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FieldINSIGHT Blog

HVAC Maintenance Inspection Checklist (FREE to Download)

Why do you need a HVAC inspection checklist? Essentially it can improve the efficiency of your business and save you time and money. Did that grab your attention? Inspection and…

FieldInsight Update: Small Changes + More

This week's FieldInsight release is packed with time-savers for trade and service businesses. Quote PDFs now show per-section subtotals so clients see a clear cost breakdown. The job list gets a reworked search with saved filters. SMS messages are linked to customer records for a complete comms history. Documents created from projects auto-populate the site. Defect summaries sport colour-coded variance columns. Reports and timesheets load faster, CSV imports give clearer errors, and asset QR codes display the last service date. It's all about less clicking, fewer mistakes, and faster decision-making for your office and field teams.

FieldInsight Update: Project Filters, PDF Images & More

This week's FieldInsight update delivers a powerful filter picker for the project list, product images in quote and work order PDFs, and activity type columns and filters on detailed timesheets. We've also added a priority column to the job list, improved site CSV exports for large datasets, made inactive assets visually distinct in grey, and introduced the ability to change claim types on projects. Field contrast improvements and automatic manager copying from contracts to jobs round out a packed release focused on saving admin time and improving visibility for office managers, schedulers, and field teams.

FieldInsight Feature Release — Week 30 2026