OfficeINSIGHT
Everything you need to know about FieldInsight for Schedulers
By Natasha and 2 others3 authors96 articles
Using the WYSIWYG editor
Job Series Types Overview
How to Set Up Business Entities in FieldInsight
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?