QuickBooks Reporting Enhancements
🚀 You Asked, We Listened:
For accounts synced with QuickBooks, we have added the QuickBooks Class column across several raw data reports including:
Estimates
Invoices
Item Usage
Payments
To learn more about Reporting within FieldPulse, click here.
Filter by Custom Fields
For Free Text Custom Fields, you can now filter records by Exact Matches or Contains. This functionality is available on the filters page for the following records:
Jobs
Estimates
Invoices
Material Lists
Purchase Orders
Maintenance Agreement Occurrence Creation
🚀 You Asked, We Listened:
You can easily associate a Job Template with each Maintenance Agreement occurrence, selecting from existing templates or creating new ones directly from the interface.
Upon selecting a template, you'll have the option to choose how to create jobs through the Job Creation Method dropdown:
Manual: Create all jobs manually from the Maintenance Agreement’s Jobs tab.
Automatic: Automatically generate jobs using the selected template, maintaining a rolling 12-month schedule. These jobs will be left unscheduled by default.
You can conveniently schedule your jobs from the Maintenance Agreement’s Jobs tab, filter for unscheduled jobs in the Job List, or use the hourglass scheduling tool in the Schedule tab.
To learn more about Maintenance Agreements, click here.
FieldPulse + Angi Integration
The new FieldPulse + Angi integration seamlessly sends your leads directly into FieldPulse — giving you one seamless workflow from lead to job completion. This integration simplifies managing every opportunity, allows for instant follow-ups, and supports your business growth.
To learn more about the FieldPulse + Angi Integration, click here.
Resolve QuickBooks Sync Errors In-App
This in-app troubleshooting tool for QuickBooks Desktop and Quickbooks Online helps you quickly identify and fix sync issues with records, such as customers, invoices, and payments.
By clicking the Failed Sync button next to any affected record, you can view a dedicated page listing all related sync errors.
To learn more about QuickBooks Desktop Errors, click here.
To learn more about QuickBooks Online Errors, click here.
Enhancing Your Estimates: Editable Option Tab Names
You can edit the option tab names directly in Estimate edit mode. This enhancement allows for a more personalized and professional presentation of your options. The edited titles will appear consistently in:
Estimate View
Estimate Preview
Dynamic Estimate (Web & Mobile)
PDF Exports
To learn more about estimate options, click here.
Purchase Order Tagging Now Available on Mobile
Purchase Order tagging is now available on mobile, allowing you to easily categorize and manage your orders directly from your phone or tablet.
To learn more about Purchase Orders on our mobile app, click here.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.