FieldInsight

Name: FieldInsight
Price: 54 USD
Author: FieldInsight

by FieldInsight

Last updated Mar 29, 2026 · 1 revision

Australian HVAC FSM built for HVAC and fire safety contractors with asset management, compliance workflows, and safe work method statements.

5.7 Good See breakdown →

Highlights

74 Features 11 Integrations

Capabilities

Per User Free Trial Mobile App

Buy from FieldInsight Visit website

Media

www.fieldinsight.com

About This Product

Unlike most generic FSM platforms, FieldInsight is built exclusively for HVAC and fire safety mechanical contractors. Native safe work method statement (SWMS) software and asset compliance tracking are core features. 4.8/5 Capterra rating from 10 reviews. Based in Australia but serves international markets. Starting from A$86/user/month (~USD $54).

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: Yes
Free tier: No
Public API: Yes
Deployment: Cloud

FSH Score Breakdown

Ease of Use

6.0

Features

7.0

Support

6.0

Value

5.5

Integrations

8.0

AI Capabilities

1.5

Features

74 features confirmed across 16categories· Showing confirmed capabilities only

Technician Management10features

Safety Documentation ManagementSafe Work Method Statement (SWMS) generationTime TrackingTimesheetsCertification ManagementInspection ManagementChecklistsMentioned under Asset Manager onboardingKiosk Time ClockOnline Time ClockAssociate Availability and Utilization TrackingTechnician availability viewTraining CoursesPre-recorded training videos

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Automated Quality AssuranceAutomated quotingTime Off ManagementTimesheets and Leave Management

Platform & Customization10features

Audit TrailAudit TrailConstruction ManagementFacility & Building MaintenanceDocument ManagementSafety Document ManagementCustom TemplatesRole-Based Access ControlThird-Party IntegrationThird-Party IntegrationsCustom FieldsCustomizable FieldsData ImportListed as excluded but can be quoted

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Construction ERPConstruction ERPMulti-LocationCRM with multi-location support

CRM & Sales8features

CRMLead ManagementJob ManagementMaintenance Agreement ManagerAuto Create Contacts Via ZapierWorkflow automation via ZapierContract ManagementContract/License ManagementAutomated Customer TouchpointsMarketing ToolsMulti-LocationCentralized Customer InformationCustomer Database

Scheduling & Dispatch6features

DispatchingDispatch ManagementWork OrdersDefect management workflowSchedulingEmail to Job ConversioneMail to JobScheduling OptimizationProject ManagementAvailable in Project Manager and Scheduler + Asset + Project packages

Invoicing & Payments5features

Payment ProcessingPayment Collection in the FieldInvoicingMobile Payment Terminal IntegrationQuoting And InvoicingInvoice TrackingInvoice Management

Equipment & Asset Management5features

Equipment TrackingEquipment TrackingPredictive MaintenancePreventive Maintenance SoftwareAsset ManagementAvailable in Asset Manager and Scheduler + Asset + Project packagesAutomatic Triggering of MaintenanceRefrigerant Charge And Service History Tracking

Compliance & Safety5features

Safety ManagementSafety ManagementWarranty ClaimsWarranty TrackingFire System InspectionsCode Enforcement TrackingCompliance ManagementAudits And ComplianceSWMS completion auditing and compliance management

Customer Communication4features

Client PortalCustomer PortalNotificationsAlerts/NotificationsSMS MessagingTriggered Emails/SMSTeam MessagingTechnician Management

Reporting & Analytics4features

AnalyticsQuote MarginReportingIncluded in Scheduler packageProposal Status TrackingQuote trackingJob Productivity Reporting

Accounting Integration4features

Job CostingMentioned under Project Manager onboardingAccounts PayableAccountsAccounting IntegrationBurden Rate And Margin Calculation

Mobile & Field Tools3features

Digital SignaturesElectronic SignatureTechnician Mobile AppMobile AccessDigital FormsMobile

AI & Automation3features

Automation RulesPlumbing Workflow AutomationAI Agent BuilderConfigurable WorkflowsWorkflow Map™

Estimating & Quoting2features

Quoting & EstimatesCost Code TrackingCost Code Tracking

Fleet & GPS Management2features

GPS TrackingReal-time trackingGIS RoutingRoute Planning and Optimization

Training & Education2features

Business Management & OperationsFacility & Building MaintenanceMobile-Friendly LearningMobile accessibility

Inventory Management1feature

Inventory Management

Integrations 11 across 5 categories

Accounting 6

Acumatica

MYOB

QuickBooks Online

Reckon

Reckon One

Xero

Data & Automation 2

Microsoft Power BI

Zapier

Payment Processing 1

eWay

Marketing 1

Mailchimp

MailChimp

Productivity 1

QuotientApp

Pricing

Model: Per User
Starting at: $54/mo
Notes: Australian company, pricing in AUD. From $79/user/mo. Implementation consulting bundles available. Contact sales@fieldinsight.com for custom quotes.