Why choose FieldInsight over simPRO?

At FieldInsight, while we applaud the team at simPRO for developing an awesome job management tool, we believe our asset management software offers unique advantages tailored to modern field service needs. If you’re exploring alternatives or want to understand what sets FieldInsight apart, you've come to the right place.

Field Insight Office Service Management

What our Customers Are Saying

Rated 5 out of 5

Commercial HVAC

"We are a large commercial HVAC business and we had information all over the place, and many systems running. The existing software just wasn't growing with us, and moving to FieldInsight has made our life run so much more smoothly. It's been a great decision."

— Craig
Canberra, Australia

Rated 5 out of 5

HVAC business Owner

“With FieldInsight I found the top three ways they stood out from other software was their job history, easy field access and simple quoting. All I had to do was copy to PO, copy to invoice and done! No messing around.”

— Dave

Rated 5 out of 5

Gold Coast Plumbing & Electrical

“We would like to say we appreciate how wonderful you guys have been to work with, and how you have made our job a lot easier with your booking system. Whenever we call to give you guys another idea to help us with our booking nothing is a problem, and to top it all off you are not too expensive. I have worked on booking systems for 20 years, & yours is by far the easiest. Thanks guys.”

— Tania and Sean Donnelly
Owners

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HVAC Maintenance Checklist

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What features differentiate FieldInsight and simPRO?

FieldInsightSimPro
Powerful Job Scheduling
Work on Android and Apple Devices
Dynamic SWMS Automator™
CC processing in the Field
Book as Many Jobs as you want
Your Client Portal
Advanced Asset Management
Dynamic Asset Report Automator™
Maintenance Scheduling
Planned Maintenance Scheduling
Automatic Quote and Invoice Follow Ups
Quoting, Invoicing, PO, Service Reports, History Tracking
Quote Packages
Scheduling
Irregular Schedule Templates
Mobile Job Completion, Photos, Checklists
Editable SWMS templates in the Field
Attachments and Photos
Email to Job Scheduling
Drag and Drop Calendar
Real-Time - In App Support
Calibration Management integrated Google Sheets Calibration Reports
Project P&L and Job Margins
Timesheets
Asset Defect Management workflow
Configurable Award Rules Engine
Automated Routine Service Scheduling
Skills Matrix for Smart Job Allocation
HR Form Management for Staff and Recruitment Applicants
Transactional Inventory Management

The top 5 reasons why companies choose FieldInsight over simPRO

FieldInsight’s unique nine-step delivery model ensures that our software not only fits perfectly within your existing workflows but also enhances them. We meticulously analyze every aspect of your business to tailor our solution specifically to suit your needs, guaranteeing a seamless integration.

Plus, our experienced team handles all the setup and customization, removing any burden from you.

1. The five core systems in the HVAC Job Lifecycle.

HVAC business workflows are intricate, spanning Marketing, Sales, Asset Management, Office, Field, and Accounts. These systems often rely on outdated tools such as spreadsheets, whiteboards, diaries, paper, filing cabinets, and even memory. FieldInsight streamlines these processes in a practical, incremental manner, helping you automate and enhance efficiency.

A critical feature of FieldInsight is the seven primary views of your schedule, ensuring that transactions and performance improvements are realized through automation. Our software is designed to be flexible, adapting to your business’s unique evolution. FieldInsight allows an unlimited number of fields in your job box, tailoring specifically to your needs.

A standout feature of FieldInsight is its configurability. You can add custom fields to staff pages, job records, assets, customer profiles, and project information for invoicing and quoting purposes. These fields can be mandatory or optional, visible to technicians or hidden, and can include photos, files, checklists, or dates. We also offer advanced features known as TAPS, which we’ll explore in more detail later.

FieldInsight Commercial HVAC Business Software

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2. Our Star Delivery Model ™ delivering On-boarding Excellence

Transform your business with FieldInsight’s Star Delivery Model™, designed to integrate your existing workflows into our sophisticated software solutions seamlessly. With the FieldInsight Job Navigator™, transition from outdated methods to a streamlined system effortlessly, enhancing visibility and control over your entire operation.

Key Benefits of the Star Delivery Model™:

  • Customized Onboarding: We focus intently on your specific goals and needs, significantly boosting the success rate and ensuring customer satisfaction.
  • Phased Implementation: Avoid the overwhelm of traditional implementations with our ‘Eat the Elephant One Bite at a Time’ approach. This strategy simplifies the process, allowing for quicker adaptation and earlier realization of benefits.

Our onboarding process is not just about delivering features—it’s about ensuring these features work for you, helping you meet your goals efficiently and effectively.

