Advanced FieldInsight: Tips & Integrations

More customizations you can make to your Scheduleflow account.

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

What is a placeholder?

Use placeholders to customise templates
Jen avatar
Written by Jen
Updated over a week ago

Mobile App settings: Show/hide job and customer history

How to configure the visibility of the job and customer history for your workers
Jen avatar
Written by Jen
Updated over a week ago

Set-up Job Photo's in Document Templates

Use Photo's in document templates
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

Custom Field - Signature

Add a field for customer signature with signature agreement text
Jen avatar
Written by Jen
Updated over a week ago

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

Advanced quoting workflow with the Quotient App integration
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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
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Written by Jen
Updated over a week ago

Custom Fields how to create and edit options

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

How to Export Data

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

Edit email and message templates

Customise your email and message templates and send automatic job reminders, ETAs and Quotes, Invoices and Reports
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Written by Scheduleflow Help
Updated over a week ago