My Views in FieldCamp
Pin, personalize, and prioritize the tools you use most
Managing a field service business means juggling multiple modules—Clients, Jobs, Calendar, Inventory, and more. FieldCamp’s My Views feature helps you stay focused by letting you customize which modules are front and center in your workspace.
What are My Views?
The My Views panel acts as your personalized launchpad. It lets you:
- Pin the modules you use most frequently
- Discover other available tools
- Create a focused workspace tailored to your daily workflow
Instead of navigating through menus, you can jump directly into what matters.
Exploring the My Views Window
When you open My Views, you’ll see a grid of available FieldCamp modules such as:
- Inbox
- Clients
- Sales Pipeline
- Calendar
- Jobs
- Products & Services
- Inventory Management
- Analytics
Each tile shows the module name, its section label, and a pin icon for favorites.
How to Pin or Unpin a View
- Hover over any module tile
- Click the 📌 pin icon in the top-right corner
- Pinned modules will appear in your sidebar or top menu for quick access
To unpin a module, click the pin icon again.
With My Views, FieldCamp becomes your dashboard—not just a workspace. Pin what matters, and skip the rest.