Sue Taylor

New Smart Timesheets – available via Plan upgrade

Hi again (1 August 2019) Our Smart Timesheeting feature set is now available on our Professional-INSIGHT plan.  Have a sneak peek below.     Note:  This feature is only available on our Premium ‘Professional-INSIGHT’ Plan.  If you are an existing customer and would like to access this feature please contact the Customer Success team here …

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Simplify Scheduling nightmares using a Custom Job Series for Pest Control

Do you find managing a custom job series complex for your pest or weed control job types; managing multiple visits to the same property the types and sequence of chemicals that need to be used managing visits across varying days, weeks, months or years ensuring relevant checks are completed/documented for certain visits a long cooling …

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FieldInsight Product Update

FieldInsight feature release notes can be accessed in date order (most recent at the top). Visit us at https://www.fieldinsight.com. April 2020 Our Notification Centre We have added a Notification Centre to the main navigation bar that let’s a signed in user (Scheduler/Admin) know there is something new to have a look at.  We know it …

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Tips to Make Quote Management faster and seamless for field service businesses

Its a familiar story; you are pumping out the Quotes but you dont have a great close/approval rate.  All that work that is slipping through; you can only watch potential revenue and cashflow slip through your fingers! What is going wrong?   There can be any number of reasons this is happening, lets talk about …

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FieldInsight Feature for Booking Conflict

FieldInsight Feature: Manage Job Booking Conflicts for Technicians

Did you know that we have a setting that allows you to manage whether a technician can be double booked?  Each business is unique and this Setting (if Disabled) will allow a Technician to be assigned across multiple jobs at the same time; why would you need this? because you are running a couple of …

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