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.

 

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What You Should Do Now

  1. 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.
  2. If you’d like access to free articles about managing HVAC workflows, go to our blog.
  3. If you know someone who’d enjoy reading this page, share it with them via email, Linkedin, Twitter, or Facebook.

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