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.

Under the hood — see how Requests work in the FieldCamp data model: the fields they hold, how they connect to your other records, and how to customize them.

What Are Requests?

FieldCamp Requests page showing the Requests table with request numbers, client names, and tabs for Requests, Pipeline, and Archived

Requests are the starting point for every customer interaction in FieldCamp. When someone calls about a leaky faucet, emails for an HVAC inspection, or books online for a lawn treatment — that incoming inquiry becomes a request.

Requests live separately from jobs. A request is a lead or inquiry that has not yet been scheduled or confirmed. A job is confirmed work with a team member assigned, a date set, and line items ready. The pipeline bridges the gap between the two.

How Requests Differ from Jobs

	Request	Job
Stage	Lead or inquiry — before confirmation	Confirmed work — ready for scheduling
Purpose	Capture, qualify, and follow up on incoming work	Schedule, assign, and complete the work
Pipeline	Moves through sales stages (New, Inspection, Quote)	Moves through job stages (Scheduled, In Progress, Completed)
Conversion	Converts into a job, estimate, or invoice	Generates visits, invoices, and reports

The Sales Pipeline

The pipeline is a visual kanban board that shows every request as a card, organized into columns by stage. Drag cards between columns to advance requests through your sales process — from initial inquiry to converted job.

Default stages include:

New Request — just created, no action taken
Inspection Scheduled — site visit booked
Quote Created — estimate prepared
Converted — turned into a job or estimate

You can customize stages, colors, and transition rules in Pipeline Configuration.

Where Requests Come From

Requests enter FieldCamp from multiple sources:

Phone call — your team creates a request manually after taking a call
Online booking — a customer submits a request through your booking widget
Manual entry — any team member creates a request from the Requests page
AI Command Centre — type a natural language command to create a request instantly

AI-First: Use the Command Centre

Open the Command Centre and type what you need:

"Create a request for Sarah Johnson — she needs her AC inspected"
"Show me all new requests from this week"
"How many requests are in the Quote Created stage?"

The AI creates the request, sets the right stage, and links the client record — all from one sentence. See AI Skills for the full list of request commands.

The Request Lifecycle

Every request follows a natural path from inquiry to completion:

Capture — a request is created from a call, booking, or manual entry
Qualify — your team reviews the request and gathers details
Inspect — schedule a site visit or assessment if needed
Quote — create an estimate for the customer
Convert — turn the approved request into a job or estimate
Close — the request moves to Converted and stays as a historical record

Enabling the Pipeline: The Sales Pipeline is an add-on feature. Go to Settings > Add-ons, find the Sales Pipeline add-on, and click Enable. Once enabled, the Pipeline tab appears in the Requests section of your sidebar.

What You Can Do in This Section

Create and track requests — add new requests manually or via AI, and manage them in table view
Request detail page — view full request info, notes, line items, and take actions
Sales pipeline kanban — visualize your pipeline and drag requests between stages
Pipeline stages and configuration — customize stages, transitions, and automation rules
Converting requests — turn qualified requests into jobs, estimates, or invoices

Requests vs. the Client Pipeline: FieldCamp has two pipelines. The Request Pipeline tracks service inquiries (New Request > Inspection > Quote > Converted). The Client Pipeline (Sales Pipeline) tracks client relationships (New Lead > Contacted > Won > Active Client). Both are configured in Settings > Pipeline Configuration.

Creating and Tracking Requests — add new requests manually, via AI, or from online bookings
Sales Pipeline Kanban — visualize your pipeline on a drag-and-drop board
Pipeline Stages and Configuration — customize stages, transitions, and automation rules
Converting Requests — turn qualified requests into jobs, estimates, or invoices
Command Centre — manage requests with AI chat commands

Requests & Pipeline Overview | FieldCamp

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