FieldInsight

Right click to measure distances on the map

Measure distances on the map with the measuring tool

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?

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

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

Send an instant message on a job with attachments

How to Create an Unscheduled 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.

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

You know the customer is somewhere in your database. Here's how to find them and add a new task to an existing site.

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

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

Add multiple techs to your job

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

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

Let your customers send you emails that add a job automatically

Email to job

Add a job that keeps going over several days

Schedule an ongoing job

This document is about how to add a job quickly.

How to add a Job in FieldInsight

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

Custom Series and Expiring Maintenance Job Series

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

Searching Jobs in FieldInsight

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

Scheduling jobs - Technician availability

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

Updating Jobs: Rescheduling, Changing Technicians & More

Keep track of the what/when/who actions with the Job History log

Job history

Manage Overlapping or Sequential Bookings

How to Manage Booking/Schedule Conflicts

How to add jobs in FieldInsight / Scheduleflow.

Adding Jobs Part One: Create and Customize

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

Attaching files to a job

Here's how technicians can add job notes on the field using the mobile app

Adding notes on a job

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

Adding Jobs Part Two: Recurring, Splitting, and Sharing

Print run sheets and job sheets for your technicians

Printing job sheets

Natasha Tyrrell

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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