InsightPro - 2026 Pricing, Features, Reviews & Alternatives

InsightPro has Sales & Installation Software to efficiently manage operations for small to mid-size businesses and Warranty & Field Service Management for manufacturers to streamline the overall warranty claims process end-to-end. Organized workflows, centralized information and real-time reporting keeps everyone proactive and ensures nothing falls through the cracks. Status tracking for quotes, invoices, purchase orders, materials/parts, service requests, scheduling, dispatching, claim progress, RMA, field service management and more.

To help users with warranty and field service management, InsightPro supports role-based dashboards, integrated online claim forms, service dispatch scheduler, and self-service dealer portals. With the role-based dashboard, users have quick and central access to business information, as well as team member performance data. InsightPro guides users through the claims process step-by-step, and allows teams to schedule service technicians conveniently online via the service scheduler.

InsightPro facilitates sales and installation management with features such as quotes, invoices, purchase orders, and project tracking. Users can generate accurate quotes and invoices for customers, as well as create purchase and receive items online. InsightPro allows users to access all customer information in one place, and enables users to set up and track multiple projects for customers. Real-time reporting tools give users actionable insight into business performance. InsightPro enables users to manage work orders, and more on the go via their mobile device.