FieldInsight Feature Release — Week 45 2026
Feature update for FieldInsight — what’s new in Week 45 2026. Here’s everything shipped to the platform this week.
Editable Question Labels in Thrive App
What’s new
- Technicians can now edit the labels of questions directly within the Thrive mobile application
Why it helps
Field technicians have more flexibility to customise form labels on the go, making it easier to capture accurate information without needing office staff to make changes for them.
To-Do Tasks in Public API
What’s new
- To-do lists and tasks are now available through the Public API
- Related data including to-do types, statuses, and priorities can also be accessed
Why it helps
Businesses integrating FieldInsight with other software can now sync task information automatically, keeping all systems up to date without manual data entry.
Additional Custom Field Types in Public API
What’s new
- More custom field types are now readable through the Public API
- All field types except signature, attachments, options, and grid are now supported
Why it helps
Integration partners and businesses building custom workflows can now access more of their custom field data, making it easier to sync information with accounting, CRM, or reporting tools.
Job Visit Import from CSV
What’s new
- Import new job visits directly from a CSV file
Why it helps
Office staff can now bulk-create job visits from spreadsheets, saving significant time when onboarding new contracts or migrating data from other systems.
Retention Amount Column on Invoices
What’s new
- A new retention amount column is now visible in the invoice list
- Retention amounts are also included in CSV exports
Why it helps
Businesses working on projects with retention payments can now see outstanding retention at a glance and include this data in reports, improving cash flow visibility and accounting accuracy.
Comment Count Display on Jobs
What’s new
- Jobs now display a count of comments directly on the job view
Why it helps
Office managers can quickly see which jobs have active discussions without opening each one, making it easier to stay on top of important notes and updates from the field.
Job Comments System Field for Scheduler and Thrive
What’s new
- A new system field for job comments is now available in both the Scheduler and Thrive mobile app
Why it helps
Teams can view and track job comments more easily whether they’re in the office or in the field, ensuring everyone stays informed about job updates and special instructions.
Auto-Generated Public API Documentation
What’s new
- Public API documentation now covers all available endpoints
- Documentation is automatically generated from source code, ensuring it stays current
Why it helps
Businesses and integration partners building connections to FieldInsight now have complete, up-to-date API documentation, making it faster and easier to set up integrations correctly.
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.
