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