Last Updated
Overview
FieldInsight centralizes field service operations, uniting scheduling, asset tracking, and reporting in one platform. Mobile access keeps teams connected everywhere, though mastering all features takes a bit of time. Once set up, the software reduces admin work and drives seamless, efficient project management.
Overall Rating
Based on 9 users reviews
4.9
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
FieldInsight Specifications
- Work Order Management
- Maintenance Logs
- Incident Management
- Safety Management
What Is FieldInsight?
FieldInsight software is an end-to-end solution tailored for HVAC and Fire Safety professionals, designed to simplify complex operations within a single platform. It centralizes scheduling, field service, safety compliance, and quoting, ensuring seamless coordination across teams. The platform enhances efficiency by streamlining asset management, planned maintenance, and project workflows. With integrated mobile field service tools, FieldInsight enables faster response times, improved organization, and greater control over daily business operations.
FieldInsight Pricing
Disclaimer: The pricing is subject to change.
FieldInsight Integrations
FieldInsight features robust integration with leading platforms, including:
- Xero Accounting Solution
- QuickBooks
- MYOB AccountRight
- Microsoft PowerBI
- Zapier software
- Mailchimp software
- eWay
Who Is FieldInsight For?
FieldInsight is designed for service and project-based businesses across multiple industries, including:
- Heavy equipment companies
- Commercial HVAC companies
- Fire protection teams
- Residential and commercial plumbing companies
- Construction firms using ERP systems
- Mechanical HVAC contractors
- Electrical contractors
Is FieldInsight Right For You?
Imagine running your field service operations without constant stress over schedules, assets, or paperwork. FieldInsight makes that possible. Secure, mobile-ready, and fully customizable, it keeps your team connected, projects on track, and clients happy.
By simplifying complex workflows and protecting critical data, it frees up time to focus on growing your business and delivering exceptional service every day.
Still not sure if FieldInsight is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
FieldInsight Features
Asset Management
FieldInsight enables comprehensive asset management by tracking, monitoring, and maintaining all equipment and client assets. It schedules maintenance, logs detailed records, and provides insights to ensure operations run smoothly, efficiently, and with minimal downtime.
Quoting And Invoicing
The software streamlines sales workflows by generating professional quotes and invoices quickly. It pulls relevant job and client data automatically, ensuring documentation accuracy, improving billing efficiency, and maintaining consistency across all financial and operational processes.
Preventive Maintenance
FieldInsight’s preventive maintenance feature schedules routine inspections and upkeep tasks to anticipate potential issues. It helps reduce unplanned downtime, prolong equipment life, maintain service quality, and improve operational reliability for all managed assets.
Timesheeting
The platform simplifies time tracking by allowing technicians to log hours and record job-specific time entries. It ensures accurate payroll processing, monitors labor allocation, and provides detailed reporting to optimize productivity and workforce management.
Project Management
FieldInsight supports effective project management by organizing jobs, timelines, and resources. It provides visibility into progress, tracks milestones, and ensures projects are completed on schedule, within budget, and aligned with operational goals.
Pros And Cons of FieldInsight
Pros
Strong customization suited to diverse industries
Simplifies asset management and maintenance tracking
Saves time and improves cash flow through automation
Cons
Inventory and scheduling could be more advanced
Time zone differences may delay responses slightly
FieldInsight Reviews
Total 9 reviews
4.9
All reviews are from verified customers
Rating Distribution
5
Stars89%
4
Stars11%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Facilities Services, 11-50 employees
“fantastic fit for daily OH&S”
Pros
A big win for us has been bringing parts of our OH&S system into day-to-day operations through the platform and that has been fantastic.
Cons
The scheduling still needs a few adjustments to better match the way our business runs but overall it works fine.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Construction, 11-50 employees
“Powerful scheduling”
Pros
From the start, the simple job scheduling, clear job tracking and ability to connect multiple accounting program accounts were a big reason we picked FieldInsight over other options on the market. The training is thorough and comprehensive and the chat support has been really helpful whenever troubleshooting comes up.
Cons
The inventory tracking for products is quite basic at the moment and definitely has room for improvement.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Information Technology and Services, 1-10 employees
“powerful features and flexibility”
Pros
The overall feature set is excellent and the level of configurability really makes the software stand out.
Cons
The only downside is that not enough people are taking advantage of it yet.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
What level of support does FieldInsight offer?
FieldInsight offers support through FAQs, a blog, videos, a help center, chat, and an online contact form.
Does FieldInsight offer an API?
Yes, FieldInsight offers an API.
What other apps does FieldInsight integrate with?
FieldInsight integrates with a range of applications, including Xero Accounting, QuickBooks, MYOB AccountRight, Microsoft Power BI, Zapier, Mailchimp, and eWay.
What types of pricing plans does FieldInsight offer?
FieldInsight pricing starts at $29/user/month. A free trial is also available to test the software before subscribing. Request a detailed FieldInsight cost breakdown for your organization today.
What language does FieldInsight support?
FieldInsight supports the English language.
Does FieldInsight have a mobile app?
FieldInsight provides a mobile-friendly platform for field service teams, with a mobile web interface that works like a native app and is accessible on both iOS and Android devices.
Who are the typical users of FieldInsight software?
FieldInsight is tailored for service and project-based businesses across various industries, including heavy equipment, commercial HVAC, fire protection, residential and commercial plumbing, construction ERP, mechanical HVAC, and electrical contracting.