Categories & Organization | FieldCamp

Organize your FieldCamp price book with categories and subcategories. Group products and services by trade for faster job creation, quoting, and invoicing.

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

Go to Products and Services in the sidebar.
Click the Categories tab.
Click + Add New Category.
Fill in the category details.
Click Add Category to save.

Category Fields

Field	Required	Description
Category name	Yes	A clear label like "Residential HVAC" or "Plumbing Parts"
Industry	Yes	Select from HVAC, Plumbing, Electrical, Landscaping, or General
Item type	Yes	What the category contains: Products, Services, or Both
Parent category	No	Select a parent to make this a subcategory
Description	No	A note for your team explaining what belongs here
Color	No	Color coding for visual differentiation in lists
Sort order	No	Controls display priority (lower numbers appear first)

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

To create a subcategory, select a Parent category when creating the new category. You can nest as deep as your business needs.

Start simple. You can always add subcategories later as your catalog grows. Many businesses start with 3-5 top-level categories and expand from there.

Assigning Products and Services to Categories

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

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

Each item can belong to one primary category. Use tags for additional grouping if needed.

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.

When creating a job, estimate, or invoice:

Click Price Book next to the line items section.
The categorized catalog opens.
Navigate through categories to find what you need.
Select multiple items at once.
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

Categories give you insight into what parts of your business generate the most revenue:

Which service categories produce the most jobs
Which product categories have the highest sales volume
Revenue breakdown by category across estimates and invoices

Well-organized categories make your online booking page easier for customers to navigate too. Customers see your services grouped by category when they book from your website.