Accounting Integrations:

Xero

Accounting Software

Synching between Xero Accounting software and FieldInsight to remove double entry for invoicing and payment processing.

  • Sync invoices with payment status
  • Sync Quotes, Inventory
  • Sync Customers
MYOB

Accounting Software

Syncing your invoices from FieldInsight to your MYOB Account Right Live software. No more double entry, just an easy streamlined workflow

  • Send your Invoices and Quotes to MYOB
  • Sync your inventory and customers
  • One way Invoice & Quote sync
  • Two way synch for Inventory & Customers
Intuit Quickbooks

Accounting Software

An integration that combines the accounting power of QuickBooks with the job tracking, project management and invoicing strength of FieldInsight.
Allowing an easy sync and flow of relevant financial information. Let FieldInsight do the work to capture all the inputs and let the integration link move those client and invoicing details across to QuickBooks so it can do what QuickBooks does best.

  • Sync your inventory in to FieldInsight
  • Import your customers in to FieldInsight
  • Send Invoices and Payment status to MYOB

Payment Integrations:

eWay

Take credit card payments with your mobile

With our eWay integration you can easily take payments in the field. Just create your invoice, click pay and capture the details for payments. You can even synch a paid invoice over to your accounting software.

  • Take credit card payments from the FieldInsight Mobile App
  • Add service hours and items to the invoice
  • Email the invoice to the customer

Other Integrations:

QuotientApp

Quotient delivers fantastic looking quotes every time with the very best possible customer experience. You and your customers deserve it.

  • Sync your Product/Service items from Quotient in to FieldInsight
  • Manage the Quote approval workflow in Quotient and pass an approved Quote in to FieldInsight
  • Create jobs and Purchase Orders in FieldInsight

Certified Partner - Platinum:

Envision Digital

Resell Partner & Implementation Specialist

FieldInsight is delighted to appoint Envision Digital as our Certified Partner (Platinum).
Their demonstrable experience in the field as Software automation specialists and cloud based software implementers perfectly matches our own values to help Trade & Service industries to get the most out of software solutions.
What they do:
Envision are Cloud Software and Digital Automated Marketing Implementation specialists. We help organisations across Australia streamline and integrate their business systems, to drive more leads, convert more leads into sales and ensure ROI. We do this through quality project management processes, by providing guidance, training and the tools for success


Exclusive Membership & Discount Partnerships:

Trade Alliance Group

Membership to gain Access to Better Pricing & Services

Through the combined power of group buying, TAG members get direct access to great deals on building supplies and materials at competitive rates compared to industry standards.

FieldInsight is delighted to partner with TAG to support Builders, Lawn & Property Maintenance, Concretors and other Trade industries in also accessing systemisation & automation of their job management workflows through FieldInsight.

https://tradealliance.com.au/member-benefits/

Are you a TAG member and interested in Job Management software and how it can help your business?
Are you an existing TAG member........Do you want access to exclusive FieldInsight pricing discounts as a TAG members?
Yes......please express interest in a demo and the team will be in touch to book a review.
https://try.fieldinsight.com/trade-alliance/

Occupational Safety Solutions (Victoria)

Discount on SWMS/OHS templates

As a FieldInsight customer gain exclusive 20% discount on templates for SWMS, OHS and Industry Solutions for Australian based businesses.
Access templates prepared in accordance with the National Work Health and Safety (WHS) Act 2011, WHS Regulations 2017 and associated Safe Work Australia Codes of Practice. Our WHS Management System is also developed in accordance with AS/NZS 4801:2001.
https://www.occupational-safety.com.au/
Simply reach out to the team at FieldInsight to express your interest in accessing the discounts and we will share the FieldInsight discount code to use at Checkout.
Got a template(s)....want to use it in FieldInsight?
FieldInsight now has a dynamic SWMS builder available on our Professional-Insight plan. If you need assistance on setting up your specific SWMS template in FieldInsight please request assistance here
https://try.fieldinsight.com/request-call-back/


Partners:

We pride ourselves on helping businesses that want to take their business to the next level.  We have partnered with companies who can help:

Doing Business Better

Business workflow optimisation

Working to map your end to end workflow and then map that in to FieldInsight to automate your workflow.
This unique model allows you to gain valuable insights to where the wastage in your business is and work to automate as much as possible that saves you thousands of hours, removes wasted effort and more importantly to optimise your business for success.
Also, can you please update the Scheduleflow Partner page to be the same as FieldInsight (they have the same partners). So everything you do in the FieldInsight page just copy over to Scheduleflow page but ensure where ever we say FieldInsight that it is replaced with Scheduleflow on that page.

Business Strategies for Tradies

We help Aussie Tradesmen to Build Successful Businesses.

Business Strategies for Tradesmen works with a range of clients who are looking to move off the tools, understand their unique strengths, and create a lifestyle.