First steps to getting your FieldInsight account up and running
More customizations you can make to your Scheduleflow account.
Adding, scheduling and tracking your team on jobs.
Navigating and using the Scheduleflow app.
How to manage your job details such as files, notes
Learn how to find and manage Your pending jobs
How to use the FieldInsight Mobile App for Technicians in the field
Sending texts and emails to customers, updating jobs and account management.
More about managing your items, warehouses and manufacturers in Scheduleflow.
How to create, manage and send quotes in FieldInsight
How to create, send and manage invoices in Scheduleflow.
Keep track of your projects and manage your profit and loss with the P&L report
Manage your Purchase Orders and Bills from suppliers
Add timesheets for your technicians, send reminders to complete them and track utilisation
Create, sign and keep track of your Safety document in FieldInsight
Keep track of your customers assets with FieldInsight asset management
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Do more sync FieldInsight to your accounting software
Xero is an online accounting software that you can integrate with your FieldInsight account