FieldInsight

Adding Header and Footer in templates (Invoice/Quote/Purchase Order/Report)

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

Custom file name for PDF

Create, access and manage your quotes more efficiently using the Quote Library

Quote Library

Natasha Tyrrell

Ian Tristan

Aprille

SalesINSIGHT

Calculate the quantity for items using coverage

Coverage - Add items by measurement

Setup your quoting workflow in FieldInsight

Getting started with Quoting

Sales Resource Calculator - How Does it Work?

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

How to create a Quote

Add optional upgrade options to your quotes

Show a package as optional upgrade option on a quote

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

Add a contact on to a Quote for an Account Customer

Learn how to quote quickly and efficiently with packages.

Create a quote quickly with Item Packages

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

Quote sections

Create beautiful quotes with inventory images. Make your business stand out. Turn your quote into a sale.

Add images to packages

Add a button for your customer to click to accept quotes

Accept Quote button workflow

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

Manage your quote pipeline

How to take a deposit from your accepted quote and split your quotes into part payments over several invoices in percent (%)

Turn your quote into one or more Invoices

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

How to manage Quote Statuses

How to set custom rates for an account customer

Custom rates for Account customers

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

Sales rep owner field

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

Quoting: How to create and customise your quote templates

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

Customer notes on Quotes, Invoices and reports

Item sales price including or excluding tax

Sales price including or excluding tax

Quoting

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

Creating Invoices for Jobs and Items

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

Sending Invoices to Customers

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

How to Remove a Payment from an Invoice

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

Invoices: How to Create Templates

Invoice terms

Invoice

Improve quote conversion rates with automatic followup reminder messages for quotes

Quote reminder messages

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

Attaching document to triggered emails

Triggered Messages

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

Select images to show in the customer report

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

Service Reports: Creating and Customising

Set-up Job Photo's in Document Templates

Service Reports

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.

How much revenue do your techs generate?

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

Business Sales Report

Check the hours and sales for each job visit for ongoing, split or repeating jobs

Quick overview of job hours and service items

Office Reports

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

Schedulers: Create a Purchase Orders

Update received items and add a delivery docket to a purchase order in the field

Receiving goods in the field

Add your to FieldInsight for Purchase orders and Bill management

How to add a Supplier to FieldInsight

Purchase  Orders

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

Bill Management on you Jobs

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

Track you bills against your job using our Xero integration.

Bill Managment

Automatically recalculate an average purchase price for inventory items when receiving bills

Average purchase price from bills

Set items to appear on jobs added by schedulers by default

Add default items to all Jobs

Quickly add items in the field by scanning the item barcodes

Barcodes for inventory

Import Product items to Inventory

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

How to add Service items

What is an Item Status used for?

What are product statuses used for in inventory?

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

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

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

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

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

QR code scanning for Inventory Items

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

Add warehouses (stock locations) to your product items.

Essential information about tracking your inventory in FieldInsight

Managing your stock levels in the warehouse or vans

Essential information about tracking your services in FieldInsight

Inventory: Managing Your Services

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

How to add Inventory Items

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