SalesINSIGHT

Quoting, Invoicing, Inventory and more

R Jen avatar Natasha Tyrrell avatar +1
34 articles in this collection
Written by Richard Walker, Jen, Natasha Tyrrell and 1 other
Inventory

How to add Service items

Adding Service items to your account will make processing jobs and invoices much easier and is part of our end to end workflow
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Written by Sarah
Updated this week

What is an Item Status used for?

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Written by Sarah
Updated this week

What are product statuses used for in inventory?

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Written by Sarah
Updated over a week ago

Allow technicians to edit a Inventory status on the mobile app for your stock control

If you are using FieldInsight to help track your Inventory items techs can update the status of these items in there vans for stock control
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Written by Sarah
Updated over a week ago

What is the Manufacture setting on products and how do I use it?

Add in the manufacture of your product items to indicate which manufacturer they are from.
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Written by Sarah
Updated over a week ago

QR code scanning for Inventory Items

Scan QR codes to quickly add products to jobs using the camera on your smartphone - no scanner required
Jen avatar
Written by Jen
Updated over a week ago

Add warehouses (stock locations) to your product items.

Keep track of where your items are in FieldInsight by adding them to a warehouse (location)
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Written by Richard Walker
Updated over a week ago

Managing your stock levels in the warehouse or vans

Essential information about tracking your inventory in FieldInsight
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Written by Richard Walker
Updated this week

Inventory: Managing Your Services

Essential information about tracking your services in FieldInsight
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Written by Richard Walker
Updated over a week ago

How to add Inventory Items

Adding inventory to your account will make processing jobs and invoices much easier and is part of our end to end workflow
R
Written by Richard Walker
Updated this week
Quoting

Create a quote quickly with Item Packages

Learn how to quote quickly and efficiently with packages.
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Written by Sarah
Updated this week

How to take a deposit from your accepted quote

Split your quotes into part payments over several invoices
Jen avatar
Written by Jen
Updated over a week ago

Add a contact on to a Quote for an Account Customer

Does a particular person in an Account customer need to be on your quote? You can now add them in .
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Written by Sarah
Updated over a week ago

Manage your quote pipeline

There is a system field that allows you to easily see when quoted works are due to start.
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Written by Sarah
Updated over a week ago

How to manage Quote Statuses

FieldInsight makes it easy to manage the statuses of all your quotes
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Written by Sarah
Updated over a week ago

Quote Amount Report

Knowing what quotes are out there is vital for any business. You can check your quote pipeline via our Quoted Amount Report.
Jen avatar
Written by Jen
Updated over a week ago

Add a web link to an Invoice, Quote or Report

How to add a link to your website in the PDF template for quotes, invoices or reports
Jen avatar
Written by Jen
Updated over a week ago

Set custom rates for Account customers

Jen avatar
Written by Jen
Updated over a week ago

Packages for your Items

Create kits of items to add to quotes and invoices
Jen avatar
Written by Jen
Updated this week

How to create a Quote

How to create a quote and send it to your customer from the office
Jen avatar
Written by Jen
Updated over a week ago

Quoting: How to create and customise your quote templates

Add your logo, add job photos, and change the job information on your quotes
Jen avatar
Written by Jen
Updated over a week ago