JobManagement Software

Streamlining HVAC business
FieldInsight helps Commercial and Retail HVAC improve their performance with end to end job management software. We do this with a personal touch. 

After a decade of building HVAC software we have designed a beautifully flexible software solution to fit any HVAC workflow.
  • No cc required
  • Free 7 day trial with the demo

Recommended by

Fast Scheduling: The Right Person/Skills at the Right Time

Do you find the schedule looks great at the start of the week, but by the end of the week it's out of control with changes and emergencies. Both you and the team don't know if you are Arthur or Martha with new jobs, missed jobs and trying to follow-up and chase what was done. 
 
I am sure you know this is costing you precious time and money by lost productivity hours? 
 
Imagine the whole team on the page, a live calendar view that shows the days progress - transparency at a click and a well oiled machine? What would that do for your bottom line, the teams productivity and your peace of mind?
Devices

Free up admin time and lose the paperwork anchor around your neck

Running a business is hard, long hours, heaps of paperwork and admin. Did you know a simple way to free up admin time and add more money to your bottom line is to empower your techs to do most of the work for you from the field! Remove unnecessary steps between the Field and the Office.

How powerful would it be to have technicians send Quotes & Invoices (and even take payments) from the Field or insert an Office review through Job Status change and follow-up reporting that can SAVE DAYS of delays. Get your evenings and weekends free of paperwork whilst improving cash flow!

"We would like to say we appreciate how wonderful you guys have been to work with, and how you have made our job a lot easier with your booking system. Whenever we call to give you guys another idea to help us with our booking nothing is a problem, and to top it all off you are not too expensive. I have worked on booking systems for 20 years, & yours is by far the easiest. Thanks guys"

Tania and Sean Donnelly

Owners

Supporting team accountability

Your staff are great, but sometimes finding or reading the work orders can be a little challenging! The team are doing long hours but sometimes take weeks to get the work orders back to the office for processing. Busy people naturally forget stuff, they are human after all.  

What if you had checklists in the field to remind them of each step in your process or prompts when they have forgotten something? Fixing this in the Field allows them to finish everything as expected in a predictable and repeatable way.

The Office will then get all the information needed and make things run faster and more efficiently. Happy customers, happy team, improved productivity.

Win / Win

“Imagine being able to fit in an extra 3 jobs per week for each tech, for the same costs?
Simon Dixon
Owner - Sandman Electrics
JobNavigator

Avoid Unnecessary Downtime & Ensure Safety Compliance

Protect you and your crew with Safety automation and avoid fines and compliance headaches while saving hours of admin work. Spend more time assessing, communicating risks, and working in a safe manner with Safety automation.
  • Complex safety documents with PPE sections, with Risk Matrixes, with images and checklists
  • Multiple accessible SWMS documents that your employees can edit and use on the field instantly
  • Select, sign and email the documents to the project manager or builder from the field

Features

Scheduling

  • Drag and Drop Calendar
  • Custom Series for complex Maintenance Schedules
  • Callback and repeat visits in one place
  • Send ETA/Reminders Quickly
  • Instantly see a Technician’s availability
  • Check Technician Qualified Status

Customer Management

  • Customer information easily searchable
  • See Customer History at a glance
  • Triggered Emails/SMS to keep your customer’s informed
  • Collate Jobs to a Single Invoice
  • Customer Portal for your Customers

Integrations

  • eWay – Get paid right away
  • Xero – Keep your book keeper happy
  • MYOB – Why change it if it works.
  • Quickbooks – Keep your bookkeeping in sync
  • QuotientApp – for beautiful quote management workflow
  • API – We do custom APIs for you

Project Management

  • See the Profit and loss on Projects
  • Add Purchase Orders, and Timesheets to Costs
  • Simple Budget’s from your Quotes
  • Dedicated Project Scheduling + Calendar

Sales Management

  • Quotes
  • Invoices
  • Purchase Orders
  • Bill Management
  • Inventory Management
  • Warehouse & Stock Mgnt
  • Create Jobs from Quotes
  • Manage Inventory/Stock on Jobs
  • Copy Timesheets as Billable from Job to Invoice

Asset Management

  • Keep track of Assets
  • Customise your own Asset Fields
  • Quickly Search your Assets
  • Perform Asset Tests from the Field
  • Create specific tests for Installation, Commission, CO Tests
  • Asset Test Reports for your customers triggered automatically

Book a FREE 30 min Job Workflow Consultation

I will give you 30 minutes, a FREE automation solution design, with documentation to help you see what it could look like. No strings.

Request your 30 minutes brainstorm

Free Quick Action Guide For Australian Trades and Services

Download

Latest Blog Posts

Are paper service reports causing headaches in your services team?

Read Article...

Are you missing out on thousands of dollars on
service follow ups?

Read Article...

Whiteboard chaos doing your head in?

Read Article...
FieldInsight by 2020 will have helped Mechanical Services businesses save 1,000,000 hours of lost Productivity.
To do this we make it easy and fast for technicians to capture the information needed to ensure they are working safely,capturing costs and can quote and invoice quickly.
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram