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ASSET MANAGEMENT SOFTWARE
All in One Solution for Your Team
We bring this asset management software and people together to help HVAC businesses systemise and automate their job workflows.
We know HVAC is highly complicated, there are many moving parts, lots of information typically in lots of different places and only visible to a few people. An HVAC job can easily have 12 pieces of paper to track for one call out. Indoor, Outdoor Units, Proof of Purchase, Asset tracking, Asset Testing cycles, big orders from O/S for big AC units, stock management, team management, SWMS templates, and customer information to keep track of.
CONNECTING YOUR TOOLS
Seamless Integrations for Quote Management
FieldInsight by 2020 will have helped Mechanical Services businesses save 1,000,000 hours of lost Productivity. To do this we make it easy and fast for technicians to capture the information needed, ensure they are working safely, capture job costs and can quote and invoice quickly.
Asset Management System Compliance Made Easy
Good businesses care about quality. FieldInsight eases quality management and is certified with International Organization for Standardization (ISO) compliance. ISO standards provide businesses with a pathway towards quality assurance in various fields. From occupational health and safety to information security, and to sustainability, compliance to ISO standards guarantees companies an edge that will maximize customer satisfaction and avoid fines and penalties relative to your industry.
ISO has 164 member countries who have developed specifications, characteristics, and requirements that guide the quality assurance for different businesses and industries. While compliance to the ISO is voluntary, ISO certification is valued by regulatory agencies and customers alike. A certification presents itself as a guarantee that the product and service that your business offers is safe and is at a high quality, making it easy for consumers to opt into the commodity.
Compliance standards and frameworks exist in many sectors, such as:
● Service
● Environment
● Health
● Industry
● Technology
● Asset Management System
Each of these sectors will have a different set of standards aligned to how the business can assure a high-quality service. With over 22,700 requirements that have been developed, ISO standards are encompassing and will likely cover domestic and international rules and laws.
Some of the most popular certifications are related to best-known and customer focused quality management standards like the ISO 9001, environmental management standards through ISO 14001, information technology focusing on technical documentation and code of conduct offered through the ISO 27000, asset management system standards covered by ISO 55000, and more.
FieldInsight offers field management solutions that integrate important functions that allow you to easily track your business activities and the assets of your consumers. ISO compliance made easy also means that the asset management software allows your business to follow the requirements set by the ISO 55000 series which follows the checklist of good practices in asset management system, ensuring that the testing and tagging asset management software was developed for the convenience and security of users.
ISO 55000 Series
The asset management software was developed through the principles outlined by the ISO 55000 series. This considers business objectives and stakeholder interest, as well as risk management and continuous performance evaluation. Clear and specific functionalities recommended by the ISO 55000 series entails the constant improvement of the product. The application also helps users easily comply with ISO requirements by easily tracking the assets they are servicing. To gain certification, an asset monitoring firms must follow ISO 55001 and clarify the following details:
Context of Organization
Businesses dealing in asset management system must determine the scope, goal, and execution of their management strategy. This directly applies to whether or not businesses will cover inventory, intangible assets, digital assets, brand management, and more. This means that your company can have a clear competitive advantage with what separates it from other asset management software.
Leadership
Companies must document how the organizational hierarchy works from top to bottom, to optimize the asset management system. Completion of this requires a description of roles, guaranteeing that problems and solutions are efficiently achieved because of the appropriate designation of responsibilities.
Planning
Good asset management system program that qualifies for the ISO 55000 required adequate planning practices. Organizations must develop a strategy that aligns their processes with their identified objectives and document the specific steps that are taken to accomplish business goals. According to ISO requirements, some of the aspects of an asset management system plan include:
● Compliance management program that defines tasks performed by facility personnel
● Training and competency assurance for operations, maintenance, and other support personnel
● Detailed operating procedures (e.g., start-up, shutdown, emergency conditions, troubleshooting guides, and operating envelopes)
● Inventory management system
● Constant improvement and evaluation procedure
Support
Support requirements for full compliance requires the identification of asset management plans. The ISO guidelines prescribe that the entire organization needs to be aware of the whole aspect of the asset management system, such as its goals, objectives, roles, responsibilities, and method towards accomplishing the organization’s goals. Under support are the follow particularities:
● Businesses must detail the implementation of plans outlined by the management.
● The organization must assume responsibility over outsourced work.
