Advanced FieldInsight: Tips & Integrations

More customizations you can make to your Scheduleflow account.

Natasha Tyrrell avatar Jen avatar S
13 articles in this collection
Written by Natasha Tyrrell, Jen, and Scheduleflow Help

Enable Waze Map & Navigation in Mobile App

How to enable a Waze Map link in the Mobile App.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated this week

Individual Calendar Settings for Schedulers

If you have more than one Scheduler performing different tasks in the Schedule.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Take payments in the field for Invoices (incl eWay)

Get paid faster - take payments (incl eWay) in the field using your mobile device
Jen avatar
Written by Jen
Updated over a week ago

Quotient App integration setup

Create fantastic quotes with the Quotient App integration
Jen avatar
Written by Jen
Updated over a week ago

Mark staff as unavailable

How to set your staff as unavailable or on annual leave
Jen avatar
Written by Jen
Updated over a week ago

How to edit the Description for each Job Status for Display in the Workflow Guide

Edit the description that displays in the Workflow Guide for both the Scheduler and Technician
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Adding and editing regions

How to add and edit regions in FieldInsight as a scheduler
Jen avatar
Written by Jen
Updated over a week ago

How to Export Data

Export data from your Scheduleflow account to your computer.
S
Written by Scheduleflow Help
Updated over a week ago

Custom Fields and Drop-Down Menus: Create and Edit Options

Custom fields can be added for Jobs, Customers and Account Customers, Suppliers and Technicians.
S
Written by Scheduleflow Help
Updated over a week ago

Invoices: How to Create Templates

Customization gives your invoice a personal touch that's unique to your business.
S
Written by Scheduleflow Help
Updated over a week ago

Service Reports: Creating and Customizing

Here's how to upload a logo and make other customizations to reports you can send customers.
S
Written by Scheduleflow Help
Updated over a week ago

Triggering Emails on Job Status Changes

When the status of a job is changed, you can trigger an email to be sent to the team and/or your customer.
S
Written by Scheduleflow Help
Updated over a week ago

Email and Message Templates: How to Create

Customized email and message templates help make your communications seem like they are really coming from your team.
S
Written by Scheduleflow Help
Updated over a week ago