FieldInsight

Set special rates for customers and projects

Set custom rates for account customers and projects

Natasha Tyrrell

Manage Cranes, Concrete pumps, Large Machinery with UnitMGMT

UnitMGMT

One less thing to think about. You can set default travel time to appear on all your jobs.

Set Default travel time for your jobs

Information can be missed on a job if the tech just skips over it. We have made some critical fields required so you get what you need.

Make more fields required (Mandatory) for your techs.

Create a maintenance plan and keep track of the cost for parts and labour for company owned/internal assets and units

Unit service maintenance plan - Concrete Pumping

Calculate penalty rates for invoices and timesheets

Penalty Rates

Add, Edit or Delete a Pump Inventory Items

Manage Pump Inventory Items

To generate a digital docket encompassing all the items relevant to charge for the job.

Generating the Unit Digital Docket

Pump type: Add rates for your pumps

How to use the Inclement weather filed to add a charge to the invocie

Inclement weather charge

How to make changes to your smartdocket template

Edit your SmartDocket template

Set what job types a pump can perform to optimise scheduling and pump utilisation.

Set-up Job Types for a Pump

See at a glance how profitable your units are check the sales, revenue, hours and cubics meters pumped

Sales and cubic meters pumped per Unit report

Concrete Pumping (Scheduleflow)

Create a maintenance plan and keep track of the cost for parts and labor for company owned/internal assets

Use FieldInsight to set up service maintenance plan for your internal Van's/Vehicle's

Use this to make sure that schedulers have allocated technicians for jobs

Make technicians mandatory for job status

Company own Assets

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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