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Field Service Setup Guides by Industry and Use Case

Insurance and Risk Inspection

## 🧾 Overview

This setup guide is for teams delivering **insurance risk inspections**, **building replacement cost assessments**, and **thermal scanning of electrical switchboards** across multiple regions and time zones.

Learn how to configure **Dusk FSM** to support **multi-party client structures** (underwriter → broker → site contact), **split billing vs. job site details**, **configurable job forms**, and **nationwide scheduling** with mobile execution.

Dusk FSM centralizes job intake (manual or from HubSpot), configurable inspection forms, two-party associations (e.g., **billing entity + job site**), dispatch and scheduling, mobile data capture, PDF reporting, and QuickBooks Online billing—so your inspection workflow stays audit-ready end to end.

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## 🧩 Key Modules and Workflows

| Process | Dusk FSM Module | What to Configure | Knowledge Base Link |
|---|---|---|---|
| Job Intake & Two-Party Association | [Work](https://help.duskmobile.com/topic/Work) | Create jobs from inbox leads or HubSpot. Link **billing customer** and **job site** using out-of-the-box primary + secondary associations. | [Work Module Overview](https://help.duskmobile.com/topic/Work) |
| Customers, Sites & Contacts | [Customers](https://help.duskmobile.com/topic/Customers) | Maintain underwriters/brokers/owners as customers where needed; store site addresses and contacts separately from billing. | [Customer Management Guide](https://help.duskmobile.com/topic/Customers) |
| Configurable Inspection Forms | [Forms](https://help.duskmobile.com/topic/Forms) | Build job forms for **risk surveys**, **replacement cost inputs**, and **thermal scanning** (photos, signatures, pass/fail, numeric fields). | [Creating Dynamic Forms](https://help.duskmobile.com/topic/Forms) |
| Scheduling Across Time Zones | [Field Service Management](https://help.duskmobile.com/topic/Field-Service-Management) | Plan work using Calendar/Gantt. Jobs respect the **resource’s home time zone**; see note below for travel scenarios. | [Scheduling Overview](https://help.duskmobile.com/topic/Field-Service-Management) |
| Field Execution & Evidence | [Dusk FSM Apps](https://help.duskmobile.com/topic/Dusk-FSM-Apps) | Technicians view **their assigned runs only**, complete forms, attach photos, capture signatures. | [Mobile Apps Guide](https://help.duskmobile.com/topic/Dusk-FSM-Apps) |
| Reporting & Close-Out | [Work](https://help.duskmobile.com/topic/Work) | Generate **PDF job reports** from field data and maintain a full inspection history per site or customer. | [Work Module Overview](https://help.duskmobile.com/topic/Work) |
| Payroll & Operations Logging | [Daily Logs](https://help.duskmobile.com/topic/Daily-Logs) | Track staff hours, travel, and expenses recorded daily for payroll and back-office operations. | [Daily Logs Overview](https://help.duskmobile.com/topic/Daily-Logs) |
| Billing & Invoicing | [Integrations](https://help.duskmobile.com/topic/Integrations) | Create invoices in **QuickBooks Online** after close-out. | [Integrations Overview](https://help.duskmobile.com/topic/Integrations) |

> 📝 **Multi-party client structures:** Dusk FSM supports **two linked parties out of the box** (e.g., *Billing Customer* + *Job Site/Contact*). A third party (e.g., broker) can be captured via custom fields on the job or stored against the Customer/Site record for reference and reporting.

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## 🪜 Step-by-Step Setup

### 1. Model Customers, Sites, and Contacts
Create the **billing customer** (e.g., insurer/underwriter) and the **site** being inspected. Add site contacts separately from the billing entity.  
➡️ [Customer Management Guide](https://help.duskmobile.com/topic/Customers)

### 2. Create Job Types for Each Inspection
Define job types such as **Insurance Risk Survey**, **Building Replacement Cost Assessment**, and **Thermal Scan – Electrical Switchboards**.  
➡️ [Work Module Overview](https://help.duskmobile.com/topic/Work)

