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.
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.
Speak with team to ensure you are on the correct Pricing Plan and we understand your business and feature requirements.
Once set-up with an Account simply enable Xero in Settings > Integrations. You will need your Xero username/password and an idea of your Chart of Account mappings.