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?

Ana Pedro

Natasha Tyrrell

Jeffry Juni

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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