Managing Products & Services | FieldCamp

Create, edit, duplicate, and archive products and services in FieldCamp. Set pricing, duration, images, and online booking availability for your price book.

Creating Products and Services

Every item your business sells or performs starts here. Products are physical items (AC filters, thermostats, parts). Services are labor and work (HVAC repair, installation, maintenance). Both live in your price book and can be added as line items on jobs, estimates, and invoices.

The AI-First Way

Open the Command Centre and describe what you need:

"Create a new service called AC Tune-Up, flat fee $150, takes 1 hour"
"Add a product: 16x25x1 AC Filter, $25, SKU ACF-1625"
"Create a service for emergency plumbing repair, $200 per hour"

The AI fills in the details and saves the item. You can always edit it later from the Products and Services page.

Creating Manually

Go to Products and Services in the sidebar.
Click + Add New in the top-right corner.
Fill in the item details (see the fields table below).
Click Save to add the item to your price book.

Product and Service Fields

Field	Description	Example
Name	What you call this item	AC Tune-Up, 16x25x1 Filter
Type	Product or Service	Service
SKU/Code	Your internal reference number	ACF-1625
Description	What the item is or what the work involves	Complete AC inspection, filter change, and refrigerant check
Price	The amount you charge the customer	$150.00
Cost	Your internal cost (for margin tracking)	$45.00
Tax rate	Applicable tax percentage	8.25%
Duration	How long the service takes (used for scheduling)	1 hour
Unit of measure	How the item is measured or sold	Each, Hour, Linear Foot
Category	The group this item belongs to	HVAC, Plumbing, Parts
Status	Whether the item is active or inactive	Active

The Duration field is important for services. When you add a service with a 1-hour duration to a job, FieldCamp uses that to calculate scheduling. It also appears on the online booking page so customers know how long the visit will take.

Product Images

You can upload images for any product or service. Images are especially useful for online booking — customers see the image when selecting services on your booking page.

To add images:

Open the product or service detail view.
Drag and drop image files into the upload area, or click to browse.
Images are saved automatically.

You can upload multiple images per item. The first image is used as the thumbnail on the booking page.

Editing Items

Click any item name in the Products and Services table to open its detail view. From there you can change any field — name, price, description, category, duration, or images.

Changes take effect immediately for new jobs and estimates. Items already added to existing jobs or invoices are not affected.

Duplicating Items

If you need a variation of an existing item, duplicating saves time:

Open the item you want to copy.
Click the Duplicate option.
Modify the name, price, or other fields as needed.
Save the new item.

This is useful when you have similar services at different price points — for example, "AC Tune-Up (Residential)" at $150 and "AC Tune-Up (Commercial)" at $250.

Archiving and Deleting

Archive an item to hide it from active lists without losing historical data. Archived items still appear on past jobs and invoices.
Delete an item to remove it permanently. Deleted items cannot be recovered.

If a product or service has been used on jobs or invoices, archiving is recommended over deleting. This preserves your financial records and job history.

Bulk Operations

For managing large catalogs:

Import: Upload a CSV file to add multiple products and services at once.
Export: Download your current catalog as a CSV for review or backup.
Bulk edit: Select multiple items in the table to update them simultaneously.

Custom Fields

FieldCamp supports custom properties on products and services. Add fields like warranty period, manufacturer, or any attribute specific to your business. Custom fields appear in the item detail view and can be used for filtering and reporting.

Organizing the Table View

The Products and Services table has built-in organization tools:

Filter: Show only items matching specific criteria (category, price range, status).
Sort: Arrange by name, price, date added, or any column.
Group by: Organize by category, type, or status.
Columns: Choose which fields to display.
Saved views: Save your filter and sort settings for quick access later.

Use the Organize button at the top of the table to access these options. You can also use Universal Search to find any item instantly.

Online Booking Tab

Each product and service has an Online Booking tab where you can:

Enable the item for customer booking on your website
Set a recurring schedule with frequency options (weekly, monthly)
Attach customer intake forms
Control visibility on the booking page

For full details on configuring online booking, see Products for Online Booking.