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FieldInsight

Name: FieldInsight
Rating: 4.5 (2 reviews)

By FieldInsight

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Highlights : About FieldInsight

Activity tracking

Third party accounting integration

Paperless invoicing

Customer data management

Job scheduling

Export invoices to Quickbooks and Xero

Send timely emails and SMS to customers

Set recurring jobs

Mobile compatible

About FieldInsight

FieldInsight is a cloud-based job scheduling solution designed for small and midsize electricians, plumbers and HVAC trade service professionals. It features job scheduling and management, mapping and navigation and customer management and communication within a suite. FieldInsight enables technicians to see exact locations and driving distances of their day-to-day jobs on a single map. When scheduling a new job, the address is verified and pinpointed on Google Maps once entered into the system. The mapping feature can also work as a navigational tool in the field when supported by a smartphone. Mobile phone access also allows technicians to communicate with customers by using one-touch SMS messages to notify customers of updated ETA or other changes. FieldInsight enables technicians to pull up customer contact information from the schedule. Once the contact info is found, pre-written messages can be customized, finalized and sent to the customers.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Activity tracking

Log dispatch summary

Job assignment based on service history and experience

Set reminders and ETA messages

Scheduling orders and complaints

Contact database

Customizable templates

Track dispatch time

Manage customer feedbacks

Built In map navigation

Maintenance check

Prioritizing job orders

Optimizing drivers route

Time tracking

Vehicle tracking

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