When your customers call with a question or request, you need instant access to their job estimates—without searching through paperwork or clicking through endless screens. FieldCamp makes it simple to pull up estimates in seconds, so you’re always ready for client conversations.
Method 1: Locate Estimates via Client Profiles
- Go to the Clients Section:
Start by clicking on “Clients” in your FieldCamp dashboard. This displays a full list of your customer accounts. - Find Your Client:
Select the customer you’re speaking to (for example, “Richa”) from the list. - Click on Assets:
Within the client’s profile, click on the “Assets” tab. Here, you’ll find a collection of job estimates and invoices for that individual. - Review the Estimates:
Instantly see all estimates created for your client, making it easy to answer questions or move forward with scheduling and billing.
Method 2: Use Command AI for Instant Results
Want even faster access? FieldCamp’s command AI lets you type a simple request—no menu searching required.
- Type Your Command:
In the command prompt, enter:"Give me a list of estimates for client Richa" - Get Results Instantly:
Command AI will immediately provide a full list of estimates for your chosen client.
Not only can you view estimates, but you can also assign jobs, schedule work, or pull up invoices directly with Command AI—saving valuable time in every customer interaction.
With FieldCamp, keeping up with client estimates is as easy as a click or a simple typed request.
You’re always prepared, more efficient, and ready to deliver a seamless customer experience. Give these features a try on your next call and see the difference!