### 3. Build Configurable Forms
Use **Forms** to create WYSIWYG checklists with fields for hazards, construction type, floor area, switchboard IDs, thermal thresholds, attachments, and signatures.  
➡️ [Creating Dynamic Forms](https://help.duskmobile.com/topic/Forms)

### 4. Capture Multi-Party Details on the Job
On job creation, select the **primary association** (billing customer) and the **secondary association** (job site). Add broker details via **custom fields** or job notes for reporting.  
➡️ [Work Module Overview](https://help.duskmobile.com/topic/Work)

### 5. Intake from HubSpot (Optional)
Auto-create jobs from **HubSpot** deals/tickets, mapping fields (customer, site, form type, due date) into Dusk FSM.  
➡️ [Integrations Overview](https://help.duskmobile.com/topic/Integrations)

### 6. Schedule Nationwide Work
Use Calendar/Gantt to **park unassigned jobs** or assign immediately.  
> ⏰ **Time zone note:** Scheduling honors the **resource’s home time zone**. If a consultant flies from one region to another, update the assignment/time as needed to reflect the local start time.  
➡️ [Field Service Management](https://help.duskmobile.com/topic/Field-Service-Management)

### 7. Field Execution via Mobile
Assigned consultants see **only their jobs** (weekly runs) in the mobile app, complete forms, attach photos, and submit results.  
➡️ [Dusk FSM Apps](https://help.duskmobile.com/topic/Dusk-FSM-Apps)

### 8. Close Out and Report
Generate the **job PDF** from captured data, store history on the site/customer, and (optionally) push status back to HubSpot.  
➡️ [Daily Logs Overview](https://help.duskmobile.com/topic/Daily-Logs)

### 9. Invoice in QuickBooks Online
Send invoices to **QuickBooks Online** on job completion to keep finance in sync.  
➡️ [Integrations Overview](https://help.duskmobile.com/topic/Integrations)

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## 🔗 Optional Integrations

- **[HubSpot](https://help.duskmobile.com/topic/Integrations)** — Create inspections directly from deals/tickets; keep CRM and FSM in sync.  
- **[QuickBooks Online](https://help.duskmobile.com/topic/Integrations)** — Generate invoices automatically after job close-out.

> These integrations connect sales, operations, and finance for a seamless **lead → job → report → invoice** loop.

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## 💡 Tips for Success
- Use **custom fields** to store **broker details** (name, email, phone) on the job for filtering and analytics.  
- Create **Form templates** per inspection type with mandatory photos and signature capture for **audit-ready** outputs.  
- Keep jobs **unassigned** until travel is confirmed; then assign to the consultant’s roster to avoid time-zone mishaps.  
- Add **Saved Views** (e.g., “Unscheduled Risk Surveys – Next 14 Days”) to streamline scheduling.  
- Use **job history** at the site to compare repeat inspections and thermal scan results over time.

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## 👥 Who This Guide Is For

- **Operations Managers** – Configure job types, forms, and time-zone aware scheduling.  
- **Scheduling/Dispatch Teams** – Assign nationwide consultants and manage weekly runs.  
- **Field Consultants/Inspectors** – Complete inspections on mobile with photos and signatures.  
- **Finance Teams** – Invoice completed jobs via QuickBooks Online.  
- **Sales/CS Teams** – Create jobs from HubSpot and track status in CRM.

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## 📚 Related Reading
- [Getting Started with Dusk FSM](https://help.duskmobile.com/topic/1.-Getting-Started-with-Dusk-FSM)
- [Work Module Overview](https://help.duskmobile.com/topic/Work)
- [Creating Dynamic Forms](https://help.duskmobile.com/topic/Forms)
- [Field Service Management](https://help.duskmobile.com/topic/Field-Service-Management)
- [Integrations](https://help.duskmobile.com/topic/Integrations)

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> **Next Step:** With job types, forms, and two-party associations configured, your team can accept requests from underwriters, brokers, or property owners, schedule nationwide inspections, and produce **audit-ready** reports with streamlined invoicing.

Updated on October 11, 2025

Insurance and Risk Inspection

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