Getting Started with FieldInsight

First steps to getting your FieldInsight account up and running

Natasha Tyrrell avatar Jen avatar S
12 articles in this collection
Written by Natasha Tyrrell, Jen, and Scheduleflow Help

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

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

Mobile app and Scheduler view

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

How to use the Mobile App

How to access FieldInsight on your mobile
Jen avatar
Written by Jen
Updated over a week ago

Overview of FieldInsight

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

Create a FieldInsight Account

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

Searching Jobs in FieldInsight

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

Add Technicians and Schedulers

How to add staff members to your FieldInsight account.
S
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.
S
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
S
Written by Scheduleflow Help
Updated over a week ago