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What is FieldInsight?

FieldInsight, which was previously referred to as Scheduleflow, is a comprehensive scheduling and job management solution specifically designed for field service organizations. This innovative platform allows small to medium-sized HVAC companies to effectively track active jobs, service requests, and recurring tasks through its dynamic calendar and runsheet capabilities. Furthermore, FieldInsight offers a user-friendly invoicing and quoting system that simplifies the payment process, enabling field service businesses to collect their payments more quickly and efficiently. With these integrated features, FieldInsight significantly boosts operational productivity for its clients, ultimately leading to improved service delivery and customer satisfaction. The holistic approach of this software makes it an invaluable asset for companies looking to optimize their field operations.

What is CallBack HVAC?

CallBack HVAC gives small HVAC companies a way to see and act on certain unanswered calls. It is a cloud dashboard for missed-call follow-up, not an answering service or field-service management system. When the company has a compatible phone route and approved provider sender, callers who reach a supported missed-call outcome can choose to receive a single text by pressing 1. The owner sees the resulting lead and any reply, then handles callbacks, scheduling and job outcomes. An unanswered call by itself does not guarantee a text; voicemail and caller choice affect the flow. The $149/month core software plan includes lead records, urgency notes, open/after-hours templates, follow-up status, and CSV export. It supports one owner reply for each inbound customer message. Team dispatch, invoicing, bulk marketing, native CRM sync, and automatic appointment booking are outside the core plan. AI CSR is a separate, reviewed pilot and is not activated automatically. The software trial is 14 days with no card required and starts once the email address is confirmed. Carrier registration and phone setup can consume that period. Buyers need their own provider account, approved texting number, compatible routing, consent, and a successful live test before customer use. Provider number, registration, calling, texting, and carrier fees are additional even during the software trial. Twilio is the standard setup; Telnyx or Plivo availability should be confirmed with CallBack HVAC before choosing either.

Media

Media

Integrations Supported

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Twilio

API Availability

API Availability

Pricing Information

$50.00/month/user
Free Trial Offered?

Pricing Information

$149/month
Core software: $149/month after a 14-day no-card trial starting after email confirmation. The trial runs during provider setup and carrier review. Customer use requires a paid provider account, approved texting number, registration, compatible routing, consent and a successful call-and-text test. Provider number, registration/campaign, call, text and carrier fees are separate, including during the software trial. Twilio is standard; confirm Telnyx or Plivo availability before choosing either. AI CSR pilots are separate.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

Web-Based Support

Training Options

Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

FieldInsight

Date Founded

2009

Company Location

Australia

Company Website

www.fieldinsight.com/scheduleflow

Company Facts

Organization Name

CallBack HVAC

Date Founded

2026

Company Location

United States

Company Website

callbackhvac.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
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
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Not specified

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Categories and Features

HVAC

Customer Database

SMS Marketing

2-Way Messaging
Contact Management
Message Personalization
Reporting/Analytics

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