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OfficeINSIGHT
Everything you need to know about FieldInsight for Schedulers
A
87 articles in this collection
Written by
Paul Tyrrell,
Natasha Tyrrell,
and
Alan Williams
Using the WYSIWYG editor
How to edit text fields and add colour heading and bullet points
Written by
Natasha Tyrrell
Updated over a week ago
Job
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
Natasha Tyrrell
Updated over a week ago
Measure distances on the map with the measuring tool
Right click to measure distances on the map
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Email to job
Let your customers send you emails that add a job automatically
Written by
Natasha Tyrrell
Updated over a week ago
Schedule an ongoing job
Add a job that keeps going over several days
Written by
Natasha Tyrrell
Updated over a week ago
How to add a Job in FieldInsight.
This document is about how to add a job quickly.
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
Updated over a week ago
Searching Jobs in FieldInsight
Find, print jobs and see how many jobs are in your account.
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
Updated over a week ago
Job history
Keep track of the what/when/who with the job history log
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
Updated over a week ago
Attaching files to a job
​Scheduler: How to add an image or file from the scheduler view
Written by
Natasha Tyrrell
Updated over a week ago
Adding notes on a job
Technician: adding job notes in the field using the Mobile app
Written by
Natasha Tyrrell
Updated over a week ago
Adding Jobs Part Two: Recurring, Splitting, and Sharing
Recurring and splitting jobs, more about job statuses and sharing options!
Written by
Natasha Tyrrell
Updated over a week ago
Printing job sheets
Print run sheets and job sheets for your technicians
Written by
Natasha Tyrrell
Updated over a week ago
Staff
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
Natasha Tyrrell
Updated over a week ago
The different roles in FieldInsight
What are different role types used for?
Written by
Natasha Tyrrell
Updated over a week ago
Pay a subcontractor commission for a job
How to setup and generate a commission Purchase Order (RCTI) for a job
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
How to add a staff member - Basic profile
How to add staff member - Basic profile
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Custom Fields
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Written by
Natasha Tyrrell
Updated over a week ago
Custom Field - Signature
Add a field for customer signature with signature agreement text
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Portal
Portal web form for adding jobs
Let your customer and franchisees add jobs from your portal form
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Customer Management
What is an Account customer?
Learn what a Account customer is and how to add one
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
What is a site customer?
Learn what a site customer is and how to add one
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Customer contact lists
Search and export customer lists to send marketing information to
Written by
Natasha Tyrrell
Updated over a week ago
Merge duplicate customers
Merge your duplicate site customers
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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 Notes and Activity at a Glance
Single place to see the Job/Tech Notes and activity for the Site Customer you can also add atomic notes for the site
Written by
Natasha Tyrrell
Updated over a week ago
Triggered Messages/Email
Email and SMS status and history
Check the messages and status for emails and SMS sent for a job
Written by
Natasha Tyrrell
Updated over a week ago
Add your email signature and logo
Add your logo and signature to outgoing emails from FieldInsight.
Written by
Natasha Tyrrell
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
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
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
To'dos
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Calender Customisation/ Schedule
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
Natasha Tyrrell
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
Natasha Tyrrell
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!
Written by
Natasha Tyrrell
Updated over a week ago
Regions
Adding and editing regions
How to add and edit regions in FieldInsight as a scheduler
Written by
Natasha Tyrrell
Updated over a week ago
How to search for a Job via Regions
Written by
Natasha Tyrrell
Updated over a week ago
Settings
Set custom name for email sender
Select a custom name for emails sender
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Using html markup in templates
Adding colour and other html styles in templates.
A
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
Written by
Natasha Tyrrell
Updated over a week ago
Reports
Site customer summary
Check the total for quotes, invoice and jobs for a site
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Follow up Report
How to run the follow up report and filter by pending status and region
Written by
Natasha Tyrrell
Updated over a week ago
Customise the follow-up report
Advanced setup: learn how to customise the follow up report
Written by
Natasha Tyrrell
Updated over a week ago
Expiring Maintenance Job Series report
Written by
Natasha Tyrrell
Updated over a week ago
Miscellaneous
How to Download and Export all your reports
FieldInsight allows you to export your data any time you want to.
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
How to create a FieldInsight account
Opening a FieldInsight account is quick, easy and painless.
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
Updated over a week ago