FieldCampClients and CRM
Client records, properties, contacts, and history. 21 articles
Overview
Clients & CRM overviewFieldCamp's built-in CRM centralizes client contacts, jobs, invoices, emails, and communication history. Manage leads, pipeline, and active clients in one place.Using the Command Centre for client managementUse FieldCamp's AI Command Centre to find, create, update, and manage clients with plain language. Search by stage, run complex queries, and pull CRM reports.
Managing Clients
Create a clientAdd new clients to FieldCamp using the AI Command Centre, the manual form, or CSV import. Learn required fields, optional details, and automatic creation.Client detail pageView and manage all client information from one page in FieldCamp — contact details, jobs, emails, payments, files, custom fields, and communication history.Edit client informationUpdate client details like name, email, phone, address, and custom fields in FieldCamp. Edit inline in the table view, from the detail page, or with bulk actions.Delete or archive a clientArchive clients to preserve their data or permanently delete them in FieldCamp. Learn what gets removed, how to restore archived clients, and how to bulk delete.Client actionsUse the client Actions menu to quickly add jobs, tasks, estimates, and invoices, or make calls and send SMS directly from the client detail page in FieldCamp.Clients and requestsLearn how Requests work in FieldCamp — track pre-sales service inquiries per client, manage the pipeline, and convert Requests into Jobs, Estimates, or Invoices.
Views & Organization
Save custom client viewsCreate custom client views with table and kanban layouts in FieldCamp. Save filters, sorts, and column settings as reusable named views for one-click access.Client categories & stagesOrganize clients into Leads, Pipeline, and Clients categories in FieldCamp. Track relationships with customizable stages like New Lead, Active Client, and Archived.Sales pipeline Kanban board for field service leadsUse the sales pipeline Kanban board in FieldCamp to track field service leads, drag deals between stages, and convert opportunities into jobs.Filter, sort & group clientsFilter clients by stage, custom fields, and location in FieldCamp. Sort by any column, group by city or property, and save combinations as reusable custom views.
Data
Import clients (CSV & excel)Import clients into FieldCamp from CSV or Excel files. Map spreadsheet columns to client fields automatically, track import progress, and bring custom fields along.Export clients to excel or CSVExport your FieldCamp client data to Excel or CSV for analysis, reporting, and backup. Filter by stage or location, customize columns, then download instantly.Create custom client fieldsCreate custom client fields in FieldCamp to track business-specific information like industry, referral source, budget, and service preferences with eight field types.Create custom objectsCreate your own data types in FieldCamp to track equipment, properties, vehicles, or anything unique to your business with custom fields and pipelines.Custom objects, fields, and pipelinesDesign custom objects, fields, and pipelines in FieldCamp with validation rules, stage transitions, and saved custom views across every record type.Link custom objects to the pipelineConnect a FieldCamp custom object to Requests, Estimates, Invoices, Jobs and Visits, map its fields so they auto-fill, and schedule jobs for its records.
Communication & Files
Manage client calls, emails & SMSManage all client communication from one place. Send emails, review call history, and exchange SMS messages directly from the client detail page in FieldCamp.Client files, documents & driveUpload client files, view estimates and invoices, and manage cloud storage with FieldCamp's Files, Documents, and Drive tabs on the client detail page.