FieldInsight

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?

Jeffry Juni

Natasha Tyrrell

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

Advanced Configurations (Optional)

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.

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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.

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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.

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

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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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