FieldINSIGHT

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

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26 articles in this collection
Written by Richard Walker, Natasha Tyrrell, nina priestly and 2 others
Jobs

Schedule and Unschedule jobs - drag and drop

Drag and drop unscheduled jobs to the calendar
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Written by Natasha Tyrrell
Updated over a week ago

Job priority

Sort jobs by priority instead of date
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Written by Natasha Tyrrell
Updated over a week ago

Collapse and Expand the Site form on the site customer page

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Written by Aprille
Updated over a week ago

Multi-day job

How to add a job that runs over several days
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Written by Natasha Tyrrell
Updated over a week ago

Archive jobs

Keep your job lists relevant and tidy by archiving jobs in closed statuses
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Written by Natasha Tyrrell
Updated over a week ago

Change technicians for several jobs

How to change technicians on several jobs in bulk
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Written by Natasha Tyrrell
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
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Written by Natasha Tyrrell
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
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Written by Natasha Tyrrell
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
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Written by Natasha Tyrrell
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
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Written by Natasha Tyrrell
Updated over a week ago

Packages for your Items

Create kits of items to add to jobs, quotes and invoices
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Written by Natasha Tyrrell
Updated over a week ago

Job To-dos on mobile (technicians)

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Written by Natasha Tyrrell
Updated over a week ago