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.
Table of Contents
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
- 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.
- If you’d like access to free articles about managing HVAC workflows, go to our blog.
- 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
- 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.
- If you’d like access to free articles about managing HVAC workflows, go to our blog.
- If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.
