FieldInsight

Ana Pedro

Natasha Tyrrell

Collection of documents focused on adding different types of information into FieldInsight

Add Basic Information to your Account

Full runthrough of the Accounts section with detailed descriptions of all the elements in the page.

Overview of the Accounts Section

How to create an manage custom fields inside FieldInsight.

Creating and Managing Custom Fields

What are Customer Accounts, Sites, Contacts, and Jobs in FieldInsight, and how do they relate to each other in the system.

Relationship Between Customer Accounts, Sites, Contacts, and Jobs

Initial documents to have in mind when adding information to the system

Getting Started

Configure the native Account Customer fields

Configure Account Customer System Fields

How to create and manage Account Customer Custom Fields

Set Up Account Customer Custom Fields

How to access the Site's System Fields and configure them

Configure Site System Fields

How to create and manage Site Custom Fields

Set Up Site Custom Fields

How to create and manage Custom Contact Fields

Add Contact Custom Fields

Basic Configurations

How to Add Site Customers to FieldInsight

How to Add Site Customers

Associate a Contact with a Specific Site in FieldInsight

Add a Contact to a Site

Merge Duplicate Customer Sites

How to Create Account Customers in FieldInsight

How to Create Account Customers

Keep a track of general contacts/leads and opportunities through FieldInsights contact management feature

Add a general contact to FieldInsight

Add Information to Your Account

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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Track the progress of all tickets related to your company.

Tickets portal.

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