FieldInsight

FieldInsight allows you to export your data any time you want to.

How to Download and Export all your reports

Did you get a warning to change your password when trying to log on to FieldInsight?

Login Credential Warnings

Fast way to train the team (Schedulers or Technicians) on your core job management workflow

Job Navigator & Cheat-sheet generator

How to update your business payment details (card and contact details) for FieldInsight

Update payment details and email address for subscription invoice receipts from FieldInsight

Show/Hide Project columns on the Project Table

Quick overview of the FieldInsight system and location of main functionalities

Overview of the FieldInsight System

Setup multiple workflows to support different types of job, for example service and install, with separate or shared jobs statuses

Job Navigator: Setup multiple workflows for different types of jobs

Opening a FieldInsight account is quick, easy and painless.

How to create a FieldInsight account

Edit the description that displays in the Workflow Guide for both the Scheduler and Technician

How to edit the Description for each Job Status for Display in the Workflow Guide

With the FieldInsight map, you never have to wonder where your team is.

The Map: Tracking Your Team

Natasha Tyrrell

Miscellaneous

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

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

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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.

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

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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.

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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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