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Specialist End to End Field Service & Asset Management platform supporting Trade, Service & Contract businesses across all Field Service industries. Job costing, field service, scheduling, construction, civil, asset testing, safety, reporting and more.

Overview

With a mind to simplicity and flexibility present in nearly every element of FieldInsight it can be configured to support your business seamlessly.

You can configure your calendar view the way you want from its rotation, the information it shows, the day, the week, month or project view. Giving you the key information you need to speedily keep your business running.

Suitable for Medium sized field service industries managing teams in the Field doing complex Asset and Service maintenance contracts where multiple inputs are required through from Quoting, completing the Job and managing Performance and Reporting.

Our job & field service management software will take your business to the next level. Have visibility to every quote that is generated, sent and tracked.

Raise/manage Purchase orders, tact performance of the quote (cost management). Manage the jobs and technicians seamlessly so nothing gets missed. Generate your invoice at the end (or milestones depending on size) to keep the cash flow turning over.

Run a performance report (P&L) at the job/quote level to review margins/profit or loss and reasons why.

Route a series of jobs for technicians across a day to save hours of wasted travel time.

Improve team efficiencies with job and mandatory checks through status changes and completion checklists. Have technicians complete timesheets, leave requests to ensure every hours is tracked for Payroll and Billing of clients.

Leverage features for specialised teams from asset management, testing and defect management along with our Preventive Maintenance scheduling and contract management.

Explore all features of FieldInsight
FieldInsight
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FieldInsight + Xero

Pass across Invoicing, Payments. Purchase Orders and Quote information from FieldInsight to Xero.
Can receive Bills from Xero into FieldInsight.

We support multiple Xero accounts from FieldInsight as long as you manage the correct FieldInsight Invoice template and correct Xero Account Log-in mapped.

Reviews & ratings

5.0 out of 5 stars
2 Reviews
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1 star(0%)
HS
Hector Sandoval
Posted
5 out of 5 stars
The easily accessible and user friendly integration between Field Insight and Xero has worked tremendously for our business. We have been able to save many hours in the office by importing our invoices and various other features within the combined systems. It is by far one of the best systems I have used to aid in a business' accounting procedures!
NT
Natasha Tyrrell
Posted
5 out of 5 stars

Saves me hours of reconciliation

Having our product & services collated at the job level in FieldInsight and creating the invoice with a few clicks saves us many hours per job / every week. The sync to Xero for invoices is easy, on the odd occasion there is an error the error messaging and help documents in FieldInsight resolve it pretty quickly but the Support team are always on hand to help via the Live Chat. Being able to pull back the Payments from Xero to mark the FieldInsight invoice as Paid makes reconciliation between the two systems much easier. These two systems working together removes complexity, having job management software do what it does best and easily sync to Accounting means we are never chasing the gaps.

Additional info

Shared data

Xero
FieldInsight
Purchase Ordersshared from FieldInsight to Xero
Paymentsshared from Xero to FieldInsight and from FieldInsight to Xero
Invoicesshared from FieldInsight to Xero
Contactsshared from Xero to FieldInsight and from FieldInsight to Xero

App details

Added in 2020

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@fieldinsight.com

Contact

+61 3 9005 7144

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