Job Management working with Xero

Together, FieldInsight and Xero are an end-to-end solution for trade & service businesses, streamlining job work flows for Commercial, Civil & Residential Trades, Services businesses.

Try Xero Free – OR – Request a Demo

• Scheduling & end to end job management for the Office & Field team
• Powerful Asset Management, Testing & Reporting
• SmartTimesheeting for accurate labour reporting
• Manage projects, jobs and performance reporting

Manage your jobs and projects with real time P&L in FieldInsight and pass over the important financial information to Xero.

Leveraging our world class Star Delivery Model, FieldInsight provides a systemised job management workflow (Job Navigator) that optimises your team for productivity and profitable activities.

Access all client & job details real-time from the field. Field staff can complete all the tasks including asset tests, invoicing and reports all from a mobile device.

Set up Job Checklists for the field staff, ensure all checks completed before completing the job. Manage office Tasks/To-do easily.

View live job & staff status to make smart allocation decisions and remove unnecessary calls/texts.

Leverage ETA to let customers know you’re on the way. Automatically SMS/email customers about upcoming bookings.

Manage staff scheduling from the office or the beach. Leverage smoothing of the schedule across qualified team member and forecast peak/low periods up to 3 months in advance.

Complete SWMS/JSEA’s seamlessly from the Field. Issue PDF to customer/builder/foreman.

Create quotes & invoices in the field or office. Customer & item details sync to Xero.

Leverage integrations to key software systems to automate more of your supporting workflows.

Xero is world-leading online accounting software built for small business.

• Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
• Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
• Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
• Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.