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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

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

HVAC service businesses with 1 to 150 technicians

Audience

Commercial Service businesses

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$50.00/month/user
Free Version Not Supported
Free Trial Supported

Pricing

$17
Tier-based pricing, depending on the number of users.
Free Version Supported
Free Trial Supported

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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Simplicity. Support. And the ability to get my whole team involved. Wingmate is the CRM of choice for Service-driven companies.

Cons

  • None. There is nothing terrible about this solution. Great product, great people.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

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

Company Information

Wingmate
Founded: 2016
Canada
wingmateapp.com

Alternatives

2GO Mobile

2GO Mobile

2GO Mobile Solutions

Alternatives

FieldEdge

FieldEdge

Xplor

Categories

HVAC Supported
Plumbing Supported
Service Dispatch Supported

Categories

Construction CRM Supported
CRM Supported
Field Sales Supported
Lead Generation Supported
Lead Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Not Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Field Service Management Features

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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Supported
Inventory Management Supported
Invoices Supported
Lead / Opportunity Management Supported
Online Payments Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Integrations

MYOB Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported
Zapier Not Supported

Integrations

MYOB Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Zapier Supported
Claim FieldInsight and update features and information
Claim FieldInsight and update features and information
Claim Wingmate and update features and information
Claim Wingmate and update features and information