Categories & Organization | FieldCamp

What Categories Do

Categories group your products and services into logical sections — HVAC, Plumbing, Electrical, Parts, Labor. Instead of scrolling through a flat list of hundreds of items, your team navigates a structured catalog that matches how your business actually works.

Categories appear everywhere your price book is used: when adding line items to jobs, building estimates, creating invoices, and on your online booking page.

Creating Categories

The AI-First Way

Tell the Command Centre what you need:

• "Create a category called HVAC"
• "Add a subcategory under HVAC called Installation"
• "Show me all categories"

Creating Manually

1. Go to Products and Services in the sidebar.
2. Click the Categories tab.
3. Click Add Category.
4. Fill in the category details.
5. Click Add Category to save.

Category Fields

Building a Category Hierarchy

Categories support multiple levels, so you can organize from broad to specific:

HVAC
  ├── Installation
  │     ├── Residential
  │     └── Commercial
  ├── Maintenance
  │     ├── Preventive
  │     └── Emergency
  └── Parts
        ├── Filters
        ├── Compressors
        └── Thermostats

Plumbing
  ├── Repairs
  ├── Installation
  └── Parts

There is no parent-category dropdown. To create a subcategory, open the parent category on the Categories tab first, then click Add Subcategory — the parent is shown at the top of the form, and Industry and Item Type are inherited from it and cannot be changed. Repeat inside a subcategory to nest as deep as your business needs.

Assigning Products and Services to Categories

You assign a category when creating or editing a product or service:

1. Open the item detail view.
2. Select a category from the Category dropdown.
3. Save the item.

Each item belongs to exactly one category — the Category control is a single-select, so choosing a new one replaces the old one.

Using Categories to Find Items Faster

Categories transform how your team adds line items to jobs and invoices. Instead of typing and searching, they browse a structured catalog.

Price Book Navigation

When creating a job, estimate, or invoice:

1. Click Price Book next to the line items section.
2. The categorized catalog opens.
3. Navigate through categories to find what you need.
4. Select multiple items at once.
5. All selected items are added to the job instantly.

This is dramatically faster than adding items one at a time — especially for jobs that need 10 or more line items.

Filtering by Category

On the Products and Services table, use the Filter option to show only items in a specific category. This is useful when you need to review or update all items in one group.

Category-Based Reporting

In Analytics, the Items by Category metric (in the Inventory group) shows an item count and total stock value per category, with an optional breakdown by item type. There is no revenue-by-category or jobs-by-category metric. The Products and Services list cannot be grouped by category either — group by Type, or open a category on the Categories tab to see its items.

What to Read Next

• Managing Products and Services — Create and edit items in your catalog
• Price Book and Bundles — Package multiple items into bundles
• Products and Services Overview — How products and services connect to your workflow