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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

MYOB No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero No 

Integrations

MYOB Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs No 
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

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 No 
Equipment Management No 
Inventory Management Yes 
Job Costing Yes 
Logistics Management Yes 
Maintenance Management No 
Material Management Yes 
Project Management Yes 
Resource Management No 
Scheduling 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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