FIELDINSIGHT

We help Systemise & Automate HVAC businesses using leading edge job management workflows designed to solve problems for the HVAC Install & Service industries. Create a more productive and profitable HVAC business. 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 - Equipment & Asset Testing & re... porting - 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.More