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SalesINSIGHT
Quoting, Invoicing, Inventory and more
53 articles in this collection
Written by
Natasha Tyrrell
and
Ian Tristan
Adding Header and Footer in templates (Invoice/Quote/Purchase Order/Report)
Written by
Natasha Tyrrell
Updated over a week ago
Custom file name for PDF
Change the PDF file name for Invoices, Quotes and Reports generated from FieldInsight
Written by
Natasha Tyrrell
Updated over a week ago
Quote Library
Create, access and manage your quotes more efficiently using the Quote Library
Written by
Ian Tristan
Updated over a week ago
Quoting
Coverage - Add items by measurement
Calculate the quantity for items using coverage
Written by
Natasha Tyrrell
Updated over a week ago
Getting started with Quoting
Setup your quoting workflow in FieldInsight
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Show a package as optional upgrade option on a quote
Add optional upgrade options to your quotes
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Create a quote quickly with Item Packages
Learn how to quote quickly and efficiently with packages.
Written by
Natasha Tyrrell
Updated over a week ago
Quote sections
How to use quote sections and create POs, invoices and jobs from quotes
Written by
Natasha Tyrrell
Updated over a week ago
Add images to packages
Create beautiful quotes with inventory images. Make your business stand out. Turn your quote into a sale.
Written by
Natasha Tyrrell
Updated over a week ago
Accept Quote button workflow
Add a button for your customer to click to accept quotes
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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 in percent (%)
Written by
Natasha Tyrrell
Updated over a week ago
How to manage Quote Statuses
FieldInsight makes it easy to manage the statuses of all your quotes
Written by
Natasha Tyrrell
Updated over a week ago
Custom rates for Account customers
How to set custom rates for an account customer
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Sales price including or excluding tax
Item sales price including or excluding tax
Written by
Natasha Tyrrell
Updated over a week ago
Invoice
Creating Invoices for Jobs and Items
Invoices can be added when created individually, or from Jobs in your account.
Written by
Natasha Tyrrell
Updated over a week ago
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.
Written by
Natasha Tyrrell
Updated over a week ago
Invoice terms
Set invoice terms specific to a customer
Written by
Natasha Tyrrell
Updated over a week ago
Triggered Messages
Quote reminder messages
Improve quote conversion rates with automatic followup reminder messages for quotes
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Service Reports
Select images to show in the customer report
Select the job images to add to the customer Report/Invoice/Quote
Written by
Natasha Tyrrell
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.
Written by
Natasha Tyrrell
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
Office Reports
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
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Quick overview of job hours and service items
Check the hours and sales for each job visit for ongoing, split or repeating jobs
Written by
Natasha Tyrrell
Updated over a week ago
Purchase Orders
Schedulers: Create a Purchase Orders
How to create a Purchase Order and send it to your supplier
Written by
Natasha Tyrrell
Updated over a week ago
Receiving goods in the field
Update received items and add a delivery docket to a purchase order in the field
Written by
Natasha Tyrrell
Updated over a week ago
How to add a Supplier to FieldInsight
Add your to FieldInsight for Purchase orders and Bill management
Written by
Natasha Tyrrell
Updated over a week ago
Bill Managment
Bill Management on you Jobs
Manage your supplier invoices directly to your job so everything is in one place as easily reconciled.
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
Inventory
Average purchase price from bills
Automatically recalculate an average purchase price for inventory items when receiving bills
Written by
Natasha Tyrrell
Updated over a week ago
Add default items to all Jobs
Set items to appear on jobs added by schedulers by default
Written by
Natasha Tyrrell
Updated over a week ago
Barcodes for inventory
Quickly add items in the field by scanning the item barcodes
Written by
Natasha Tyrrell
Updated over a week ago
Import Product items to Inventory
Import your product list to FieldInsight
Written by
Natasha Tyrrell
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
Natasha Tyrrell
Updated over a week ago
What is an Item Status used for?
Written by
Natasha Tyrrell
Updated over a week ago
What are product statuses used for in inventory?
Written by
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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
Natasha Tyrrell
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)
Written by
Natasha Tyrrell
Updated over a week ago
Managing your stock levels in the warehouse or vans
Essential information about tracking your inventory in FieldInsight
Written by
Natasha Tyrrell
Updated over a week ago
Inventory: Managing Your Services
Essential information about tracking your services in FieldInsight
Written by
Natasha Tyrrell
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
Written by
Natasha Tyrrell
Updated over a week ago
Troubleshooting for SalesINSIGHT
Common problems and solutions for quoting, invoicing, reports, purchase orders and bills
Written by
Natasha Tyrrell
Updated over a week ago