FieldInsight Feature Release — Week 15 2026
Feature update for FieldInsight — what’s new in Week 15 2026. Here’s everything shipped to the platform this week.
Improved Date Entry for All Date Fields
What’s new
- Type dates directly into date fields without needing to use the date picker
- Slashes are automatically inserted as you type (e.g., typing “11112024” becomes “11/11/2024”)
- Copy and paste dates between fields with ease
Why it helps
Enter dates faster across the system by simply typing numbers instead of clicking through the calendar picker. This speeds up data entry for office staff processing jobs, invoices, and scheduling.
Default Markup for Project Builder Items
What’s new
- Set a default markup percentage for new line items in Project Builder
- New items automatically inherit the default markup you’ve configured
Why it helps
Save time when building quotes and projects by setting your standard markup once, rather than manually entering it for every new line item. This ensures consistent pricing and reduces data entry errors.
Variation Filtering for Claims
What’s new
- Claims now only include variations with relevant statuses: WIP, Quote Accepted, Job Created, and Job Completed
- Draft and other early-stage variations are automatically excluded from claims
Why it helps
Your claims are now cleaner and more accurate, showing only work that’s actually in progress or completed. This reduces confusion and prevents premature billing for variations that haven’t been approved yet.
Quote Title Now Visible on Claims Page
What’s new
- The quote title is now displayed next to the variation number on the claims page
Why it helps
Quickly identify which variation you’re working with at a glance, without needing to open each one to see what it relates to. This makes managing multiple variations on a project much faster.
Web Link Custom Fields in Import Templates
What’s new
- Web link custom field type is now supported in import templates
Why it helps
Import records that include website links or URLs in bulk, making it easier to migrate data or update records with external references like supplier portals or documentation links.
Reply-To Email Address for Sales Documents
What’s new
- New option to set a reply-to email address when sending sales documents
Why it helps
Customer replies to quotes and invoices can now be directed to the right person or inbox, ensuring responses don’t get lost and improving communication with your customers.
Asset Type Added to Asset Standards
What’s new
- Asset type is now included in the asset standards form
Why it helps
Better organize and categorize your asset maintenance standards by equipment type, making it easier to apply the right compliance requirements to each asset category.
Customizable Column Headers in Fire Safety Measures
What’s new
- Rename column headers in the Fire Safety Measures block on maintenance reports
- Custom headers display on generated PDF reports
Why it helps
Tailor your compliance reports to match your business terminology or customer requirements, creating more professional and relevant documentation for fire safety inspections.
Smaller QR Code Display for Assets
What’s new
- QR codes displayed via “Show QR” on assets in the scheduler app are now appropriately sized
Why it helps
QR codes are now easier to view and scan on screen without taking up excessive space, improving the experience when looking up asset information in the field.
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.
