FieldInsight Feature Release — Week 29 2026

Feature update for FieldInsight — what’s new in Week 29 2026. Here’s everything shipped to the platform this week (to 10th July 2026).

Drag-and-Drop for Line Packages

Quickly re-order items in Inventory table on Job Time & Materials, Invoice, Quote, PO or Bill inventory tables.

Why it helps

Quickly rearrange line items in the order that makes sense for your quotes and jobs without having to delete and re-add them manually.

Status Filter for To-Dos

What’s new

• Added a new “Has Status” filter to the to-do list
• Includes a date picker for filtering by timeframe

Why it helps

Find the to-dos you need faster by filtering based on status, making it easier to stay on top of outstanding tasks.

Unapproved Hours Link on Project Tracking

What’s new

• Added a direct link to unapproved hours in the project tracking cost view
• Clear labels now distinguish between approved and unapproved time

Why it helps

Quickly identify which hours still need approval so you can keep your job costing accurate and invoicing on track.

Timesheet Notes Preserve Formatting

What’s new

• Line breaks and formatting in timesheet notes are now preserved in reports

Why it helps

Notes entered by your team in the field now display exactly as written, making timesheet reports easier to read and understand.

Service Code Required Setting for Mobile and Scheduler

What’s new

• New setting to make service codes mandatory on batches, mobile app, and scheduler
• Configure visibility and required fields in system settings

Why it helps

Ensure your team always enters service codes, improving job tracking accuracy and making reporting more reliable.

Finalize Button for Partial Receipts

What’s new

• The Finalize button is now visible on purchase orders in Partial Receipt and All Received status

Why it helps

Close out purchase orders more easily once goods have been received, keeping your procurement workflow moving smoothly.

• When the PO is in Partial Received status, any user should see the Email, Receive all and Finalise buttons

• This should behave this way in mobile and scheduler

• The email button should be changed to Purple, since it is no longer the primary next action

Status Change Buttons on Document Pages

What’s new

• Review and Approve buttons now appear directly on quote, invoice, and purchase order pages
• Approve button visible from Draft status on invoices and purchase orders

Why it helps

Move documents through your approval workflow faster without navigating away from the page you’re already viewing.

Mandatory Cost Codes for Projects

What’s new

• Cost codes can now be marked as mandatory for all projects
• Setting available in the Cost Codes section under Inventory

https://app.fieldinsight.com/scheduler/inventory/#app=cost-codes

Why it helps

Ensure consistent cost tracking across all projects by requiring specific cost codes, making your financial reporting more accurate and complete.

Frequently Asked Questions

How do I quickly change the order of line items on quotes, invoices, or purchase orders?

You can now drag and drop to reorder items directly in the Inventory table on Job Time & Materials, Invoice, Quote, PO, and Bill pages.

No more deleting and re-adding lines just to get them in the right sequence. Simply click and drag any line item to rearrange it instantly — perfect for putting materials, labour, or packages in the logical order for your quotes and jobs.

Can I quickly approve or review documents without leaving the page?

Yes. Review and Approve buttons now appear directly on quote, invoice, and purchase order pages.

You can even approve invoices and purchase orders straight from Draft status. This removes extra navigation steps so your team can move documents through the approval workflow faster while staying on the page they’re already viewing.

How do I quickly see which hours still need approval in project tracking?

In the Project Tracking cost view, we’ve added a direct link to unapproved hours, along with clear labels that distinguish approved and unapproved time.

This makes it much easier to spot outstanding approvals at a glance, helping you keep job costing accurate and invoicing on track.

These three cover productivity (drag-and-drop), workflow speed (in-page approvals), and financial visibility (unapproved hours) — a nice mix for a blog post.

Would you like me to adjust the tone, add more detail (e.g. how to enable settings), create a fourth one, or turn these into a longer “Feature Highlights” section instead?