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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 Clik Service?

Clik Service serves as your comprehensive solution for managing everything from invoices to job sheets, quotations, and customer relationship management. This platform simplifies the process of overseeing and optimizing every detail of each job, ensuring seamless operations. With Clik Service, you have access to an integrated system for managing jobs, scheduling tasks, conducting planned maintenance, handling inventory, invoicing, and generating quotes, among other functionalities. Easily monitor jobs from initiation to completion, scheduling them efficiently. When engineers are out in the field, you can assign tasks directly to them and receive real-time updates upon job completion or quote acceptance, allowing for precise job assignment to the most suitable engineers at the optimal time. Additionally, you can generate custom reports that offer the latest statistics on job performance and financial metrics. This capability enables you to identify patterns and extract insightful information from various aspects of your business, empowering you to make informed decisions and improve overall efficiency.

Media

Media

Integrations Supported

QuickBooks Online
Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
MYOB
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online Advanced
ZARUS

Integrations Supported

QuickBooks Online
Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
MYOB
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online Advanced
ZARUS

API Availability

Has API

API Availability

Has API

Pricing Information

$50.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FieldInsight

Date Founded

2009

Company Location

Australia

Company Website

www.fieldinsight.com/scheduleflow

Company Facts

Organization Name

Clik

Date Founded

2000

Company Location

United Kingdom

Company Website

www.cliksoftware.com/products/clik-service/

Categories and 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

Categories and 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

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