Job management is managing the lifecycle of the job, either commercial or residential. Traditionally this is done by using whiteboards spreadsheets paper diaries, paper-based work orders, complex filing cabinets, HVAC companies like yours could easily use 12 pieces of paper on one job. There is a lot of driving involved to transport paper, which means that technicians before every job in the time of paper have to drive into the office to pick up everything they need all their paperwork. Our software solution helps automate service businesses like yours and save you hours of repetitive and emotionally draining works.
Systemize and automate your business
We understand that if nothing is systemized and nothing is automated, you don't get any downtime and the business becomes you. With our job management software, you will have the ability to create a sellable asset.
Instant communication and improved cash flows
Often invoicing doesn't get completed or service reports for assets don't get completed in a timely manner because they're sitting in a vehicle or at someone's house, rather than at the office. So with our software, you can invoice and get paid as soon as possible. We dramatically improve your cash flow by changing the invoicing frequency from bi-weekly to daily.
Integrations for quotes management
eWay – Get paid right away
Xero – Keep your bookkeeper happy
MYOB – Why change it if it works.
Quickbooks – Keep your bookkeeping in sync
API – We will provide APIs for you
QuotientApp – for beautiful quote management workflow
Superb project management solution
Our job management software gives you this ability to capture all that information quickly remove the double data entry invoice the same day, and have all your information at the touch of your fingers so you can see whether you actually made or lost money on a given project. We help you collect all of the timesheets, purchase orders, see profit & loss on projects and more.
Powerful job scheduling
Many times, managers feel overloaded with work orders. Our job scheduling software feature will allow you to more easily view your backlog, determining where problems might be. You can make reassignments from here that will immediately go into the new worker’s queue. This lets you support your team by shifting the burden from one employee to another. Moreover, we help you easily schedule regular maintenance. You’ll be able to see the calendar at a glance to determine how often certain tasks need to be performed. By plugging them into your workers’ schedules early, you can schedule your other assignments around them, ensuring they aren’t perpetually put off for that nonexistent day when nothing else is going on. We take the way you manage jobs to the next level!
Smartphone integrated job management
Providers of this Web-based software fully support smartphones and tablets.
When your customer contacts your call centre, the information can be processed and sent directly to the appropriate field worker’s mobile phone.
Your team can use the App to directly update the job status from the field.
Why choose Fieldinsight over others?
The biggest difference that sets us apart from our competitors is that 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 workflows. The best thing is our experienced team will take away the hard work for you. See how we compare against Aroflo here.