FieldInsight

How to edit text fields and add colour heading and bullet points

Using the WYSIWYG editor

Natasha Tyrrell

Aprille

Alan Williams

Everything you need to know about FieldInsight for Schedulers

OfficeINSIGHT

Often we get call backs to the same job or we didn't complete the works in the time allowed. How do you manage that in FieldInsight?

What is a split job and how do I use it?

Right click to measure distances on the map

Measure distances on the map with the measuring tool

Scheduler: How to send an instant email on a job with document and job file attachments

Send an instant message on a job with attachments

A site customer calls that you did work for 3 years ago. FieldInsight makes it easy to find the customer and book in a new job.

How to search for an existing Site Customer and add a new job

You know that the customer is in your database somewhere - here is how to search for them and add a new job to the already existing site

How to search for an Account customer in your database and add a new job to the one of the existing sites

Some jobs need more than one tech. Add multiple staff to any of your jobs when you schedule it, or later on when you know the requirements

Add multiple techs to your job

Your account comes with some default job types based on trades and services businesses. Not what you do?  No problem, let's change them.

How to change the job types to be relevant to your business

Let your customers send you emails that add a job automatically

Email to job

Add a job that keeps going over several days

Schedule an ongoing job

This document is about how to add a job quickly.

How to add a Job in FieldInsight.

Keep track of recurring maintenance work through 'Custom Series' jobs and 'Expiring Maintenance Job Series' report.

Custom Series and Expiring Maintenance Job Series

Find, print jobs and see how many jobs are in your account.

Searching Jobs in FieldInsight

How to check when technician are available and skilled to assign to a job.

Scheduling jobs - Technician availability

For those times when you need to change customers, change technicians, or update jobs.

Updating Jobs: Rescheduling, Changing Technicians & More

Keep track of the what/when/who with the job history log

Job history

Manage Overlapping or Sequential Bookings

How to Manage Booking/Schedule Conflicts

How to add jobs in FieldInsight / Scheduleflow.

Adding Jobs Part One: Create and Customize

​Scheduler: How to add an image or file from the scheduler view

Attaching files to a job

Technician: adding job notes in the field using the Mobile app

Adding notes on a job

Recurring and splitting jobs, more about job statuses and sharing options!

Adding Jobs Part Two: Recurring, Splitting, and Sharing

Print run sheets and job sheets for your technicians

Printing job sheets

Tired of following up licensing paperwork for staff/contractors ? You can now setup a staff induction to keep on top of paperwork needed.

Phase 1 Set Up - Technician Induction information

The different roles in FieldInsight

How to setup and generate a commission Purchase Order (RCTI) for a job

Pay a subcontractor commission for a job

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 a staff member - Basic profile

How to create, edit and manage a Group and how to assign a staff member to a group.

Manage a Group of Staff for Scheduling efficiencies

Phase 2 of the workflow -Technician Induction Information

How to suspend a staff member and things to check.

Suspending Staff Members

How to set your staff as unavailable or on annual leave

How do I change staff availability?

Staff

Don't miss out on important information. You can make field's mandatory So schedulers will not be able to close the job until answered.

How to make a field mandatory for the Scheduler to fill in on the job.

You can make a field mandatory for a tech. They will not be able to close the job until answered.

How to make a field mandatory for the tech to fill in on the job.

Custom fields can be added for Jobs, Account Customers, Site Customers, Suppliers, Technicians, Units and assets

Custom Fields how to create and edit options

Add a field for customer signature with signature agreement text

Custom Field - Signature

Add additional fields to the job page for technicians and schedulers

How to create custom fields for a job.

This is a guide to the different options available

The different types of custom fields you can use

Custom Fields

Let your customer and franchisees add jobs from your portal form

Portal web form for adding jobs

The job booking interface allows businesses to embed FieldInsight iFrame object in their own website.

FieldInsight Job Booking interface on business websites

Give your customers access to view jobs with status, assets, invoices, quotes, reports and request jobs

Customer portal

Portal

Learn what a Account customer is and how to add one

What is an Account customer?

How to copy a site or account customer to a new site or account customer

Create a new site or account customer by copying an existing customer

Learn what a site customer is and how to add one

What is a site customer?

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

Add a general contact to FieldInsight

Some Account customers you deal with have multiple contacts. You can now add them all on to your Account customer record.

Add multiple contacts to an Account customer

Search and export customer lists to send marketing information to

Customer contact lists

Merge duplicate customers

Record where your customers heard about your business and track over time to determine what is your best lead generation.

What is the Customer source used for?

