We’re thrilled to introduce a handy new feature that allows users to expand or collapse the left (list view) and right (profile info) panels in Engage. Enjoy more control and a cleaner workspace!

✨ How it Works: Simply hover over the edge of the panel, and an arrow will appear to toggle the view.

Take advantage of the new Sync Status and Re-Sync buttons on Customer, Estimate, Invoice, and Item records.

The Sync Status button allows you to quickly check if your records are up-to-date, making troubleshooting easier. If you encounter any syncing issues, the Re-Sync button lets you initiate the syncing process again with just one click.

admin users can now choose to mute incoming call sounds on the Web App while on an active call. This setting applies to all Engage users and phone lines within the company.

🔕 When the setting is ON:

Please note: Mobile users will still need to manually silence calls using their device volume controls.

In today's fast-paced business environment, effective communication with suppliers is crucial. Many companies still rely on texting or emailing, which can lead to important messages getting lost and discussions scattered across multiple platforms. Enter Supplier Chat—a centralized communication solution designed specifically for businesses in the United States. With Supplier Chat, all conversations with suppliers are stored in one accessible location, allowing your entire team to easily track discussions and stay informed. Whether you need to inquire about inventory, pricing, or order status, Supplier Chat simplifies the process. While purchase orders must still be placed directly with suppliers, this innovative tool ensures that your team remains in the loop and can communicate efficiently. Say goodbye to fragmented communications and hello to a more organized approach with Supplier Chat!

If you have Timesheets enabled, the Log Backdated Time button in the web app’s Timesheet tab lets admins, managers, and team members add missing punches without interrupting their current session.

The result: smoother workflows, fewer errors, and more accurate timesheets for everyone.

Say goodbye to tedious data entry and frustrating errors! Our new Smart Verification Tool transforms the mass import experience by automatically checking your job and customer data for missing fields, formatting issues, and unexpected values. Designed for admins, this powerful feature saves you hours of manual troubleshooting. Get your data imported, verified, and ready to go—so you can focus on what really matters!

To help streamline workflows, two additional actions are available on your asset records: Create Job and Connect Job.

You can now link an existing asset directly from the Asset tab on a Maintenance Agreement record, making it easier to manage your assets and agreements in one place.

Tax Rate Items from QuickBooks Desktop will now sync directly to FieldPulse as Line Items. This one-way sync guarantees that your tax rates remain consistent across all your estimates and invoices, eliminating the risk of errors.

Keep in mind that once a Tax Rate Item is synced to FieldPulse, it cannot be modified within the platform.

Now you can easily customize how customer names appear on records, streamlining your workflow without changing your entire database. This feature will significantly benefit QuickBooks Online (QBO) and QuickBooks Desktop (QBD) users.

You can now set a default for grouping visibility within your Pricebook, making it easier than ever to manage your estimates and invoices. Plus, you have the flexibility to customize it for individual flat rate jobs as needed.

A helpful pop-up in the FieldPulse web app will prompt you to either update the default for future use or apply it to all existing jobs in your Pricebook. This means less time spent on manual adjustments and more time focusing on what matters—growing your business!