Videos - Insightpro

Videos

We Like to Show Off Our Software

These videos show how the software works…for you.

Warranty Management System

Streamline Warranty Claims & Field Service

Field Service Tech’s Mobile App

Consistent Field Service Reports in Real-Time

Field Sales & Service Software

Manage Field Service Quotes to Installations

How To Videos:

Warranty Software Features & Tools

New Claim from Online Form

How to create new claims for warranty requests submitted via integrated online forms.

Scheduling a Work Order

A quick look at one way to schedule a work order.

Request Parts (with NCPO)

How to request a part(s) when using a No-Cost Purchase Order.

Claim Verification

How to verify that a claim is valid.

Request Parts (without NCPO)

How to request a part(s) without a No-Cost Purchase Order.

Notifications

How to use system notifications to ensure claims are efficiently moved through the process.

Manually Create a New Claim

How to create a new claim manually when the online claim form is not used.

General Reminders

How to set a general reminder notification that’s not associated with a specific claim.

Editing a Service Request on a Work Order

How to edit a Service Request on a Work Order.

Deleting Parts Item and Order

How to a delete a Parts Item and/or Order.

Creating a Work Order

How to create a Work Order on a Claim.

Claim Reminder

How to create a Reminder associated with a specific Claim.

Assigning a Service Technician

How to a assign a Service to Technician to a Work Order.

Drag & Drop Service Scheduler

How to use drag & drop to Plan and Schedule Service for Techs.