FieldInsight

Job priority

How to add a job that runs over several days

Multi-day job

Keep your job lists relevant and tidy by archiving jobs in closed statuses

Archive jobs

How to change technicians on several jobs in bulk

Change technicians for several jobs

Drag and drop unscheduled jobs to the calendar

Schedule and Unschedule jobs - drag and drop

Collapse and Expand the Site form on the site customer page

Drag and drop to schedule your jobs (unscheduled) on the map

Map Planner

How to add an ongoing job that runs over midnight

Jobs that run over midnight

Quickly add and calculate pricing per square meter, meter, or any other unit with packages

Per meter pricing with packages

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

Completing Jobs: For Technicians and Schedulers

Often one job will require multiple visits. Here's how to manage multiple visit jobs in FieldInsight

Managing Multiple Visits for One Job

Add a job on mobile

Job To-dos on mobile (technicians)

Natasha Tyrrell

Jobs

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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

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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.

Prototype integrations answer

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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