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InsightPro Logo

Sales & installation, warranty & field management software

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InsightPro - 2024 Pricing, Features, Reviews, & Alternatives

Table of Contents

What is InsightPro?

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.

Benefits of using InsightPro

One Centralized System - Streamlines processes & communication for staff, service techs & customers
Status Tracking, Custom Timers & Alerts - Ensures nothing falls through the cracks
Auto-Notifications & Real-Time Updates - Reduces calls & emails between office, field & customers
Easy-to-Use Platform, Simplifies Operations, Fast ROI+ Efficiency, Productivity, Accountability and Visibility
Advanced Reports & Analytics - Visibility into business performance & Insights to continuously improve quality, service & operations

Starting from

600

Per month

book a demo

InsightPro's features

Access Controls/Permissions
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Billing & Invoicing
Calendar Management
Case Management
Claims Management
Client Portal
Contact Database
Contract/License Management
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Eligibility Verification
File Storage
For Field Service
For General Contractors
For Manufacturers
Forms Management
Historical Reporting
Invoice Management
Job Management
Job Scheduling
Job Tracking
Maintenance Scheduling
Mobile Access
Parts Management
Payment Collection in the Field
Policy Management
Product Registration
Quotes/Estimates
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Repair Management
Reporting & Statistics
Reporting/Analytics
Returns Management
Routing
Scheduling
Self Service Portal
Service History
Service Management
Status Tracking
Support Ticket Management
Trend Analysis
Warranty Claims Management
Warranty Tracking
Work Order Management
Workflow Management

InsightPro alternatives

InsightPro logo
4.8
(18)
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Starting from

600

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
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iWarranty logo
5.0
(1)
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ic-pricetag

No pricing info

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Kickserv logo
4.4
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59

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CompanyCam logo
4.6
(80)
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Starting from

24

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

InsightPro pricing

Pricing options
Free plan
Subscription
Free trial
Pricing range

Value for money

4.5

/5

18

Starting from

600

Per month

InsightPro support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Chat
FAQs/Forum
Knowledge Base

Training options

Webinars
In Person
Live Online
Documentation
Videos

InsightPro reviews

Overall rating

4.8

/5

18

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.22/10
Rating distribution

5

4

3

2

1

14

4

0

0

0

Pros
Overall it is a good system. I have worked with many CSM over the years and this was easy to pick up on still has some developmental needs but great product.
The Insight team is very helpful and has always responded promptly with any issues that I had in getting them resolved. They made the experience much better.
Our experience was extremely positive with InsightPro from the start. Their team is so awesome.
Cons
If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.
Weekly email updates that were automatically sent out, being able to schedule one job for multiple techs without having to create another work order.
While you can send emails to a customer with a claim, you cannot add an attachment unless you upload it into a "Resource" folder.

InsightPro FAQs

Q. What type of pricing plans does InsightPro offer?

InsightPro has the following pricing plans:
Starting from: $600.00/month
Pricing model: Subscription


Q. Who are the typical users of InsightPro?

InsightPro has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


Q. What languages does InsightPro support?

InsightPro supports the following languages:
English, French


Q. Does InsightPro support mobile devices?

InsightPro supports the following devices:
Android, iPad, iPhone


Q. Does InsightPro offer an API?

No, InsightPro does not have an API available.


Q. What level of support does InsightPro offer?

InsightPro offers the following support options:
Email/Help Desk, Phone Support, Chat, FAQs/Forum, Knowledge Base

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