We’re excited to announce our latest QBO update with Custom Sync options. You can now choose between one-way or two-way sync for estimates, invoices, and purchase orders. You can have greater control over your data by selecting specific time periods to sync your data between programs. This can be determined when you first connect QBO.

We’ve added flexibility to mobile estimates and invoices with customizable tile fields. Now you can choose from three formats for the top-right section:

This allows you to personalize the layout to better fit your business needs and enhance your mobile app experience.

We’ve made it easier to set custom monthly or yearly intervals for your maintenance agreements. This is ideal for long-term schedules, such as 5, 10, or 15-year HVAC check-ups.

Now, you can adjust your agreements to meet the unique needs of your business, customers, and the maintenance plans that you offer.

Our new 28-day billing cycle feature is perfect for industries like commercial cleaning, waste management, portable restroom rentals, HVAC maintenance, and appliance services. By billing every 28 days (rather than on the 28th day of the month), you create a 13th billing cycle each year.

This extra cycle improves cash flow and better aligns with weekly or monthly service schedules, making it easier to manage recurring billing and boost your financial stability.

We’ve introduced a new feature to help you better manage your pricebooks. You can now customize the grouping visibility for individual flat rate jobs, allowing you to show or hide line items as needed. This gives you more control over what’s displayed to your customer when flatrate jobs are added to estimates/invoices.

Simply adjust the grouping visibility settings in your pricebook to modify the view for each job.

Our new PDF Display Settings let you hide blank custom fields in quotes and invoices, keeping them clean and professional.

Use Cases:

Enable: Navigate to Company Settings> Quotes & Invoices> Preview Settings> Quote/ Invoice PDF Display Settings> Show Blank Custom Fields on Quote> Toggle Off

Team Managers have default access to purchase orders. To restrict or grant access, follow these steps:

As an admin, this allows you to control access to purchase orders for team managers easily.

You can now transfer customers to any phone number—whether it's a personal line, another business, or a department outside of Engage.

Here’s how:

That’s it! Your customer will be transferred in no time.

You can now customize the audio that plays for customers and prospects while they’re on hold! Whether it’s soothing music, seasonal promotions, or sharing insights about your business and its origins, the options are endless.

To set it up:

Learn More about Field Pulse's Hold Functionality

With auto-scheduling enabled, we now automatically check your calendar to prevent double-booking.

Our new Smart Dispatch feature lets you set specific parameters for the services you offer, ensuring the right number of skilled team members are assigned to each job at times that fit their schedules.

This also gives your customers clear visibility of available time slots, making the booking experience even smoother!

Learn More> Read Article

The team dispatch view can be used to find availability among team members and schedule a job around their availability. This can be done directly on the Dispatch View on the Schedule page or when creating a new job and clicking Find Availability near the date/time selector. > Read Article

Now would be a great time to create some job templates and set this up! This will allow for quicker job creation and dispatching in the future. > Learn More

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Recurring tasks can assist you with organization by allowing the system to handle the repetition for you. This is extremely helpful for setting up things like: non-working hours, team meetings, lunch breaks, and more!

The Webapp Engage Icon now features a notification bubble, encouraging users to check for any unread SMS messages or missed calls.

Learn More by visiting our Engage Call Blocking Help Article

QuickBooks users can now enhance their estimate and invoice clarity by adding a "#" before the number. This simple addition helps both you and your customers quickly identify and reference documents during discussions and transactions.

To enable this feature:

When crafting your email or SMS templates, you will now have access to a wider array of insertable fields. Here you can choose from essential options like job number, estimate number, and invoice number. This allows for more personalized and informative communications with your customers. Start utilizing these new fields today and streamline your messaging effortlessly!

Currently, calls with recording enabled will automatically play an audio message saying, "This call is being recorded for quality and assurance purposes". This is a legal requirement in many U.S. states. If you prefer not to have your customers hear this message on your recorded calls, you can now turn it off in the Engage phone settings.

Signpost empowers business owners with communication solutions specifically tailored to their business goals and needs. Serving as the direct line to customer connections, Signpost helps businesses effectively create and maintain customer relationships.

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