🚀 You Asked, We Listened:
Custom Fields for Line Items on Purchase Orders
You can now add further item-specific details to your purchase orders! You can use line item custom fields to track and display information such as:
Item Status: Track the status of each item in your order, such as "Not Arrived," "Dispatched," "Arrived," or "Returned."
Expected Arrival Date: Keep your team informed about when items are expected to arrive. This is especially useful when multiple items have different delivery dates.
Item Condition: After receiving items, team members can check their condition and note any damages, ensuring that you can address issues promptly.
Related Job: While you can relate an entire purchase order to a job, this feature allows you to associate specific line items with particular jobs or projects.
Return Item Toggle On/Off Options: Easily indicate items that need to be returned and begin the process of reordering.
This functionality allows you to track specific information that is relevant to your business needs, ultimately improving your efficiency in managing purchase orders and related jobs/projects.
FieldPulse + CompanyCam Integration
CompanyCam is designed to help field service businesses document and manage their jobs efficiently. It allows teams to capture, organize, and share photos in real time, ensuring accountability with geotagged images and project timelines. Photos and videos taken in CompanyCam automatically sync to the corresponding customer record in FieldPulse, linked by project address.
Easily access CompanyCam files directly from FieldPulse records, including Jobs, Projects, Estimates, and Invoices. By doing so, you can ensure streamlined communication with your customers and organized documentation of work completed by your team.
FieldPulse + The Seal Integration
To enhance your customer experience, we’ve teamed up with The Seal, a frontrunner in reputation management. This partnership enables you to deliver reliable, verified service notifications to your clients—effortlessly. Unlike conventional reputation management systems that concentrate on reviews after service has been rendered, The Seal focuses on establishing a stellar reputation even before the service begins, thanks to its top-notch employee background checks and identification services.
Benefits of This Integration:
Automated Notifications: Streamline your operations and maintain consistency.
Ensure Customer Trust: Provide verified information about your team to instill confidence.
Boost Your Reputation: Foster stronger relationships with your customers by building trust.
🌟Recent Engage Releases🌟
Engage Settings: Network Diagnosis
Your Solution for Optimal VoIP Connectivity!
📞 ▶︎ •၊၊||၊|။|||| |
We’re excited to announce the launch of our in-app network diagnosis feature, designed to help you quickly identify and resolve connectivity issues. Available on both web and mobile platforms, this tool ensures your VoIP experience is seamless and efficient by providing:
Quick Diagnosis Testing: Click 'Run Diagnosis' to initiate tests that assess your network performance. This quick testing process saves you time and effort, enabling you to identify connectivity issues without lengthy troubleshooting
Audio Quality Checks: By speaking aloud during the test, you can evaluate not just the network connection but also the audio quality of your VoIP calls. This comprehensive check ensures that any issues affecting voice clarity or sound quality are detected early and don't impact collaboration with customers and team members moving forward.
Clear Insights: Each data point in the diagnosis report comes with a quality status indicator—ranging from excellent, good, average, poor, and bad—making it easy to understand your network's performance. Having clear insights empowers you to take proactive steps to maintain high-quality connectivity.
These features work together to enhance your network management, improve communication quality, and ensure a smoother user experience
Engage - Message Failure
Stay Connected and Keep Your Conversations Flowing
📞 ❌
Now, when a message fails to send, our user-friendly interface will clearly display 'Not Delivered,' along with actionable options to help you resolve the issue quickly. You can easily choose to Try Again or Delete the Message with just a click.
Understanding why messages fail is crucial, and we’ve got you covered! Common reasons include poor connection or unmet 10DLC requirements. This update not only streamlines your messaging experience but also empowers you to take control and ensure your communications are always on point.
Engage - Sequential Calls
Experience the ease of navigating your various Engage lines
📲📲📲📲📲
When setting up sequential calls for call routing, you can now effortlessly search by both friendly name and number. This enhancement simplifies the process of managing your lines and calls, allowing you to quickly find and select the right contacts without any hassle.
Enhance Your Call Management Experience
With this update, you can now tailor the ring duration for your customers before their calls are directed to voicemail or moved to the next call in the equal call queue.
Key Features:
General Calls: Set the ring duration for customer calls when no call routing features are active. The default is 30 seconds, but you can adjust this based on your administrative needs. For instance, if your team typically needs more time to respond, extend the duration to ensure no call goes unanswered.
Sequential Call Ring: For those utilizing Sequential Call Ring routing, you can customize the ring duration for each step in the sequence. This means if a call goes unanswered on the main line, it can seamlessly transition to the next available line, reducing wait times and enhancing the caller's experience.
By customizing ring durations, you can optimize your call handling process, improve response times, and ultimately provide a smoother experience for your customers.
💻⚙️ Mass Job Importing Accessible Via the Web App
The Mass Import functionality transforms the way both new and existing FieldPulse users can handle job data by enabling you to upload and edit job information in bulk. Whether you're adding new jobs or updating existing ones, you can now make all necessary changes in an Excel sheet and upload it in one seamless action.
This streamlined process:
Eliminates the need for manual entry
Saves you significant time
Reduces the risk of errors
With this powerful feature, you can efficiently manage your job records, ensuring that your team has access to the most up-to-date information, allowing you to focus on delivering exceptional service and completing projects on time!
🔗 Hyperlinks
Hyperlinks are now supported in Notes for all records & Custom Fields!
Example use cases:
Equipment Manuals: Easy reference.
Permit Documents: Direct access.
Compliance Checklists: Ensure standards.
Video Tutorials: Guides at a glance.
Audio Instructions: Listen on-site.
Webinar Links: Training and updates.
Interactive Guides: Hands-on help.
Virtual Tours: Site walkthroughs.
Payment & Loan links Outside of our offerings
Bulk Transfer Serialized Inventory
You can now scan several inventory items and add them to a transfer list. This allows you to move all of them at once instead of repeating a three step process for each individual item. This feature not only saves time but also minimizes the risk of errors that can occur during manual entry.
🚀 You Asked, We Listened:
Custom Calendar/Schedule Start Date
Empower yourself with the flexibility to customize your schedule to start on either Sunday or Monday, perfectly aligning with your personal or organizational preferences. Whether you like to kick off your week on Sunday or prefer the traditional Monday start, our adaptable calendar options are designed to enhance your productivity and cater to your unique workflow. Experience a more tailored approach to scheduling that puts you in charge of your time.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.