Two-Way Text Messaging | FieldCamp

FieldCamp's messaging feature lets you send and receive text messages with clients directly from the Inbox. Every SMS conversation is automatically linked to the client's record so your whole team has visibility into what was said and when.

What You Need Before Starting

• Calls Add-on enabled in your account (Messages uses the same add-on as Calls)
• At least one SMS-enabled phone number purchased through Twilio
• Admin access — only admins can send and receive messages

If you have not set up the Calls Add-on yet, follow the Calls setup guide first.

Accessing Messages

1. Click Inbox in the left sidebar
2. Click the Messages tab
3. If you have multiple numbers, use the dropdown at the top to select which number's conversations to view

Each number keeps its own separate message history.

Sending a New Message

1. Click New Message in the Inbox header
2. Fill in the fields:

3. Click Send

Your message appears in the conversation thread with a "Sending" or "Sent" status.

Replying to a Conversation

1. Click any conversation in the Messages tab to open it
2. Type your response in the message field at the bottom
3. Press Enter or click Send

Use Shift + Enter to add a new line without sending.

Viewing Conversations

Each conversation tile in the list shows:

• Contact name or number — displays the client name if the number is linked
• Message preview — the most recent message
• Timestamp — when the last message was sent or received
• Unread badge — a blue dot for unread messages
• Status icon — sent, delivered, read, pending, or failed

Click any conversation to see the full message thread, timestamps, status indicators, and linked client information.

Message Status Indicators

Outbound (Sent by You)

Inbound (Received)

FieldCamp marks messages as read automatically when you open a conversation. The sender may receive a read receipt.

Linking Unknown Numbers to Clients

When you receive a message from a number that is not in your system:

1. Open the conversation
2. Click Add Client in the conversation header
3. Fill in the client details
4. Click Save

FieldCamp links all messages from that number to the new client record, and the client name replaces the phone number in the conversation list.

Managing Conversations

Delete a Single Conversation

1. Hover over the conversation
2. Click the trash icon
3. Click Confirm

Bulk Delete

1. Select checkboxes beside the conversations you want to remove
2. Click Delete in the header
3. Click Confirm

Troubleshooting

Best Practices

• Keep texts short and to the point — clients expect SMS to be brief
• Use the AI Command Centre to send quick one-off texts without opening the Inbox
• Link unknown numbers to client records immediately so the history stays organized
• Check the Messages tab regularly for incoming replies
• For US numbers, complete A2P 10DLC registration in your Twilio account to ensure full delivery

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Related Articles

• Calls — Setup & Usage — Set up phone numbers and the Calls Add-on
• Communication Records — View SMS history on the client detail page
• Inbox Overview — How the unified inbox works
• Command Centre — Send texts and manage messages with AI