Empowered by Fieldinsight
Free Quick Action Guide For Australian Trades and Services
Features
Scheduling
- Drag and Drop Calendar
- Custom Series for complex Maintenance Schedules
- Callback and repeat visits in one place
- Instantly see a Technician's availability
Customer Management
- Customer information easily searchable
- Triggered Emails/SMS to keep your customer's informed
- History at your finger tips
- 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
- API - We will provide APIs for you
- QuotientApp - for beautiful quote management workflow
Project Management
- See the Profit and loss on Projects
- Add Purchase Orders, and Timesheets to Costs
- Simple Budget's from your Quotes
- Dedicated Project Schedule
Sales Management
- Quotes
- Invoices
- Purchase Orders
- Profit & Loss Statements
Asset Management
- Keep track of Assets
- Customise your own Asset Fields
- Quickly Search your Assets
- Asset Tests you can create your own Installation, Commission, CO Tests
- Asset Test Reports for your customers
Fast Scheduling: right person at the right time
Do you find your Schedule looks great at the start of the week, but by the end of the week it's out of control and you don't know if you are Arther or Marther, and neither do your team. This costs you money every day, and it doesn't have to be this way, imagine your whole team on one page, running like a well oiled machine?
Simon Dixon - Owner
“Imagine being able to fit in an extra 3 jobs per week for each tech, for the same costs?”
Get free from the paperwork anchor around your neck
Do you find yourself doing 12 hrs straight of paperwork on Sundays instead of spending time with your family? What if your team could do most of the work in the field, a quick review from the office and you can ping your Quotes and Invoices out SAME DAY. What wuold it be like to have your Sundays and Evenings Free of paperwork?
Tania and Sean Donnelly - Owners
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.
Supporting team accountability
Do find you don't have work orders that you can't read, or even find. Getting them all into the office can take weeks. Guys are busy they naturally forget stuff, they are human after all, what if the guys had checklists to remind them of each step, then completed their jobs in a repeatable way. You could then improve your proceses. Customer's would be happy, your guys and gals in the field would be happier. Imagine.
Simon Dixon - Owner
FieldInsight has been awesome it has transformed the way we manage our tech’s time’s, everyone is happy, and our team are capturing key information, saving stacks of time.
Latest Blog Posts
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