FieldInsight

Manage your projects and keep track of your profit and loss

Getting started with Project Management

How to edit your Project Steps, Types and Statuses in settings

When running a project you can have multiple people that you need to engage with. Add your contacts to your project so you can keep track.

Ability to auto-allocate todays job for the next day (using Projects)

Set special rates for your project to be used for quotes, invoices and jobs

Import or create bills from supplier invoices to keep track of your actual project costs

Create a project variation to compare different scenarios for a project

Select a shifts for teams using different service code rates for individual technicians

Keep track of your projects and manage your profit and loss with the P&L report

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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