Why choose FieldInsight over simPRO?

First, we’d like to acknowledge the team at simPRO. They’ve built a great product to help field service businesses run effective job management. If you’re here to understand the difference between Fieldinsight and simPRO, or are looking at alternatives, you’re in the right place.

Field Insight Office Service Management

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What features differentiate FieldInsight and simPRO?

Powerful Job Scheduling
Work on Android and Apple Devices
Dynamic SWMS Automator™
CC processing in the Field
Book as Many Jobs as you want
Your Client Portal
Advanced Asset Management
Dynamic Asset Report Automator™
Maintenance Scheduling
Planned Maintenance Scheduling
Automatic Quote and Invoice Follow Ups
Quoting, Invoicing, PO, Service Reports, History Tracking
Quote Packages
Irregular Schedule Templates
Mobile Job Completion, Photos, Checklists
Editable SWMS templates in the Field
Attachments and Photos
Email to Job Scheduling
Drag and Drop Calendar
Real-Time - In App Support
Calibration Management integrated Google Sheets Calibration Reports
Project P&L and Job Margins
Asset Defect Management workflow

The top 5 reasons why companies choose FieldInsight over simPRO

FieldInsight operates with an exclusive nine step delivery model. This delivery model guarantees you a successful implementation of our software. We run through every process in your business to understand in detail how your business operates. We then configure our software to suit your business and your current work flows. The best thing is our experienced team will take away the hard work for you.

1. The five core systems in the HVAC Job Lifecycle.

HVAC business workflows are complex, covering Marketing, Sales, Office, Field, and Accounts. These systems involve many pieces of paper, many systems are in place relying on Spreadsheets, Whiteboards, Diaries, Paper, filing cabinets, and the good ol’ trusty memory system. FieldInsight helps you automate your business processes in practical and incremental way.
The way you view your Schedule is especially important. FieldInsight has 7 primary Views of your Schedule, A key part of ensuring the transaction and performance improvement of a business with Automating software, is having the system flexible enough to adapt to the way your business has evolved. FieldInsight has a limitless number of fields you can show on your job box.

A Quiet Super power of FieldInsight is the configurability of all your key information, you can add custom fields to your Staff page, your job, asset, customer record, your project information. These can be mandatory, visible to tech or hidden, they can be photos, files, checklists, dates. We have some really Advanced features we call TAPS we will get into a little later on.

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2. Our Star Delivery Model ™ delivering On-boarding Excellence

Mapping your current work-flow into software automations is a key step to transforming your business. Moving from paper or poorly fitting software seamlessly into FieldInsight is achieved with FieldInsigh’s Job Navigator ™. This is the simplest and most intuitive way, giving you clear visibility and control over the whole process. This powerful feature helps you systemise your key systems: Marketing, Sales, Office, Field and Accounts in the most efficient and easiest way imaginable.

A key to your successful implementation is our laser focus on Your Goals, by focusing on your goals and needs we dramatically increase the success rate, and satisfied customers. Our entire On-boarding process is aimed at ensuring your goals are realised. It’s not enough to have oodles of features but to ensure the features needed to meet the goals are there and focused on.

Another common way implementations fail is when a whole system is handed over in one go. The overwhelming feeling of having too much to absorb causes stalled implementation. A key principle of the Star Delivery Model ™ is to Eat the Elephant One Bite at a Time, this philosophy reduces complexity and overwhelm and results in a much faster roll-out over all, and value achieved early on in the on-boarding process.

3. Create Rich Asset Service Reports Automatically

FieldInsight’s Dynamic Asset Report Automator™ takes all of the Asset Information you have, all of the completed Service Report tests and checklists and photos, and magically puts them together in a neat format with the click of button.. Normally building asset tests is a pain in the rump. First you have to get the service reports back for your technicians, they have to have completed them of course, you need all the key information, sometimes this can result in return trips just to get a serial number or some information that a photo would have saved the need for a trip.

Then you have to Type all the information up, to make it look pretty finding Asset information, sometimes spending many hours collating these reports. What would it mean if you could do this boring part with the click of a button?