● Performance evaluation must regularly be conducted to check whether or not the asset monitoring system is achieving its desired outcomes. Organizations must be specific on identifying what data is measured and the methods used for analyzing the data.
● Post-performance evaluation, the concerned organization must implement a corrective and preventive action procedure to identify potential poor performance and address it from its root cause while mitigating consequences.
Compliance means that FieldInsight takes your feedback into account! We are evolving the product alongside the consumer-base.
ISO 55000 helps users achieve organizational alignment, helping processes smoothly operate in a way that makes asset management efficient, effective, and customer centric. It also allows clients to track and manage associated risks regarding the assets. Organizing the company through the requirements lead to lower maintenance costs over time and optimal decisions regarding asset investment.
This process is easily improved by FieldInsight’s asset management software, which is specifically customized for both ISO 55000 compliance and customer satisfaction. Through the user-friendly interface allows for a higher visibility of managed asset, as well as the ongoing processes needed to ensure that the smooth flow service. Faster completion and certification regarding the ISO standards is guaranteed because of the platform’s integration of multiple separate functions that companies would have otherwise done separately. The product offers users with these functions:
• CRM, which allows users to find key information quickly and manage of multiple assets.
• Office, which updates you with information regarding your business.
• Quoting, which increases your conversion rate by placing quotations in a separate corner, mitigating the possibility of forgotten quotes.
• Field, immediately sends out inventory updates, invoices, and reports to customers.
FieldInsight also offers other software that increases your organization’s efficiency, cutting through complicated processes of traditional paperwork. Other than asset management software, you can keep track of payments, schedules, and projects.
PRODUCT FEATURES
JOB MANAGEMENT
CRM
Manage customers with multiple locations or assets. Find key information quickly.
Quoting
Avoid misplaced or forgotten quotes to increase your conversion rate and customer service.
Office
Stay updated with admin work and information for your business.
Field
Remove delays in getting quotes, invoices, inventory updates or reports out to customers.
Accounts
Save time, increase accuracy for invoicing and payroll. Reduce costs.
FIELD SERVICE MANAGEMENT SOFTWARE
Timesheets
Keep track of leave requests and RDOs and penalty rates. Eliminate costly paper-based systems.
Asset Management
Get better visibility of your customer’s assets that you test or service.
Preventive Maintenance
Efficiently manage customer maintenance contracts. Stop wasting hours on scheduling preventative maintenance.
Project Management
All your costs and estimates in one place. Manage all your projects across multiple sites in project management software.
SWMS
Cut the admin and focus on safety with integrated safe work method statements.
WHO IT’S FOR
Commercial HVAC
Automate workflow and up free time with the best end-to-end job management & service asset management software for commercial HVAC companies.
Plumbing Software
We help residential and commercial plumbing companies systemise and automate their workflow through our end-to-end plumbing software solutions.
Mechanical HVAC
End-to-end job asset management software solution that enables mechanical HVAC contractors to automate and systemize their service business.
Electrical Contractor Software
Automated workflow and drive sales with the best end-to-end electrical contractor asset management software From running the office through to field mobile process and information handling.
Testimonials
Ruth Hatherley
Mortgage Choice
I have known Rod on a professional basis for 3 years now and in all encounters I have had with him he has been hugely focused on achieving efficient and productive outcomes for businesses, through constant improvement of the people and the systems that they use daily to operate. Rod has a passion for training people and helping them grow and his enthusiasm is infectious. We are happy to call Rod a strategic partner of Mortgage Choice.
Carl Leebruggen
Operations Manager, Three Pound Group
Deputy has enabled our business to intimately monitor our wage spend within our labour force through accurate scheduling vs sales forecast. Our ability to predict our sales projections week on week and assign a marker so that we consistently spend what is required has kept our bottom line healthy. At first, I was stubborn and didn’t want change – however, I now wish I changed much sooner!
Joel Schreiber
Pilbara Institute Advanced Skilled Lecturer – Business Systems
Outstanding Professional who is Knowledgeable, Exhibits High Integrity, and Ensures Quality Assurance. Highly Experienced in developing Accounting, Human Resource, and Quality Document Processes in a variety of Businesses. Provided excellent training services in the areas of Human Resources, Business Development, Accounting to ensure all participants understood and were able to apply best practice systems to their organisations. Highly recommended for virtual CFO and HR system development. It was a pleasure to observe him and work with him as a Colleague over the years.
Businesses we’ve Helped
