Timesheets
Techs clock time from the mobile app; managers approve against the live schedule. Hours land on the right job and cost code — ready for payroll and project tracking.
03 · Reactive Service
Dispatch breakdowns in minutes
Log a reactive call, flag the priority, and dispatch the closest qualified tech from a live board. Your team sees the job on their phone instantly — with the asset's full history already attached.
When the phone rings
Emergency dispatch without the chaos
Canadian HVAC shops juggle PM routes, project crews, and after-hours callouts — FieldInsight keeps reactive work visible on the same live board.
Priority flags & SLA timers
Mark jobs critical, urgent, or standard — SLA clocks start when the call lands so dispatchers know what's burning.
Skills-based dispatch
On-call rotations and qualification checks mean the right tech gets the chiller job, not whoever answered first.
Live scheduling board
Drag, assign, and re-balance in real time. See who's free, who's en route, and what's still in the queue.
Asset history on every job
Past PM visits, readings, and photos travel with the reactive job to the tech's phone — no "what did we do last time?" calls.
How it works
From call to closed job
Log the call
Capture site, asset, priority, and client details — link to the asset register when you have it.
Dispatch fast
Assign from the live board using skills, location, and on-call roster.
Tech completes on-site
Mobile app shows the job, directions, checklist, and full service history.
Invoice & learn
Time and parts book to the job; the visit adds to the asset record for next time.
In the field
Your whole crew, on one app
Reactive techs use the same mobile app as your PM team — schedule, checklists, photos, time to cost code, and job close-out from the truck.
- ✓ Today's jobs and directions offline-friendly
- ✓ Checklists, photos & signatures on-site
- ✓ Time & materials booked to the job
Supporting features
Everything that surrounds the job
Timesheets, safety, client reporting, skills compliance, and project task lists — built into the same platform as your PM, projects, and reactive work.
Safe Work Method Statements
SWMS and Take Five hazard assessments completed on-site before work starts — PPE checks, risk controls, and digital signatures captured on the tech's phone.
Safety documents
Store inductions, licences, and site-specific safety packs in one library. Technicians complete the right forms per job — less admin, stronger audit trail.
Annual reports for clients
Generate rich PDF inspection and compliance reports in seconds — asset summaries, defect photos, and maintenance history your clients can file or forward.
Skills matrix for your team
See who holds which tickets, inductions, and expiries at a glance. Schedule qualified techs to the right site — and chase renewals before they lapse.
To-do lists for your projects
Custom job workflows with clear steps for schedulers and techs — reactive, maintenance, and install paths in one Job Navigator so nothing gets lost between visits.
Also in FieldInsight
Reactive connects to PM and projects
See reactive dispatch on your board
Walk through priority dispatch, on-call, and mobile close-out with a FieldInsight specialist.