OfficeINSIGHT
Everything you need to know about FieldInsight for Schedulers
By Jeffry and 1 other2 authors97 articles
- Measure distances on the map with the measuring tool
- What is a split job and how do I use it?
- Send an instant message on a job with attachments
- How to Create an Unscheduled Job
- How to search for an existing Site Customer and add a new job
- How to search for an Account customer in your database and add a new job to the one of the existing sites
- Add multiple techs to your job
- How to change the job types to be relevant to your business
- Email to job
- Schedule an ongoing job
- How to add a Job in FieldInsight
- Custom Series and Expiring Maintenance Job Series
- Searching Jobs in FieldInsight
- Scheduling jobs - Technician availability
- Updating Jobs: Rescheduling, Changing Technicians & More
- Job history
- How to Manage Booking/Schedule Conflicts
- Adding Jobs Part One: Create and Customize
- Attaching files to a job
- Adding notes on a job
- Adding Jobs Part Two: Recurring, Splitting, and Sharing
- Printing job sheets
- How to make a field mandatory for the Scheduler to fill in on the job.
- How to Configure Technician Activity Buttons
- How to make a field mandatory for the tech to fill in on the job.
- Custom Fields how to create and edit options
- Custom Field - Signature
- How to create custom fields for a job
- The Different Types of Custom Fields in FieldInsight
- How to Download and Export all your reports
- Login Credential Warnings
- Job Navigator & Cheat-sheet generator
- Update payment details and email address for subscription invoice receipts from FieldInsight
- Show/Hide Project columns on the Project Table
- Overview of the FieldInsight System
- Job Navigator: Setup multiple workflows for different types of jobs
- How to create a FieldInsight account
- How to edit the Description for each Job Status for Display in the Workflow Guide
- The Map: Tracking Your Team
- 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?