appears when the Multi-Day Job add-on is enabled.

Path: Settings > Job Templates

Forms & Reports

Job Forms

Build custom checklists and inspection forms that technicians fill out on-site. Create form templates with various field types (text, checkbox, photo, signature, dropdown). This setting only appears when the Job Forms add-on is enabled.

Path: Settings > Job Forms

Job Cost Tracking

Configure how FieldCamp calculates labor costs, travel time, and profit margins for each job. Set default labor rates and cost tracking rules. This setting only appears when the Job Logs add-on is enabled.

Path: Settings > Job Cost Tracking

Document Templates

Customize the look of your invoices, estimates, and reports when exported as PDFs. Add your logo, adjust layout, and configure what information appears on each document type.

Path: Settings > Document Templates

Documents & Billing

Contracts

Create and manage contract templates. Contracts can be attached to jobs, clients, or estimates. Define standard terms, scope of work, and signature requirements.

Path: Settings > Contracts

Terms & Conditions

Write default terms and conditions that appear on your invoices and estimates. You can create multiple versions for different use cases.

Path: Settings > Terms & Conditions

Tax

Configure tax rates for your business. Add multiple tax rates if you operate in different jurisdictions. Tax rates are applied to line items on invoices and estimates.

Path: Settings > Tax

QuickBooks

Connect and configure your QuickBooks Online integration. Map FieldCamp accounts to QuickBooks categories, sync invoices, and manage the connection status. See Connecting Your Accounting Software for setup instructions.

Path: Settings > QuickBooks

Automation

Workflow Automation

Build automated workflows that trigger actions based on events. For example, send an email when a job is completed, create a follow-up task when an invoice is overdue, or notify a team member when a new request comes in. Uses a visual builder with triggers, conditions, and actions. See The FieldCamp Workflow for how automation fits into the overall flow.

Path: Settings > Workflow Automation

AI Dispatcher

Configure AI-powered job dispatching. Set routing preferences, team member priorities, and scheduling rules. AI Dispatcher automatically assigns jobs to the best available technician based on skills, location, and availability. This setting only appears when the AI Dispatcher add-on is activated.

Path: Settings > AI Dispatcher

AI Skills

Configure AI-powered features and skills. Manage how AI assists with tasks like job summarization, customer communication suggestions, and smart scheduling.

Path: Settings > AI Skills

Customer Experience

Online Booking

Set up a booking page where customers can schedule service appointments online. Configure available time slots, services, and booking form fields. This setting only appears when the Online Booking add-on is enabled.

Path: Settings > Online Booking

Service Area

Define the geographic areas your business serves. Draw boundaries on a map or specify zip codes. Used by Online Booking and AI Dispatcher to validate service requests. This setting only appears when the Service Area add-on is enabled.

Path: Settings > Service Area

Customer Portal

Configure a self-service portal where your customers can view their jobs, invoices, and estimates. Customers can approve estimates, pay invoices, and track job progress. This setting only appears when the Customer Portal add-on is enabled.

Path: Settings > Customer Portal

Outcomes

Define outcome categories for calls and customer interactions. Track the result of each call (for example, Appointment booked, Follow-up needed, Issue resolved). This setting only appears when the Calls add-on is enabled.

Path: Settings > Outcomes

Platform

Apps & Integrations

The central hub for connecting external services and enabling add-on features. Connect Gmail, Google Calendar, Outlook, Stripe, QuickBooks, Xero, and more. Enable add-ons like Job Forms, Online Booking, Customer Portal, AI Dispatcher, and others. See The Apps & Integrations Hub for a full walkthrough.

Path: Settings > Apps & Integrations

Custom Objects

Create and manage custom objects to track data that doesn't fit into standard modules. Define custom fields, relationships, and views for your unique business needs. Custom objects appear in the sidebar under their own section.

Path: Settings > Custom Objects

Pipeline Configuration

Define and manage status pipelines for both system objects and custom objects. Pipelines control the status workflow for records — for example, a Job might move through statuses like Scheduled, In Progress, and Completed, while an Invoice might go through Draft, Sent, and Paid. You can customize the status options and their order for each object type.

Supported system objects include: Jobs, Visits, Clients, Requests, Estimates, Invoices, and Products & Services. Any custom objects you create also get their own configurable pipeline. Each pipeline supports both table view and graph view for visualizing your records across statuses.

Path: Settings > Pipeline Configuration

Settings That Require Add-Ons

Some settings pages only appear when a specific add-on is enabled. Here is a quick reference:

To enable an add-on, open it in Settings > Apps & Integrations, select Install, and complete any setup or activation shown on its card. Some add-ons require the Pro plan.

Job Type, Skills, and Equipment are permission-gated settings, not AI Dispatcher add-on settings.

Who Can Access Settings

The Plan & Billing item is shown to users who are not marked as team members. Only the account owner receives subscription-management actions; non-owners see an owner-access notice.

Can't find a setting? Check the Troubleshooting article for common issues with missing settings and pages.

Quick Settings Reference

Related articles

• Roles & Permissions — Who Can See What

• Add-ons — Extending FieldCamp with Optional Features

• The Apps & Integrations Hub

• Plan & Billing — Subscription Management

• Notifications Settings

FAQ's

Why can't I see certain settings in my menu?

The setting may be blocked by your role, plan, or an add-on requirement, or hidden in your customized Settings sidebar. Field Technician Pro and Lite roles cannot access Settings. Dispatchers can access Jobs & Scheduling but not admin-only integrations and add-ons. For add-on-dependent settings such as Job Forms, Online Booking, or AI Dispatcher, open Settings > Apps & Integrations and confirm the add-on is connected.

Can I reset all settings to default?

FieldCamp does not have one global reset for every setting. Individual pages can provide their own reset action; for example, Notifications Settings has Reset to defaults. Change or reset each settings area separately.

Where do I change my company logo and address?

Go to Settings > Company Details. You can upload your logo, update your business name, address, phone number, and website. These details appear on invoices, estimates, and customer-facing documents. See the Quick Start guide for a full walkthrough.

What's the difference between System Settings and Company Details?

System Settings controls document numbering, Smart Scheduling defaults, conflict detection, estimate margin display, site measurements, service duration, and Calendar display and colors. Company Details stores the business identity and regional settings, including time zone and currency.