FieldInsight provides various inventory fields that can be customised based on your business type and requirements. You can adjust the visibility of fields and, in some cases, allow technicians to edit specific fields.
Access Inventory System Fields
To access the Inventory System Field settings:
Click the ⚙️ (Settings icon) in the top-right corner.
Select Settings from the dropdown menu.
Navigate to Inventory → System Fields
Configure Your Inventory System Fields
Inventory system fields are organised by function and user role. You can toggle visibility on or off, and in some cases, enable editing permissions for technicians.
General Job Items for the Scheduler Role
Configure which job item fields should be visible to schedulers. These fields are essential for managing inventory-related tasks.
General Job Items for the Mobile View
After configuring the scheduler view, you must also define which job item fields should be visible in the mobile view for technicians.
Product Items in the Mobile View
Since products are a key part of inventory, this section focuses on configuring product-related fields for the mobile view.
Service Items in the Mobile View
This section allows you to customise service fields for the mobile view, ensuring technicians have the necessary information when working in the field.
General Inventory Items for the Scheduler View
Similar to product items in the mobile view, this section focuses on service inventory fields for the scheduler view.
General Inventory Settings for Mobile View
This section contains general inventory fields relevant to the mobile view.
Inventory QR Code Fields
If your business actively uses QR codes for inventory management, this section allows you to select which fields should be included in QR-based workflows.
