FieldInsight Feature Release — Week 43 2026
Feature update for FieldInsight — what’s new in Week 43 2026. Here’s everything shipped to the platform this week.
Job Type Billing Method for Preventative Maintenance Contracts
What’s new
- Added a new “Job Type” billing method option for preventative maintenance contracts
Why it helps
Gives you more flexibility in how you bill for contract work, allowing you to set pricing based on the type of job being performed rather than a flat rate or hourly charge.
Timesheet Report Links and User Information
What’s new
- Technician names in the daily report are now clickable links
- Added user information hints for staff orientation
- Total time now links directly to the detailed report with staff and date filters pre-applied
Why it helps
Navigate faster between timesheet summaries and detailed records without manually setting up filters. One click takes you exactly where you need to go.
Site Rates Auto-Fill for Defect Line Items
What’s new
- When adding line items to a defect, purchase and sales prices now automatically populate from the asset’s site rates
Why it helps
Saves time on data entry and ensures consistent pricing when logging defects, reducing manual lookups and pricing errors.
Saved Filters for Facility and Job Performance Reports
What’s new
- Added ability to save and reuse custom filter combinations on facility reports
- Added job title column and division filter to the Job Performance report
Why it helps
Set up your preferred report filters once and reuse them, saving time on repetitive reporting tasks. The new division filter helps you quickly analyse job performance by business unit.
Maintenance Cost Column on Asset Jobs
What’s new
- Added a maintenance costs column to the asset job view
Why it helps
See at a glance how much you’ve spent maintaining each asset, making it easier to track equipment costs and make replacement decisions.
Mobile App: Redirect to New Job After Split or Callback
What’s new
- When creating a callback or split job from the mobile app, you’re now automatically taken to the newly created job
Why it helps
Technicians can immediately start working on the new job without having to search for it, keeping them productive in the field.
Customer Portal Maintenance Schedule
What’s new
- Added a maintenance schedule table to the customer portal site budget view
Why it helps
Your customers can now see their upcoming scheduled maintenance directly in their portal, improving transparency and reducing phone calls asking about service dates.
Status Notes in Public API Job List
What’s new
- Status notes are now included when retrieving jobs through the public API
Why it helps
Integrations with other business systems can now access job status notes, giving you more complete data when syncing FieldInsight with your other software.
Improved Attachment Section Placement for Imports
What’s new
- The attachments section has been moved above the jobs and energy sections during imports
Why it helps
Important documents and files are now more visible and accessible when reviewing imported records, reducing the chance of missing key attachments.
Enhanced Two-Factor Authentication for Password Reset
What’s new
- Users are now required to complete two-factor authentication when resetting their password
Why it helps
Adds an extra layer of security to your account, ensuring that password resets can only be completed by verified users with access to their authentication device.
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.
