Everything you need to know about FieldInsight for Schedulers
By Natasha and 2 others3 authors103 articles
Using the WYSIWYG editor
What is a split job and how do I use it?
Measure distances on the map with the measuring tool
Send an instant message on a job with attachments
How to search for an existing Site Customer and add a new job
How to Create an Unscheduled 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
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
Phase 1 Set Up - Technician Induction information
The different roles in FieldInsight
Pay a subcontractor commission for a job
How to add Staff member - Advanced profile
How to add a staff member - Basic profile
Manage a Group of Staff for Scheduling efficiencies
Phase 2 of the workflow -Technician Induction Information
Suspending Staff Members
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 you can use
Create a new site or account customer by copying an existing customer
What is a site customer?
Add a general contact to FieldInsight
Add multiple contacts to an Account customer
Customer contact lists
Merge duplicate customers
What is the Customer source used for?
What is Account Customer and How to Add a Job using Account Customer
View Customer Notes and Activity at a Glance
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
How to navigate around FieldInsight's main menu
Job Navigator: Setup multiple workflows for different types of jobs
How to create a FieldInsight account
How do I export my customer and Job data?
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?