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 in Forms
What’s new
- Date fields now display a placeholder showing the expected format
- Type dates directly without needing to use the date picker
- Slashes are inserted automatically as you type numbers
- Copy and paste dates between fields
Why it helps
Entering dates is now faster and more flexible. You can type dates quickly without clicking through a calendar, or copy dates between fields — saving time when scheduling jobs or filling out forms.
Default Markup for Project Builder Items
What’s new
- Set a default markup percentage for new line items in Project Builder
- New items automatically apply your chosen markup
Why it helps
When building quotes or projects, you no longer need to manually set the markup on every item. Set it once and all new lines inherit that percentage, reducing repetitive data entry and ensuring consistent pricing.
Web Link Custom Field Import Support
What’s new
- Web link custom field type is now included in import templates
Why it helps
You can now bulk import records that include web links in custom fields, making it easier to migrate data or update records in bulk without manual entry.
Reply-To Address for Sales Documents
What’s new
- Added 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 a specific email address, ensuring responses go to the right person or department instead of getting lost.
Asset Type Added to Asset Standards
What’s new
- Asset type is now available on the Asset Standards form
Why it helps
You can now associate asset standards with specific asset types, making it easier to organize and apply the right maintenance standards to different equipment categories.
Customisable 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 the report preview and printed output
Why it helps
Tailor your compliance reports to match your terminology or client requirements without needing separate report templates.
Smaller QR Code Display on Assets
What’s new
- Reduced the size of the QR code when clicking “Show QR” on assets in the Scheduler app
Why it helps
The QR code is now easier to scan and takes up less screen space, making it quicker for technicians to access asset information in the field.
Export Deleted Assets
What’s new
- Added ability to export deleted assets from the assets page
Why it helps
You can now generate reports that include deleted assets, useful for audits, record-keeping, or reviewing equipment that has been decommissioned.
Claim Variations Now Filter by Status
What’s new
- When creating a claim, only variations with relevant statuses are shown (WIP, Quote Accepted, Job Created, Job Completed)
- Draft and other incomplete variations are excluded
Why it helps
Claims now only show variations that are ready to be claimed, reducing clutter and preventing accidental inclusion of incomplete work in your claims.
Quote Title Displayed on Claims Page
What’s new
- The quote title is now shown next to the variation number on the Claims page
Why it helps
Easily identify which quote each variation belongs to without opening it, making claim preparation faster when working with multiple variations.
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.
