Inbox Overview | FieldCamp

Q: A client's email isn't appearing in the Emails tab

Confirm Gmail or Outlook sync is still connected. OAuth tokens expire when a password changes — reconnect the integration to resume sync.

Q: The dialer says microphone permission is required

The browser is blocking microphone access. Click Enable Microphone in the dialer dropdown, then accept the permission prompt your browser shows. If you accidentally blocked it, update the site permission in your browser settings and reload the Inbox.

The FieldCamp Inbox v3 unifies emails, calls, SMS, WhatsApp, tasks, AI chats, and notifications in one prioritised triage view.

Under the hood — see how Customers work in the FieldCamp data model: the fields they hold, how they connect to your other records, and how to customize them.

The FieldCamp Inbox is the single screen where every client conversation, notification, and to-do lands so your team triages it once and acts. Emails, phone calls, SMS, WhatsApp threads, tasks, AI chats, and system notifications all flow into a unified Inbox built around a smart Important queue and channel-specific tabs. This page walks through the v3 layout, what each tab does, how priority and filtering work, and how dispatchers can clear a busy inbox quickly.

AI-first inbox: Open the Command Centre and ask things like "Show me unread emails from this week" or "Send an SMS to Sarah Johnson confirming tomorrow's 10am visit." The AI reads your inbox, drafts messages across any connected channel, and creates tasks without you clicking through tabs.

What is the FieldCamp Inbox?

The Inbox is the communication hub of FieldCamp. Inbound and outbound interactions — an email from a homeowner, a missed call from a property manager, an SMS reply about an arrival window, a WhatsApp photo of a leaking pipe, an AI-handled booking conversation, or an internal task — are captured here and tied to the right client record where possible.

Click Inbox in the left sidebar to open it. If you are new to the layout, see Navigating the FieldCamp Interface for a quick orientation.

Inbox tabs at a glance

FieldCamp Inbox showing Important, Tasks, Emails, Calls, Messages, and AI Chats tabs

The Inbox is organised into six tabs across the top. The exact set you see depends on your role and which add-ons your workspace has enabled — for example, the Calls and Messages tabs only appear when the Calls add-on is connected.

Tab	What it shows
Important	Unified, AI-prioritised feed pulling calls, SMS, emails, tasks, and system notifications into a single triage queue with type and priority filters
Tasks	Internal to-dos grouped by due date — Today, This week, Upcoming, Completed, and Overdue
Emails	All incoming and outgoing emails synced from your connected Gmail or Outlook account
Calls	Call history, recordings, transcripts, voicemails, and AI summaries (requires the Calls add-on)
Messages	Two-way SMS conversations with clients, plus WhatsApp threads when the WhatsApp add-on is enabled
AI Chats	Conversations your AI assistant has handled with customers — Pending, Human, and Resolved statuses

The active tab is reflected in the URL so you can deep-link straight to Inbox > Calls or share a saved view with a teammate.

The Important tab — your unified triage queue

The Important tab is the first stop most owners and dispatchers make in the morning. Rather than scrolling through every channel, it pulls the highest-signal items from across your inbox into a single prioritised feed.

The Important feed surfaces:

Calls — inbound, outbound, missed calls, and voicemails
Emails — new email threads from connected mailboxes
SMS — inbound and outbound text messages tied to clients
Tasks — overdue, today, and upcoming tasks for you and your team
Notifications — system alerts and AI agent run outcomes (success, error, warning)

When the Important tab is empty, FieldCamp shows an onboarding card explaining what will appear here — things like overdue invoices, jobs running late, and urgent client replies — plus quick links to pin items from anywhere in FieldCamp.

Items inherit a priority of Critical, High, Medium, or Low. Use the Priority filter to pin the queue to Critical and High only on your busiest mornings — you can clear those first and come back to lower priorities later.

Filtering the Important tab

The Important tab has its own filter panel built around the item type so that filters change with what you are triaging.

Open the filters drawer

Click the Filters button on the Important tab header to open the filter panel.

Pick an item type

Choose Email, Call, SMS, Task, or Notification. The drawer reveals filters specific to that type.

Refine with type-specific filters

Email — read status (All, Unread, Read) and has attachments
Call — call type (All, Missed, Received, Outgoing), has recording, has voicemail
Task — date group (Overdue, Today, This week), priority, status, category
Notification — notification type

Layer priority on top

Add Critical, High, Medium, or Low to narrow further.

Apply or clear

Hit Apply to update the list, or Clear to reset all filters.

Filters persist while you stay on the page so you can move between threads without losing your triage state.

Channels supported in v3

The Inbox understands five channel types across the experience:

Email — Gmail and Outlook via OAuth sync (see Connect Gmail and Outlook)
SMS — two-way texting from your connected phone numbers
WhatsApp — first-class WhatsApp threads when the WhatsApp add-on is enabled
Notifications — system and AI-agent notifications surfaced into the inbox
Team — internal team-style threads

For a full list of add-ons available on each plan, see FieldCamp Add-ons.

