FieldInsight Feature Update — Week 3 November 2025
Heads up (mobile):
You may notice things look a little different on mobile as we roll out readability updates. If anything seems off—or you have questions—please email support@fieldinsight.com.
Planned Maintenance — Workflow
What’s new
New setting to generate PPM jobs from existing primary jobs. Routine generation finds the month’s primary project job, makes a callback with PPM tests; scheduling unchanged (always a callback).
Why it helps
Avoids duplicates; keeps work linked to the primary job.
Team View — Range Selection Creates a Job Series
What’s new
Click-and-Drag a date range to open Quick Job and create an ongoing-visit job per day in the team view.
Why it helps
Bulk‑schedule multi‑day runs fast.
Claims — Edit Invoiced Claim (with Lock/Unlock)
What’s new
Invoice claim now has a lock to enter Edit mode; change amounts/% and Update Invoice replaces invoice items.
Why it helps
Fix claims without credit/re‑bill and keep invoice in sync.
Jobs CSV Export — Adds WIP and Journaled Amount
What’s new
Jobs CSV now includes WIP and Journaled Amount.
Why it helps
Instant finance visibility.
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.
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