OfficeINSIGHT

Using the WYSIWYG editor

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

Written by Jen
Updated over a week ago

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

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?

Written by Sarah
Updated over a week ago

Send an instant message on a job with attachments

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

Written by Jen
Updated over a week ago

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

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.

Written by Sarah
Updated over a week ago

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

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

Written by Sarah
Updated over a week ago

Add multiple techs to your job

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

Written by Sarah
Updated over a week ago

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

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

Written by Sarah
Updated over a week ago

Email to job

Let your customers send you emails that add a job automatically

Written by Jen
Updated over a week ago

Schedule an ongoing job

Add a job that keeps going over several days

Written by Jen
Updated over a week ago

How to add a Job in FieldInsight.

This document is about how to add a job quickly.

Written by Sarah
Updated over a week ago

Custom Series and Expiring Maintenance Job Series

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

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Written by Richard Walker
Updated over a week ago

Searching Jobs in FieldInsight

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

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Written by Richard Walker
Updated over a week ago

Scheduling jobs - Technician availability

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

Written by Jen
Updated over a week ago

Updating Jobs: Rescheduling, Changing Technicians & More

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

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Written by Richard Walker
Updated over a week ago

Job history

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

Written by Jen
Updated over a week ago

How to Manage Booking/Schedule Conflicts

Manage Overlapping or Sequential Bookings

Written by Natasha Tyrrell
Updated over a week ago

Adding Jobs Part One: Create and Customize

How to add jobs in FieldInsight / Scheduleflow.

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Written by Richard Walker
Updated over a week ago

Attaching files to a job

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

Written by Jen
Updated over a week ago

Adding notes on a job

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

Written by Jen
Updated over a week ago

Adding Jobs Part Two: Recurring, Splitting, and Sharing

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

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Written by Richard Walker
Updated this week

Printing job sheets

Print run sheets and job sheets for your technicians

Written by Jen
Updated this week

Phase 1 Set Up - Technician Induction information

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

Written by Sarah
Updated over a week ago

The different roles in FieldInsight

What are different role types used for?

Written by Sarah
Updated over a week ago

How to add Staff member - Advanced profile

This document will teach you how to turn your basic staff profile into an advance profile using more of the staff features.

Written by Sarah
Updated over a week ago

How to add a staff member - Basic profile

How to add staff member - Basic profile

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Written by Richard Walker
Updated over a week ago

Manage a Group of Staff for Scheduling efficiencies

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

Written by Natasha Tyrrell
Updated over a week ago

Phase 2 of the workflow -Technician Induction Information

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

Written by Jen
Updated over a week ago

Suspending Staff Members

How to suspend a staff member and things to check.

Written by Natasha Tyrrell
Updated over a week ago

How do I change staff availability?

How to set your staff as unavailable or on annual leave

Written by Jen
Updated over a week ago

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

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.

Written by Sarah
Updated over a week ago

How to make a field mandatory for the tech 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.

Written by Sarah
Updated over a week ago

Custom Fields how to create and edit options

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

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Written by Richard Walker
Updated over a week ago

Custom Field - Signature

Add a field for customer signature with signature agreement text

Written by Jen
Updated over a week ago

How to create custom fields for a job.

Add additional fields to the job page for technicians and schedulers

Written by Jen
Updated over a week ago

The different types of custom fields you can use

This is a guide to the different options available

Written by Jen
Updated over a week ago

Portal web form for adding jobs

Let your customer and franchisees add jobs from your portal form

Written by Jen
Updated over a week ago

FieldInsight Job Booking interface on business websites

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

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Written by Richard Walker
Updated over a week ago

Customer portal

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

Written by Jen
Updated over a week ago

What is an Account customer?

Learn what a Account customer is and how to add one

Written by Sarah
Updated over a week ago

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

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

Written by Jen
Updated over a week ago

What is a site customer?

