Fieldinsight

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What is Fieldinsight?

FieldInsight helps commercial and retail HVAC businesses improve their performance with end to end job management software. We do this with a personal touch.

Our leading edge job management software supports workflows specific to the challenges HVAC operators face.

  • Scheduling (once-off, recurring, call-backs, on-going)
  • Asset Management
  • Equipment & Asset Testing & reporting
  • Project management with performance & P&L
  • Safety & Compliance checklists
  • Quoting & Invoicing workflows to save time
  • SmartTimesheeting to capture hours for billing
  • Mobile App for Field Workers

We bring people & systems together via our unique Star Delivery Model that supports your onboarding experience to ensure your goals for implementing job management software are realised as quickly as possible:

Our software is highly configurable to ensure we can meet your unique operating model for scheduling and field management.

Benefits

  • Cloud-based solution that is accessible 24x7 from any Internet-enabled device, from anywhere.
  • Built-in invoicing capabilities enable field agents to raise Invoices and take payments in the field to boost cashflow.
  • Leverage automated reminder features to ensure that renewal, maintenance or service jobs are never forgotten
  • Real-time communication to share the most recent updates with field workers and office managers.
  • Supports complex asset/equipment testing in the Field and automated Reports (incl images) sent to customers.
  • The solution’s integrated navigation feature allows drivers to receive the service/delivery location and quickly navigate to the address using Google Maps on their phones.
  • Team TimeSheet management to ensure Payroll and Customer Invoicing is accurate.


Fieldinsight currently scores 57/100 in the Field Service Management (FSM) category. This is based on press buzz (36/100), recent user trends (falling), and other relevant information on Fieldinsight gathered from around the web.

The score for this software has stayed the same over the past month. What is this?
www.fieldinsight.com

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  • Fieldinsight

Field Service Management (FSM) Market Radar

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Fieldinsight Product Overview

  • Scheduling (once-off, recurring, call-backs, on-going)

  • Asset Management

  • Equipment & Asset Testing & reporting

  • Project management with performance & P&L

  • Safety & Compliance checklists

  • Quoting & Invoicing workflows to save time

  • SmartTimesheeting to capture hours for billing

  • Mobile App for Field Workers


Languages Supported: English

Field Service Management (FSM) Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select Field Service Management (FSM) software for business. Published in May 2024.

Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointmen...

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Fieldinsight Features

  • API
  • Calendar Management
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App
  • Fleet Management
  • Map Visualization
  • Appointment Scheduling

Fieldinsight FAQs

Does Fieldinsight integrate with any other apps?

  • Xero accounting
  • Quickbooks accounting
  • MYOB Account Right live accounting
  • eWay
  • QuotientApp

Does Fieldinsight offer guides, tutorials and or customer support?

We have a full service onboarding/implementation service that is quoted based on specific requirements at the time of onboarding.

Who are the main user groups of Fieldinsight?

HVAC, Plumbing, Electrical and general Trades, Service or Contract businesses who manage teams in the field.

What are some applications Fieldinsight is commonly used in tandem with?

  • Accounting
  • Payment gateways
  • CRM
  • Quoting
  • Timesheet management

What is Fieldinsight generally used for?

Schedule and Job Management.

What platforms does Fieldinsight support?

WebApp that can be used on any device or operating system.

Does Fieldinsight offer an API?

Yes

Does Fieldinsight offer multi-user capability (e.g. teams)?

Yes

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