FieldInsight Feature Updates & Improvements

FieldInsight is here with a host of new features designed to empower your business like never before. In this blog post, we’re thrilled to unveil the latest additions and enhancements that will help you streamline your operations, boost efficiency, and deliver even better service to your customers.

As the HVAC service industry continues to evolve, staying ahead of the curve is essential. FieldInsight understands the unique challenges you face, and our commitment to innovation is unwavering. Our team has been hard at work to bring you tools and capabilities that not only simplify your daily tasks but also elevate your overall service quality. So, without further ado, let’s dive into what’s new and exciting on FieldInsight.

Our Newest Updates:

Customisation and display to schedule site customer

Are you struggling with managing various site-specific requirements? Our new feature allows you to customize and display schedule site customer information exactly as needed. Hide or show specific columns to tailor the view according to your preferences, helping you focus on what truly matters. – Date released: 11th September, 2023


Revert yard leave to relative offset

Tired of yard leave conflicting with on-site time? We’ve listened and improved our yard leave functionality. Yard leave now adheres to relative offset, ensuring that it aligns perfectly with on-site schedules. Say goodbye to discrepancies and hello to accurate leave management. – Date released: 11th September, 2023


Make concrete order absolute

Modifying concrete orders affecting job times causing frustration? With our updated absolute concrete order feature, modifying order values no longer impacts job times. Enjoy more flexibility in adjusting concrete orders without worrying about unintended consequences. – Date released: 11th September, 2023


Change job hours calculation on weekly expanded timesheet

Calculating job hours on expanded weekly timesheets proving to be a hassle? We’ve revamped the weekly timesheet calculation process, offering improved accuracy and efficiency. Your weekly timesheet tasks are now presented in an updated format that’s easier to manage. – Date released: 11th September, 2023


Seamless Integration with MYOB Advanced for Default Task Scheduling

Dealing with duplicated efforts when setting default tasks? Our integration with MYOB Advanced exposes existing field default tasks in the job scheduler. Once enabled, you can effortlessly manage default tasks by creating new ones with specific details. No more double data entry, saving you valuable time. – Date released: 11th September, 2023


Sales Template Customisation and Asset Visibility

Need to tailor sales templates with specific asset information? Our enhancement allows you to show or hide custom fields from the custom field pop-up to the template page. This improvement offers better visibility and control over the information presented in sales templates. – Date released: 11th September, 2023


Visual Updates to Fire Reports and Maintenance Reports

Struggling with the readability of fire reports and maintenance reports? Our visual updates include added page breaks, making the reports easier to read. Additionally, new options have been introduced to add sections, enhancing the flexibility and organization of your reports. – Date released: 11th September, 2023


Quick Job Asset Management

Asset management concerns for specific customers? When the show asset management option is turned off, assets will no longer be displayed during quick job creation. This enhancement ensures that only relevant information is presented, improving the user experience. – Date released: 11th September, 2023


Check out some other great updates we’ve done recently…

We are always working on improving our software to keep up with your demands and expectations. We know that the field service industry is always evolving, so we like to constantly update our software to keep relevant to your needs.

Smart Timesheets Awards

Our Smart Timesheets have been updated to include more work functionality. You can now tick boxes to automatically add in lunch breaks. This is customisable and allows you to select awards to be added. You can also edit and add your own options by clicking ‘edit’ and selecting from applying options to a normal day, Saturday, or Sunday. – Date released: 4th September, 2023

Office start and end time fields

In the edit job function, there is a ‘office start time’ and a ‘office end time’ field where you can select the times. This can be used for businesses such as concrete pumping industries that may need this section to include ‘yard time’ or preparation work before getting to the job site. – Date released: 4th September, 2023

Design PDF for fire safety report

This update for the PDF allows you to update the fire safety report in the defect section. Now images can be easily added to the table, when there is no image, the table is compressed. This allows you to easily see the defects listed on the report. – Date released: 4th September, 2023

Subtotal for job items

In the edit job function, there is now a subtotal for jobs. This small improvement helps to create more visibility over your data. – Date released: 4th September, 2023

Placeholders for templates

Now in templates under Sales Documents there is an address placeholder that has been added.

Placeholders help make your information more visible and create consistency in your reports. – Date released: 4th September, 2023

Are you a service manager?

Service managers are faced with a number of challenges in the field service industry…

  1. Scheduling and dispatching: Coordinating field technicians’ schedules efficiently can be challenging, especially when dealing with urgent requests, last-minute changes, and optimizing routes to minimize travel time.
  2. Resource allocation: Determining the right number of field technicians and their skill sets to meet service demands can be difficult. Overstaffing leads to increased costs, while understaffing can result in service delays and dissatisfied customers.
  3. Communication and coordination: Effective communication between the service manager, field technicians, and customers is crucial for smooth operations. Poor communication can lead to misunderstandings, missed appointments, and a decrease in customer satisfaction.
  4. Inventory management: Managing spare parts and equipment inventories is essential to avoid delays in repairs. Service managers must balance maintaining adequate stock levels with minimizing excess inventory.
  5. Performance tracking and analytics: Monitoring and evaluating field technicians’ performance, customer feedback, and service data is vital to identify areas for improvement and optimize service efficiency.
  6. Technological integration: Integrating and managing various software systems for scheduling, dispatching, invoicing, and customer relationship management can be complex and time-consuming.
  7. Mobile workforce management: Ensuring that field technicians have access to real-time information, including work orders, customer history, and service manuals, can be challenging without a robust mobile solution.
  8. Compliance and safety: Adhering to industry regulations, safety standards, and legal requirements can be demanding, especially as they vary by region and service type.
  9. Customer expectations: Meeting rising customer expectations for faster response times, transparency, and personalized service adds pressure to service managers.
  10. Remote troubleshooting: Diagnosing and resolving technical issues remotely can be complicated, especially when the customer lacks technical knowledge or when the problem requires physical inspection.
  11. Customer retention and loyalty: Maintaining customer loyalty and reducing customer churn are crucial for sustained business growth, but it can be challenging in a competitive market.

That’s why it is so important to have the right tools and software so you can save time and effort on challenges like these.

With a field service software you can better utilize your time and create an environment in your business that is productive to business growth and allows you to have the flexibility that you need.

If you relate to any of the following pain points, you could be benefiting from a field service software.

Want to Learn More?

If you are new to FieldInsight or want to learn more about our features, you can discuss with one of our experts today by booking a time to suit you!

To find out more or enquire about a demo you can follow the prompts below and book a call with one of our sales specialists. We are always eager to discuss your business needs and meet the awesome businesses in the field.

Get started with FieldInsight today!

What You Should Do Now

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