OfficeINSIGHT

Everything you need to know about FieldInsight for Schedulers

Paul Tyrrell avatar R Jen avatar +2
77 articles in this collection
Written by Paul Tyrrell, Richard Walker, Jen and 2 others
Job

What is a split job and how do I use it?

Often we get call backs to the same job or we didn't complete the works in the time allowed. How do you manage that in FieldInsight?
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Written by Sarah
Updated today

How to change the job statuses to be relevant to your business

Your account comes with some default job statuses based on trades and services businesses. Not what you want? No problem lets change them.
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Written by Sarah
Updated over a week ago

How to search for an existing Site Customer and add a new job

A site customer calls that you did work for 3 years ago. FieldInsight makes it easy to find the customer and book in a new job.
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Written by Sarah
Updated over a week ago

How to search for an Account customer in your database and add a new job to one of there existing sites.

You know that customer is in your data base somewhere - here is how to search for them and add a new job to a site that is exisiting
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Written by Sarah
Updated over a week ago

Add multiple tech's to you job.

Some jobs need more than one tech. Add multiple staff to any of your jobs when you schedule it, or later on when you know the requirements
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Written by Sarah
Updated over a week ago

How to change the job types to be relevant to your business

Your account comes with some default job types based on trades and services businesses. Not what you do? No problem lets change them.
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Written by Sarah
Updated over a week ago

Email to create job

Add a job automatically from email
Jen avatar
Written by Jen
Updated over a week ago

Schedule an ongoing job

Add a job that keeps going over several days
Jen avatar
Written by Jen
Updated over a week ago

How to add a Job in FieldInsight.

This document is about how to add add a job qiuckly.
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Written by Sarah
Updated over a week ago

Custom Series and Expiring Maintenance Job Series

Keep track of recurring maintenance work through 'Custom Series' jobs and 'Expiring Maintenance Job Series' report.
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Written by Richard Walker
Updated over a week ago

Searching Jobs in FieldInsight

Find, print jobs and see how many jobs are in your account.
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Written by Richard Walker
Updated over a week ago

Scheduling jobs - Technician availability

How to check when technician are available and skilled to assign to a job.
Jen avatar
Written by Jen
Updated over a week ago

Updating Jobs: Rescheduling, Changing Technicians & More

For those times when you need to change customers, change technicians, or update jobs.
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Written by Richard Walker
Updated over a week ago

Job history

Keep track of the what/when/who with the job history log
Jen avatar
Written by Jen
Updated over a week ago

How to Manage Booking/Schedule Conflicts

Manage Overlapping or Sequential Bookings
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Adding Jobs Part One: Create and Customize

How to add jobs in FieldInsight / Scheduleflow.
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Written by Richard Walker
Updated over a week ago

Attaching files to a job

​Scheduler: How to add an image or file form the scheduler view
Jen avatar
Written by Jen
Updated over a week ago

Adding notes on a job

Technician: adding job notes in the field using the Mobile app
Jen avatar
Written by Jen
Updated over a week ago

Adding Jobs Part Two: Recurring, Splitting and Sharing

Recurring and splitting jobs, more about job statuses and sharing options!
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Written by Richard Walker
Updated over a week ago

Printing job sheets

Print run sheets and job sheets for your technicians
Jen avatar
Written by Jen
Updated over a week ago

When Technicians Complete Jobs in FieldInsight

Here's what happens after Technicians complete jobs.
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Written by Richard Walker
Updated over a week ago
Customer Management

What is an Account customer?

Learn what a Account customer is and how to add one
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Written by Sarah
Updated over a week ago

What is a site customer?

Learn what a site customer is and how to add one
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Written by Sarah
Updated over a week ago

Add a general contact to FieldInsight

Keep a track of general contacts/leads and opportunities through FieldInsights contact management feature
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Written by Sarah
Updated over a week ago

Add multiple contacts to an Account customer

Some Account customers you deal with have multiple contacts. You can now add them all on to your Account customer record.
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Written by Sarah
Updated over a week ago

Customer contact lists

Search and export customer lists to send marketing information to
Jen avatar
Written by Jen
Updated over a week ago

Merge customers

Merge your duplicate site customers
Jen avatar
Written by Jen
Updated over a week ago

What is the Customer source used for?

Record where your customers heard about your business and track over time to determine what is your best lead generation.
Jen avatar
Written by Jen
Updated over a week ago

Supporting Multiple Contacts for a Site

We are moving to a more detailed Customer Relationship structure that will support multiple Contacts, Site and Project Relationships.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Add Account Customer

A quick and easy way to be in a job booking workflow when creating a new Account customer
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

View Customer Activity at a Glance

Single place to see the Job/Tech Notes and activity for the Site Customer.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago
Miscellaneous

How to Download and Export all your reports

FieldInsight allows you to export your data any time you want to.
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Written by Sarah
Updated today

Login Credential Warnings

Did you get a warning to change your password when trying to log on to FieldInsight?
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Written by Sarah
Updated over a week ago

Job Navigator & Cheat-sheet generator

Fast way to train the team (Schedulers or Technicians) on your core job management workflow
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Update payment details

How to update your business payment details for FieldInsight
Jen avatar
Written by Jen
Updated over a week ago

How to navigate around FieldInsight's main menu

Feeling daunted to what all the buttons are? This help document will take you through step by step how to find your way around.
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Written by Richard Walker
Updated over a week ago

How to create a FieldInsight account

Opening a FieldInsight account is quick, easy and painless.
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Written by Richard Walker
Updated over a week ago

How do I export my customer and Job data?

FieldInsight allows you to export your data any time you want to.
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Written by Richard Walker
Updated today

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

The Map: Tracking Your Team

With the FieldInsight map, you never have to wonder where your team is.
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Written by Richard Walker
Updated over a week ago