Which Tradie App

FieldInsight

Job, asset and preventive maintenance management for HVAC, fire and electrical service businesses.

Checked 28 Oct 2026
$65/mo
From. AUD · ex GST
Free trialNot stated
Pricedper user per month
Based inAustralia, since 2009
XeroYes
MYOBYes
AU supportYes

Best for: Commercial HVAC, fire and mechanical service companies with 3 to 50 plus technicians that run maintenance contracts and track assets; not sole traders.

Pricing

PlanMonthlyOn annualWhat you getLimits
Administrator user
per user per month
$139n/aOffice and admin accessminimum 3 users across the account
Technician user
per user per month
$65n/aField technician access via the mobile appminimum 3 users across the account

Page states prices are AUD ex tax and that the subscription starts at $309 per month with a 3-user minimum; the page does not explain how $309 is derived from the two user rates. SMS, AI credits and map usage are billed monthly in arrears. The first 12 months are locked in and paid monthly; cancelling early means paying out the remaining term. Self-serve onboarding is free; paid onboarding packages run from $3,750 (Scheduler, 15 hours) to $7,750 (Scheduler plus Asset plus Project, 31 hours). The Xero App Store listing shows different numbers (AUD 65 per month base for an Advanced plan plus $60 per user per month plus $0.14 per SMS part) that do not match the website.

Full FieldInsight pricing breakdown · Vendor pricing page

Integrations

XeroMYOBQuickBooksStripeGoogle CalendarAlso
YesYesYesNot statedNot statedReckon One, Zapier, MailChimp, eWay, Quotient, API

Support and apps

Australian support: Yes, phone available

Melbourne-based company. Phone +61 3 9005 8357 (AU) and +1 737 212 9536 (US); sales@fieldinsight.com; support@fieldinsight.com and help.fieldinsight.com per the Xero listing. Hours not published.

iPhone: Not stated   Android: Not stated   Web: Yes

Works offline: Not stated

Ratings

Features

drag-and-drop scheduling · technician assignment by skill or location · on-call rotations · quoting · invoicing · CRM with multi-site customers · asset management · preventive maintenance contracts · recurring maintenance · project management · SWMS · route planning and optimisation · timesheets with leave, RDOs and penalty rates · work orders and checklists · job photos · customer signatures · GPS tracking · job status updates · role-based access · purchase orders and bills synced to Xero

Where it is strong

  • Pricing published in AUD with GST stated as excluded
  • Built around assets and maintenance contracts, which most tradie apps treat as an afterthought
  • Xero integration covers invoices, two-way payments, contacts, purchase orders, items and bills
  • Australian company based in Melbourne since 2009, with data held in Australia
  • Xero App Store listing shows a 30-day free trial

Where it falls short

  • 3-user minimum, $139 per month for each admin seat, and a 12-month lock-in with payout on early cancellation
  • Paid onboarding starts at $3,750 and the site steers businesses with 5 or more users toward custom quotes
  • Website and Xero listing show different price structures
  • No iOS, Android or offline details on the site, and no app store links; the only Field Insight app in the AU App Store is an unrelated oil-field product
  • Very little public review data: Capterra AU and GetApp AU were blocked and the Xero listing has only 2 reviews

Verdict

FieldInsight is a Melbourne-built field service platform aimed at commercial HVAC, fire and electrical contractors that need asset and maintenance scheduling. Pricing is clear and in AUD ex GST but the 3-user minimum, admin seat price and 12-month lock-in put it above the typical small-tradie budget. Public reviews are too thin to judge reliability.

Watch FieldInsight

Get an email the day FieldInsight changes a price, drops a plan, adds a fee or runs a promo. Nothing else, no weekly filler. If you are on it, you find out before the bill does; if you are choosing, you catch the deal.

From the help docs

150 help-centre articles read on 14 Oct 2026. 13 yes, 7 partly, 0 no, 15 not covered. Source: help.fieldinsight.com.

