FieldInsight Feature Release — Week 44 2026
Feature update for FieldInsight — what’s new in Week 44 2026. Here’s everything shipped to the platform this week.
Timesheet Activity Presets
What’s new
- Save commonly used activity combinations as presets when submitting timesheets
- Quickly load saved presets to auto-fill timesheet fields
- Create multiple presets for different job types or work patterns
Why it helps
Staff who regularly log the same types of activities can now save time by loading a preset instead of manually selecting each field. This speeds up timesheet entry and reduces errors from repetitive data entry.
Job Comments Tab
What’s new
- New Comments tab added to job records in the scheduler
- Add and view comments directly within the job, similar to to-do items
Why it helps
Keep important notes and internal communication attached to specific jobs so your team has full context without searching through emails or separate systems.
Custom Field Filters for Job Search
What’s new
- Filter jobs by Job Custom Fields in the scheduler job list
- Filter jobs by Customer Custom Fields
Why it helps
Find jobs faster by searching on the custom information that matters to your business, whether that’s equipment type, service category, or any other custom data you track.
Improved Web Link Custom Fields
What’s new
- Web link custom fields now show separate icons for opening and editing links
Why it helps
Clearly see at a glance whether you’re opening a linked document or editing the link itself, reducing confusion when working with external resources attached to records.
SWMS Template Visibility Controls
What’s new
- Choose whether SWMS template sections display in the driver app, scheduler, or both
- New centre block editing within SWMS versions
Why it helps
Tailor your safety documentation to show relevant information to the right people—field technicians see what they need on-site, while office staff see what’s relevant for scheduling and compliance.
Default Contract Division from Project
What’s new
- Contracts now automatically inherit the division setting from their linked project
Why it helps
Reduces manual data entry and ensures contracts are correctly assigned to the right division for reporting and billing purposes.
Larger Custom Report Templates
What’s new
- Custom report template character limit increased from 5,000 to 100,000 characters
Why it helps
Build more detailed and comprehensive report templates without hitting size restrictions, giving you greater flexibility in your custom reporting.
Resolved Externally Defect Status
What’s new
- New “Resolved Externally” status option for defects
- Follows the same workflow rules as the completed status
Why it helps
Accurately track defects that were addressed outside your normal workflow while maintaining proper status management and reporting.
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.
