FieldInsight Feature Release — Week 11 2026

Feature update for FieldInsight — Project Variation quote, new Quote template layout fix, Custom CSS options for Safety documents.

Checkout what’s new in Week 11 2026. Here’s everything shipped to the platform this week.

Inventory Button for Variation Quotes

What’s new

  • Removed the “Add Item” button from standalone inventory sections on project and variation quotes

Why it helps

Cleaner quote screens that only show relevant options, reducing confusion when working with variation quotes.

SWMS Custom CSS

What’s new

  • Added ability to apply custom CSS styling to SWMS documents

Why it helps

Customize the appearance of your Safe Work Method Statements to match your company branding and formatting requirements.

 

Package Defect Display Fix

What’s new

  • Fixed a display bug with packages in jobs when “Show Defect Expanded” setting was enabled

Why it helps

Packages now display correctly on jobs regardless of your defect view settings, ensuring you see accurate job information.

 

Quote New Version Layout Fix

What’s new

  • Creating a new quote version now correctly uses the quote’s prefix and layout settings

Why it helps

Quote versions maintain consistent formatting and numbering, keeping your documents professional and properly organized.

 

Template Signature Display Fix

What’s new

  • Fixed an issue where signatures were not appearing in document templates

Why it helps

Customer and technician signatures now display correctly on your documents, ensuring completed paperwork looks professional and complete.

 

 

What You Should Do Now

  1. Book a Demo. You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
  3. If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

What You Should Do Now

  1. Book a Demo. You’ll be in touch with an automation expert who has worked in this space for over 5 years, and knows the optimal workflow to address your needs.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
  3. If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

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