How to Complete a Reactive or Maintenance Job in FieldInsight

Whether you are responding to a breakdown or completing scheduled maintenance, this process helps ensure the job is recorded correctly, site requirements are followed, and all work is signed off before leaving site.

When completing a reactive or maintenance job, you will typically:

Before travelling to site, make sure you have:

This helps avoid delays once you arrive onsite.

To access your jobs:

If you forget your password, select Forgot your password on the login screen. A password reset email will be sent to you.

Once logged in, you will see the jobs assigned to you for the current week.
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Helpful shortcuts:

Important: Google Maps does not account for vehicle clearance height or weight restrictions. Always review site access requirements before travelling.

Tap the job to open it.
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Before heading to site, review the job information carefully. You can open the sections within the job to view:

At this stage, make sure you understand:

This is also a good time to make sure you have all required tools and materials before travelling.
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When you arrive onsite:

Pressing Start Job will:

If a safety form or checklist has been assigned to the job, complete it before starting work.

The checklist may vary depending on the safety document assigned to the job.

[Insert screenshot: Safety checklist]
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If the job includes a planned asset test, complete it from the Asset Tests section.

If you need to come back to the test later, you can leave it In Progress and return to it before finishing the job.

Planned asset tests are usually only assigned when the asset is already known and linked to the job.

​Note: Depending on how your admin has configured the tests, you may see a Bulk Pass option that lets you mark the test as passed in one step. If this option is not available, you will need to open the test and complete each item in the checklist individually.
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​Asset Test List > All View

​Asset Test List > Category View

If you identify an issue during testing or service, raise a defect in the job.

You may be redirected to the defect screen automatically if you record a failed result during an asset test.

When raising a defect, include as much detail as possible, such as:

If the defect is resolved during the visit, you can also include:

Clear defect details help the office and other technicians understand what was found and what action is needed next.

The Hours and Products section is used to record billable labour and any parts used during the job.

Service items are used for labour or non-inventory charges.

Depending on your company setup:

To update or add a service item:

Product items are used for inventory items, such as parts or materials used onsite.

To add a product item:

Make sure all parts used are entered correctly so they can be invoiced accurately.

Once the work is complete:

If you are unable to obtain the client signature, select the reason where applicable.

This sign-off confirms the work completed onsite and helps finalise the job properly.

Once all work, testing, notes, defects, labour, products, and signatures have been completed:

This will usually update the job status to Completed automatically.

If the status does not update automatically, change it manually if needed.

If the work could not be fully completed during the visit, do not finish the job as completed unless instructed otherwise.

Instead, make sure you:

Providing clear notes allows the office team to schedule the next step correctly.

To help keep jobs accurate and easy to process, always:

A typical reactive or maintenance job in FieldInsight follows this process:

Following this process helps ensure the job is recorded correctly and can be reviewed, invoiced, and closed off without delays.