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Field service management
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Fieldinsight

Fieldinsight

Manage HVAC workflows without taking hours to complete job report.
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From the vendor's website

Keep your team informed and engaged. Automate your operations, from running the field, managing assets to office works.

Our review of Fieldinsight

Product highlights

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Visit Fieldinsight's features page

Capabilities and features of Fieldinsight

Our software experts have identified these features of the system:

Advertised feature

Manage assets

Advertised feature
Service history 🛈
Keep a record of asset servicing
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Quote customers

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Custom quotes 🛈
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Custom proposals 🛈
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Interactive pricing 🛈
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Manage projects

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Project budgets 🛈
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Project labour cost by person 🛈
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Manage tasks

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Task statuses 🛈
Move each task through different statuses
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Task reminders 🛈
Get reminders of task due dates
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Task checklists 🛈
Checklist of activities within each task
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Schedule workers

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Schedule worker by calendar 🛈
Resource calendar views
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Worker skills 🛈
Resource by skills
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Worker availability 🛈
Resource availability
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Schedule by role 🛈
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Track employee time

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Timesheets 🛈
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Timesheet reminders 🛈
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Track time against clients 🛈
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Track time against projects 🛈
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Track time against project stages 🛈
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Track time against tasks 🛈
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Manage stock (inventory)

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Stock locations 🛈
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Plan routes

Advertised feature
Driving time 🛈
Calculate travel time
Advertised feature

Track assets (with GPS)

Advertised feature
User-device tracking 🛈
Use phone location to track workers, for example
Advertised feature

Invoice customers

Advertised feature
Branded invoices 🛈
Partially customisable invoices
Advertised feature
Custom invoices 🛈
Fully customisable invoices
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Account for fixed assets

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Fixed asset register 🛈
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Manage workflows

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Workflow templates 🛈
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Geolocate

Advertised feature
Map integration 🛈
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Store custom data

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Address field (location) 🛈
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Data import 🛈
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Generate reports

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Scheduled reports 🛈
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Custom reports 🛈
Fully customisable reports
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Notify users

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In-app notifications 🛈
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Email notifications 🛈
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SMS notifications 🛈
Text message notifications
Visit Fieldinsight's integrations page

Fieldinsight integrations

Accounting

Advertised feature
Xero 🛈
Integrates with Xero
Advertised feature
QuickBooks 🛈
Integrates with QuickBooks online

Business intelligence (BI)

Advertised feature
Power BI 🛈
Integrates with Microsoft Power BI

Integration platform

Advertised feature
Zapier 🛈
Integrates with Zapier
Visit Fieldinsight's pricing page

Fieldinsight pricing overview

The vendor does not advertise their pricing. Contact the vendor for pricing information.

All registered trade marks, company names and brand names used on this website are the property of their respective owners. Information on product features and pricing are taken directly from the vendor's website and marketing materials. Features and prices may change. Please contact us to report any corrections.

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