Blog Feature Release – January Week 3

Exciting Updates in FieldInsight: What’s New and Why It Matters

At FieldInsight, we believe in continuously improving our platform to help you achieve more with less effort. Our latest updates brings new features to the table, making it easier to manage your workflows, stay organised, and focus on what matters most. Let’s dive into the details of these new features and explore how they work and how they can benefit your team.

Section Visibility for Safety Templates

We’ve introduced a new setting to Safety templates, giving you greater control over what’s displayed in Safety report PDFs. You can now use checkboxes to define the visibility of specific sections in the report. This feature can be found in the Question Group of a Safety template, and when a checkbox is selected, the corresponding section will be hidden from the report.

This functionality is also available to technicians in the field when completing safety documentation, ensuring they can adjust visibility as needed.

Supplier External ID Field

For those who rely on external identification systems to manage supplier records, this update introduces a valuable enhancement. We’ve added an External ID field for suppliers, which is visible directly in the supplier details and included in CSV exports. To enable this field, navigate to Settings > Integration > System Fields and select the “External ID” checkbox.

Defect Section Deletion in Fire Reports

We understand how essential preventive maintenance reports are to your operations. That’s why we’ve introduced a button that allows you to delete sections within a report. To use this feature, start by opening a Maintenance Agreement and navigating to the Monthly Services tab. From there, go to the Report tab and open any report. Within the report, you’ll find the button available in each section.

Copy Purchase Order Items to Existing Job

Managing purchase orders has become more efficient with the ability to copy selected items directly to the original job. While working on a purchase order, you can simply select the items to be copied and click the “Copy to Existing Job” button.

Timesheet Hours Visibility

Tracking allocated hours for technicians has been significantly enhanced. We’ve introduced a feature that gives technicians full visibility over job hours while they’re working. Located at the top of the job page near the timesheets button, three readings now provide a clear breakdown of time usage.

The first reading shows the total hours allocated for the current visit. The second displays the total hours required across the entire multi-day series, while the third indicates the total hours logged across the same series. This improved visibility is invaluable for identifying when technicians are nearing or exceeding their allocated hours. With this information readily accessible, technicians can manage their time and resources proactively, ensuring projects stay on track.

New Defect Status – Waiting on Parts

With the introduction of the “Waiting on Parts” status, you can now label issues that are on hold pending the arrival of necessary parts. This status provides greater clarity for your team, helping them prioritise active tasks and keep track of those awaiting materials. It’s a simple change that makes a big impact on productivity.

Sales Document Status Filter in Customer Portal

Clients using the Customer Portal will appreciate this latest improvement. We’ve added a status filter for invoices, quotes, and reports, which dynamically updates the totals displayed based on the selected status. This enhancement makes it easier for clients to navigate their documents, view what’s most relevant, and experience a smoother, more transparent process.

New Asset System Setting – Work Sequence

For technicians managing extensive asset lists, the new “Work Sequence” setting is designed to simplify work in the field. By enabling the “Is Asset Sequence Enabled” feature, located in Settings > Assets & Tests > General Work, your technicians can assign an ordered sequence to the assets within a job. This is a numbered field, allowing assets to be assigned numbers starting from 0 to organise them logically.

This feature ensures tasks are completed in a clear, structured order, reducing confusion and improving overall efficiency. Whether you’re handling large-scale projects or routine maintenance, the “Work Sequence” setting helps your team stay organised and ensures everything runs smoothly.