The HindSite Solution
About The HindSite Solution
The HindSite Solution is a field service management solution designed to help small and midsize businesses streamline processes related to work order management, time and material tracking, contact management, billing and invoicing, and more on a centralized platform. It enables staff members to receive driving directions, maintain records of materials used, automatically collect time records, capture signatures and attach photos to work orders.
The built-in algorithm enables employees to calculate and print bills in the field and automatically send data to the office where invoices can be generated using a certified Quickbooks interface. It also lets users build sales pipelines, manage email marketing, create campaigns, handle appointment scheduling, track sales opportunities, and more.
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Overall rating
- Ease of Use
- Customer Support
Saves time for both technicians and office staff.
Reviewed on 14/01/2015
This software has the ability for technicians to web sync while in the field. This means if the...
This software has the ability for technicians to web sync while in the field. This means if the office changes the schedule they can see the changes. Also if the tech is running ahead or behind of schedule there is real time updates and then can be adjusted saving tons of time and definitely money. The developers are constantly improving the software by updating reporting features or adding programs such as Hindsite Connect. Having the ability to email customers confirmations and marketing material directly from the software will save time since we will not have to export and sort the information in another program.
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Overall rating
- Ease of Use
- Customer Support
Hindsite Great for Service Related Industries
Reviewed on 06/12/2011
We contiue to be grateful for all the details that Hindsite has allowed us to manage for our...
We contiue to be grateful for all the details that Hindsite has allowed us to manage for our business. Our customers also find GREAT value in the fact that they can call the office and get highly detailed answers from office staff very quickly and efficiently (thanks to the HISTORY feature). As an office administrator, scheduling multiple technicians for multiple services (estimates, repairs, installations etc.) has become MUCH easier with HindSite Software. Using HindSite software in conjunction with a mapping software allows us to schedule appointments much more efficiently by location, eliminating a great deal of drive time. Many service related industries can benefit from HindSite. If you're IN to details, HindSite is the program for your business. There are many ways to track time records for employees and several mapping features that are sure to be helpful.
Pros
The biggest PRO I think HindSite offers is the CUSTOM REPORTS - you can pull just about any report needed for about any situation for any data captured. Another favorite feature is ADD-A-NOTE. This lets you attach a note to the customer (ie. calls made to or received from) and keeps it with that contact. SPECIAL NEEDS is an amazing feature for the office personnel to allow them quick information about a customer such as "HIS name is Kelly, HERS is Jean" or "Must pay past due balance prior to scheduling next service". Then there's PDA SPECIAL NEEDS is great for service technicians. It's a special 'pop-up message' that appears as they time in to a job and allows us to warn technicians for items such as Dogs, warranty void, or other items that only pertain to that particular customer. REMINDERS is another one of my favorite features for tasks you don't want to forget for the future. HISTORY keeps all data at your fingertips for all services rendered. There are MANY more benefits too!
Cons
If you want to review work schedules from a past dates, you will only be able to view the data that exists with current employees who are licensed. All of the data for each customer still exists in the HISTORY, its just that you cannot expect all the appointments to be in a screen where you can view the schedule as it was from a past date. The exception to this would be if you retain the same staff/licenses. Moving appointments or changing from one date to another is very easy - sometimes too easy. If you're not careful it's possible to accidently relocate a scheduled appointment to a date or time that wasn't intended.
- Industry: Utilities
- Company size: 2–10 Employees
- Used Daily for 1+ year
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- Value for Money
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- Likelihood to recommend 0.0 /10
HindSite Solution product review
Reviewed on 18/03/2022
Horrible. [SENSITIVE CONTENT] the sales rep lied to have us sign on.Never said $500 onboarbing fee...
Horrible. [SENSITIVE CONTENT] the sales rep lied to have us sign on.Never said $500 onboarbing fee us paying for onboarding
Pros
Inventory pull down. But didn't like the overall experience with Hindsite
Cons
Lack of customer support. They charge a fee if you need help.
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
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- Likelihood to recommend 8.0 /10
Quite frankly, I couldn't imagine doing my job without this software. It is a must have for...
Reviewed on 20/09/2017
Overall my experience has been great. The staff and HindSite really support their product to the...
Overall my experience has been great. The staff and HindSite really support their product to the best of their abilities, and their attitude makes the small nuances in the software easy to overlook.
Pros
The support staff is phenomenal, they are always helpful and informative, and are never afraid to admit if they need help from a superior. I have had great experiences with every level of personnel they have. The software itself is very thorough, almost overwhelming, without a little direction. The ease of scheduling and ability to customize to your own specific requirements is great, and the integration with QuickBooks makes invoicing mostly a breeze. The contracts and marketing aspects which tie everything together really make it a must have for any service based company, especially in their industry-specific niche. Keeping track of parts & products for billing and inventory is SO easy.
Cons
Not cloud or web-based: lose power at the office, and the mobile techs can be at a loss. So many options and features make development a little slow, and tweaking existing products to perfection is can be hampered by new feature additions. Sometimes contract labor conversions to QuickBooks invoicing can be glitchy.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 2+ years
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- Value for Money
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- Likelihood to recommend 10.0 /10
Hindsite Saves time
Reviewed on 02/07/2019
overall, Hindsite has saved us the aggrevation of scheduling, frustration of not knowing where the...
overall, Hindsite has saved us the aggrevation of scheduling, frustration of not knowing where the technicians are. Their help department is the best, if I call to get their help, I know that I will not have to call back
Pros
Hindsite saves time with the mapping. You know exactly how many miles from the next job your technician is and they are not wandering aimlessly around for the next stop.
Cons
I cant say I have a con because they have now even added texting, who doesn't like to text a customer, again!! game changer!!
The HindSite Solution FAQs
Below are some frequently asked questions for The HindSite Solution.Q. What type of pricing plans does The HindSite Solution offer?
The HindSite Solution offers the following pricing plans:
- Starting from: USD 99.99
- Free Trial: Not Available
Q. Who are the typical users of The HindSite Solution?
The HindSite Solution has the following typical customers:
2–10, 11–50
Q. What languages does The HindSite Solution support?
The HindSite Solution supports the following languages:
English
Q. Does The HindSite Solution support mobile devices?
The HindSite Solution supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does The HindSite Solution integrate with?
We do not have any information about what integrations The HindSite Solution has
Q. What level of support does The HindSite Solution offer?
The HindSite Solution offers the following support options:
Chat
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