FieldInsight

FieldInsight


FieldInsight


Field Service Management Software for HVAC, Mechanical Engineering, Plumbing, Equipment Servicing, Fire Service and Mech Electrical. 

Manage the most complex installation and servicing workflows across the Office and Field teams.
  Supports the breadth of the industry and sub-trades for: -    
    
  • Asset management; QR code for quick scan and asset capture       
  • Asset/Compliance testing modules with question and answer grids          
  • Flexible maintenance and service report templates issued from the field           
  • Safety management; edit and sign a SWMS/JSA in the field          
  • Preventative maintenance plan & schedule management; never miss a scheduled service/test        
  • End to End Job Management with          
  • Flexible Scheduling options (repeats, recurring, call-back)          
  • Set mandatory checks per job status           
  • Automated messaging and follow-up          
  • Sales Management leveraging Inventory, Pre-set priced packages, Quoting, Invoicing, Purchase & Bill management        
  • Accounting integrations; Xero, MYOB, QuickBooks, ReckonOne with payment processing byeWay         
  •   Project management; profit & loss, timesheeting

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FieldInsight

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