FieldInsight

FieldInsight Product Details

Scheduling and job management needs: Save time and money with our easy to use scheduling software. Manage your team from anywhere.

• Scheduling
• Mapping
• Recurring Jobs
• Split Call Back Jobs
• Ongoing Jobs
• Live Runsheet Report

Mobile

• iOS iPhones and Android
• Signatures
• Job Notes
• Live Job Status
• Custom Fields

Add-on Feature Modules

Sales Management: Get paid sooner, get Quotes out for faster approval, manage your costs via Purchase Order management.

• Invoicing
• Quoting
• Purchase Orders

Asset Management / Testing & Report Module: With the powerful Asset Management functionality you have all your customer’s assets at hand. Paired with your Smart Asset Test Generator™ You can create different tests for different asset Types, with Instructional images, check-lists, check-boxes, dates giving you full flexibility to build your own reports and as many as you would like.

Safety Module: There are two parts to Safety documentation Safety and Compliance, both are critically important to any business working on high risk work. We have built a safety document builder, so you can easily build ITPs that can be completed in the Field for all staff attending the site.

Project Performance: Manage you large projects (install, service/maintenance) in one place. Capture all your Approved Quotes against relevant costs (PO and labour hours).

SmartTimesheeting: Capture labour billable and non-billable entries across the days jobs. Seamlessly generate your Invoicing from timesheet records and leverage approved timesheet entries for Payroll calculations.

FieldInsight Support & Customer Service

A key to your successful implementation is our laser focus on Your Goals, by focusing on your goals and needs we dramatically increase the success rate, and satisfied customers. Our entire On-boarding process is aimed at ensuring your goals are realised. It’s not enough to have oodles of features but to ensure the features needed to meet the goals are there and focused on.

Mapping your current work-flow into software automations is a key step to transforming your business. Moving from paper or poorly fitting software seamlessly into FieldInsight is achieved with FieldInsight’s Job Navigator ™. This is the simplest and most intuitive way, giving you clear visibility and control over the whole process. This powerful feature helps you systemise your key systems: Marketing, Sales, Office, Field and Accounts in the most efficient and easiest way imaginable.

Our Customer Success team are available around the clock to support any questions from our customers. We are consistently praised for our responsiveness to customers and our ability to go above and beyond to solve workflow problems that make our customers business hum with success.

We support:

• in App chat for questions on the spot
• email at [email protected]
• phone: +61 3 9005 7144

Countries FieldInsight Services Available In

We support customers all across the world; including Australia, UK, USA, Canada, South Africa, Asia, NZ. We also have customers across various sites in the European Union/Europe.

FieldInsight Pricing

We are priced from AUD$79 per user / per month.

Modules included are :

• Sales Management
• Timesheeting
• Safety
• Project Performance
• Asset Management + Testing
• Preventive Maintenance management

FieldInsight Free Trial Information

We provide a 15-30 min demo with one of our Product Specialists, you can book that at https://www.fieldinsight.com/book-demo

After the demo we provide 7 day free trial (no credit card required until upgrade).