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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?

Find out with a

FieldInsight - 2026 Pricing, Features, Reviews & Alternatives

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

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.

Key benefits of using FieldInsight

• Cloud-based solution that is accessible 24x7 from any Internet-enabled device, from anywhere.

• Built-in invoicing capabilities enable field agents to raise Invoices and take payments in the field to boost cashflow.

• Leverage automated reminder features to ensure that renewal, maintenance or service jobs are never forgotten

• Real-time communication to share the most recent updates with field workers and office managers.

• Supports complex asset/equipment testing in the Field and automated Reports (incl images) sent to customers.

• Schedule a full Preventive/Maintenance contract and the relevant testing in a few clicks, never miss a visit

• The solution’s integrated navigation feature allows drivers to receive the service/delivery location and quickly navigate to the address using Google Maps on their phones.

• Team TimeSheet management to ensure Payroll and Customer Invoicing is accurate.

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

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.1/10
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

Enterprises

Midsize Businesses

Top industries

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

Use cases

Field Service Management
Field Service Mobile Apps
Service Work Order
Equipment Maintenance
Electrical Contractor

FieldInsight's key features

Most critical features, based on insights from FieldInsight users:

Customizable forms
Scheduling
Quotes/Estimates
Contact database
Billing & invoicing
Work order management

All FieldInsight features

Features rating:

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

FieldInsight alternatives

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86

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Per month

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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.

Mailchimp logo
Mailchimp

Integration rating: 5.0 (1)

Makes marketing super easy. Before field insight we had no way to contact a select group of customer FI let's us run reports by certain markers and allows us to

NZ

Nikita Z.

Administration Director

Xero logo
Xero

Integration rating: 4.3 (3)

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

Q. What type of pricing plans does FieldInsight offer?

FieldInsight has the following pricing plans:
Starting from: $86.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of FieldInsight?

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


Q. What languages does FieldInsight support?

FieldInsight supports the following languages:
English


Q. Does FieldInsight offer an API?

Yes, FieldInsight has an API available for use.


Q. What other apps does FieldInsight integrate with?

FieldInsight integrates with the following applications:
MYOB Acumatica, Quotient, Zapier, QuickBooks Online Advanced, MYOB Greentree, Mailchimp, Xero, Reckon One


Q. What level of support does FieldInsight offer?

FieldInsight offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat, 24/7 (Live rep)

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