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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 Excellence Alliance?

Excellence Alliance proudly presents the Comprehensive HVAC Solution, aimed at optimizing your operations, boosting your profitability, and solidifying your market presence. Have you ever pondered the number of opportunities that may be slipping through your fingers? Consider the potential revenue losses that could be occurring without your awareness. Are you equipped with a dependable system for monitoring these gaps? Our integrated system modules adeptly manage information and work in unison to deliver a fluid HVAC sales and management experience. These modules are critical elements that create the all-encompassing solution. Don't let your potential earnings fade away; let us help you attain the financial success you rightfully deserve. Excellence Alliance stands out in the HVAC industry by offering unique Sales, Service, and Automation tools that are unparalleled. We are dedicated to nurturing your business growth while setting you apart from your rivals. Contact us today, and we will guide you toward your success. Together, we can revolutionize your HVAC management practices and unlock your business's true potential, ensuring you thrive in the competitive landscape.

Media

Media

Integrations Supported

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

E4P

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

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

Excellence Alliance

Date Founded

1997

Company Location

United States

Company Website

eainet.net

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

Dispatch Management
Inventory Control
Routing
Scheduling
Service History Tracking

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