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.
Highlights
Capabilities
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
- No
- 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
Customer Reviews
Features
66 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization8features
Audit TrailAudit TrailConstruction ManagementFacility & Building MaintenanceDocument ManagementSafety Document ManagementThird-Party IntegrationThird-Party IntegrationsCustom FieldsCustomizable FieldsData ImportListed as excluded but can be quotedConstruction ERPConstruction ERPMulti-LocationCRM with multi-location support
Technician Management7features
Safety Documentation ManagementSafe Work Method Statement (SWMS) generationTime TrackingTimesheetsChecklistsMentioned under Asset Manager onboardingAssociate Availability and Utilization TrackingTechnician availability viewTraining CoursesPre-recorded training videosAutomated Quality AssuranceAutomated quotingTime Off ManagementTimesheets and Leave Management
CRM & Sales7features
CRMLead ManagementJob ManagementAuto Create Contacts Via ZapierWorkflow automation via ZapierContract ManagementContract/License ManagementAutomated Customer TouchpointsMarketing ToolsMulti-LocationCentralized Customer InformationCustomer Database
Scheduling & Dispatch5features
DispatchingDispatch ManagementWork OrdersDefect management workflowEmail 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
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
Compliance & Safety4features
Safety ManagementSafety ManagementWarranty ClaimsWarranty TrackingCode Enforcement TrackingCompliance ManagementAudits And ComplianceSWMS completion auditing and compliance management
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
Reckon One
Xero
Xero
Data & Automation 2
Microsoft Power BI
Zapier
Zapier
Payment Processing 1
eWay
Marketing 1
Mailchimp
MailChimp
Productivity 1
QuotientApp
Pricing
- Model
- Quote Only
- 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.