Question 1

Does Omni Field read insurer dispatch emails and create jobs from them?

Accepted Answer

No. Insurer and administrator dispatch emails are not parsed into jobs, and there is no integration with a panel management portal. A job for a claim is created by your office, by the customer through the client portal, or by you from the field, with the claim number recorded on it. That is a deliberate statement of a limit rather than a roadmap promise: a contractor whose work arrives mainly as panel dispatches would spend real time retyping, and software built for that channel, which parses the dispatch, starts the insurer's response clock and formats the invoice to the panel's requirement, is the better fit for that part of the business. The comparison page for PlanMyCrew describes one such product in its own terms. Omni Field is job management for the contractor's own work, and for panel jobs it handles everything from the moment the job exists.

Question 2

Can I track service level agreements per insurer?

Accepted Answer

Not per insurer. Omni Field has service level monitoring on jobs from the Growth plan, which watches response and completion targets you set and raises an event when a job is at risk of missing one; it is a general monitor for your own promises to customers, not a rulebook that knows insurer A allows four hours and insurer B allows twenty-four. For panel work that means you can set a response target on a job and be alerted, but the specific windows, the escalation paths and the reporting the insurer wants stay in the insurer's portal or the specialist software. The honest framing is that Omni Field manages the work and its evidence well and manages the panel relationship not at all. Contractors with a small share of panel jobs find that acceptable; contractors who live on panel work usually do not, and the site says so rather than letting them find out after signing up.

Question 3

What does a geyser claim look like in Omni Field?

Accepted Answer

A job with the claim number on it, the policyholder as the site contact and the insurer or administrator as the account that will be invoiced. The plumber completes the job card on the phone: before photos of the failed geyser, the replacement and its installation details, after photos, the parts used from the price list, time on site and the policyholder's signature. The PIRB certificate of compliance is produced from the document template and stored with the job alongside the photos, and the plumber's own PIRB registration expiry is tracked on the team certificates page with an alert before it lapses. The quote and the VAT invoice reference the claim number and go to the assessor by email with the job report attached, so the evidence the insurer needs travels with the invoice. The compliance guide on plumbing COCs sets out the legal requirement with its source.

Question 4

Can I invoice the insurer rather than the policyholder?

Accepted Answer

Yes. Each insurer or administrator is a customer account in Omni Field with its own invoices, statements and payment history, while the policyholder is recorded as the site and contact on the job. The invoice is raised against the insurer account, carries VAT at 15% with the amount shown separately, your registration details, the claim number as the reference, and the itemised parts and labour from the job card, and goes out by email with the job report. Payment is recorded when the insurer pays, and a statement of account for any period lists what is outstanding across all claims with that insurer, which is the document you need when chasing a batch of unpaid claims. Where the policyholder pays an excess directly, a separate invoice or a partial payment against the same job handles it. What the invoice will not do is reformat itself to a particular panel's template; if an insurer requires its own layout, that is produced outside the system.

Question 5

Who should not choose Omni Field for panel work?

Accepted Answer

A contractor whose business is mostly insurer panel work, with dispatches arriving by email all day, response windows set by each insurer and invoices that must match a panel specification line by line. That contractor needs the dispatch parsed, the timers started automatically and the invoice formatted to the panel's rules, and Omni Field does none of the three. Software built for the panel channel exists and the comparison pages describe one vendor of it in its own terms. A contractor with a mix of private customers, body corporates and some panel work is in a different position: Omni Field runs all of it as jobs with photos, signed cards, COCs, VAT invoices and statements, and the panel portal is used for what only it can do. The point of this page is to let each contractor tell which one they are before signing up, not after.

Insurance panel contractors: what Omni Field does and does not do

The honest version first

What it does well for the panel work you do handle

Where the geyser work fits

A sensible way to use it

What Omni Field does here

Common questions

Start on the free plan