SalesINSIGHT

Custom file name for PDF

Change the PDF file name for Invoices, Quotes and Reports generated from FieldInsight

Written by Jen
Updated over a week ago

Getting started with Quoting

Setup your quoting workflow in FieldInsight

Written by Jen
Updated over a week ago

How to create a Quote

How to create a quote and send it to your customer from the office

Written by Jen
Updated over a week ago

Add a contact on to a Quote for an Account Customer

Does a particular person in an Account customer need to be on your quote? You can now add them in .

Written by Sarah
Updated over a week ago

Create a quote quickly with Item Packages

Learn how to quote quickly and efficiently with packages.

Written by Sarah
Updated over a week ago

Quote sections

How to use quote sections and create POs, invoices and jobs from quotes

Written by Jen
Updated over a week ago

Accept Quote button workflow

Add a button for your customer to click to accept quotes

Written by Jen
Updated over a week ago

Manage your quote pipeline

There is a system field that allows you to easily see when quoted works are due to start.

Written by Sarah
Updated over a week ago

Turn your quote into one or more Invoices

How to take a deposit from your accepted quote and split your quotes into part payments over several invoices

Written by Jen
Updated over a week ago

How to manage Quote Statuses

FieldInsight makes it easy to manage the statuses of all your quotes

Written by Sarah
Updated over a week ago

Custom rates for Account customers

How to set custom rates for an account customer

Written by Jen
Updated over a week ago

Sales rep owner field

Assign a sale rep to a contact customer owner field to specify the Sales rep

Written by Jen
Updated over a week ago

Quoting: How to create and customise your quote templates

Add your logo, add job photos, and change the job information on your quotes

Written by Jen
Updated over a week ago

Customer notes on Quotes, Invoices and reports

How to add template customer notes that you can edit before sending the quote

Written by Jen
Updated over a week ago

Sales price including or excluding tax

Item sales price including or excluding tax

Written by Jen
Updated over a week ago

Invoice terms

Set invoice terms specific to a customer

Written by Jen
Updated over a week ago

Creating Invoices for Jobs and Items

Invoices can be added when created individually, or from Jobs in your account.

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Written by Richard Walker
Updated this week

Sending Invoices to Customers

Once a job is finished, you can use FieldInsight to send the customer an invoice and even take a payment - here's how!

Written by Natasha Tyrrell
Updated over a week ago

How to Remove a Payment from an Invoice

If you have manually applied a Payment to an Invoice by mistake.

Written by Natasha Tyrrell
Updated over a week ago

Invoices: How to Create Templates

Customization gives your invoice a personal touch that's unique to your business.

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Written by Richard Walker
Updated over a week ago

Quote reminder messages

Improve quote conversion rates with automatic followup reminder messages for quotes

Written by Jen
Updated over a week ago

Attaching document to triggered emails

Have your invoices, quotes and reports generated and emailed to your customers on job status change

Written by Jen
Updated over a week ago

Select images to show in the customer report

Select the job images to add to the customer Report/Invoice/Quote

Written by Jen
Updated over a week ago

Service Reports: Creating and Customising

Here's how to upload a logo and make other customisations to reports you can send customers.

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Written by Richard Walker
Updated over a week ago

Set-up Job Photo's in Document Templates

Use Photo's in document templates

Written by Natasha Tyrrell
Updated over a week ago

How much revenue do your techs generate?

Want to run incentives for your techs? or see who might not be pulling there weight? If you use SalesINSIGHT you can do just that.

Written by Sarah
Updated over a week ago

Business Sales Report

Knowing what quotes are out there is vital for any business. You can check your quote pipeline, accepted quotes via our Sales Report

Written by Jen
Updated over a week ago

Schedulers: Create a Purchase Orders

How to create a Purchase Order and send it to your supplier

Written by Jen
Updated over a week ago

Delivery docket to a purchase order

Add a delivery docket to a purchase order in the field

Written by Jen
Updated over a week ago

How to add a Supplier to FieldInsight

Add your to FieldInsight for Purchase orders and Bill management

Written by Sarah
Updated over a week ago

Bill Management on you Jobs

Manage your supplier invoices directly to your job so everything is in one place as easily reconciled.

Written by Sarah
Updated over a week ago

Track you bills against your job using our Xero integration.

Sync your supplier invoices to bills from Xero onto your job.

Written by Sarah
Updated over a week ago

Import Product items to Inventory

Import your product list to FieldInsight

Written by Jen
Updated over a week ago

How to add Service items

Adding Service items to your account will make processing jobs and invoices much easier and is part of our end to end workflow

Written by Sarah
Updated over a week ago

What is an Item Status used for?

Written by Sarah
Updated over a week ago

What are product statuses used for in inventory?

Written by Sarah
Updated over a week ago

Allow technicians to edit a Inventory status on the mobile app for your stock control

If you are using FieldInsight to help track your Inventory items techs can update the status of these items in there vans for stock control

Written by Sarah
Updated over a week ago

What is the Manufacture setting on products and how do I use it?

Add in the manufacture of your product items to indicate which manufacturer they are from.

Written by Sarah
Updated over a week ago

QR code scanning for Inventory Items

Scan QR codes to quickly add products to jobs using the camera on your smartphone - no scanner required

Written by Jen
Updated over a week ago

Add warehouses (stock locations) to your product items.

Keep track of where your items are in FieldInsight by adding them to a warehouse (location)

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Written by Richard Walker
Updated over a week ago

Managing your stock levels in the warehouse or vans

Essential information about tracking your inventory in FieldInsight

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Written by Richard Walker
Updated over a week ago

Inventory: Managing Your Services

Essential information about tracking your services in FieldInsight

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Written by Richard Walker
Updated over a week ago

How to add Inventory Items

Adding inventory to your account will make processing jobs and invoices much easier and is part of our end to end workflow

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Written by Richard Walker
Updated over a week ago

Troubleshooting for SalesINSIGHT

Common problems and solutions for quoting, invoicing, reports, purchase orders and bills

Written by Jen
Updated over a week ago