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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Excellence Alliance is excited to introduce the Comprehensive HVAC Solution, designed to streamline your operations, enhance profitability, and secure your position in the market. Have you considered the number of projects you're missing out on? How much revenue is potentially being lost without your knowledge? Do you have a reliable method to track these losses? Our interconnected system modules efficiently handle information and collaborate to provide you with a seamless HVAC sales and management experience. These modules are the essential components that form the all-encompassing solution. Don’t let potential earnings slip away; allow us to assist you in achieving the financial success you rightfully deserve. No other company in the HVAC sector offers the Sales, Service, and Automation tools that Excellence Alliance brings to the table. We are committed to fostering your business growth and distinguishing you from your competitors. Reach out to us, and we’ll demonstrate the path to your success. Together, we can transform your approach to HVAC management and elevate your business potential.

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

E4P
MYOB
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

E4P
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

Excellence Alliance

Founded

1997

Country

United States

Website

eainet.net

Vendor Details

Company Name

FieldInsight

Founded

2009

Country

Australia

Website

www.fieldinsight.com/scheduleflow

Product Features

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

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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