WebApp - Recurring Tasks
Super helpful for setting up things like:
- Non-working hours
- Team meetings
- Lunch breaks
- And more!
Stay organized and let the system handle the repetition for you!
Engage Phone System Enhancements
#1 iOS Engage Voicemail Audio: Play While Navigating Your Phone or Using Other Apps 🔊😁
#2 Engage Web Notification Bubble
The Webapp Engage Icon now features a notification bubble, encouraging users to check for any unread SMS messages or missed calls.
#3 More information is now displayed on live Engage calls!
Phone Line Friendly Name
Phone Line Lead Source
Block Numbers in Engage
Block unwanted numbers directly in the app.
Available on web and mobile.
Manage via conversations, call logs, or customer profiles.
Easily view and manage blocked contacts in settings.
Learn More by visiting our Engage Call Blocking Help Article
New Feature Alert for QuickBooks Users: Prefix Tagging
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:
Navigate to Company Settings > Estimates & Invoices > Preview Settings.
Scroll down to the very bottom to find the toggle "Display # before estimate/invoice number".
Toggle it on to activate.
Enhance Your Customer Communications with New Insertable Fields
When crafting your email or SMS templates, you now have access to a wider array of insertable fields. Choose from essential options like job number, estimate number, and invoice number, allowing for more personalized and informative communications. Start utilizing these new fields today and streamline your messaging effortlessly
Engage - Call Recording Audio Notice Now Optional
Currently, calls with recording enabled automatically play an audio message saying, "This call is being recorded for quality and assurance purposes," which 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 Integration
Signpost empowers business owners with communications solutions tailored to their business. Serving as the direct line to customer connections, Signpost helps businesses effectively create and maintain customer relationships.\
Getting Started
Sign Up to Signpost
Navigate to FieldPulse Company settings> Feature & Plug In > Signpost > Enable