The paperless Job Scheduling and Invoicing software for your field service business

- old Way -

Your field service info shouldn’t be giving you a headache

Old Way

- New Way -

With FieldInsight, everyone is on the same page, including your customers

New Ways

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See Why Our Customers Call Us ‘the heart of their service division’

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Manage your service business

END-TO-END

Job Scheduling
Job Scheduling

Reduce the time to add jobs SMS & Email Reminders Multiple visits in one place Keep everyone in the loop

Mobile APPs
Mobile APPs

Instantly connect Field & Office Keep your team on track. Give your team the right info Capture Customer Signatures

Invoices / Quoting
Invoices / Quoting

Invoice Same Day Add Customer Signature See Margin on Quotes Follow up on all Quotes

Scheduling Solutions

We offer the most flexible scheduling software to fit in with your business. If you think your scheduling is a headache, we would love to help you automate as much as you can and smooth out your systems.

Key Features:
  • Fast Scheduling, see jobs and techs on a map.
  • See all your tech's and their jobs on the one page, day, week, month view.
  • Quickly search for customers on phone, address, job notes.
Scheduling Solutions

Mobile Apps - Instantly connecting office and field

Reminder SMS for techs. Let them see changes instantly and best yet, get live instant feedback from the job, parts used, hours, Job Notes and Photos.

Instantly see a jobs status during the day.

Key Features:

  • Access to Android and IOS mobile applications.
  • Designate which techs can accept jobs.
  • Automatically send out service reports, status updates, and SMS messages based on a job status being changed or completed.
Team Insight

Team Insight

Boost each tech’s value by enabling them to execute on the right job at the right time while ensuring all steps for each job are completed.

Through our mobile apps, each tech can complete all job information through our customisable reports to ensure that all parts and hours are accounted for.

Key Features:

  • Access to Android and IOS mobile applications.
  • Designate which techs can accept jobs.
  • Automatically send out service reports, status updates, and SMS messages based on a job status being changed or completed.
Team Insight

Invoices, Quotes, and Purchase Orders

Get your Invoices out same day. Keep track of all your Quotes and ensure they are followed up on.

Key Features:

  • Send out invoices minutes after the jobs are completed and reviewed.
  • Reduce the time it takes to get paid by invoicing the same day.
  • Track your inventory.
Profit Insight

Physical GPS trackers

Mobile phone GPS tracking can be unreliable, so we offer a physical tracker you can add to your cars, so you can 24/7 keep track of a jobs status, action at location, and the best tech for the best job.

Key Features:

  • 24 x 7
  • Independent from the phone settings.
  • History of the day, location when job status is changed.
Profit Insight

Project Insight

Break down complex projects into bite-sized jobs and dramatically increase the likelihood of a job getting done efficiently and profitably. Increase transparency with customers so that they can be updated on a project’s status in real-time. Overall, reduce the time and stress it takes to manage a project from end-to-end.

Key Features:

  • Quick project builder.
  • Actionable project summary breakdown view.
  • Project overview.
Project

ON AVERAGE, WE SAVE OUR CUSTOMERS $16,923 EACH MONTH

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FREE TRIAL

No credit card or contract required. 90-day money back guarantee.

We are so confident FieldInsight will help your field-service business, we offer a 90-day money-back guarantee.