# InsightPro Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about InsightPro Software - reviews, pricing plans, popular comparisons to other Field Service Management products and more.

Source: https://www.capterra.com/p/188567/InsightPro

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# 

 InsightPro Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

InsightPro

## What is InsightPro?

Specifically built for manufacturers and other warranty providers to manage the overall warranty claims process efficiently from beginning to end, including field service. The system design streamlines communication, workflows and simplifies the warranty process for office staff, service techs and your customers. Close claims faster, easier, reduce costs and boost service levels. Advanced analytics and robust reporting provide visibility to manage & improve performance. For use in USA & Canada.

## What is InsightPro used for?

[Warranty Management](https://www.capterra.com/warranty-management-software/)[Field Service Management](https://www.capterra.com/field-service-management-software/)

Overall rating

Based on 18 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$600

Per Month

Free trial  
not available

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## InsightPro alternatives

Highest Rated

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

[4.6 (408)](https://www.capterra.com/p/153475/FieldPulse/reviews/)

Starting price

Contact vendor for pricing

[4.5 (151)](https://www.capterra.com/p/194155/BuildOps/reviews/)

Starting price

Contact vendor for pricing

[4.3 (289)](https://www.capterra.com/p/135788/Service-Fusion/reviews/)

Starting price

$245.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/188567/InsightPro/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Billing & Invoicing

Create, manage, and send invoices or bills to customers

InsightPro 64 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Create, manage, and send invoices or bills to customers

Track and manage schedules and meetings via an integrated calendar

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Process of submitting and following up on claims with insurance companies

Private online space that lets businesses securely share documents and provide information access to clients

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Manage sending personnel and resources to a site as needed

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Electronically collect payments for goods or services

Digitally sign online documents

Identifying if all conditions that entitle a client to certain benefits are met

Store and access documents, forms, and photos in one centralized place

Intended to be used by field service companies

Intended to be used by general contractors

Intended to be used by manufacturers

Store, manage and track all forms in a centralized location

Information, data and reports that are being tracked over time

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage and track all job information and associated tasks

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Schedule predetermined or ad hoc maintenance services and labor requests

Access software remotely via mobile devices

Track parts inventory levels and manage re-stocking

Swipe a credit card or manually process payments while with the customer in the field

Create, manage, and track policies and procedures within an organization

The process of providing information about a purchased product to the manufacturer or seller for warranty purposes or other benefits

Generate quotes or estimates for customers

Receive data and information in real time

Notifications that are delivered to users as soon as an event occurs

Active reporting of data and metrics

Receive system updates as soon as any changes are made

Timed notification for any upcoming task, deadline, appointment, or activity

Arrange for repairs to be performed and track prior repairs to the same item

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Track and facilitate returns of products sold

Plan daily routes to optimize employee scheduling and provide directions

Plan availability and assign specific time slots for tasks and resources

Online portal through which end users can access the system, manage tasks, or obtain information

Track work performed and resources used for past customers, sites, or assets

Arrange for and track that service agreed upon under warranty is scheduled and performed

Track the status over time for a request, process, asset, or transaction

Allow customers/users to submit support queries and service requests

Review data from past periods to reveal recurring tendencies and predict future performance

Track, approve or deny warranty requests and manage associated customer communications

Track the duration and expiration of warranty as well as any obligations under that warranty

Creating, assign, and track jobs and/or tasks for work orders

Create, design and manage workflows for repetitive tasks

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Features

4.4 (18)

4.4

Based on 18 reviews

## Pricing

Value for money

4.5 (13)

Basic

$600.00

Per Month

Value for money

4.5 (13)

4.5

Based on 13 reviews

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## Support, customer service and training options

Customer Service

4.9 (17)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (17)

4.9

Based on 17 reviews

## User reviews

Overall rating

4.8

Based on 18 reviews

Filter by rating

5(14)

4(4)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

HS

Hailey S.

Consumers and Tech Support

Building Materials

### "InsightPro"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 4, 2020

Great

Pros

Easy to use, updates periodically, clearly laid out

Cons

Reminders don’t always notify when they are supposed to.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 23, 2021

Thank you for sharing that you like the Easy-to-Use design & clear layout of the warranty claim management software. We'll continue to add enhancement updates as soon as they are ready. Please contact us anytime you need help, have questions or suggestions. We're are here to help, your success is our success.

MI

Marie I.

Sr. Rep.

Building Materials

### "InsightPro to make your day easier"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 3, 2020

Overall, the experience has been very positive with InsightPro for tracking our claims thru a specific process and for gathering feedback; I would only suggest a few tweaks to make it even better.

Pros

I like the fact that InsightPro is customizable to what our organization needs. As we have continued to use it, we have found more applications and have continued to be able to customize it it specific to our programs.

Cons

The communication with customers thru "sharing" in e-mail could use a little improvement. We have found a number of instances where documents, etc. were sent, but the customer did not receive the e-mail and we did not have a way to verify receipt so we were not aware. It left an issue to extend beyond normal time while we were waiting for a response from a customer who never received the request. Additionally, customers are able to provide a review after their claim is complete, but we only receive notice of the review if it falls below a certain threshold/ rating. We would like to have visibility of all reviews so we can view the positive as well as the negative to learn how to improve our customer experience.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 23, 2021

Thank you for your honest feedback. It's fantastic to hear that InsightPro helps your team track claims and provides an organized process. We appreciate your reaching out so we could resolve the email issue and help with navigating to where the customer reviews are stored. We'll make some enhancements to make navigation & tracking even better. Thank you for being a valued customer!

BT

Brandon T.

