|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 ™|
|Planned Maintenance Scheduling|
|Automatic Quote and Invoice Follow Ups|
|Quoting, Invoicing, PO, Service Reports, History Tracking|
|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 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.
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.
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.”
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.
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™