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FieldInsight Logo

Streamlining HVAC Install & Service teams for Growth

Table of Contents

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Is this product right for your business?

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FieldInsight - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

FieldInsight overview

What is FieldInsight?

FieldInsight helps Commercial and Retail HVAC businesses improve performance by leveraging leading edge job management workflows specific to the challenges HVAC operators face.

- Scheduling (once-off, recurring, call-backs, on-going)

- Asset Management

- Equipment & Asset Testing & reporting

- Planned/Preventive Maintenance scheduling & reporting

- Project management with performance & P&L

- Safety & Compliance checklists

- Quoting & Invoicing workflows to save time

- SmartTimesheeting to capture hours for billing

- Mobile App for Field Workers

We bring people & systems together via our unique Star Delivery Model that supports your onboarding experience to ensure your goals for implementing job management software are realised as quickly as possible:

Our software is highly configurable to ensure we can meet your unique operating model for scheduling and field management.

Starting price

86per user /
per month

Alternatives

with better value for money

FieldInsight’s user interface

Ease of use rating:

FieldInsight reviews

Overall rating

4.8

/5

10

Positive reviews

80

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.80/10
Rating distribution

5

4

3

2

1

8

2

0

0

0

Who uses FieldInsight?

Based on 10 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Facilities Services
Mechanical or Industrial Engineering
Construction
Information Technology and Services
Others

Use cases

Field Service Management
Equipment Maintenance
Maintenance Management
Field Activity Management
Electrical Contractor

FieldInsight's key features

Most critical features, based on insights from FieldInsight users:

Customer management
Mobile access
Quotes/Estimates
Billing & invoicing
Alerts/Notifications
Work order management

All FieldInsight features

Features rating:

Access controls/permissions
Accounting
Accounting integration
Activity tracking
Alerts/Notifications
API
Asset lifecycle management
Asset tracking
Audit management
Audit trail
Automated scheduling
Automatic backup
Barcode/Ticket scanning
Barcoding/RFID
Billing & invoicing
Budgeting/Forecasting
Calendar management
Checklists
Client portal
Communication management
Compliance management
Contact database
Contact management
Contract/License management
CRM
Customer database
Customer history
Customer management
Customer portal
Customizable branding
Customizable fields
Customizable forms
Customizable reports
Customizable templates
Data import/export
Dispatch management
Document management
Document storage
Drag & drop
Driver eta
Electronic payments
Electronic signature
Employee management
Equipment maintenance
Equipment tracking
Estimating
File storage
Fixed asset management
For commercial and/or industrial electrical contractors
For mechanical equipment
For plumbing industry
GPS
Historical reporting
Inspection management
Inventory control
Inventory management
Inventory tracking
Invoice management
Job costing
Job management
Job scheduling
Job tracking
Location tracking
Maintenance scheduling
Mobile access
Mobile app
Mobile signature capture
Multi-Location
Online time clock
Payment collection in the field
Payment processing
Preventive maintenance
Project management
Purchase order management
QuickBooks integration
Quotes/Estimates
Real-Time data
Real-Time notifications
Real-Time reporting
Real-Time updates
Reminders
Reporting/Analytics
Reporting & statistics
Resource allocation
Route optimization
Routing
Safety management
Scheduling
Service history
Status tracking
Task management
Task scheduling
Technician management
Third-Party integrations
Time & expense tracking
Timesheet management
Time tracking
Warranty tracking
Workflow management
Work order management

FieldInsight alternatives

FieldInsight logo

Starting from

86

/user

Per month

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mHelpDesk logo

Starting from

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Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

120

Per month

Free trial
Free version
Ease of Use
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Customer Support

FieldInsight pricing

Value for money rating:

Starting from

86

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about FieldInsight price and value

Value for money rating:

FieldInsight integrations (8)

Integrations rated by users

We looked at 10 user reviews to identify which products are mentioned as FieldInsight integrations and how users feel about them.

Xero logo
Xero

Integration rating: 4.3 (4)

export to Xero for accouting purpose.

YN

Yu N.

Director

Integration rating: 5.0 (2)

A few alternate bugs from this one but we got there

JL

Jon L.

HR Manager

Integration rating: 5.0 (1)

This is the system that is our source of truth so is is very important that all customer, order and delivery data is sent correctly to Evexso and then the stock adjustment data sent back to MYOB to ensure there is consistant information in both syste

Verified reviewer profile picture

Hamish E.

Managing Director

Integration rating: 4.0 (1)

Integration rating: 1.0 (1)

FieldInsight support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
Phone Support
Chat
24/7 (Live rep)

Training options

Videos
Live Online
Documentation

FieldInsight FAQs

Related categories