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FieldINSIGHT
Complete guide on how to use our MobileApp and it's functions
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+2
25 articles in this collection
Written by
Richard Walker,
Jen,
Natasha Tyrrell
and 2 others
How to check if a GPS device is added to a technician's profile
Having GPS tracker issues or need to simply check if a GPS device is added to a technician's profile? Here's how to check.
Written by
Ian Tristan
Updated this week
Jobs
Schedule and Unschedule jobs
Drag and drop unscheduled jobs to the calendar
Written by
Jen
Updated this week
Job priority
Sort jobs by priority instead of date
Written by
Jen
Updated over a week ago
Multi-day job
How to add a job that runs over several days
Written by
Jen
Updated over a week ago
Archive jobs
Keep your job lists relevant and tidy by archiving jobs in closed statuses
Written by
Jen
Updated over a week ago
Change technicians for several jobs
How to change technicians on several jobs in bulk
Written by
Jen
Updated over a week ago
Map Planner
Drag and drop to schedule your jobs (unscheduled) on the map
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Written by
nina priestly
Updated over a week ago
Jobs that run over midnight
How to add an ongoing job that runs over midnight
Written by
Jen
Updated over a week ago
Per meter pricing with packages
Quickly add and calculate pricing per square meter, meter, or any other unit with packages
Written by
Jen
Updated over a week ago
Completing Jobs: For Technicians and Schedulers
Access the FieldInsight app compatible with Android or Apple to quickly and easily track jobs!
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Written by
Richard Walker
Updated over a week ago
Managing Multiple Visits for One Job
Often one job will require multiple visits. Here's how to manage multiple visit jobs in FieldInsight
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Written by
Richard Walker
Updated over a week ago
Add a job on mobile
How to add a new job in the field
Written by
Jen
Updated over a week ago
Mobile App settings: Customise the Mobile app view for your technicians in the filed
How to configure the visibility of the job and customer history for your workers
Written by
Jen
Updated over a week ago
Packages for your Items
Create kits of items to add to jobs, quotes and invoices
Written by
Jen
Updated over a week ago
Job To-dos on mobile (technicians)
Written by
Jen
Updated over a week ago
Asset Test
How to complete an Asset Test in the Mobile App
Instructions on how to complete an asset test in the field
Written by
Jen
Updated over a week ago
Time Sheets
Using the Timesheet Feature
Adding, tracking and updating time spent on a job in the FieldInsight app.
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Written by
Richard Walker
Updated over a week ago
FAQ
Mobile app FAQ
Common questions and answers for troubleshooting
Written by
Jen
Updated over a week ago
Customer Managment
Customer and Job history in the Mobile App
See previous jobs for the customer and job history log out in the field
Written by
Jen
Updated over a week ago
Miscellaneous
How to add the mobile app on a Apple device via Chrome
Access FieldInsight webApp, via your bookmarks on your google account in chrome.
Written by
Natasha Tyrrell
Updated over a week ago
How to download the mobile app on Android
How to access FieldInsight webApp, save and bookmark on your Android device
Written by
Natasha Tyrrell
Updated over a week ago
Navigating the FieldInsight App
A short article on how to make your way around the FieldInsight app to complete and update jobs.
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Written by
Richard Walker
Updated over a week ago
How to download the mobile app on a Apple device
How to access FieldInsight webApp, save and bookmark on your Apple device
Written by
Jen
Updated over a week ago
Enable Waze Map & Navigation in Mobile App
How to enable a Waze Map link in the Mobile App.
Written by
Natasha Tyrrell
Updated over a week ago
Mobile app and Scheduler view
How to swap between Mobile App and Scheduler View
Written by
Jen
Updated over a week ago