FieldINSIGHT

Complete guide on how to use our MobileApp and it's functions

R

+1

15 articles in this collection
Written by Richard Walker, Jen, Natasha Tyrrell and 1 other

Jobs

Completing Jobs: For Technicians and Schedulers

Access the FieldInsight app compatible with Android or Apple to quickly and easily track jobs!

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

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

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.

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 Sarah
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 Sarah
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.

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