OfficeINSIGHT

Everything you need to know about FieldInsight for Schedulers

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87 articles in this collection
Written by Paul Tyrrell, Richard Walker, Natasha Tyrrell and 1 other
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?
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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
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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
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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.
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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
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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
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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.
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Written by Natasha Tyrrell
Updated over a week ago

Email to job

Let your customers send you emails that add a job automatically
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Written by Natasha Tyrrell
Updated over a week ago

Schedule an ongoing job

Add a job that keeps going over several days
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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.
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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.
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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.
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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.
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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
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Written by Natasha Tyrrell
Updated over a week ago

How to Manage Booking/Schedule Conflicts

Manage Overlapping or Sequential Bookings
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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
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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
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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!
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Written by Richard Walker
Updated over a week ago

Printing job sheets

Print run sheets and job sheets for your technicians
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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.
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Written by Natasha Tyrrell
Updated over a week ago

The different roles in FieldInsight

What are different role types used for?
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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
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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.
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Written by Natasha Tyrrell
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.
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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.
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Written by Natasha Tyrrell
Updated over a week ago

Suspending Staff Members

How to suspend a staff member and things to check.
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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
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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
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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
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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
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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
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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.
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Written by Natasha Tyrrell
Updated over a week ago

Customer contact lists

Search and export customer lists to send marketing information to
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Written by Natasha Tyrrell
Updated over a week ago

Merge duplicate customers

Merge your duplicate site customers
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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.
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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
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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
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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.
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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?
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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
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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
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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.
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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
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Written by Natasha Tyrrell
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
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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