Topic: Technology for field services
FieldInsight Update: Small Changes + More
This week's FieldInsight release is packed with time-savers for trade and service businesses. Quote PDFs now show per-section subtotals so clients see a clear cost breakdown. The job list gets a reworked search with saved filters. SMS messages are linked to customer records for a complete comms history. Documents created from projects auto-populate the site. Defect summaries sport colour-coded variance columns. Reports and timesheets load faster, CSV imports give clearer errors, and asset QR codes display the last service date. It's all about less clicking, fewer mistakes, and faster decision-making for your office and field teams.
FieldInsight Update: Project Filters, PDF Images & More
This week's FieldInsight update delivers a powerful filter picker for the project list, product images in quote and work order PDFs, and activity type columns and filters on detailed timesheets. We've also added a priority column to the job list, improved site CSV exports for large datasets, made inactive assets visually distinct in grey, and introduced the ability to change claim types on projects. Field contrast improvements and automatic manager copying from contracts to jobs round out a packed release focused on saving admin time and improving visibility for office managers, schedulers, and field teams.
FieldInsight Update: GPS Speed, Drag-and-Drop & More
This week's FieldInsight update delivers practical improvements across scheduling, quoting, asset testing, and project management. Highlights include drag-and-drop for line packages, vehicle speed in GPS trackers, automatic job type carry-over from quotes, projected costs on a dedicated contract tab, mandatory service codes on mobile, status change buttons across more documents, bulk fail defect prompts on asset tests, and mandatory cost codes for projects. These changes help field service businesses work faster, capture better data, and keep compliance records tight.
The Ultimate Guide to Preventative Maintenance for Fire Safety Assets
In the world of fire safety, the reliability of fire suppression systems, alarms, and other safety assets is non-negotiable. Preventative maintenance isn’t just routine care—it’s a critical safeguard against potential…
Why Your Business Must Embrace Technology Integration for Future Success
In the dynamic world of field service management, embracing advanced technology is essential. Our latest blog post explores how crucial software solutions in field management are transforming industries like fire…
Navigating Data Security in Service-Based Businesses
From your client information to your maintenance report history, as a field service business, your data is one of your most valuable assets. In an era dominated by digital interactions,…
Elevating Your Plumbing Business: Strategies, Tools, and Trends
In today’s digital age, managing a plumbing business presents a myriad of complexities that demand proactive solutions. Adapting to new technologies and modern management practices has become paramount for sustaining…
Field Service Customer Experience Strategies: A Comprehensive Guide
Hey there, Field Service Managers! In today’s fast-paced world, delivering top-notch customer experience is a game-changer for field service businesses like yours. Happy customers mean loyal customers, and that’s what…
