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Description
Excellence Alliance is excited to introduce the Comprehensive HVAC Solution, designed to streamline your operations, enhance profitability, and secure your position in the market. Have you considered the number of projects you're missing out on? How much revenue is potentially being lost without your knowledge? Do you have a reliable method to track these losses? Our interconnected system modules efficiently handle information and collaborate to provide you with a seamless HVAC sales and management experience. These modules are the essential components that form the all-encompassing solution. Don’t let potential earnings slip away; allow us to assist you in achieving the financial success you rightfully deserve. No other company in the HVAC sector offers the Sales, Service, and Automation tools that Excellence Alliance brings to the table. We are committed to fostering your business growth and distinguishing you from your competitors. Reach out to us, and we’ll demonstrate the path to your success. Together, we can transform your approach to HVAC management and elevate your business potential.
Description
FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.
API Access
Has API
No
API Access
Has API
No
Integrations
E4P
Yes
MYOB
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Xero
No
Integrations
E4P
No
MYOB
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$50.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Excellence Alliance
Founded
1997
Country
United States
Website
eainet.net
Vendor Details
Company Name
FieldInsight
Founded
2009
Country
Australia
Website
www.fieldinsight.com/scheduleflow
Product Features
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
Yes
Inventory Control
Yes
Job Management
No
Maintenance Scheduling
No
Mobile Access
No
Quotes / Estimates
No
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
No
Work Order Management
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
No
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
