Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.
Description
Manage all your customers, appointments, invoices, payments, expenses, and reports seamlessly in one centralized platform. Begin your journey today with a complimentary 30-day trial. Squeegee is specifically engineered to streamline administrative tasks, significantly reducing the time spent on them. Users can effortlessly access the system on any mobile device, benefiting from real-time updates that allow administrators to monitor daily transactions effectively. Once schedules for recurring jobs are established, adjustments can be made as needed with ease. You can view the workload collectively or by individual worker, enabling efficient task management. Creating and sending invoices is incredibly straightforward with Squeegee, as they can be generated and dispatched in mere seconds. Additionally, you can schedule quote appointments and produce quick quotes on-site, which can be sent immediately for customer approval. Automatic payment methods can be arranged, and in-person transactions can be recorded without hassle, ensuring a smooth and efficient workflow throughout the entire process. This comprehensive approach not only enhances productivity but also improves customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
GoCardless
MYOB
OneSignal
QuickBooks Online
QuickBooks Online Advanced
Stripe
Twilio
Xero
Integrations
GoCardless
MYOB
OneSignal
QuickBooks Online
QuickBooks Online Advanced
Stripe
Twilio
Xero
Pricing Details
$50.00/month/user
Free Trial
Free Version
Pricing Details
£19
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FieldInsight
Founded
2009
Country
Australia
Website
www.fieldinsight.com/scheduleflow
Vendor Details
Company Name
NexDynamic
Founded
2013
Country
United Kingdom
Website
squeeg.ee
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Plumbing
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Service Dispatch
Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking
Product Features
Field Service Management
Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Tradesman Job Management
Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking