Converting Requests | FieldCamp

When to Convert a Request

A request is ready for conversion when:

• The customer has approved the work or quote
• Your team has gathered enough information to schedule or price the job
• The request has moved through inspection and quoting stages in the pipeline

You do not need to wait for every stage. A simple request (like a repeat customer calling for their regular service) can be converted directly from "New Request" to a job.

AI-First: Convert from the Command Centre

Open the Command Centre and type:

• "Convert request 45 to a job and schedule it for Tuesday at 10am"
• "Create an estimate from request REQ-0032"
• "Turn Sarah Johnson's request into a job, assign to Mike"

The AI handles the conversion, carries over all the data, and lets you set the schedule and assignment in one command. See AI Skills for all conversion commands.

Three Conversion Options

From the request detail page, you can convert a request into:

Convert to Job

Creates a new job pre-filled with the request's data. Best for confirmed work that is ready to schedule.

What carries over:

What you set during conversion:

• Schedule (start/end date and time)
• Assigned team member(s)
• Job type or category
• Any additional line items

After conversion, the job appears in your calendar and can be dispatched to your team.

Convert to Estimate

Creates a new estimate pre-filled with client info and line items, ready to send to the customer for approval.

What carries over:

• Client info (name, email, phone, address)
• Line items with quantities, rates, tax, and discounts
• Notes and attachments
• Custom properties and tags

What you set during conversion:

• Estimate validity period
• Payment terms
• Cover letter or message to the customer
• Any adjustments to line items

Once the customer approves the estimate, you can then convert it to a job for scheduling.

Convert to Invoice

Creates an invoice directly from the request. Best for simple, pre-agreed work where a formal estimate is not needed — for example, a repeat customer requesting their regular monthly service.

What carries over:

• Client info and address
• Line items with pricing
• Notes and attachments

What Happens After Conversion

When you convert a request:

1. The new record is created — a job, estimate, or invoice appears in the appropriate section of FieldCamp
2. The request stage changes to "Converted" — it moves to the Converted column on the pipeline board
3. The request and the new record are linked — you can navigate between them
4. The request stays in your system — it is not deleted or archived automatically

If the conversion created a job, you can now:

• Schedule it on the calendar
• Dispatch it to a technician
• Add visits and checklists

If the conversion created an estimate, you can:

• Review and send it to the customer
• Track whether the customer approved or rejected it
• Convert the approved estimate to a job later

Moving a Converted Request Back

You can change a request's stage at any time, even after conversion. Moving a "Converted" request back to "Quote Sent" or another earlier stage does not delete the job or estimate that was already created.

This is useful when:

• A customer changes their mind after a job was created and you need to re-quote
• You converted too early and need to gather more information
• The original conversion was a mistake

Conversion and Permissions

What you can do depends on your role:

Related Articles

• Request Detail Page — where conversion actions live
• Requests Overview — the full request lifecycle
• How to Schedule Jobs — scheduling after conversion
• Creating and Managing Estimates — working with converted estimates
• Creating and Managing Invoices — invoices created from requests
• Job Tray and Dispatch — dispatching converted jobs