Quoting

  • YesCan you build and send quotes to customers from the appQuotes can be created without a job, on a job in the office, or on a job in the mobile app, then sent to the customer. ↗
  • Not in docsDoes it have quote templates, kits, bundles or assemblies so a common job can be quoted in a few taps
  • Not in docsCan a customer accept or sign a quote online
  • PartlyCan it take a deposit when a quote is acceptedDeposit is taken by raising an invoice for a percentage of the accepted quote. Not collected automatically at acceptance. ↗
  • Not in docsCan a quote include optional line items the customer can add themselves

Estimating

  • Not in docsCan it measure quantities off plans (takeoffs) for estimating
  • Not in docsCan it import or sync supplier price lists or catalogues (for example Reece, MMEM, Bunnings Trade, L&H)

Invoicing

  • YesCan it create and send invoicesInvoices can be created from a job, the Sales tab, or the mobile app, then emailed to the customer with optional file attachments. ↗
  • Not in docsCan it do progress or partial invoicing (progress claims) on one job
  • PartlyCan it schedule recurring jobs or recurring invoices (for example maintenance contracts)Recurring jobs are supported via the Repeats option. Custom Series for maintenance needs the ProfessionalINSIGHT plan. Recurring invoices are not mentioned. ↗
  • YesCan customers pay by card online or in the field from the invoiceVia the eWay integration only, which needs an eWay account and API key. Optional pay now button on PDF invoices; card entry in the mobile app. ↗
  • Not in docsDoes it send automatic overdue or payment reminders

Scheduling

  • YesDoes it have a calendar or dispatch board to schedule jobs to staffCalendar shows team schedule by day, week or month, filterable by technician. Jobs can be reassigned and rescheduled. ↗
  • YesCan the office see where field staff are on a map (GPS or location tracking)Map shows technicians' last known location. GPS tracking must be enabled in settings, and technicians must accept location sharing in the app. ↗
  • YesCan it send SMS to customers (on-the-way messages, booking confirmations)Technicians send ETA texts from the app. Triggered messages can send SMS on job events. SMS incurs a charge. ↗
  • PartlyDoes it send automatic appointment reminders to customersCustomer reminders by SMS or email are automatic, but set per job. If not set when booking, no message is sent. ↗
  • Not in docsCan customers book a job online through a booking page or widget

Staff

  • YesDoes it record staff timesheets or clock on and offStaff clock on and off and timesheets are recorded. Smart Timesheets is a premium feature that needs a subscription upgrade. ↗
  • PartlyDoes it track job costs against the quote (labour and materials) to show profit per jobProject profit report compares quote to timesheet labour, products, POs and bills. Per project, not per job; needs Project management add-on; timesheets need project number. ↗

Materials

  • YesCan it raise purchase orders to suppliersPurchase orders can be created under Sales > Purchases, from a job or project, set to a supplier, and exported to Xero. ↗
  • YesDoes it track stock or inventory, including van stockStock levels can be tracked per warehouse or van, with min/max levels. Van stock display must be enabled in Settings > Inventory > General. ↗

Compliance

  • YesDoes it have custom forms, checklists, SWMS or safety forms that staff fill in on siteStaff sign SWMS, JSA, PPE and pre-start documents on site. These need the SafetyINSIGHT premium module. Simple checklists can use custom fields. ↗
  • Not in docsCan it produce compliance certificates (for example electrical certificates of compliance, gas compliance, test and tag) from the app
  • YesDoes it keep a record of customer assets or equipment for servicing and maintenance schedulesAsset records and job history need the AssetINSIGHT module. Maintenance schedules also need the PreventativeINSIGHT add-on, which requires AssetINSIGHT. ↗

Customers

  • YesIs there a customer portal where clients can see quotes, jobs or invoicesAccount customers can log in to see job status, download quotes, invoices and reports, view assets and request jobs. Draft quotes and invoices, and unapproved reports, are hidden. ↗

Accounting

  • PartlyDoes it sync with Xero, and is the sync two-way (invoices, payments, contacts, items)Exports invoices and purchase orders; payments export and import, but import only for invoices created in FieldInsight. Contact and item sync not covered. ↗
  • PartlyDoes it integrate with MYOBCovers MYOB AccountRight (Live) only, and only for Windows users. Syncs customers, inventory and payments; imports bills from MYOB. ↗
  • YesDoes it integrate with QuickBooks OnlineExports invoices, quotes and purchase orders to QuickBooks Online; can import customers and inventory at setup. Called an add-on; plan or price not stated. ↗

