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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Discovery Management Software® (DMS) is a comprehensive ERP solution tailored for small to medium-sized enterprises aiming to enhance their operational efficiency or expand. Specifically crafted for service-oriented businesses involved in manufacturing, supply, and field services, DMS draws on over three decades of experience in facilitating seamless business operations to offer a reliable and effective management software. Our focus on this specialized sector has led us to develop four interconnected operational modules that integrate seamlessly with our accounting system, delivering a genuine ERP experience. By having comprehensive access to all operational transactions, your team is empowered with the vital information necessary for informed decision-making. The DMS Field Service module is specifically designed to streamline workflows for field service and equipment repair companies, automating processes from initial quote to final invoice. Furthermore, if your business involves dispatching personnel or equipment to various locations, Discovery is your ally in scheduling, executing tasks, and gaining valuable insights into your profitability metrics. In this way, DMS not only supports operational tasks but also enhances overall business intelligence.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Discovery Solutions International

Country

Canada

Website

www.discovery-solutions.com

Vendor Details

Company Name

FieldInsight

Founded

2009

Country

Australia

Website

www.fieldinsight.com/scheduleflow

Product Features

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Product Features

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

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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