FieldInsight

Ana Pedro

Natasha Tyrrell

Jeffry Juni

How to start using the FieldInsight Software

Getting Started with FieldInsight

How to create a bookmark on Windows using the Chrome broswer to easily access the FieldInsight software.

Create a Shortcut on Windows using Google Chrome

How to log-in into FieldInsight and create a shortcut your prefered device.

How to Log-in into FieldInsight

Instead of typing the FieldInsight link each time, you can save it as a bookmark in Safari for quick access. This lets you open the login page in just one…

How to Create a Bookmark in Safari to Easily Access FieldInsight

Log-in into FieldInsight

Setup the most relevant details about your business into the System

General Business Details & Account Configuration

How to create a Staff member with basic information

Add and Configure your Staff (Basic Profile)

How to activate or disable features in FieldInsight, as well as other general settings or reports.

Activate and Disable Features in FieldInsight

Overview of all the settings to configure the Mobile app view

Mobile App Settings: Customise the Mobile App View for Your Technicians in the Field

Basic Configurations

This document will teach you how to turn your basic staff profile into an advance profile using more of the staff features.

How to add Staff member - Advanced profile

How to add and edit regions in FieldInsight as a scheduler

Adding and editing regions

The Job Details section in FieldInsight allows you to define the foundational settings for how jobs are created and tracked in your system.

Configure your Job Details

Fieldinsight Shift Type and Roster settings

Configuring Shift Type and Rosters

How to Configure Staff System Fields in Settings

Configure Staff System Fields

Learn how to create and configure custom fields for Staff members.

Configure Staff Custom Fields

FieldInsight allows you to export your data any time you want to.

How do I export my customer and Job data?

Explore optional advanced setup features to fine-tune FieldInsight for your business workflows.

Advanced Configurations (Optional)

Common questions and answers for troubleshooting

Mobile app FAQ

Learn about additional configuration options you can enable after completing the basic setup.

Other Configurations (Optional)

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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