Mobile

  • Not in docsDoes the mobile app work offline and sync when back in range
  • Not in docsIs the Android app equivalent to the iPhone app, or is iOS the primary app

Admin

  • PartlyCan you set user roles and permissions (for example hide pricing from field staff)Staff roles control what each person can access, and mobile settings toggle technician permissions. The excerpts do not say pricing can be hidden from field staff. ↗
  • Not in docsDoes it support multiple companies, branches or depots in one account
  • Not in docsIs there a public API, Zapier or Make integration
  • Not in docsCan you export your data (customers, jobs, invoices) if you leave
  • Not in docsDoes it have AI features (for example drafting quotes, summarising jobs, answering calls)

What tradies say

Nothing collected yet for FieldInsight. The weekly refresh reads Reddit threads and recent app-store reviews and groups what comes up.

For developers

APIREST
AuthOAuth2
WebhooksNot in docs
ZapierNot found
MCP serverNone found
Docsdocumenter.getpostman.com

'FieldInsight Public API' is documented as a Postman collection (JS-rendered page; the collection JSON in list_urls is fetchable). Base URL https://app.fieldinsight.com/public-api/, OAuth 2 at https://app.fieldinsight.com/oauth/authorize/ and /oauth/token/ (all grant types supported, bearer tokens). A development account must be requested from FieldInsight for the client ID, secret and redirect URL (integrations page says email integration@fieldinsight.com; the Job API help article says registered apps are subject to approval by their users). Request bodies must be URL-encoded query strings, not JSON. Folders: Company, Sites, Jobs, Assets, Assets on Jobs, Business, Users, Inventory, Invoices, Quotes, Reports. No rate limits or webhooks documented. Zapier app is invite-only: zapier.com/apps/fieldinsight/integrations is 404 and the help centre links a Zapier public-invite URL that redirects to a Zapier login. No MCP server found.

2 developer pages read on 14 Oct 2026. Objects exposed: job, application (OAuth client), user.

Access

  • PartlyIs there a public API that any customer can use, and does it need approval or a particular planJob API exists. Register an OAuth app from a development account in the FieldInsight app; access is subject to approval by its users. Plan requirements not stated. ↗
  • PartlyIs the API REST or GraphQL, and is there an OpenAPI or schema fileREST per discovery notes. Docs are a Postman collection (documenter.getpostman.com). No OpenAPI or schema file mentioned in the excerpts. ↗
  • YesHow do you authenticate: OAuth2, API key, or bothOAuth2 with Client ID and Client Secret, confidential client type, Authorization code grant. Other grant types supported but undocumented. API keys not mentioned. ↗
  • PartlyIs there a sandbox, test account or developer account for building againstA 'development account' is used to register OAuth apps. No separate sandbox or test environment is described. ↗
  • Not in docsWhat rate limits apply to the API

Objects

  • Not in docsCan you read and write customers or contacts through the API
  • PartlyCan you create and update jobs through the APIArticle says 'Add jobs using our custom Job API', so job creation is supported. Updating jobs is not shown. ↗
  • Not in docsCan you create quotes or estimates through the API
  • Not in docsCan you create invoices and record payments through the API
  • Not in docsCan you read availability and book or reschedule a job slot through the API
  • Not in docsCan you read staff, their roles and their locations through the API
  • Not in docsCan you read form or checklist submissions and attachments through the API

Events

  • Not in docsAre there webhooks, and for which events (job created, status change, invoice paid)

Tooling

  • Not in docsAre there official SDKs or client libraries, and in which languages
  • Not in docsIs there a Zapier or Make integration, and what triggers and actions does it expose
  • Not in docsIs there an MCP server or other AI-agent integration published by the vendor or the community
  • Not in docsIs there an add-on marketplace or partner program where a developer can list an integration

What you could build on it

Ideas, not products. Each one only uses endpoints the docs confirm.