With the powerful Asset Management functionality you have all your customer’s assets at hand, no need for trips to capture model information or location information a photo here tells a thousand words. The Asset’s support custom fields, so you can add your own drop down lists, custom photos, PDF manuals. And with your Smart Asset Test Generator™ You can create different tests for different asset Types, with Instructional images, check-lists, check-boxes, dates giving you full flexibility to build your own reports and as many as you would like.

You are now in a great position, your technicians are out in the field anyway, they can easily capture the asset information saving unnecessary driving. They can complete a simple guided Asset Test or Service Report for that Asset. And now the hard work is done, it’s a simple button click to select the jobs and assets you’d like in the Service Report, Selecting your preferred template, and generating your beautiful rich Asset Service Reports that you can email off with the click of mouse.

As Simone from Commercial HVAC in Melbourne said: ”I used to spend weeks chasing up paperwork and easily 2 hours putting together each report for a customers, we do 100s of maintenances contracts and this was a huge time waster for me, now it takes minutes to generate the reports and the guys have the information they need to do their job, and I get the information back same day, such a win for me.

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4. A Simple & User-Friendly Interface Anyone on Your Team Will Learn in Under 24 Hours

Our intuitive and easy-to-use office and mobile software enables you to systemise and automate your business, to create the high value asset you want. Software needs to be as simple as possible but not so simple it doesn’t solve the problem. We have worked extremely hard to give you this experience.

With a mind to simplicity and flexibility nearly every element of fieldinsight is configurable. You can configure your calendar view the way you want from it’s rotation, the information it shows, the day, week, month or project view. Giving you the key information you need to speedily keep your business running.

We have kept it simple by giving you the ability to hide complexity you don’t need but enabling the power you do need to run your business the way you want. HVAC job management is a highly complex business, which we have devoted a decade to support in the easiest software we could build. We do regular usability testing with users, and refinement to continuously improve our software experience, to make your lives easier.

As Diane from Heating And Cooling, Narre Warren, said: “I tried other Solutions and spent $10,000 and over 6 months trying to get it to work, and I couldn’t get my data in, and I couldn’t get it working the way I needed. It was incredibly frustrating. I called Paul and explained what I wanted and he stuck with me to get everything I needed up and running. It took a little while for my husband to get onboard, but now he loves it too. Life is just flowing so much better now.

5. We Automate SWMS to Protect You & Your Crew

There are two parts to Safety documentation Safety and Compliance, both are critically important to any business working on high risk work. We have built a safety document builder, so you can easily build ITPs, SWMS, Take Fives, complex safety documents with PPE sections, with Risk Matrixes, with images. This powerful solution lets you build the workflow that supports your guys and gals in the field, as well as supporting your compliance needs. With easily versioned, and emailed SWMS documentation from the field.How do we do this I might hear you ask? Well we have built a builder pardon the tongue twister for our SWMS that can be edited in the Office or straight from the mobile device. Obviously the main SWMS or ITP is built in the office upfront, we can help with this if you need. You can have 1 or 21 page documents as you need, including all the steps you need for your SWMS, you can have multiple of these safety documents your guys can access from the field. They are versioned and available from the Office Instantly after being signed.

You know that reducing the time to complete the admin side of things more time can be spent in assessing risks, communicating risks and working ultimately in a safer manner and improving the safety for your team. Ensuring that you avoid fines and compliance headaches, everyone looks a winner with FieldInsight’s Dynamic SWMS Automator

As Brian a Geelong HVAC business said: “The boys turned up on site, and for some reason the supervisor was wanted a really specific SWMS document ready before the guys could get onto site. Normally this would be 2 hours of down time, as they drove back to the office, I printed out the SWMS and then sent the guys back out to the site to actually do the work we get paid form. My tech, just opened up the Fieldinsight app, selected the SWMS we needed, the two techs on site signed it, and they emailed it off to the Builder. And they were good to go. The Builder could not believe that such professional SWMS could be produced in such a fast way. Everyone was happy

Want to see FieldInsight in Action for your Business?

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No Sales, just us listening and understanding your goals then show you exactly how you can achieve them using FieldInsight.

You’ll be working with a product and automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.

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