🔒 BCC Field For Email Types 🔒
We've introduced a BCC (Blind Carbon Copy) field for all email types, including general communication, estimates, and invoices. This enhancement allows users to discreetly include additional recipients without their addresses appearing in the TO or CC fields.
Use Cases:
Privacy and Discretion:
Keep recipients' email addresses confidential, ensuring privacy for those included in the BCC field.
Continued Collaboration & Communication:
Include managers or stakeholders who need to be kept in the loop.
🛠️ Asset Reports From The Job Record 🛠️
You can now generate an asset report from a job record! Once in your job record, click on the green Actions button in the upper right hand corner. Then from the middle column titled Update, select Generate Asset Report.
🌟Recent Engage Releases🌟
Redesigned Settings Page
You can now easily expand or collapse the Engage setting headers using the new icon located at the bottom.
Before collapsing:
After collapsing:
Revamped Phone Lines Tab within Settings
This page now features a visual call flow builder, allowing you to see ring durations, identify who is receiving calls (including managers), and understand how sequential ringing is configured. It's a great way to preview your setup flow.
Phone Tree Messages
You can now utilize pre-recorded audio for Phone Tree messages, moving beyond the limitations of just text-to-speech.
Engage Supports All File Types
You can now send and receive any type of file, enhancing how you communicate.
Here’s what’s new:
Send Any File Type: From documents to audio files, all are supported.
Bulk File Sharing: Conveniently send up to 10 files in one go.
Integrated Viewing: Play audio, view images and videos, or download files directly within your conversations.
SMS Links: Non-Engage users can access shared files through a simple link.
Direct Engage Transfers: Files are shared directly in Engage-to-Engage conversations.
☑️ Material Lists ☑️
Stay organized and job-ready by tracking exactly what materials you need, and what you actually use, on every project.
Build detailed lists
Create templates for quick reuse
Easily add materials to jobs, projects, purchase orders, estimates, and invoices
Print material lists for easy prep
Start strong & equip yourself. Utilize material lists today!
To learn more, click here.
✨ Your PDFs Just Got a Major Upgrade! ✨
When generating PDFs for estimates or invoices you can attach files, photos, and videos via a unique URL or a scannable QR code.
Access Options: Selected files will be accessible via:
URL: For digital PDFs
QR Code: For both digital and print versions of PDFs
Scanning the QR code or clicking the URL allows your customers to access all linked photos, files, and videos that you've included in the PDF.
Customers will scan this:
After scanning, customers will be able to view these:
Applying a Default Markup to Items from
The Granite Group
To learn more about our integration with The Granite Group, click here.
✖️➗ Formula-Based Quantities ➕➖
By setting up Formula-Based Quantities, it will allow you to quickly calculate the materials needed for a job using those custom measurement formulas. Whether you’re estimating tile flooring with added waste or determining the number of posts required per foot for fencing, this feature makes it easy for technicians to generate accurate material quantities on the spot based on your predefined formulas.
To learn more about formula-based quantities, click here.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.