Email Management | FieldCamp

FieldCamp's unified email inbox pulls in every client email from your connected Gmail or Outlook account so you can read, reply, forward, and organize messages without leaving the platform. Every email is automatically linked to the matching client record, giving your whole team full context on every conversation.

Connecting Your Email

Before emails appear in FieldCamp, you need to connect your email provider:

1. Go to Settings > Integrations
2. Click Gmail or Outlook
3. Follow the prompts to authorize FieldCamp to access your account

Once connected, FieldCamp syncs emails in real time. New incoming and outgoing messages appear automatically.

See Connect Gmail & Outlook for the full setup guide.

Viewing Your Emails

1. Click Inbox in the left sidebar
2. Click the Emails tab

The inbox displays all email threads in chronological order. Each thread shows:

Emails from all linked accounts are consolidated into one view.

Reading and Replying

1. Click any email thread to open the full conversation
2. Scroll through the complete message history
3. Click Reply or Reply All to compose a response
4. Type your message in the text editor
5. Add attachments by clicking Attach
6. Click Send

To forward an email, click Forward, enter the recipient, and send.

Composing a New Email

1. In the Emails tab, click the Compose button
2. The compose window opens
3. Enter the recipient, subject, and message body
4. Add CC or BCC recipients if needed
5. Attach files if needed
6. Click Send

When you compose from a client's detail page, FieldCamp pre-fills the recipient and automatically links the email to that client.

Searching and Filtering

Use the search bar at the top of the Emails tab to find emails by:

• Keywords in the subject or body
• Client name
• Email address
• Date range

Results update as you type, making it fast to locate specific conversations.

Managing Emails

Mark as Read or Unread

Hover over an email and click the read/unread icon to toggle its status. Unread emails stay bolded for visibility.

Select Multiple Emails

Use the checkbox next to each email to select multiple messages for bulk actions.

Delete Emails

Click the trash icon next to an email. A confirmation dialog appears before the email is permanently removed.

More Options

Click the three-dot menu next to any email for additional actions like archiving.

Attachments

When an email contains attachments, you can:

• Preview PDFs, images, and documents directly in FieldCamp
• Download files to your device
• Forward the email with attachments included

How Emails Link to Clients

FieldCamp matches incoming emails to client records using the sender's email address. If the address matches a client on file, the email is automatically linked. If the sender is unknown, you can link the email to an existing client or create a new client record from the email.

All linked emails appear on the client's detail page under the Emails tab, giving every team member full visibility into past conversations.

Pagination

If you have a large volume of emails, the list is paginated. Use the controls at the bottom of the list to navigate between pages.

Permissions

The Emails tab is visible to admin users with email access permissions. If you do not see the tab, check with your administrator about your role settings.

Best Practices

• Reply to emails from within FieldCamp so the conversation stays linked to the client record
• Use the AI Email Composer for routine replies — it drafts context-aware responses in seconds
• Search by client name rather than scrolling through the full inbox
• Check your unread count at the start of each day

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Related Articles

• AI Email Composer — Let AI draft emails based on client and job context
• Connect Gmail & Outlook — Set up your email integration
• Communication Records — See email history on the client detail page
• Inbox Overview — How the unified inbox works