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November 2024
Updated over a week ago

New QuickBooks Online Release: Custom Sync

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. Plus when first connecting QBO you can select specific time periods to sync data between programs.

This gives you greater control over your data and how it’s synced!

Mobile Custom Estimate/Invoice Tile Fields

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:

  • Standard Tile Layout

  • Condensed Tile Layout

  • Custom Tile Layout

This allows you to personalize the layout to better fit your business needs, enhancing your mobile experience.

Custom Maintenance Agreement Frequencies

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 tailor agreements to meet the unique needs of your business and customers, offering more flexibility and control over your maintenance plans.

New 28 Day Frequency Option for Recurring Billing

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.

Customize Grouping Visibility for Flat Rate Jobs in Pricebooks

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 tailor the view for each job.

PDF Display Settings for Blank Custom Fields

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

Use Cases:

  • Hide empty fields for services not needed (e.g., drain cleaning).

  • Remove blank fields for customized pricing or materials.

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

Purchase Order Visibility & Functionality for Team Managers

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

  1. Go to Company Settings.

  2. Select User Accounts and click Edit on the user profile.

  3. Under User Permissions, find Purchase Order Visibility & Functionality.

  4. Toggle the permission On or Off.

  5. Save changes.

This allows you to control access to purchase orders for team managers easily.

📞 Engage: Transfer to Any Phone Number 📞

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:

  1. Click the Transfer button during a call.

  2. Type or paste the number you want to transfer to.

  3. Click Transfer to when the number is valid.

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

🎶 Engage: Hold Audio 🎶

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:

  1. Engage Settings > Hold Settings > Choose from pre-existing audio samples.

  1. Audio Samples > Add a new voice note > Navigate to 'Hold Settings' > Select your newly added voice note.

Learn More about Field Pulse's Hold Functionality

Booking Portal - Schedule Sync & Smart Dispatching

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

Additionally, 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.

  • Auto-Scheduling: Prevent double-booking.

  • Smart Dispatch: Assign the right team based on skills and availability.

  • Team Members Needed: Set how many team members are required.

  • Team Members: Select who can work each service.

  • Time Slot Duration: Block off time for services.

  • Buffers: Add time before/after jobs for travel.

  • Lead Time: Set notice before booking.

  • Skills: Tag team members by skill.

  • Booking Window: Set service availability hours.

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

Learn More> Read Article

Dispatch Availability Scheduling

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

Set this up while creating job templates for super-fast job creation and dispatching.> Learn More


QuickBooks Online Users - Quick Action Buttons for Estimates/ Invoices

  • Re-sync: We push updates to QBO as quickly as possible. If you notice any discrepancies, click 'Re-sync' to ensure the latest updates are properly synced.

  • Open: Open this record in QBO.

  • Failed Sync: This record failed to sync. Click 'Re-sync' to try again.

  • Not Synced: This record wasn't selected during onboarding or encountered a sync issue. Click to manually push the sync to QBO.

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:

  1. Navigate to Company Settings > Estimates & Invoices > Preview Settings.

  2. Scroll down to the very bottom to find the toggle "Display # before estimate/invoice number".

  3. 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

  1. Sign Up to Signpost

  2. Navigate to FieldPulse Company settings> Feature & Plug In > Signpost > Enable

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