FieldCampInbox Overview | FieldCamp
FieldCamp's unified inbox brings emails, calls, SMS, tasks, and AI chats into one screen. Manage every client conversation without switching between multiple tools.
FieldCamp's Inbox is the single screen where every client conversation lives. Emails, phone calls, text messages, tasks, and AI chats all flow into one place so you never have to jump between apps to stay on top of your communication.
AI-first inbox: Open the Command Centre and type "Show me unread emails" or "Send an email to Sarah Johnson confirming tomorrow's appointment." The AI reads your inbox, drafts messages, and creates tasks without you clicking a single button.
What Is the Inbox?
The Inbox is the communication hub of FieldCamp. Every inbound and outbound interaction — whether it is an email, a phone call, a text message, or an internal task — is captured here and automatically linked to the right client record.
Click Inbox in the left sidebar to open it.
Inbox Tabs
The Inbox is organized into five tabs across the top:
| Tab | What It Shows |
|---|---|
| Emails | All incoming and outgoing emails synced from your connected Gmail or Outlook account |
| Calls | Call history, recordings, transcriptions, voicemails, and AI summaries |
| Messages | Two-way SMS conversations with clients |
| Tasks | Internal to-dos assigned to you or your team, grouped by due date |
| AI Chats | Past conversations with the Command Centre AI assistant |
Each tab shows an unread count badge so you can see at a glance where attention is needed.
How Communication Gets Linked
FieldCamp automatically matches emails, calls, and text messages to the correct client record using the email address or phone number on file. When a message arrives from an unknown number or address, you can link it to an existing client or create a new one directly from the Inbox.
This means the client's detail page always has a complete communication history — no manual logging needed.
What You Can Do From the Inbox
- Read and reply to emails — open any thread, compose a response, attach files, or forward to a colleague
- Make and receive calls — dial clients directly from the browser, review recordings, and read AI-generated call summaries
- Send and receive texts — manage SMS conversations with clients and track delivery status
- Create and complete tasks — assign work to team members with due dates, reminders, and links to clients or jobs
- Ask the AI — use the AI Chats tab or Command Centre to draft emails, look up information, or automate follow-ups
Permissions
What you see in the Inbox depends on your role:
| Role | Access |
|---|---|
| Admin | Full access to all tabs, all client communication, and all team tasks |
| Dispatcher | Can view team tasks, create tasks, and access communication for their assigned clients |
| Technician | Can view and complete tasks assigned to them; email and call access may be limited by admin settings |
Your admin can adjust inbox permissions from Settings > Roles & Permissions.
Best Practices
- Check the Emails and Tasks tabs at the start of each workday to catch anything that came in overnight
- Use the AI Email Composer to draft professional replies in seconds
- After important phone calls, review the AI summary and create a follow-up task in one click
- Link every unknown caller or emailer to a client record immediately so nothing falls through the cracks
Explore the Inbox
Read, reply, search, and organize all client emails in one place.
Let AI draft context-aware emails you can review and send instantly.
Set up phone calls, record conversations, and get AI transcriptions.
Send and receive SMS messages directly from FieldCamp.
Create, assign, and track internal to-dos linked to clients and jobs.
View the full email, call, and SMS history on any client record.
Related Articles
- Command Centre — AI chat that controls your entire workspace
- AI Skills — Everything the AI can do for you
- Connect Gmail & Outlook — Set up email sync
- Client Detail Page — See how communication ties back to each client
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