Frequently Asked Questions
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17 articles
Written by Natasha Tyrrell

Assets, Timesheets, Tests or Defects not showing on service report
Ongoing jobs on reports, Invoices and other sales documents
Written by Natasha Tyrrell. Updated over a week ago
Timesheet cannot be modified
Selected time period is already submitted
Written by Natasha Tyrrell. 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
Written by Natasha Tyrrell. Updated over a week ago
Export Job details to accounting software
Add job details to invoices in Xero, MYOB, Quickbooks
Written by Natasha Tyrrell. Updated over a week ago
Resolving addresses on the Map
Troubleshooting for problems related to resolving addresses on the Map
Written by Natasha Tyrrell. Updated over a week ago
Suspend a site customer
Delete a site customer or restore a deleted site from the deleted tab
Written by Natasha Tyrrell. Updated over a week ago
My invoices / Quotes / Reports have incorrect Purchase Order number
Check which placeholder you're using on the PDF template
Written by Natasha Tyrrell. 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
Written by Natasha Tyrrell. 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.
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
Written by Natasha Tyrrell. Updated over a week ago
Select a default document status
Set a default status for new Report, Quotes, Invoices or Purchase Orders
Written by Natasha Tyrrell. Updated over a week ago
PDFs are not opening in the browser
Allow pop-ups from app.fieldInsight.com
Written by Natasha Tyrrell. Updated over a week ago
Add or remove a job from a quote, invoice, report, PO
How to change, add or remove jobs from sales documents (quote, invoice, report, purchase order (PO) or bill)
Written by Natasha Tyrrell. Updated over a week ago
What do I do if I forget my username or password?
Forgotten your username
Written by Natasha Tyrrell. 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 Natasha Tyrrell. 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 Natasha Tyrrell. Updated over a week ago
What is a placeholder?
Learn how to use placeholders to customise all your templates and job boxe
Written by Natasha Tyrrell. Updated over a week ago