FieldInsight Feature Release — Week 8 2026
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.
Forecast Tracker — Markup $ and Markup % Added
What’s new
The Forecast Tracker now includes two new columns to help track margin:
- Markup Amount ($): the calculated markup value
- Markup Percentage (%): the markup shown as a percentage
Why it helps
Makes it easier for project managers and supervisors to review forecast performance at a glance—without needing manual calculations or jumping between budget views.
Variation Quotes — Collapse/Expand Sections
What’s new
Variation Quotes now support Collapse / Expand controls for sections (similar to Project Budget):
- Collapse or expand individual sections to focus on what matters
- Quickly reduce screen clutter when reviewing longer variation quotes
Why it helps
Speeds up review and editing—especially for variations with lots of sections and line items—so users can navigate and validate quotes faster.
Budget Summary — Markup % Added
What’s new
The Budget Summary now includes a Markup Percentage (%) column alongside the existing markup values.
Why it helps
Provides clearer visibility of margin in the summary view—helping teams compare budgets consistently (both $ and %) without exporting or calculating externally.
Want to learn more, please reach out to support@fieldinsight.com.
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.
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