FieldInsight Feature Release — Week 21 2026
Feature update for FieldInsight — what’s new in Week 21 2026.
Here’s everything shipped to the platform this week.
Project Transaction Export
- Minor improvements to the project transaction export to MYOB ARL.
- Reworking the timesheet export:
- To optimise the search time to return a result
- Added timesheet export progress bar to the progress pop-up to provide more visibility
Billable Items and Documents
- We have made billable items on jobs sticky and also implemented the same sticky functionality for documents.
Supplier Codes and Inventory Items
- Feature to map supplier codes with inventory items: Available only via the AI OCR Document import
- A new type, “supply pricing,” allows adding a supplier and a specific code (e.g., ABC) for a product.
- This enables mapping imported bills via AI: if the AI finds the supplier code (e.g., ABC) in a PDF or image, it maps it to the corresponding inventory item.
- If the supplier from the bill matches the supplier pricing, the corresponding item will be retrieved.
- Otherwise, the supplier code field will be blank after import from AI.
- Added image support for AI imports, allowing PNG and JPEG files in addition to PDFs.
Fire Report and Mobile Timesheet
- Added new columns to the fire report under the safety measure block:
- Critical defect
- Rectification date
- A new system field, “activity type,” to the mobile weekly timesheet section.
- Added “activity type behavior work” and a placeholder transaction type for documents.
To-Do Page and Sales Document List
- Added a new “title” column after “supplier” in the driver sales document list.
Detailed Timesheet and Custom Fields
- Added a new “defect status” column in the detailed timesheet.
- Added a filter by “is active” option for multi-choice custom fields.
Project Claims and Budget Stage
- Enhancements to Project claims for the budget stage:
- Settings were moved from project settings to the project page.
- A new claim type, “budget stage,” is available, alongside standard claim tasks and jobs.
Business Entity Import and Project Page Buttons
- Added business entity import functionality for accounts, sites, and staff:
- Added new buttons to the projects page for creating quotes, variations, invoices, purchase orders, bills, and reports.
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.