Learn what a site customer is and how to add one

Written by Sarah
Updated over a week ago

Add a general contact to FieldInsight

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

Written by Sarah
Updated over a week ago

Add multiple contacts to an Account customer

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

Written by Sarah
Updated over a week ago

Customer contact lists

Search and export customer lists to send marketing information to

Written by Jen
Updated over a week ago

Merge duplicate customers

Merge your duplicate site customers

Written by Jen
Updated over a week ago

What is the Customer source used for?

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

Written by Jen
Updated over a week ago

Add Account Customer

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

Written by Natasha Tyrrell
Updated over a week ago

View Customer Activity at a Glance

Single place to see the Job/Tech Notes and activity for the Site Customer.

Written by Natasha Tyrrell
Updated over a week ago

Email and SMS status and history

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

Written by Jen
Updated over a week ago

Add your email signature and logo

Add your logo and signature to outgoing emails from FieldInsight.

Written by Jen
Updated over a week ago

Edit Email and SMS templates

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

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Written by Richard Walker
Updated over a week ago

Triggering Emails on Job Status Changes

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

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Written by Richard Walker
Updated over a week ago

What is the Difference between Message types

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

Written by Natasha Tyrrell
Updated over a week ago

Manage your SMS charges

How to reduce your SMS charges.

Written by Natasha Tyrrell
Updated over a week ago

Send a Reminder via Text and / or Email

Automatically send Customers, Technicians and Schedulers reminders about Jobs.

Written by Paul Tyrrell
Updated over a week ago

Manage a Set of To-Do Tasks

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.

Written by Natasha Tyrrell
Updated over a week ago

Job To-Dos

Manage lists and tasks on a job

Written by Jen
Updated over a week ago

Create a To-do template list

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

Written by Jen
Updated over a week ago

Job Box - How to set up your default calendar settings

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

Written by Sarah
Updated over a week ago

Add custom fields to your Job box view

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.

Written by Sarah
Updated over a week ago

Schedule view -How to set up your default calendar settings

Manage the default Calendar settings for your schedulers

Written by Natasha Tyrrell
Updated over a week ago

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

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

Written by Natasha Tyrrell
Updated over a week ago

Individual Calendar Settings for Schedulers

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

Written by Natasha Tyrrell
Updated over a week ago

The Calendar: Managing Your Team

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

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Written by Richard Walker
Updated over a week ago

Adding and editing regions

How to add and edit regions in FieldInsight as a scheduler

Written by Jen
Updated over a week ago

How to search for a Job via Regions

Written by Sarah
Updated over a week ago

Set custom name for email sender

Select a custom name for emails sender

Written by Jen
Updated over a week ago

Customise your job statuses to your business

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

Written by Sarah
Updated over a week ago

Using html markup in templates

Adding colour and other html styles in templates.

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Written by Alan Williams
Updated over a week ago

Add a Logo and Customize Your Account

Change currency, add your logo and change technician permissions

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Written by Richard Walker
Updated over a week ago

Site customer summary

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

Written by Jen
Updated over a week ago

What are your margins for a particular customer?

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

Written by Sarah
Updated over a week ago

Follow up Report

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

Written by Jen
Updated over a week ago

Customise the followup report

Advanced setup: learn how to customise the follow up report

Written by Jen
Updated over a week ago

Expiring Maintenance Job Series report

Written by Jen
Updated over a week ago

How to Download and Export all your reports

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

Written by Sarah
Updated over a week ago

Login Credential Warnings

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

Written by Sarah
Updated over a week ago

Job Navigator & Cheat-sheet generator

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

Written by Natasha Tyrrell
Updated over a week ago

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

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

Written by Jen
Updated over a week ago

How to navigate around FieldInsight's main menu

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

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Written by Richard Walker
Updated over a week ago

Job Navigator: Setup multiple workflows for different types of jobs

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

Written by Jen
Updated over a week ago

How to create a FieldInsight account

Opening a FieldInsight account is quick, easy and painless.

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Written by Richard Walker
Updated over a week ago

How do I export my customer and Job data?

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

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Written by Richard Walker
Updated over a week ago

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

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

Written by Natasha Tyrrell
Updated over a week ago

The Map: Tracking Your Team

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

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Written by Richard Walker
Updated over a week ago