Overview
Smart Scheduling, Invoicing, job tracking and asset management platform for HVAC, Fire & Mechanical Install & Service teams.
Our integrated asset management workflows support compliance based industries with Inspection checklists and report automation for any asset types all from a single platform. Our planned maintenance planner will schedule routine services at scale providing efficiencies for large contract work.
An all-in-one solution with features such as Project Management, Timesheeting, Inductions and Safety. Our user-friendly platform streamlines operations, boosts job/project performance and customer satisfaction.
Our inbuilt Job Navigator allow flexible control of your workflow and keeps all teams on the same page to reduce confusion and increase efficiencies between the Field & Operations teams.
Flexible Quoting templates to manage your Deal pipeline in one place that feeds into Project Work scheduling of Planned Maintenance contracts.
FieldInsight + Xero
Our integration to Xero is extensive including:
- Invoice Sync to Xero
- Inventory Items to Xero
- Payment Sycn (2 way)
- PO Sync to Xero
- Bill Sync (2 way)
Pricing plans
This app includes a free 30 day trial
FieldInsight Advanced Plan per user
- A$60.00 per user per month
- A$0.14 per per part sms per month
- Scheduling
- Quoting
- Invoicing
- Inventory Management
- Purchasing/Bill Management
- Smart Timesheeting
- Reporting
- Task Management
- Asset Management
- Contract Management for Planned Maintenance
- Routine Service Scheduling
- Asset Testing / Inspection checklists
- Defect & Quote Management
- Safety forms on Jobs/Projects
Getting started
Together, FieldInsight and Xero are an end-to-end solution for trade & service businesses, streamlining job work flows for HVAC, Fire and Mechanical.
Simply click 'Get this app' above for a trial.
Reviews & ratings
Sort and filter
Most recent reviews
NT