Frequently Asked Questions

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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

Written by Jen
Updated this week

Select a default document status

Set a default status for new Report, Quotes, Invoices or Purchase Orders

Written by Jen
Updated over a week ago

PDFs are not opening in the browser

Allow pop-ups from app.fieldInsight.com

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)

Written by Jen
Updated over a week ago

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

Forgotten your username

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

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.

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.

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?

Written by Richard Walker
Updated over a week ago