FieldInsight

FieldInsight helps Commercial and Retail HVAC businesses improve performance by leveraging leading edge job management workflows specific to the challenges HVAC operators face.

• Scheduling (once-off, recurring, call-backs, on-going)
• Asset Management & Testing
• Planned & Preventive Maintenance scheduling (up to 2 years in advance)
• Service/Warranty workflow/follow-up
• Equipment & Asset Testing & reporting
• Project management with performance & P&L
• Safety & Compliance checklists
• Quoting & Invoicing workflows to save time
• SmartTimesheeting to capture hours for billing
• Mobile App for Field Workers

We bring people & systems together via our unique Star Delivery Model that supports your onboarding experience to ensure your goals for implementing job management software are realised as quickly as possible:

Our software is highly configurable to ensure we can meet your unique operating model for scheduling and field management.

Benefits * • Cloud-based solution that is accessible 24x7 from any Internet-enabled device, from anywhere.

• Built-in invoicing capabilities enable field agents to raise Invoices and take payments in the field to boost cashflow.

• Leverage automated reminder features to ensure that renewal, maintenance or service jobs are never forgotten

• Real-time communication to share the most recent updates with field workers and office managers.

• Supports complex asset/equipment testing in the Field and automated Reports (incl images) sent to customers.

• The solution’s integrated navigation feature allows drivers to receive the service/delivery location and quickly navigate to the address using Google Maps on their phones.

• Team TimeSheet management to ensure Payroll and Customer Invoicing is accurate.