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About

FieldInsight (previously Scheduleflow) is a complete scheduling and job management software solution for field service businesses. With FieldInsight, small to medium-sized HVAC businesses can quickly keep track of recurring jobs, call-backs, and service jobs through the platform's live calendar and runsheet. FieldInsight also offers a simple to use invoicing and quoting solution to help field service businesses get paid sooner and faster.

About

Many HVAC, plumbing, electrical and other home service businesses leave money on the table from incorrect pricing and inefficiencies. Effortlessly identify pricing and efficiency gaps in your business, adding more money to your bottom line. Field service management software that ensures the jobs field service businesses complete are profitable. Sera is laser-focused on ensuring you beat the industry average of 8% profit with live job time efficiency tracking. Clients have shown an average of a 52% revenue increase compared to their previous FSM solution within the first six months of usage. Generate bigger tickets, dispatch more efficiently, automate service agreements, customer history, and more. Keep your plumbing jobs on track, your customers informed, and give your crew the job details they need, on demand. Schedule jobs efficiently, optimize routes, and send quotes and invoices by text with our electrical software.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

HVAC service businesses with 1 to 150 technicians

Audience

HVAC, plumbing and home service contractors in need of a solution to increase their bottom line, improve efficiency, manage automation, and assess memberships

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month/user
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FieldInsight
Founded: 2009
Australia
www.fieldinsight.com/scheduleflow

Company Information

Sera
United States
sera.tech/

Alternatives

2GO Mobile

2GO Mobile

2GO Mobile Solutions

Alternatives

FieldEdge

FieldEdge

Xplor

Categories

Categories

Field Service Management Features

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 Features

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

Service Dispatch Features

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

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero
Claim FieldInsight and update features and information
Claim FieldInsight and update features and information
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Claim Sera and update features and information