Website enquiry form to job

Push enquiries from a trade business website form straight into FieldInsight as new jobs, with address and problem description, so the office does not retype them.

needs: job (create, partial), OAuth2 authorization code (yes)
Missed call to job logger

When a call-tracking number records a missed call or voicemail, create a job with the caller's number and transcript so the team can phone back quickly.

needs: job (create, partial), OAuth2 (yes)
Email enquiry parser

Read enquiry emails from property managers or suppliers, extract site address and issue, and create jobs automatically for dispatch review.

needs: job (create, partial), OAuth2 (yes)
Property manager request portal

A simple portal where agents or strata managers submit maintenance requests, each creating a job in the contractor's FieldInsight account after the contractor authorises access.

needs: job (create, partial), OAuth2 app registration (partial)

Can FieldInsight do it?

Can FieldInsight build and send quotes to customers from the app?
Yes. Quotes can be created without a job, on a job in the office, or on a job in the mobile app, then sent to the customer. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight take a deposit when a quote is accepted?
Partly. Deposit is taken by raising an invoice for a percentage of the accepted quote. Not collected automatically at acceptance. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight create and send invoices?
Yes. Invoices can be created from a job, the Sales tab, or the mobile app, then emailed to the customer with optional file attachments. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight schedule recurring jobs or recurring invoices (for example maintenance contracts)?
Partly. Recurring jobs are supported via the Repeats option. Custom Series for maintenance needs the ProfessionalINSIGHT plan. Recurring invoices are not mentioned. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight customers pay by card online or in the field from the invoice?
Yes. Via the eWay integration only, which needs an eWay account and API key. Optional pay now button on PDF invoices; card entry in the mobile app. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight have a calendar or dispatch board to schedule jobs to staff?
Yes. Calendar shows team schedule by day, week or month, filterable by technician. Jobs can be reassigned and rescheduled. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight see where field staff are on a map (GPS or location tracking)?
Yes. Map shows technicians' last known location. GPS tracking must be enabled in settings, and technicians must accept location sharing in the app. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight send SMS to customers (on-the-way messages, booking confirmations)?
Yes. Technicians send ETA texts from the app. Triggered messages can send SMS on job events. SMS incurs a charge. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight send automatic appointment reminders to customers?
Partly. Customer reminders by SMS or email are automatic, but set per job. If not set when booking, no message is sent. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight record staff timesheets or clock on and off?
Yes. Staff clock on and off and timesheets are recorded. Smart Timesheets is a premium feature that needs a subscription upgrade. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight track job costs against the quote (labour and materials) to show profit per job?
Partly. Project profit report compares quote to timesheet labour, products, POs and bills. Per project, not per job; needs Project management add-on; timesheets need project number. (From FieldInsight's help centre, read 14 Oct 2026.)
Can FieldInsight raise purchase orders to suppliers?
Yes. Purchase orders can be created under Sales > Purchases, from a job or project, set to a supplier, and exported to Xero. (From FieldInsight's help centre, read 14 Oct 2026.)

Alternatives

Checked 28 Oct 2026

AroFlo

Melbourne-based field service and job management platform for established trade businesses, part of the Simpro Group.
$80/mo
From. AUD
XeroMYOBAU supportAustralia
Checked 28 Oct 2026

Ascora

Field service and job management platform for trade businesses, from lead to quote, job, invoice and profit report.
$45/mo
From. AUD
XeroMYOBAU support14-day trialAustralia
Checked 28 Oct 2026

Buildxact

Takeoff, estimating and job management software for residential builders and renovators.
$199/mo
From. AUD · ex GST
XeroMYOBAU support14-day trialAustralia

Categories: Job management software, Quoting software, Job scheduling software, Field service management software. Sources: fieldinsight.com, fieldinsight.com, fieldinsight.com, fieldinsight.com, fieldinsight.com, apps.xero.com.

Not yet confirmed: Free trial length: pricing page offers a trial without a duration; the Xero listing says 30 days Mobile platforms and offline mode: the site refers to a mobile app but never names iOS or Android Support hours: not published Capterra AU and GetApp AU returned HTTP 403 on every fetch, so no rating from those sites How the $309 per month minimum is calculated from the per-user rates

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