FieldInsight

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

Phase 1 Set Up - Technician Induction information

What are different role types available in FieldInsight and what are they used for?

The different roles in FieldInsight

How to setup and generate a commission Purchase Order (RCTI) for a job

Pay a subcontractor commission for a job

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

How to add Staff member - Advanced profile

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

Manage a Group of Staff for Scheduling efficiencies

Phase 2 of the workflow -Technician Induction Information

How to suspend a staff member and things to check.

Suspending Staff Members

Natasha Tyrrell

Staff

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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