Topic: Feature Blog
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 Update: GPS Speed, Drag-and-Drop & More
This week's FieldInsight update delivers practical improvements across scheduling, quoting, asset testing, and project management. Highlights include drag-and-drop for line packages, vehicle speed in GPS trackers, automatic job type carry-over from quotes, projected costs on a dedicated contract tab, mandatory service codes on mobile, status change buttons across more documents, bulk fail defect prompts on asset tests, and mandatory cost codes for projects. These changes help field service businesses work faster, capture better data, and keep compliance records tight.
FieldInsight Feature Release — Week 22 2026
Feature update for FieldInsight — what's new this week.
FieldInsight Feature Release — Week 10 2026
Timesheets and Job Filters for Defects What’s new New filters for planned date and job on timesheets. Planned Date – where a user can pick a date this will then…
FieldInsight Feature Release — Week 8 2026
Elevate Your Client Communications What’s new We’re excited to offer premium, professional HTML email & document templates exclusively for FieldInsight clients. Why it helps These modern, mobile-friendly templates can…
FieldInsight Feature Release — Week 7 2026
Timesheets — Separate Bucket for Sick Leave What’s new You can now track Sick Leave separately in the weekly timesheet view with two new calculated totals: Sick Leave Hours: total…
FieldInsight Feature Release — Week 5/6 2026
Projects — Retention & Retention Release on Claims What’s new You can now manage Retention directly on a project’s Claims workflow. Enable Retention on the claim and capture retention details…
FieldInsight Feature Release — Week 4 2026
Purchase Orders — Hide Markup % and Sales Price What’s new You can now hide Markup % and Sales Price on Purchase Orders to keep your PO workflow focused on…
