About FieldInsight

FieldInsight helps Commercial and Retail HVAC businesses improve performance by leveraging leading edge job management workflows specific to the challenges HVAC operators face.
- Scheduling (once-off, recurring, call-backs, on-going)
- Asset Management
- Equipment & Asset Testing & reporting
- Planned/Preventive Maintenance scheduling & reporting
- Project management with performance & P&L
- Safety & Compliance checklists
- Quoting & Invoicing workflows to save time
- SmartTimesheeting to capture hours for billing
- Mobile App for Field Workers

We bring people & systems together via our unique Star Delivery Model that supports your onboarding experience to ensure your goals for implementing job management software are realised as quickly as possible:

Our software is highly configurable to ensure we can meet your unique operating model for scheduling and field management.

Key benefits of FieldInsight

• Cloud-based solution that is accessible 24x7 from any Internet-enabled device, from anywhere.

• Built-in invoicing capabilities enable field agents to raise Invoices and take payments in the field to boost cashflow.

• Leverage automated reminder features to ensure that renewal, maintenance or service jobs are never forgotten

• Real-time communication to share the most recent updates with field workers and office managers.

• Supports complex asset/equipment testing in the Field and automated Reports (incl images) sent to customers.

• Schedule a full Preventive/Maintenance contract and the relevant testing in a few clicks, never miss a visit

• The solution’s integrated navigation feature allows drivers to receive the service/delivery location and quickly navigate to the address using Google Maps on their phones.

• Team TimeSheet management to ensure Payroll and Customer Invoicing is accurate.

Devices

Business size

S M L

Images

Field service managers can edit job details and share them with drivers
The tool lets users fill in business details
The software generates invoices after the work is finished
The application helps users maintain an account summary
The software offers customizable templates for editing, storing, and sharing contact details
The tool helps to generate and share invoices with customers
Users can fill in technician as well as customer details
View 9 more
FieldInsight video
FieldInsight video FieldInsight video FieldInsight screenshot: Field service managers can edit job details and share them with drivers FieldInsight screenshot: The tool lets users fill in business details FieldInsight screenshot: The software generates invoices after the work is finished FieldInsight screenshot: The application helps users maintain an account summary FieldInsight screenshot: The software offers customizable templates for editing, storing, and sharing contact details FieldInsight screenshot: The tool helps to generate and share invoices with customers FieldInsight screenshot: Users can fill in technician as well as customer details FieldInsight screenshot:

Features

Total features of FieldInsight: 144

  • Access Controls/Permissions
  • Accounting Integration
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Attendance Tracking
  • Audit Trail
  • Automated Scheduling
  • Automatic Backup
  • Availability Indicator
  • Billing & Invoicing
  • Booking Management
  • Calendar Management
  • Callback Scheduling
  • Client Management
  • Compliance Management
  • Configurable Workflow
  • Configuration Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Credit Card Management
  • Credit Card Processing
  • Custom Development
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Management
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Questions
  • Customizable Reports
  • Customizable Templates
  • Data Extraction
  • Data Import/Export
  • Data Visualization
  • Defect Tracking
  • Demand Forecasting
  • Digital Signature
  • Dispatch Management
  • Document Automation
  • Document Generation
  • Document Management
  • Document Review
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Templates
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Profiles
  • Employee Time Tracking
  • Equipment Maintenance
  • Equipment Tracking
  • Event Tracking
  • Feedback Management
  • File Storage
  • Fixed Asset Management
  • For Commercial and/or Industrial Electrical Contractors
  • For HVAC Companies
  • For Mechanical Equipment
  • GPS
  • Geographic Maps
  • Graphical Workflow Editor
  • IT Asset Tracking
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Knowledge Base Management
  • Labor Cost Reporting
  • Location Tracking
  • Maintenance Scheduling
  • Manual Time Entry
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Signature Capture
  • Mobile Workforce Control
  • Multi-Channel Communication
  • Online Booking
  • Online Time Clock
  • Overtime Calculation
  • Payment Collection in the Field
  • Payment Processing
  • Preventive Maintenance
  • Prioritization
  • Project Accounting
  • Project Management
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Recurring Tasks
  • Reminders
  • Reporting/Analytics
  • Route Optimization
  • Routing
  • SMS Messaging
  • SSL Security
  • Sales Forecasting
  • Sales Orders
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Service History
  • Status Tracking
  • Task Scheduling
  • Team Calendars
  • Technician Management
  • Time Clock
  • Time Off Requests
  • Time Tracking
  • Timesheet Management
  • Warranty Tracking
  • Web Forms
  • Work History
  • Work Order Management
  • Workflow Management

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ServiceWorks

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Reviews

Overall rating

5 /5
(2)
Value for Money
5/5
Features
5/5
Ease of Use
5/5
Customer Support
5/5

Already have FieldInsight?

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Showing 5 reviews of 2
Derrick F.
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The staff is very helpful and knowledgeable

Reviewed on 2017/12/12

Pros

easy layout and customizeable, friendly staff and they don't leave you hanging when asked a question the price doesn't break the bank and they are growing with technology they are constantly make improvement to their products.

Cons

They are in another country so the time frame is off but that is not a deal breaker because they have a chat bubble

Derrick F.
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

great software

Reviewed on 2019/02/27

Pros

I have watched this company grow and I can say they are constantly improving their software daily and keeping us up to date on their next launch which I think is great they respond quickly and don't leave you hanging like some software do

Cons

cant find any likes just have to use the software they are all about the same but very different in layout

FieldInsight FAQs

Below are some frequently asked questions for FieldInsight.

FieldInsight offers the following pricing plans:

  • Starting from: A$29,00/month
  • Pricing model: Subscription
  • Free Trial: Available

The subscription cost commences from $29 per user for Scheduling only, you can add additional Feature Modules at per module/per user added to the base Scheduling cost. ie Scheduling + Asset Management module is $34 per user ($29 + $5). The full feature set is currently $64 per user. Excludes onboarding/implementation fee's or SMS usage.

We do not have any information about FieldInsight features

FieldInsight has the following typical customers:

2-10, 11-50, 51-200, 201-500

We do not have any information about what languages FieldInsight supports

FieldInsight supports the following devices:

FieldInsight integrates with the following applications:

MYOB Essentials, Mailchimp, QuickBooks Online Advanced, Quotient, Reckon One, Xero

FieldInsight offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support

Related categories

See all software categories found for FieldInsight.