Fast & Easy

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.
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  • Free 7 day trial with the demo

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

Recommended by

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 gone out of control with changes and emergencies. Both you and your team don't know if you are Arthur or Marther with new jobs, missed jobs and trying to get everything done. 
 
Did you know this is costing you money everyday with lost productivity? 
 
Imagine your whole team on one page, everything transparent, no missed jobs and everything running like a well oiled machine? What would that do for your bottom line?

Free up admin time for you or your admin team and get loose of the paperwork anchor around your neck

Running a business is hard, long hours, heaps of paperwork and admin for you or your admin team. Did you know you can free up admin time and add more money to your bottom line by empowering your techs to do most of the work for you in the field!  

All you need to do is a quick review from the office and you or your team can send your quotes and invoices out the same day the job was done! What would it be like to have your Sundays and evenings free of paperwork and improved cash flow with quicker payments?

"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 over all are great. But sometimes finding or reading the work orders can be a little challenging. The guys are doing long hours and they sometimes take weeks to get the work orders back to the office for processing. They are busy they naturally forget stuff, they are human after all.  

What if the guys had checklists in the field to remind them of each step in your process so they didn't forget? This allows them to complete their jobs in a predictable and repeatable way. They then will get all the information you need for the job while they are doing the job and improve your processes along the way. 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

Latest Blog Posts

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Book a 30 minute Free Job Workflow Consultation

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

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Free Quick Action Guide For Australian Trades and Services

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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.
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