Frequently Asked Questions

Don't see the question you have listed here? Contact us for help!

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9 articles in this collection
Written by Richard Walker and Jen

The geo location tag is missing for photos

To preserve the geo location tag using iPhones, upload the photo as a file do not use the camera from the browser
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Written by Jen
Updated this week

Select a default document status

Set a default status for new Report, Quotes, Invoices or Purchase Orders
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Written by Jen
Updated over a week ago

PDFs are not opening in the browser

Allow pop-ups from app.fieldInsight.com
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Written by Jen
Updated over a week ago

Add or remove a job from a quote, invoice or report

How to change, add or remove jobs from sales documents (quote, invoice, report, purchase order (PO) or bill)
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Written by Jen
Updated over a week ago

What do I do if I forget my username or password?

Forgotten your username
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Written by Richard Walker
Updated over a week ago

What is a placeholder?

Learn how to use placeholders to customise all your templates and job boxe
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Written by Jen
Updated over a week ago

How can I add JSA or checklists questions to a job?

You can add checklists and JSA questions very easily in FieldInsight.
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Written by Richard Walker
Updated over a week ago

How do I automatically send triggered emails when a job set to a particular status?

With the power of automation FieldInsight can send triggered emails on status changes.
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Written by Richard Walker
Updated over a week ago

What is a split job and how do I use it?

Often we get call backs to the same job or we didn't complete the works in the time allowed. How do you manage that in FieldInsight?
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Written by Richard Walker
Updated over a week ago