Frequently Asked Questions

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17 articles in this collection
Written by Richard Walker, Jen, and Natasha Tyrrell

Assets, Timesheets, Tests or Defects not showing on service report

Ongoing jobs on reports, Invoices and other sales documents
Jen avatar
Written by Jen
Updated over a week ago

Timesheet cannot be modified

Selected time period is already submitted
Jen avatar
Written by Jen
Updated over a week ago

Can't click start or finish on a job

Check if the timesheet period has been submitted, check the status, mandatory fields, and Safety documents
Jen avatar
Written by Jen
Updated over a week ago

Export Job details to accounting software

Add job details to invoices in Xero, MYOB, Quickbooks
Jen avatar
Written by Jen
Updated over a week ago

Resolving addresses on the Map

Troubleshooting for problems related to resolving addresses on the Map
Jen avatar
Written by Jen
Updated over a week ago

Suspend a site customer

Delete a site customer or restore a deleted site from the deleted tab
Jen avatar
Written by Jen
Updated over a week ago

My invoices / Quotes / Reports have incorrect Purchase Order number

Check which placeholder you're using on the PDF template
Jen avatar
Written by Jen
Updated over a week ago

My jobs don't appear on the map

If you can't see a job on the map check that the job has an address which is resolved to show on the map
Jen avatar
Written by Jen
Updated over a week ago

How to open a job to see job details?

How to get to the job to see all the details and run necessary edits. There are two ways to open a job. From the Schedule and the Jobs tab.
Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over a week ago

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
Jen avatar
Written by Jen
Updated over a week ago

Select a default document status

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

PDFs are not opening in the browser

Allow pop-ups from app.fieldInsight.com
Jen avatar
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)
Jen avatar
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

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 placeholder?

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