FieldInsight

FieldInsight

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What is FieldInsight?

We help Systemise & Automate HVAC businesses using leading edge job management workflows designed to solve problems for the HVAC Install & Service industries.

We help businesses create a more productive and profitable business.

Are you leaving thousands of dollars on the table through lost Service renewals? Lost time due to poor scheduling, teams not doing what you want, invoicing slow?

FieldInsight helps Commercial and Retail HVAC businesses improve performance by leveraging leading edge job management workflows specific to the challenges HVAC operators face.

  • Scheduling (once-off, recurring, call-backs, on-going)
  • Asset Management
  • Equipment & Asset Testing & reporting
  • Preventive, Maintenance & Service scheduling
  • 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.

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FieldInsight Key Features

Scheduling

Profit and Loss on Projects

Accounting Package Integration

Quoting & Invoicing

Customer/Technician Messaging

Follow-up and Service Reporting

What is 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$29 per user / per month starting with our base ScheduleInsight plan (Scheduling only).

Add-on modules are priced and added to the base Scheduling subscription as follows:

  • Sales Management - $5 per user
  • Timesheeting - $5 per user
  • Safety - $5 per user
  • Project Performance - $5 per user
  • Asset Management - $5 per user

FieldInsight Free Trial Information

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

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


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