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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 Davisware GlobalEdge?

Optimize your operational efficiency, boost your bottom line, and drive rapid growth with GlobalEdge, the premier enterprise resource planning (ERP) solution tailored for the field service sector, including industries such as commercial food equipment maintenance, HVAC, and petroleum services. Leveraging a cohesive platform allows for enhanced customer management and service delivery through all-inclusive functionalities like service agreement tracking, scheduling, billing, purchasing, and accounting, conveniently housed in one location. The system's flexible and customizable views grant dispatchers and different departments the ability to manage job-related information, various job categories, or daily, weekly, or monthly schedules effectively. From a centralized interface, users can seamlessly coordinate recurring services with a single work order and promptly delegate tasks across the organization, ensuring that field technicians receive up-to-date information in real-time. With GlobalEdge, you not only refine your operational processes but also elevate the quality of service offered to your customers, fostering stronger relationships and satisfaction. This comprehensive approach will undoubtedly position your business for long-term success and innovation in a competitive market.

Media

Media

Integrations Supported

QuickBooks Online
MYOB
QuickBooks Online Advanced
Xero

Integrations Supported

QuickBooks Online
Longview Tax
Microsoft 365

API Availability

API Availability

Pricing Information

$50.00/month/user
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Windows

Customer Service / Support

24 Hour Support

Customer Service / Support

Standard Support

Training Options

Online 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

Davisware

Date Founded

1988

Company Location

United States

Company Website

www.davisware.com/field-service-management-software-globaledge/

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

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

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

Oil and Gas

Not specified

Service Dispatch

Billing & Invoicing
Call Center Management
Customer Database
Inventory Control
Job Management
Job Tracking
Scheduling
Service History Tracking
Work Order Management

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