Streamline your HVAC Service and Install Field Service Business with us and dump the paper :)
FieldInsight works by combining the power of the internet with the practicality of a mobile phone to create a powerful scheduling and communication tool for Tradesmen.
All your schedules and client data are securely stored online, this means they are manageable from a PC or anywhere on the job with your mobile phone 24 / 7.
Mobile phone access allows you to communicate with your customers with one touch SMS messages, notifying them of your ETA or any delays.
For sole traders who manage their own business or larger organisations who manage a fleet of tradesman, scheduling jobs and managing customers is an equally simple task.
Open a web browser and log in to FieldInsight on any computer or anywhere on your mobile phone to manage your schedule and customers.
See, manage and print your schedule for the day, week or month. You can also see the exact locations and driving distance of all your jobs for the day on a single map.
When scheduling on your PC, upon entering a new job the address is verified and pinpointed on Google Maps. All jobs for the day are then laid out on a single map.
Driving distances for the day, week and year are accurately calculated. You can even see where the cheapest fuel is in a given area.
When used on the job with a Google Map and GPS enabled mobile phone FieldInsight becomes a powerful driving tool saving you time and money, everyday.
FieldInsight has been awesome it has transformed the way we manage our techs' time, everyone is happy, and now we are tracking our inventory closely and can see where everything is, in a van or in the warehouse.
Ben & Eamon Griepink & Ward
Simple mobile communication features notify the customer when their service will arrive, or of any delays or changes. Sending your customers SMS and Emails on the fly is easy.
Log in to FieldInsight from your phone, and see a list of today's jobs. Communicating with clients is simple – no searching for names, manually entering numbers or email addresses. It’s all available directly from your schedule.
ETA messages are pre-written and can be customised, saved and ready to send with one touch.
Flexible recurring jobs allowing you to manage recurring jobs every day, every month year, supports splitting a recurring schedule into another schedule if you need to push back a week or skip an job.
With our simple invoicing solution your tech's can add hours and products in the field and send the invoice straight to your customers. Or if you prefer, your office staff can get a notification when the job is complete and process the invoice in the office. We have invoice exports to Quickbooks and Xero. Supports customisable Invoice templates, Quotes and Tax Invoices. A simple invoicing system to keep track of your work.
Yes, under statements, invoice, there are six tabs:
You can also view the history of each customer, including all jobs, quotes and invoices.
You can create your own custom fields and templates for reports to suit your needs. Some reports that our customers have created includes:
If you need help creating reports, please get in touch with our support team.