FieldInsight Feature Update — Week 3 November 2025

Heads up (mobile):

You may notice things look a little different on FieldInsight 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.

Why it helps
Bulk‑schedule multi‑day runs fast.

Defect CSV Export

What’s new
Defect CSV now includes make, model, serial number, customer_ref, and asset location (primary / secondary / tertiary).

Why it helps
Richer exports for asset tracing and customer references without extra lookups.

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.

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.

Advanced Search — Item Code

What’s new
Added Item Code filter to Advanced Search across POs, invoices, quotes, reports, bills, and supplier credit notes (all inventory searches/categories).

Why it helps
Find the exact item faster across every document type.

Job Nav — Archived

What’s new
Added Archived to the Job sidebar navigation.

Why it helps
Quicker access to historical jobs without custom filters.

Sales Template — {contact-first-account}

What’s new
New placeholder {contact-first-account} for the first account’s customer business name.

Why it helps
Auto-fills the correct customer name in templates, reducing edits.

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Mobile — Delete Timesheet Action

What’s new
Added Delete Timesheet action in mobile view.

Why it helps
Fix entry mistakes on the go.

Assets — Replacement Date visibility

What’s new
“Replacement Date” can now be toggled visible or hidden across all asset views.

Why it helps
Show it when planning lifecycle; hide it when not needed.

Test Results — Outcome column

What’s new
Added Outcome column on Job > Test Results and the main Test Results page.

Why it helps
Clear pass/fail context when scanning results.

PPM Tab — Result column

What’s new
Added Result column to Job > PPM tab.

Why it helps
Surface key test outcomes without opening each record.

Sales Lists — Creator & Sales Rep fields

What’s new
Every sales document list page now exposes Creator and Sales Rep in the 9‑dots fields menu.

Why it helps
Report and filter by ownership quickly.

Assets — Account customer field

What’s new
Added Account customer to the 9‑dots for assets.

Why it helps
See the parent account linkage at a glance.

Reports — Sales Budget & Annual Sales

What’s new
Sales Budget lets you set monthly targets (by business entity/division); Annual Sales shows budget, actuals (from invoices), and editable forecast by quarter.

Why it helps
Track plan vs actuals and adjust forecasts in one place.

Timesheet Job Items — Warehouse & UI

What’s new
Timesheet job items (parts) can set warehouse location; item sections and buttons have been refreshed for clarity.

Why it helps
Accurate stock posting with a cleaner entry experience.

Contacts — System field settings

What’s new
System field visibility controls added to the Contact page (web and mobile).

Why it helps
Keep forms focused on the fields your team actually uses.