Getting Started with FieldInsight

First steps to getting your FieldInsight account up and running

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17 articles in this collection
Written by Scheduleflow Help, Jen, and Natasha Tyrrell

Job Custom fields - add any fields to jobs

Add additional fields to the job page for technicians and schedulers
Jen avatar
Written by Jen
Updated over a week ago

Manage a Set of To-Do Tasks

A quick way to capture pesky Office or Team tasks that need follow-up. Capture them all in the ToDo tab and mark them complete.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Overview of FieldInsight

Everything you need to know before getting started with the Scheduleflow app.
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Written by Scheduleflow Help
Updated over a week ago

Create a FieldInsight Account

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

Add Customers, Accounts and Suppliers

You can add individual Customers, multiple Customers under one Account and Suppliers. Here's how!
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Written by Scheduleflow Help
Updated over a week ago

Mobile app and Scheduler view

How to swap between Mobile App and Scheduler View
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Written by Jen
Updated over a week ago

How to use the Mobile App

How to access FieldInsight and Save a Bookmark on your mobile device (Apple or Android)
Jen avatar
Written by Jen
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 Scheduleflow Help
Updated over a week ago

Add Inventory and Items

Adding inventory and service items to your account will make processing jobs and invoices much easier.
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Written by Scheduleflow Help
Updated over a week ago

Add a Logo and Customize Your Account

Change currency, add your logo and change technician permissions
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Written by Scheduleflow Help
Updated over a week ago

Add your email signature and logo

Add your logo and signature to outgoing emails from FieldInsight.
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Written by Jen
Updated over a week ago

Workflow Guide & CheatSheet Generator

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

Printing job sheets

Print run sheets and job sheets for your technicians
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Written by Jen
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

Manage the View of the Calendar - Rotation

How to rotate your calendar to view information differently on the main calendar
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Manage Technicians and Schedulers Profiles

How to manage staff and settings for members to your FieldInsight / Scheduleflow account.
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Written by Scheduleflow Help
Updated over a week ago

Default Calendar Settings - Schedule & Job Box

Manage the default Calendar and Job format for all Schedulers
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago