FieldInsight

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.

How to make a field mandatory for the Scheduler to fill in on the job.

This article will walk you through each step of configuring the buttons that show up in Tech/Mobile View.

How to Configure Technician Activity Buttons

You can make a field mandatory for a tech. They will not be able to close the job until answered.

How to make a field mandatory for the tech to fill in on the job.

Custom fields can be added for Jobs, Account Customers, Site Customers, Suppliers, Technicians, Units and assets

Custom Fields how to create and edit options

Add a field for customer signature with signature agreement text

Custom Field - Signature

Add additional fields to the job page for technicians and schedulers

How to create custom fields for a job

Overview of all the types of custom fields available

The Different Types of Custom Fields in FieldInsight

Natasha Tyrrell

Custom Fields

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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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.

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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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