FieldCampRequests & 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.
What Are Requests?
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.
Related Articles
- 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
Troubleshooting — Common Issues & Fixes | FieldCamp
Fix common FieldCamp issues: login problems, blank pages, email not sending, calendar sync errors, permission issues, Stripe payments, online booking, and mobil
Creating & 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.