FieldCamp’s Products & Services Management feature enables users to efficiently store, organize, and manage offerings for their business. With the Products & Services Table, users can add new items, update details, apply filters, and organize listings using the Organize functionality.

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Key Features of Products & Services Management

  • Products & Services Table: View, edit, and manage all products and services in a structured format.

  • Add & Delete Products: Easily create or remove offerings from your inventory.

  • Organize Functionality: Filter, sort, group, and customize the displayed data for better navigation.

  • Custom Fields: Add and manage product attributes like price, duration, category, or warranty.

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Managing Products & Services

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1. Accessing the Products & Services Table

  • Open FieldCamp in your web browser.

  • Navigate to Products & Services from the main menu.

  • The Products & Services Table will display all existing items.

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2. Adding a New Product or Service

To add a new product or service:

  • Click on “Add New” at the top-right corner.

  • Fill in the necessary details:

    • Name: Enter the product/service name.

    • Price: Define the pricing.

    • Category: Assign a category for better organization.

    • Duration: Specify service duration (if applicable).

    • Custom Fields: Include additional attributes such as warranty or special conditions.

  • Click Save to add the item to the table.

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3. Editing Products & Services

To modify an existing product or service:

  • Click on the product/service name in the table.

  • Update relevant fields (e.g., name, price, category, or duration).

  • Click Save to apply the changes.

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4. Deleting a Product or Service

If a product or service is no longer needed:

  • Locate the item in the Products & Services Table.

  • Click the Delete icon next to the entry.

  • Confirm the deletion (Warning: Deleted items cannot be restored).

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Organizing the Products & Services Table

FieldCamp provides various organization tools to help users filter, sort, and customize the table view.

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1. Using the Organize Button

  • Click Organize at the top-right corner of the table.

  • The Organize Panel allows users to:

    • Filter: Display only relevant products or services based on criteria (e.g., category, price range, or availability).

    • Sort By: Arrange entries in ascending or descending order (e.g., alphabetically by name, price, or date added).

    • Group By: Categorize products/services by attributes like category, pricing tier, or warranty.

    • Columns: Select which columns to display, customizing the data view.

    • Pagination & Infinite Scroll: Adjust how many entries appear per page or enable infinite scrolling.

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2. Searching for Products & Services

  • Use the Search Bar at the top of the table.

  • Type keywords, product names, or service types to locate specific entries instantly.

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3. Customizing Views

  • Save View: After applying filters, sorting, or column adjustments, save the view for future use.

  • Load Saved Views: Quickly switch between pre-configured table layouts.

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Best Practices for Managing Products & Services

  • Keep Categories Organized: Assign proper categories to services for easier navigation.

  • Regularly Update Pricing & Details: Ensure all information remains accurate.

  • Utilize Custom Fields: Store relevant product/service details such as warranty or material requirements.

  • Archive Instead of Deleting: Instead of permanent deletion, archive items that may be used in the future.

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Key Benefits

  • Efficient Organization: Maintain a structured product and service catalog.

  • Time-Saving Management: Quickly search, filter, and update entries.

  • Enhanced Visibility: Custom views and grouping improve accessibility.

  • Seamless Client Workflow: Ensure all team members have up-to-date product and service details.

By leveraging FieldCamp’s Products & Services Management tools, businesses can optimize their offerings, streamline operations, and maintain a well-organized product database with ease.

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