A quick and easy way to be in a job booking workflow when creating a new Account customer

Add Account Customer

Single place to see the Job/Tech Notes and activity for the Site Customer you can also add atomic notes for the site

View Customer Notes and Activity at a Glance

Customer Management

Check the messages and status for emails and SMS sent for a job

Email and SMS status and history

Add your logo and signature to outgoing emails from FieldInsight.

Add your email signature and logo

Customize your Email and SMS templates and send automatic job reminders, ETAs and Quotes, Invoices and Reports

Edit Email and SMS templates

When the status of a job is changed, you can trigger an email to be sent to the team and/or your customer.

Triggering Emails on Job Status Changes

Below is a brief explanation for the difference between Instant, Reminder and Triggered message types

What is the Difference between Message types

Manage your SMS charges

Automatically send Customers, Technicians and Schedulers reminders about Jobs.

Send a Reminder via Text and / or Email

Paul Tyrrell

Triggered Messages/Email

A quick way to capture pesky Office or Team tasks that need follow-up.  Capture them all in the ToDo tab and mark them complete.

Manage a Set of To-Do Tasks

Job To-Dos

Create a template To-do list to be added to jobs when the job type is set

Create a To-do template list

To'dos

Manage the default Calendar settings for what you see in the job box

Job Box - How to set up your default calendar settings

If you need specific information on your job box that is not a system field, you can create and display a custom field of your choice.

Add custom fields to your Job box view

Manage the default Calendar settings for your schedulers

Schedule view -How to set up your default calendar settings

How to rotate your calendar to view information differently on the main calendar

How to navigate the calendar via rotation on the week and month view

If you have more than one Scheduler  performing different tasks in the Schedule.

Individual Calendar Settings for Schedulers

Create jobs and check your team schedule, all in the FieldInsight Calendar!

The Calendar: Managing Your Team

Calender Customisation/ Schedule

How to add and edit regions in FieldInsight as a scheduler

Adding and editing regions

How to search for a Job via Regions

Regions

Set custom name for email sender

Every business is different. FieldInsight allows you to create your own personal job statuses to suit your business and industry

Customise your job statuses to your business

Adding colour and other html styles in templates.

Using html markup in templates

Change currency, add your logo and change technician permissions

Add a Logo and Customize Your Account

Settings

Check the total for quotes, invoice and jobs for a site

Site customer summary

Ever wanted to know what your margins were for a particular customer?

What are your margins for a particular customer?

How to run the follow up report and filter by pending status and region

Follow up Report

Advanced setup: learn how to customise the follow up report

Customise the follow-up report

Expiring Maintenance Job Series report

Reports

FieldInsight allows you to export your data any time you want to.

How to Download and Export all your reports

Did you get a warning to change your password when trying to log on to FieldInsight?

Login Credential Warnings

Fast way to train the team (Schedulers or Technicians) on your core job management workflow

Job Navigator & Cheat-sheet generator

How to update your business payment details (card and contact details) for FieldInsight

Update payment details and email address for subscription invoice receipts from FieldInsight

Show/Hide Project columns on the Project Table

Feeling daunted to what all the buttons are? This help document will take you through step by step how to find your way around.

How to navigate around FieldInsight's main menu

Setup multiple workflows to support different types of job, for example service and install, with separate or shared jobs statuses

Job Navigator: Setup multiple workflows for different types of jobs

Opening a FieldInsight account is quick, easy and painless.

How to create a FieldInsight account

How do I export my customer and Job data?

Edit the description that displays in the Workflow Guide for both the Scheduler and Technician

How to edit the Description for each Job Status for Display in the Workflow Guide

With the FieldInsight map, you never have to wonder where your team is.

The Map: Tracking Your Team

Miscellaneous

How to filter search a Project based on the Area and on the Division?

How to filter search a Job based on the Area and on a Division?

How to filter search a Purchase Order based on the Area and on a Division?

How to filter search a Sales Report based on an Area and on a Division?

How to assign a Staff to an Area and to a Division?

How to assign a Sales Report to an Area and to a Division?

How to assign an Invoice to an Area and to a Division?

How to assign a Purchase Order to an Area and to a Division?

FieldInsight Area and Division Visibility and Accessibility

Can the assignment of the Area and the Division be automated?

How to assign a Quote to an Area and to a Division?

How to assign a Job to an Area and to a Division?

How to assign a Project to an Area and to a Division?

How to Enable the Fieldinsight Area and Division Feature?

Area and Division

Fieldinsight Job Shift and Job Roster settings

How to assign the Job to the Shift type and Roster schedule that I have created?

Fieldinsight Shift Type and Roster settings