FieldCampData model
The records behind FieldCamp and how to shape them. 22 articles
Overview
Data modelThe FieldCamp data model: connected core records that work on day one, plus full customization of objects, fields, stages, and record layouts for any business.Field service software for any industryFieldCamp is field service software for any business — a fully customizable data model that runs any trade and replaces vertical-specific tools, at any size.
Core Records
The core customer recordThe FieldCamp Customers record holds every person and company you serve. See its fields, how it connects to Jobs, Estimates, and Invoices, and its lifecycle.The work order recordThe FieldCamp Jobs record is the work order at the center of field service. See its fields, how it links to Visits, Invoices, and Customers, and its lifecycle.The on-site appointment recordThe FieldCamp Visits record is the scheduled appointment where work happens on site. See its fields, how it links to Jobs and team members, and its lifecycle.The lead recordThe FieldCamp Requests record captures incoming service inquiries and leads. See its fields, sales pipeline stages, and how a request converts to work.Estimates & invoicesThe FieldCamp Estimates and Invoices records: how they quote work and bill for it, with their fields, line items, deposits, payments, and path to paid.Price bookThe FieldCamp Price Book is your catalog of services and products. See its fields and how items become priced line items on estimates, jobs, and invoices.Service areasThe FieldCamp Service Areas record defines the geographic zones you cover. See its fields, how it connects to Team Members, and how coverage routes work.Team membersThe FieldCamp Team Members record holds the people who do the work. See their fields, skills, certifications, and service areas, and how they staff Jobs.
Customize FieldCamp
Custom objects & fieldsAdd custom fields and custom objects in FieldCamp to track anything your field service business needs — standalone or nested, schedulable, with rules and relationships.Record layoutsEvery FieldCamp record page is built from configurable building blocks you can reorder, group into tabs, and tailor by record type — with role-based access built in. Customize layouts.Stages & workflowsEvery FieldCamp record moves through stages you define. Set up workflows, control which moves are allowed, and require information before a stage change.Rules & automationsFieldCamp rules run as records are created, updated, change stage, or are deleted — validate fields, create child records, roll status up, calculate values, convert records, and more.
Example Custom Objects
The assets you serviceThe FieldCamp Equipment record tracks the units you install and service — model, serial number, install date, warranty — tied to a customer and visits.Service agreementsThe FieldCamp Service Agreement record holds recurring service contracts and maintenance plans. See its fields, how it connects to Customers, Jobs, and Visits.Track every applicationHow a pest-control business tracks chemicals and applications as a custom object in FieldCamp — product, EPA number, rate, target pest, areas treated.Bait stationsModel bait stations as a custom object in FieldCamp — station number, placement, bait type, condition, and last-checked status, sitting under a property and checked each visit.Custom object exampleTrack the permits a job depends on as a custom object in FieldCamp — permit number, authority, fees, and an applied-to-closed lifecycle attached to a job.Custom object exampleTrack warranties as a custom object in FieldCamp — provider, coverage type, dates, terms, and claim status linked to the equipment a warranty protects.
Scale & Reference
Multi-location & franchiseRun multi-location and franchise field service on one FieldCamp data model — the same connected records at every site, tailored to each location's work.FieldCamp data modelA plain-English glossary of the FieldCamp data model — records, fields, stages, and a Salesforce and ServiceTitan crosswalk for buyers migrating field service.