Timesheets
Techs clock time from the mobile app; managers approve against the live schedule. Hours land on the right job and cost code — ready for payroll and project tracking.
02 · Cost-Code Projects
Projects that stay on budget
Run install and retrofit work as projects broken down by cost code. Track labour and materials against each code, watch budget vs actual in real time, and raise progress claims with confidence.
Margin protection
See where the money goes — before it's gone
Chiller replacements, boiler retrofits, and multi-phase fit-outs need more than a single job number. Cost codes give you stage-level visibility.
Cost code breakdown
Bucket labour, equipment, materials, and subcontract spend per stage — MECH-201, MECH-204, and so on — so profitability is visible per phase, not just per job.
Live budget vs actual
Every timesheet and purchase updates the bar in real time. Catch overruns on equipment before the final invoice lands.
Timesheets to the right code
Techs book hours straight to the project and cost code from the mobile app — no end-of-week admin scramble to reallocate time.
Progress claims & profitability
Raise claims against completed stages with confidence. See margin per project and per code when the job closes.
How it works
From quote to final claim
Structure the job
Set up the project with cost codes matching your estimate — labour, gear, subs, and contingencies.
Book spend live
Timesheets, POs, and inventory issues land on the right code as work happens in the field.
Watch the bars
Budget vs actual updates continuously — project managers see risk before month-end.
Claim & close
Progress claims tied to completed stages; final profitability per code when the job wraps.
Supporting features
Everything that surrounds the job
Timesheets, safety, client reporting, skills compliance, and project task lists — built into the same platform as your PM, projects, and reactive work.
Safe Work Method Statements
SWMS and Take Five hazard assessments completed on-site before work starts — PPE checks, risk controls, and digital signatures captured on the tech's phone.
Safety documents
Store inductions, licences, and site-specific safety packs in one library. Technicians complete the right forms per job — less admin, stronger audit trail.
Annual reports for clients
Generate rich PDF inspection and compliance reports in seconds — asset summaries, defect photos, and maintenance history your clients can file or forward.
Skills matrix for your team
See who holds which tickets, inductions, and expiries at a glance. Schedule qualified techs to the right site — and chase renewals before they lapse.
To-do lists for your projects
Custom job workflows with clear steps for schedulers and techs — reactive, maintenance, and install paths in one Job Navigator so nothing gets lost between visits.
Also in FieldInsight
Projects sit alongside service work
See cost-code projects on your jobs
Walk through a real project structure with a FieldInsight specialist — tailored to Canadian HVAC contractors.