FieldInsight Feature Release — Week 14 2026
Feature update for FieldInsight — what’s new in Week 14 2026. Here’s everything shipped to the platform this week.
Multi-Line Text Display on Weekly Timesheets
What’s new
- Weekly timesheets now display all text content with multi-line support instead of truncating or hiding text
Why it helps
You can now see complete notes and details on your weekly timesheets without information being cut off, making it easier to review time entries at a glance.
Copy Line Items Between Documents
What’s new
- Added the ability to copy individual line items directly to a job, matching the existing functionality available on documents
Why it helps
Saves time when you need to reuse line items across jobs without manually re-entering the same information.
Customer-Only Quote Status Notifications
What’s new
- New setting to send quote status notifications only when a customer changes the status, not when internal staff make changes
Why it helps
Reduces unnecessary notification noise for your team while ensuring you’re still alerted when customers accept or respond to quotes.
Improved Negative Currency Display
What’s new
- Negative dollar amounts now display in the standard format: minus sign, then dollar sign, then number (e.g., -$50.00)
Why it helps
Financial figures are now displayed in a familiar, easy-to-read format that matches accounting standards.
Signature Requirement Clarity
What’s new
- When signatures are not required, the “Not Signed” indicator is now hidden from document lists
- Button labels updated to reflect signature requirements
Why it helps
Cleaner interface that only shows signature status when it’s actually relevant to your workflow.
Quote Stage Descriptions
What’s new
- Added a description field for quote stages that displays below the stage name
- New system field setting to control stage description visibility
Why it helps
Provides more context about each quote stage, helping your team understand where quotes are in the sales process without needing to look up stage definitions.
Job Change Detection Alerts
What’s new
- System now detects when a job has been modified by another user and prompts you to reload before saving
- Prevents accidental overwriting of changes made by colleagues
Why it helps
Avoids confusion and lost work when multiple team members are updating the same job, ensuring everyone is working with the latest information.
Mobile Asset Defect Search
What’s new
- Search asset defects by defect number in the mobile app
- Status and priority filters moved to a dedicated filters panel
- Default status filters set to show Approved, Job Raised, and In Progress defects
Why it helps
Field technicians can quickly find specific defects on their mobile devices and focus on actionable items without scrolling through completed or cancelled records.
Quote Accept Comment Placeholder
What’s new
- New email placeholder available for quote accept comments
- Can be added to quote email templates to automatically include customer comments when they accept
Why it helps
Automatically captures and includes any notes or comments customers add when accepting quotes, so nothing gets missed in the handoff to your operations team.
Invoice and Quote Menu Permissions
What’s new
- New permission settings to control visibility of Invoices and Quotes in the main menu
- When disabled, these menu items are hidden from users without access
Why it helps
Simplifies the interface for field staff or other team members who don’t need access to financial documents, reducing clutter and potential confusion.
Project Manager Filter
What’s new
- Replaced “My Projects Only” checkbox with a Project Manager dropdown filter
- Allows filtering projects by any project manager, not just yourself
Why it helps
Office managers and supervisors can now easily view and manage projects assigned to specific team members.
Bill Status on Sales Bills
What’s new
- Bill status is now displayed next to the bill number for quick reference
- Status can be changed directly from this view
Why it helps
See payment status at a glance without opening each bill, speeding up accounts payable workflows.
Critical Defect Priority
What’s new
- New “Critical” checkbox option for defect priorities
- When enabled, simplifies priority selection by hiding less urgent options
- Dedicated section in system fields for critical defect settings
Why it helps
Quickly flag urgent safety or compliance issues and streamline defect logging when only critical items need to be recorded.
Invoice Due Days Display
What’s new
- New “Due Days” field on invoices that automatically calculates based on invoice terms
- Updates dynamically when invoice terms or due dates change
Why it helps
Instantly see how many days until payment is due without manual calculation, improving cash flow visibility.
Hide Markup Percentage on Bills
What’s new
- New system field setting to hide markup percentage on bills
- New Bills section added to Sales system fields for better organization
Why it helps
Keep your markup information private when sharing or printing bills, protecting your pricing strategy.
Purchase Order Number Required Setting
What’s new
- New setting to require purchase order numbers at the site and account customer level
Why it helps
Ensures your team captures PO numbers for customers who require them, preventing invoicing delays and rejected payments.
Maintenance Report Grouping Options
What’s new
- Added new grouping options for Maintenance Visit reports: No Group, Asset Category, and Asset Type
Why it helps
Analyse maintenance work by equipment type to identify trends, plan resources, and report to customers on service coverage.
Required Field Indicator for Custom Fields
What’s new
- New “Required” column added for custom fields in mobile and email settings
Why it helps
Easily see which custom fields are mandatory, helping you manage data collection requirements across your forms.
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 be tailored to your brand design and include strong calls-to-action to boost engagement, build trust, and help drive faster payments.
Templates:
- Instant Emails (11 templates): Job notifications (Account/Site/Worker), Sales docs (Invoice/Quote/PO/Report/Supplier Credit), Reminders
- Triggered Emails (4 templates): Job & sales notifications
- Sales Document Templates (4 templates): PDF-style templates for Quotes, Invoices, Purchase Orders, and Reports
Bundle Deal: Get the complete bundle of 20 templates applied to your account for $1,087 + tax (25% off limited-time offer), includes session to review your templates (15min), configuration in your account, session on switching to the new templates (15min)
Reach out to success@fieldinsight.com to book your slot.
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.
