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Keep field service work connected to the entire project.

Project Insight brings scheduling, mobile work, time tracking, job documentation, and project execution into one system. Field teams can update work from the job site while office teams see the same tasks, timelines, budgets, and next steps without copying information between separate tools or building an in-house field service app.
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ONE CONNECTED SYSTEM

Manage the job site and the project plan together

Field visits are only one part of the work. Project Insight connects them to the planning, approvals, procurement, client communication, budgets, and follow-up work that happen before and after a technician arrives.
  • Keep field tasks and project milestones in one shared plan
  • Give office and field teams the same current work details
  • Reduce duplicate entry across field service and project tools
  • See project progress, costs, time, and outstanding work in context
Field service work list in Project Insight
Appointment calendar for field service scheduling and dispatch
CROSS-TEAM VISIBILITY

Schedule and dispatch work without losing the project context

Use the appointment calendar to schedule field visits while keeping the task, project, assignee, customer details, and related communication together.
  • Schedule and dispatch field work from the appointment calendar
  • View appointments across projects, teams, and resources in one place
  • Drag and drop to reschedule or reassign work as priorities change
  • Open map links directly from the appointment for easier job-site navigation
  • Keep updates, comments, and task details connected to the appointment
MOBILE WORK MANAGEMENT

Document work where it happens

Give field staff a practical mobile experience for checking work, sharing updates, recording documentation, and keeping the project team informed from the job site.
  • See assigned work and project details from the mobile app
  • Use location-aware tools to support coordination and field oversight
  • Track location only while the app is in use, with privacy in mind
  • Capture receipts, signatures, updates, and job-site documentation
  • Store field documentation with the work and project it supports
  • Maintain a clearer record for compliance, safety, and customer follow-up
Project Insight mobile app with field service location information
Time tracking in Project Insight
CONNECTED TIME AND COSTS

Turn field time into current project information

Field time should not live separately from the budget, schedule, and project reporting your team relies on. Project Insight keeps it connected.
  • Use time tracking with manual entry or timers
  • Separate drive time from job time for clearer billing and cost tracking
  • Prompt technicians to submit time consistently
  • Update project time, timelines, and budgets as work is recorded
  • Let technicians submit timesheets directly from the mobile app
Differentiators

What sets Project Insight apart for field service teams?

Project Insight connects field work to projects, people, budgets, approvals, and reporting without maintaining separate systems or developing an in-house field service app.

Key field service capabilities compared across Project Insight and standalone field service software.
Key Field Service Capability Project Insight Standalone Field Service Software
Schedule and dispatch field appointments Yes: Appointment calendar with related tasks, project details, and communication Yes: Typically included
Connect field visits to a full project plan Yes: Field appointments, milestones, office work, dependencies, and follow-up tasks stay together Partial: Often requires a separate project management system, integration, or manual handoff
Mobile time, job documentation, receipts, signatures, and work updates Yes: Captured with the task and project record the office team already uses Yes: Usually captured in the field service application
Field and office team visibility Yes: One shared view for field teams, project managers, leadership, and support teams Partial: Field activity may need to be synced, exported, or reported separately
Project budgets, resource planning, approvals, and reporting Yes: Connected directly to field work for current project oversight Partial: Often requires integrations, exports, or separate reporting processes
Work before and after the site visit Yes: Planning, approvals, documents, client collaboration, and post-visit follow-up in one platform Partial: Primarily focused on dispatching and work performed in the field
Need to build and maintain an in-house field service app No: Mobile field work, scheduling, time, documentation, and project visibility are already connected Partial: May still need custom development or integrations to connect field activity to project delivery
Cost of separate systems Yes: Helps reduce the need for a separate field service platform when work is project-driven Partial: Adds another subscription, data source, and system to maintain