Supplier Quality and Warranty Manager

Construction

### "InsightPro Review "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

December 2, 2020

Pros

The flexibility it provides and the continues improvement that has been put into place.

Cons

Would like to personalize each users dashboards to fit there needs within InsightPro

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JB

Jesse B.

Service Manager

Construction

### "Great product!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 24, 2020

InsightPro has cut out all the paper work orders, all information on a particular job is no matter how many times a tech as been there is all stored and ready to be viewed. The emails sent when a work order has been created, in process and sent when the job is complete.

Pros

InsightPro is easy to learn, not only in the office but the techs in the field as well and implementing was very smooth. Everyone at InsightPro was very helpful through out the process. The email updates and the customer portal is great, cuts down on emails and phone calls from customers on where we are with a service job.

Cons

Weekly email updates that were automatically sent out, being able to schedule one job for multiple techs without having to create another work order.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AP

Antoine P.

CPQ specialist (IT)

Construction

### "KP Windows"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

November 20, 2020

great service and very useful tool

Pros

The ease of communication it provides our business. We use this software to coordinate our after sales services for windows. It allows our multiple clients to easily create after sales services we can then process and assign to out repair techs.

Cons

It would be great if we could process more than one issue per case file to accurately get metrics back from the software to give feedback to our production team. currently if a customer has multiple issues with a product we can only report one issue. We would have to create multiple cases per client if we wanted to record all issues on a window unit.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 10, 2021

We appreciate your feedback! It's rewarding to know that InsightPro has made communication and the overall process easier for your customers, field service techs and office staff. We continuously enhance our software based on suggestions like yours! A key goal when creating this software was to ensure Visibility with meaningful reporting, driven by built-in analytics (not canned reports). We are excited to hear that your teams find value in using these to monitor & improve business performance! We recently released 2 new report features and have the multi-issue metrics on the upcoming development list. Feel free to reach out to us with suggestions.

MS

Mike S.

Warranty Manager

Building Materials

### "InsightPro"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 21, 2020

Pros

This program is easy to use and well organized

Cons

What I like least about the software is that I cannot upload videos from customers

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

September 22, 2020

Thank you for you feedback! We always appreciate enhancement ideas, feel free to reach out to our team with suggestions. Thanks for letting us know you'd like to have video upload capability!

KS

Kenny S.

Warranty Service Manager

Wholesale

### "Hassle Free"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 18, 2020

Overall it is worth it and it deliveries results that allow less hassle on gathering information. Great product

Pros

This product lets you build cases for your technicians exactly how you would like them to see it. I like the feature of attaching important document for specific jobs so your technicians can view them on their mobile device to better help understand details on the jobs. I also like that you can assign more than one technician to an individual job so each of those techs get notifications allowing them to see customer information and job details. This is a great platform for small to large industries looking to keep track of Service or work orders and get the information back as they are at the job.

Cons

If there was anything that I would dislike, it would be that sometimes it does not allow all the photos the technicians attach to properly upload.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 10, 2021

Thank you for sharing your experience with our warranty & field service management software. It's great to hear that the work order & scheduling features have streamlined communication between your field service techs & office staff. Thank you for contacting us when the tech had an issue with their mobile device not uploading photos, we are glad their issue was resolved. Contact us anytime, our support team is always happy to answer questions and provide technical assistance.

KT

Kelly T.

National Customer Experience Manager

Building Materials

### "What did we do before ?"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 26, 2020

Over all experience is excellent. Took us from ZERO to HERO with our customers. The most impressive aspect is the support from InSight Pro. \[SENSITIVE CONTENT HIDDEN\] is available all the time , always happy to help with any questions.

Pros

Very user friendly . All information is in one spot. Very easy to respond to customers quickly. Makes follow up easy. Flags keep us organized with our priorities .

Cons

On the dealer side , they have a little less visibility. Would like more automatic notifications to customers . Not a big deal as we can send them manually through InSight Pro.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 30, 2020

Kelly thank you for taking the time to share a review for us! We love to hear that your customers are having a positive experience with your ability to respond more quickly and have everything you need in one place. InsightPro is designed to ensure nothing falls through the cracks, we are happy these features are keeping everyone organized and on track. Thank you for your kind words about our level of support, your success is our success!

CG

Christopher G.

Coach

Retail

### "Awesome "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 13, 2020

We use InsightPro for our warranty program here at Lowes and has been a great software to track and resolve our customers issues.

Pros

Easy to maneuver threw Easy set up for new employees Issues are taken care of quickly if something wrong with the site

Cons

nothing negative to say I wish we could use this program in our stores.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 3, 2020

We appreciate your feedback Christopher! We're pleased to hear that you enjoy the Easy set up for new employees and the user-friendly navigation to manage your warranty claims from start to finish. Our team is always happy to help if you ever need assistance.

SB

Sarah B.

CSR - Warranty and Claims

Retail

### "Insight Pro a review"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

December 13, 2019

The Insight team is very helpful and has always responded promptly with any issues that I had in getting them resolved. They made the experience much better.

Pros

The software is fairly user friendly and does help mainstream work in warranties.

Cons

There was some issues in the beginning that made it difficult to enter new warranty information, but working with Insight, our IT department was able to eventually resolve it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

February 3, 2020

Thank you for your review Sarah! We are glad you like the user-friendliness of InsightPro and how it mainstreams your work for warranty claim management. Your IT team did a fantastic job to resolve internal items that were restricting use of some features during the initial launch. Thank you for contacting us if you need assistance, we are always happy to help!

[View all Reviews](https://www.capterra.com/p/188567/InsightPro/reviews/)

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