FieldCampCreating & Tracking Requests | FieldCamp
Create service requests manually, via AI chat, or from online bookings. Track, filter, and manage every incoming inquiry in FieldCamp's request pipeline.
AI-First: Create Requests with the Command Centre
Open the Command Centre and describe what you need:
- "Create a request for Sarah Johnson at 42 Oak Street — she needs an AC inspection"
- "New request for Smith Residence, roof leak, high urgency"
- "Add a request for Mike Chen — annual furnace maintenance, schedule for next week"
The AI creates the request, links the client, sets the urgency, and assigns the right stage automatically. You can follow up with commands like:
- "Show me all requests from this week"
- "Find Sarah Johnson's request"
- "What requests are overdue?"
See AI Skills for the full list of request commands.
Creating a Request Manually
- Go to Requests in the left sidebar
- Click + New Request in the top-right corner
- Fill in the request form:
| Field | Description |
|---|---|
| Client (required) | Search for an existing client or create a new one inline |
| Request Number | Auto-generated (e.g., REQ-001) |
| Best Day for Assessment | Customer's preferred inspection date |
| Another Day that Works | Backup date option |
| Service Address | Where the work will happen |
| Contact Phone | Customer's phone number |
| Preferred Contact Method | Phone, email, or text |
| Start / End Date and Time | For scheduling the inspection visit |
| Assign to Team | One or more team members |
| Requirements | What the customer needs done |
| Internal Notes | Notes visible only to your team |
| Custom Properties | Any custom fields you have configured |
- Click Save to create the request
Auto-stage logic: FieldCamp sets the initial stage based on what you fill in. If you add dates and assign a team member, it goes to "Inspection Scheduled." If you check "Schedule Later" or "Any Time," it goes to "Unscheduled." Otherwise it defaults to "New Request."
Requests Created Automatically
Requests can also be created without manual entry:
- Online booking — when a customer submits a request through your booking widget, a request is created automatically with the source set to "Online Booking"
- Command Centre — AI-created requests appear instantly in your request list
The source field on each request tells you where it came from, so you can track which channels generate the most leads.
The Request List
The Requests page shows all your requests in a table with three tabs:
Requests Tab
Requests that need attention — new, unscheduled, and overdue inquiries.
Pipeline Tab
Requests moving through your sales process — inspection scheduled, quotes created, and converted requests. This tab shows the kanban board view.
Archived Tab
Closed requests — lost, cancelled, or duplicate entries kept for your records.
Request List Columns
The table always shows Request #, Client Name, Client Email, and Stage. You can add optional columns:
- Created Date
- Source (Manual, Online Booking)
- Estimated Value (requires pricing permission)
- Assigned To
- Start Date / End Date
- Custom property fields
Click Organize > Columns to choose which columns appear.
Filtering, Sorting, and Saved Views
Click Organize in the toolbar to access:
| Tool | What It Does |
|---|---|
| Filters | Filter by stage, source, client, date range, assigned to, urgency, and 13+ other fields. Supports Contains, Is, Starts with, Date range, Is empty, and more |
| Sort By | Sort by any column, ascending or descending, with multi-column sorting |
| Group By | Group requests by stage, source, or custom fields |
| Columns | Show or hide table columns |
| Pagination | Choose infinite scroll or page-based, and set items per page |
Save any combination as a Saved View for one-click access later. Rename or delete saved views from the view dropdown.
Pro tip: Create a saved view called "This Week's New Requests" with filters for stage = New Request and created date = this week. Use it every Monday morning to review incoming leads.
Urgency Levels
Each request can be assigned an urgency level to help your team prioritize:
| Level | When to Use |
|---|---|
| Low | Standard timeline, no rush |
| Medium | Needs attention within a few days |
| High | Priority — should be handled today or tomorrow |
| Critical | Immediate action required |
Export and Import
Use the Export/Import option in the toolbar to:
- Export your requests to CSV or Excel for reporting or backup
- Import requests in bulk from a spreadsheet file
Bulk Actions
Select multiple requests using the checkboxes in the table, then use Bulk Delete to remove them. A confirmation dialog appears before deletion.
Need more detail on a specific request? Click any request row to open its detail page with full information, notes, line items, and conversion actions.
Related Articles
- Request Detail Page — full request information and actions
- Sales Pipeline Kanban — visualize requests on the pipeline board
- Converting Requests — turn requests into jobs and estimates
- How to Create a Client — client records linked to requests
- Setting Up Online Booking — auto-create requests from your website
Requests & Pipeline Overview | FieldCamp
Requests capture incoming leads and service inquiries before they become scheduled jobs. Track every opportunity through a visual sales pipeline in FieldCamp.
Request Detail Page | FieldCamp
View and manage every detail of a service request — client info, schedule, line items, notes, and conversion actions — from the FieldCamp request detail page.