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Natasha Tyrrell

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Recent Posts

Are you Playing to Win or playing Defensive in your HVAC business

Posted by Natasha Tyrrell on 21/05/18 16:34

 

 

As much as it may feel like a lot of effort, business is about growth, and playing defensive isn't the best tactic if your competitors are all playing to win. You just can't sit back and rest on your lorals.

Love it or hate it technology has brought an opportunity to improve efficiency and beat the slow and unreliable paper shuffle.

On a greenie note - a ream of paper costs approximately five dollars to purchase with the average person consuming 230kg per person per year.   :P(tongue and cheek)

Field Service businesses still have a heavy reliance on paper; 

  • quotes or invoices to give to customers
  • purchase orders for stock
  • printed timesheets
  • printed job sheet completion

These ways of working are very manual and add hours to your day unnecessarily which means you cannot fit more work in and you end up chasing your tech's for paper. 

This problem is exacerbated when you expect your technicians to 'drop the paper' back to the office on a regular basis - costing you precious time on new jobs and not to mention increasing costs to the bottom line in petrol and wear and tear on vehicles!

Managing paper is also a huge headache for traceability; where is that quote I sent to the customer, how much did I say that part cost?

 

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Get the Right Start with your Job Management software - Tips for Success

Posted by Natasha Tyrrell on 19/02/18 10:27

 

 

Congratulations, you have made the big step to searching and finding a Job Management software solution for your HVAC Business; or you could be Electrical, Plumbing, Pest Control, Concrete pumping, Lawn/Garden Maintenance the list goes on....the most important similarity across Field Service industries is finding a way to streamline their business for growth and software is the quickest way to achieve this.

It is natural that you have high hopes about what a job scheduling software solution can do for your HVAC business.....and we certainly take that responsbility SERIOUSLY here at FieldInsight - we have spent 10 years perfecting our software for HVAC Commercial and Retail (across Installation & Services) with the help of our customers.

So, how can we take the stress out of this big decision for you...easy....our 3 pillar outline is how we help businesses streamline their business and is core to how we engage and support our customers.

 

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Overview of Master Class Webinar Series - 2017

Posted by Natasha Tyrrell on 12/12/17 08:54

We have had an absolute ball running the Master Class Webinar series and are pleased to summarise the recordings for you.

 

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Master Class Webinar Series - Safe Work Method Statement

Posted by Natasha Tyrrell on 04/12/17 12:48

 

 

 

 

Managing SWMS or JSA commitments can be a problem for productivity, having an integrated solution with your job scheduling solution is crucial to making the process as efficient as it can be.

 

Our ScheduleInsight monthly plan covers all the key elements of Scheduling and managing SWMS (via mandatory checklist) - everything a growing/expanding Field Service business needs.

Features Include:

Office

  • Live Scheduling
  • Recurring Jobs
  • SMS* & Email notifications
  • Job History
  • Maps
  • Live Runsheet
  • Split Jobs
  • Ongoing & Repeat Jobs

Mobile

  • Web App for iOS & Android
  • Live job status
  • Photos
  • Job Notes
  • Signatures
  • Custom Fields
  • Check Lists

Start your free trial today:  BOOK DEMO

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FieldInsight software now Supports Customer Booking Requests for a call back

Posted by Natasha Tyrrell on 04/12/17 11:52

Below is the overview of our new workflow that supports customers requesting a call back to book in a job/appointment. 

This is a step towards allowing customers to view a calendar and make a booking - working towards this early 2018.

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FieldInsight software now Supports Franchisee accounts for Scheduling and Job Management

Posted by Natasha Tyrrell on 04/12/17 11:50

Below is the overview of our new workflow that supports Franchisee accounts being managed with our Field service industry job management software. 

This is a huge win for businesses who manage franchisee accounts and gives you the power of Scheduleflow's job management workflow. 

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Master Class Webinar Series - GPS Navigation and GPS Tracking

Posted by Natasha Tyrrell on 27/11/17 11:44

 

 

 

 

Our ScheduleInsight monthly plan covers all the key elements of Scheduling with maps for all Field Service business needs of managing a team in the field.

Features Include:

Office

  • Live Scheduling
  • Recurring Jobs
  • SMS* & Email notifications
  • Job History
  • Maps
  • Live Runsheet
  • Split Jobs
  • Ongoing & Repeat Jobs


Mobile

  • Web App for iOS & Android
  • Live job status
  • Photos
  • Job Notes
  • Signatures
  • Custom Fields
  • Check Lists


Start your free trial today:            BOOK DEMO

 

GPS can offer powerful optimisation of your team in the field.

* we have more advanced GPS tracking capability that allows tracking of vehicles (Australia only).  Please refer to our pricing plan page.

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Safe Work Method Statement and procedures dragging productivity down?

Posted by Natasha Tyrrell on 23/11/17 20:52

Safe Work Method Statement or Job Safety Analysis standards change all the time and someone is always trying to sell you the latest template that will make you compliant.....but the problem is 'they dont understand your field service business' and it doesnt integrate with your job scheduling software.

How are you going to fully automate and optimise your team in the field when you have to manage SWMS separately?

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Master Class Webinar Series - Invoicing and Quoting FULL

Posted by Natasha Tyrrell on 20/11/17 15:35

 

 

 

 

Our SalesInsight monthly plan covers all the key elements of Scheduling and the additional features for a growing/expanding Field Service business.

Features Include:

Everything from our ScheduleInsight plan PLUS

  • Invoicing
  • Quoting
  • Purchase Orders
  • Service Reports
  • Account Customer
  • Timesheets
  • Payments 

Integrations

  • Xero
  • MYOB AccountRight

Start your free trial today:  BOOK DEMO

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Master Class Webinar Series - Quoting software

Posted by Natasha Tyrrell on 20/11/17 14:24

 

 

 

 

Our SalesInsight monthly plan covers all the key elements of Scheduling and the additional features for a growing/expanding Field Service business.

Features Include:

Everything from our ScheduleInsight plan PLUS

  • Invoicing
  • Quoting
  • Purchase Orders
  • Service Reports
  • Account Customer
  • Timesheets
  • Payments 

Integrations

  • Xero
  • MYOB AccountRight

Start your free trial today:  BOOK DEMO

 

Read More



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