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Description

Eliminate manual tasks and connect seamlessly the office, field teams, and customers using a flexible field management software that can manage versatile field operations.

Description

FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
ActiveCampaign Yes 
Calendly Yes 
CompanyCam Yes 
Copper Yes 
Egnyte Yes 
Follow Up Boss Yes 
Google Calendar Yes 
HubSpot CRM Yes 
MYOB No 
Microsoft Dynamics 365 Yes 
Microsoft OneDrive Yes 
MoversSuite Yes 
Salesforce Yes 
Samsara Yes 
Twilio Yes 
Zapier Yes 
Zendesk Yes 
Zoho Billing Yes 

Integrations

Xero Yes 
ActiveCampaign No 
Calendly No 
CompanyCam No 
Copper No 
Egnyte No 
Follow Up Boss No 
Google Calendar No 
HubSpot CRM No 
MYOB Yes 
Microsoft Dynamics 365 No 
Microsoft OneDrive No 
MoversSuite No 
Salesforce No 
Samsara No 
Twilio No 
Zapier No 
Zendesk No 
Zoho Billing No 

Pricing Details

$75/month
Free Trial Yes 
Free Version No 

Pricing Details

$50.00/month/user
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Arrivy

Founded

2017

Country

United States

Website

arrivy.com

Vendor Details

Company Name

FieldInsight

Founded

2009

Country

Australia

Website

www.fieldinsight.com/scheduleflow

Product Features

Dock Scheduling

Alerts/Notifications Yes 
Automated Scheduling Yes 
Calendar Management No 
Document Management No 
Load Status Tracking No 
Multi-Location Yes 
Online Booking Yes 
Recurring Appointments Yes 
Rules-Based Scheduling Yes 
Self Service Portal No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management No 
Mobile Access No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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