3. Create Rich Asset Service Reports Automatically

Eliminate the hassle of manual report creation with FieldInsight’s Dynamic Asset Report Automator™. This powerful tool seamlessly compiles all asset information, service tests, checklists, and photos into professionally formatted reports at the click of a button.

Efficiency Boosts Provided by Our Automator:

    • Streamlined Report Creation: No more manual entry or painstakingly gathering information from various sources. Our Automator pulls all necessary data directly from completed service reports and checklists.
    • Enhanced Data Accuracy: Ensure all critical asset details, such as serial numbers, are automatically included, reducing the need for return trips and saving valuable time.
    • Customizable Reports with Smart Asset Test Generator™: Tailor reports to specific needs with custom fields, dropdown lists, and instructional images. The Smart Asset Test Generator™ allows you to create varied tests for different asset types with enhanced flexibility and precision.

As Simone from Commercial HVAC in Melbourne said: ”I used to spend weeks chasing up paperwork and easily 2 hours putting together each report for a customers, we do 100s of maintenances contracts and this was a huge time waster for me, now it takes minutes to generate the reports and the guys have the information they need to do their job, and I get the information back same day, such a win for me.

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Download our Free HVAC Inspection Checklist that you can implement in your Business today! Systemise this key workflow for the Technicians to save hours across the week.

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4. A Simple & User-Friendly Interface Anyone on Your Team Will Learn in Under 24 Hours

Our intuitive office and mobile software is designed for simplicity, enabling your team to systemize and automate your business quickly. FieldInsight strikes the perfect balance, offering a straightforward user experience without sacrificing the powerful features needed to solve complex problems.

Customization is at your fingertips with FieldInsight. Configure your calendar to display only the information you need—whether it’s daily, weekly, monthly, or project views—making it easier than ever to manage your business efficiently.

We prioritize simplicity without hiding the robust functionality crucial for managing complex HVAC job management. With a decade of dedicated development and continuous user feedback, we refine our software regularly to enhance your experience and streamline your operations.

As Diane from Heating And Cooling, Narre Warren, said: “I tried other Solutions and spent $10,000 and over 6 months trying to get it to work, and I couldn’t get my data in, and I couldn’t get it working the way I needed. It was incredibly frustrating. I called Paul and explained what I wanted and he stuck with me to get everything I needed up and running. It took a little while for my husband to get onboard, but now he loves it too. Life is just flowing so much better now.

5. We Automate SWMS to Protect You & Your Crew

At FieldInsight, we recognize the critical importance of safety and compliance in high-risk work environments. That’s why we’ve developed an advanced safety document builder that simplifies the creation of Integrated Task Precautions (ITPs), Safe Work Method Statements (SWMS), Take Fives, and other complex safety documents. This tool includes features such as PPE sections, risk matrices, and image integration to support your field team effectively and ensure compliance.

Our Dynamic SWMS Automator™ allows you to quickly create, version, and share SWMS documentation directly from the field or office. Whether you need to complete a 1-page checklist or a detailed 21-page document, our flexible builder ensures that every necessary step is covered. Safety documents are instantly accessible and updatable across devices, ensuring your team is always equipped with the latest information.

Reduce administrative time and focus more on risk assessment and communication with FieldInsight’s Dynamic SWMS Automator™. This not only enhances workplace safety but also helps you avoid fines and manage compliance seamlessly, making FieldInsight the right choice for your safety documentation needs. Get started now to fill more jobs efficiently and enhance the safety for your team.

You know that reducing the time to complete the admin side of things more time can be spent in assessing risks, communicating risks and working ultimately in a safer manner and improving the safety for your team. Ensuring that you avoid fines and compliance headaches, everyone looks a winner with FieldInsight’s Dynamic SWMS Automator

As Brian a Geelong HVAC business said: “The boys turned up on site, and for some reason the supervisor was wanted a really specific SWMS document ready before the guys could get onto site. Normally this would be 2 hours of down time, as they drove back to the office, I printed out the SWMS and then sent the guys back out to the site to actually do the work we get paid form. My tech, just opened up the Fieldinsight app, selected the SWMS we needed, the two techs on site signed it, and they emailed it off to the Builder. And they were good to go. The Builder could not believe that such professional SWMS could be produced in such a fast way. Everyone was happy

Want to see FieldInsight in Action for your Business?

FieldInsight Job Management Software on Laptop

Excited to transform your business and boost your success?

We’re thrilled to show you how FieldInsight can make it happen!

Book your personalized DEMO now and get ready to unlock a world of possibilities. With our powerful platform, you’ll upgrade your operations, improve efficiency, and increase your profits.

Don’t miss out on this opportunity to take your business to new heights. Secure your spot today and let’s embark on this exciting adventure together!

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