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.

Smarter Variation Filtering on Claims

What’s new

• When creating a claim, only variations with relevant statuses (WIP, Quote Accepted, Job Created, Job Completed) are now included
• Draft and early-stage variations are automatically excluded from claim selection

Why it helps

This prevents incomplete or unapproved variations from accidentally being added to claims, reducing billing errors and saving time when preparing progress claims.

Quote Titles Now Visible on Claims

What’s new

• The quote title now displays next to the variation number on the claims page

Why it helps

Office staff can quickly identify which variation they’re looking at without having to open each one individually, making claim preparation faster and less error-prone.

Smaller QR Codes for Assets

What’s new

• QR codes displayed when clicking “Show QR” on assets are now smaller and more manageable

Why it helps

The resized QR codes are easier to print on asset labels and fit better on screen when reviewing asset details.

Export Deleted Assets

What’s new

• Added an Export button to the deleted assets view

Why it helps

You can now export a list of deleted assets for record-keeping, audits, or reviewing what equipment has been removed from your system.

Type Dates Directly Without the Date Picker

What’s new

• Date fields now accept typed input directly—just enter numbers and slashes are added automatically
• You can still use the date picker, or copy and paste dates between fields
• A placeholder format now guides you on the expected date format

Why it helps

Data entry is faster for office staff who prefer typing over clicking through a calendar, especially when entering multiple dates in a row.

Web Link Custom Fields in Import Templates

What’s new

• Web link custom field types can now be included in import templates

Why it helps

Businesses importing data in bulk can now include website links or online references directly in their imports, reducing manual data entry after the fact.

Default Markup Setting in Project Builder

What’s new

• A new option lets you set a default markup percentage for new line items in Project Builder
• New items automatically inherit the default markup you’ve set

Why it helps

This saves time when building quotes or projects with consistent margins—you no longer need to manually enter the same markup on every line item.

Reply-To Address for Sales Documents

What’s new

• Added a “Reply-To” email address option for sales documents
• Emails sent to customers can now route replies to your preferred business email

Why it helps

Customer replies to quotes and invoices go directly to the right inbox, ensuring faster response times and fewer missed messages.

Asset Type Added to Asset Standards

What’s new

• Asset type is now displayed and available within asset standards configuration

Why it helps

This makes it easier to organize and filter maintenance standards by equipment type, streamlining compliance and service scheduling.

Customizable Column Headers on Fire Safety Reports

What’s new

• You can now rename column headers in the Fire Safety Measures block on maintenance reports

Why it helps

Businesses can tailor report layouts to match their own terminology or client requirements, making reports clearer and more professional.

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