The Calls and Messages tabs only appear if the Calls add-on is connected and at least one active phone number is assigned. If you try to start a new SMS or place a call without a phone number, FieldCamp prompts a superAdmin to open Settings > Add-ons > Calls to provision one.

Placing a call from the Inbox header

The Inbox header has a built-in dialer so dispatchers do not have to leave the page to make outbound calls.

Click Call in the header

The dialer opens with a Phone Settings section.

Pick your Caller ID

Choose the outbound number you want to use from the Caller ID select. FieldCamp defaults to your primary phone number when available.

Dial a number and press Call

Type the number in the Dial a number input. The Inbox automatically looks up whether that phone number belongs to a known client or contact and ties the call to that record.

If your browser blocks microphone access, the Inbox surfaces a clear Enable Microphone prompt instead of failing silently.

Composing a new SMS

Click New Message in the header to start a new SMS thread. The composer requires an active phone number to be connected — if none is available, you will see a warning toast pointing to the Calls add-on settings. For setup help see Calls — Setup & Usage. US-based teams should also confirm their A2P 10DLC and toll-free verification is complete so carriers deliver messages reliably.

AI Chats — conversations handled by your assistant

The AI Chats tab shows conversations your AI assistant has had with customers — for example, after-hours booking requests through the online booking widget or AI-mediated SMS replies.

Each conversation has one of three statuses:

Pending — the AI is still working through the conversation
Human — the conversation has been handed off to a teammate
Resolved — the AI closed the loop on the customer's request

You can filter by status, search by name, email, or phone, and open any conversation in the side panel to take over from the assistant.

How communication gets linked to a client

FieldCamp automatically matches calls, emails, SMS, and WhatsApp messages to the correct client record using the email address or phone number on file. When a call or SMS arrives from an unknown number, the Important feed offers a Create a Client action so you can spin up a record in one click — or link to an existing one — directly from the inbox row. See Communication Records for the full flow.

Combined with AI summaries for clients, jobs, and visits, the client's detail page always carries a complete communication history with no manual logging.

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 using Email Management
Make and receive calls — dial directly from the header, review recordings, and read AI summaries. Setup steps are in Calls — Setup & Usage
Send and receive SMS and WhatsApp — manage two-way conversations and track delivery status with Two-Way Text Messaging
Create and complete tasks — assign work to team members with due dates, reminders, and links to clients or jobs. See Managing Tasks
Ask the AI — use the AI Chats tab or the Command Centre to draft messages, look up information, or automate follow-ups with the AI Email Composer

Permissions

What you see in the Inbox depends on your role:

Role	Access
Super Admin / Admin	Full access to Important, Tasks, Emails, Calls, Messages, and AI Chats
Dispatcher / Team Member	Tasks visibility depends on the assigned Inbox permission level (no access, view own tasks, view and create, full task management, or full access including delete)

The Inbox permission set lives under the Inbox role module, where each level is a labelled scope (for example, "View tasks assigned to self" or "Full task access including delete"). Your admin can adjust these from the role settings — full details in Roles and Permissions and the Adding & Managing Team Members guide.

Best practices for clearing the Inbox fast

Start every day in the Important tab — apply the Critical + High priority filter, work through the list, and only then open Emails or Tasks
After important phone calls, review the AI summary and convert it into a follow-up task in one click
For overflowing messaging, filter the Important tab to Item type = SMS to triage texts as a batch
Link every unknown caller or emailer to a client record immediately so future messages auto-thread to the right history
Use the Command Centre for cross-channel actions like "summarise unread emails from VIP clients today"

Troubleshooting and FAQs

Why don't I see the Calls or Messages tabs?

Both tabs require the Calls add-on to be connected. A superAdmin can enable it from the Calls add-on settings and provision a phone number — the tabs appear automatically once a number is active.

My Important tab is empty even though I have unread items

The Important feed depends on signals from the unified backend. If your team has not yet had calls, emails, SMS, or tasks captured in the last window, the empty-state card explains how to pin items from elsewhere in FieldCamp so they bubble up here.

A client's email isn't appearing in the Emails tab

Confirm Gmail or Outlook sync is still connected from Connect Gmail and Outlook. OAuth tokens expire when a password changes — reconnect the integration to resume sync.

Can a non-admin technician see Emails, Calls, or Messages?

No. Email, Call, Message, and AI Chat tabs are restricted to admins in the current release. Technicians and dispatchers retain access to the Tasks tab based on their Inbox permission level.

The dialer says microphone permission is required

The browser is blocking microphone access. Click Enable Microphone in the dialer dropdown, then accept the permission prompt your browser shows. If you accidentally blocked it, update the site permission in your browser settings and reload the Inbox.