Blog Feature Release – April Week 5

Smarter, Faster, Sharper: Your Latest FieldInsight Upgrades

At FieldInsight, every update is about making your day a little easier, your work a little quicker, and your team even more connected. This week’s improvements were built from feedback and real-world needs we hear every day — and we’re excited to show you what’s new. Here’s what’s just landed:

Take Control: Billing Rules Now Smarter for Job Frequencies

Managing billing rules for Preventive Planned Maintenance (PPM) just got a handy improvement. Frequency-based job rules have now been moved into the Billing section at the Contract Agreement level. Within Billing, you can now create billing rules based on either Frequency or Category, depending on your business needs.

When you add a rule for Frequency, a popup will prompt you to select one of the system’s existing frequencies. Once selected, you’ll be redirected to a dedicated page where you can add inventory items and configure them as needed. After saving, the frequency and its default service amount will appear back on the Contract Agreement page.

Billing by Category works similarly, however, it requires both a category and a frequency to be selected. Keep in mind: only one rule is allowed per category, so you won’t be able to add multiples.

Smarter Messaging: Triggered Emails Based on Job Type, Status, and Defects

FieldInsight’s triggered email and SMS notifications now have even more options. You can set messages based on job types, job statuses, and whether a defect has been raised.

Go to Settings > Work > Email & SMS, then select Triggered Email. When you set This message is triggered by to Job saved with status and job type, you’ll see a new option: At least one defect raised. If you tick it, the system will only send messages when a defect is found. No defect, no message.

This means your communications will be even more accurate and useful.

Job Timesheet & Materials: Ability to Select Items for a Purchase Order

Creating Purchase Orders or Sales Documents is now faster. You can pick items directly from a job’s Time & Materials section.

Open the Time & Materials list and click Select Items. After choosing your items, click +Sales Document, pick the type of document from the dropdown (such as a Purchase Order), and copy the items over. It’s a smoother, quicker way to handle purchasing and inventory tasks.

Find It Fast: New Dropdown for Sites and Accounts in Unscheduled Jobs

Finding unscheduled jobs just got a lot easier. A new filter has been added to the calendar sidebar, allowing you to search by either Customer (Account) or Site.

When viewing Unscheduled Jobs, you’ll now see a dropdown menu where you can select how you want to filter the list. Whether you’re sorting by customer or site location, this new option will speed up your search and save you time when handling a high volume of jobs.