FieldInsight Feature Release — Week 41 2026
Feature update for FieldInsight — what’s new in Week 41 2026. Here’s everything shipped to the platform this week.
Approve and Next Button for Timesheets
What’s new
- Added an “Approve and Next” button to the detailed timesheet view
- Approving a timesheet now automatically opens the next one in the list
Why it helps
Office managers can now approve multiple timesheets much faster without manually navigating back to the list and opening each one individually. This streamlines end-of-week payroll processing.
Business Entity Auto-Fill for Project Documents
What’s new
- When creating a new document (invoice, job, etc.) from a project, the business entity is now automatically set based on the project’s assigned entity
Why it helps
Saves time and reduces errors by automatically applying the correct business entity when creating documents from projects, so your team doesn’t have to remember to set it manually each time.
Custom Fields Export
What’s new
- Added CSV export functionality for all custom fields configuration pages
- Export includes field names, values, and associated settings
Why it helps
Makes it easier to review, document, or migrate your custom field setup. Useful when onboarding new staff or auditing your system configuration.
Duplicate Document Sections
What’s new
- New “Duplicate” button added to document sections on invoices
- Copies all section details including items, cost codes, and headings
Why it helps
When creating invoices with similar line item groupings, you can now duplicate an entire section instead of re-entering the same products and details manually.
Emergency Equipment in SWMS
What’s new
- Added new Emergency Equipment question type to SWMS templates
- Includes new icons and logos specific to emergency equipment
Why it helps
Allows safety documentation to properly capture emergency equipment requirements on job sites, improving compliance and safety planning.
Contract Renewal Test Date Updates
What’s new
- When a contract is renewed, associated test dates are now automatically moved forward to match the new contract period
Why it helps
Keeps your scheduled asset tests aligned with renewed contracts, so you don’t have to manually update test dates after each renewal.
Asset Type Management Improvements
What’s new
- Asset type hierarchy now clearly displays which level you’re adding a new type to
- Level information shown in the pop-up header when adding or editing asset types
- New category field allows moving asset types between categories
Why it helps
Makes it clearer where new asset types will appear in your hierarchy and gives you flexibility to reorganise asset types without having to delete and recreate them.
Site Budget Report Enhancements
What’s new
- Added Asset Type Report showing number of assets by type
- New Capital Asset Replacements section listing assets due for replacement in the current financial year
Why it helps
Gives property managers and facility teams better visibility into their asset portfolio and upcoming capital expenditure requirements, all within the customer portal.
Include Variations in Retention Calculation
What’s new
- New checkbox on the claims page to include or exclude variations from retention calculations
- Retention amounts update automatically when toggling the option
- CSV export reflects the updated retention values
Why it helps
Provides flexibility in how retention is calculated on progress claims, accommodating different contract requirements without manual recalculation.
MYOB Export by Inventory Class
What’s new
- New “Item Exported By” setting in MYOB integration configuration
- Choose to export invoice items by inventory code or by inventory class
Why it helps
Businesses using MYOB can now align their invoice exports with how they’ve structured their MYOB accounts, whether by individual item codes or grouped by class for simpler bookkeeping.
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.
