End to End Job Management Software With FieldInsight

Project/Job Management Software for Mining Services, Field Services, Trades, Civil & Construction

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FieldInsight: The best job management software for trades and services

Keep teams accountable and save hundreds of hours of administrative overhead to run profitable jobs and projects. FieldInsight is the perfect job management software for electricians, plumbers and all types of trades and services. As of 2020, the software has helped Mechanical Services businesses save over 1,000,000 hours of lost productivity.

Seamless integration with job management systems

Envision Digital is a FieldInsight partner and can seamlessly implement and integrate the software with your existing systems. We make it easy and fast for technicians to capture the information they need to ensure they are working safely and recording costs so they can quote and invoice quickly. Manage your job management & operations from Quote, Job completion, Safety, Timesheets, Asset Management & Testing, Service/Maintenance reports through to Invoicing and Performance reporting (P&L).  We help you see your entire business and track performance seamlessly. We run every new customer through a rigorous Workflow & Automation framework to ensure your job workflow maps seamlessly into the software.  We take the time to understand your business and ensure your return on the investment is demonstrable from Day 1. See why all our customers give FieldInsight job management software the best reviews.
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Features

Scheduling

  • Drag and Drop Calendar
  • Custom Series for complex Maintenance Schedules
  • Callback and repeat visits in one place
  • Instantly see a Technician’s availability

Customer Management

  • Customer information easily searchable
  • Triggered Emails/SMS to keep your customer’s informed
  • History at your finger tips
  • Customer Portal for your Customer

Project Management

  • See the Profit and loss on Projects
  • Add Purchase Orders, and Timesheets to Costs
  • Simple Budget’s from your Quotes
  • Dedicated Project Schedule

Invoicing & Sales

  • Quotes
  • Invoices
  • Purchase Orders
  • Profit & Loss Statements

Team management

  • Service Reports
  • Timesheets
  • Bulk Allocation
  • Notifications & Reminders

Asset Management & Testing

  • Manage assets on customer sites
  • Link assets on jobs easily
  • Full Asset test module linked to jobs/reports
  • Easy Asset testing from the Field

Fast Scheduling:

Right Person, Right Time

Are you sick of

  1. Lost & broken spreadsheets
  2. Whiteboards out of date
  3. Guys ending up at the wrong job

What would it mean if you could:

  1. Instantly connect field and office
  2. Invoice same day
  3. See your P&L for all your jobs

Get your Finances under control

Are you sick of

  1. Sick of finding out you lost money on a job
  2. Cashflow sucks because invoicing is late
  3. Low quote acceptance when too slow

What would it mean if you could:

  1. Quote same day
  2. Invoice same day
  3. See your P&L for all your work

Supporting Team Accountability

Are you sick of

  1. Sick of incomplete paperwork
  2. Lost jobs because you couldn’t read the tech notes
  3. Call Back’s because a step was missed

What would it mean if you could:

  1. Simple Workflow Guides for your team
  2. Invoice same day
  3. Fast and Easy for your Tech’s
SWMS Risk Matrix

Safety

Are you sick of

  1. Incomplete safety documents
  2. Incorrect data recorded during a job
  3. No accountability for safety documents 

What would it mean if you could

  1. Create custom safety templates
  2. In Field sign-off on safety documents to see who has completed safety documents in real time
  3. Mandatory requirements on jobs to complete safety tasks

Integrates easily with:

Ready to start?

Contact us Now!