FieldCampRequests and pipeline
Capture incoming work and move leads through your pipeline. 6 articles
Overview
Managing Requests
Creating & tracking requestsCreate service requests manually, via AI chat, or from online bookings. Track, filter, and manage every incoming inquiry in FieldCamp's request pipeline.Request detail pageView and manage every detail of a service request — client info, schedule, line items, notes, and conversion actions — from the FieldCamp request detail page.
Sales Pipeline
Sales pipeline & KanbanManage service requests on FieldCamp's visual kanban board. Drag and drop requests between pipeline stages to track leads from initial inquiry to conversion.Pipeline stages & configurationSet up pipeline stages, transitions, and automation rules for the request pipeline in FieldCamp — control flow, required actions, and stage-driven workflows.