Send Purchase Orders Via Supplier Chat - Mobile App
In both the mobile and web application, you now have the ability to send purchase orders generated in FieldPulse directly to your suppliers through Supplier Chat! Once you've created a PO, just click the Send via Supplier Chat button. The PO will be automatically included, and you can choose to send it by:
Attaching it to an ongoing chat.
Finding a new supplier and initiating a chat.
To learn more about Supplier Chat on the mobile app, click here.
Enhancements for PDF Imports in Custom Forms
Once your PDF has been imported within Custom Forms you can now do the following:
Remove Field Borders: You can now remove borders from individual fields, allowing for a cleaner presentation without boxes around the text.
Text Alignment Options: Choose the alignment for each field—Left, Center, or Right—to suit your design preferences.
Field Sizing and Positioning: Adjust the size and position of each field easily by dragging, stretching, or entering specific width, height, and coordinates.
To learn more about creating a Custom Form, click here.
Offline Mode: Estimates & Invoices
Maintain your productivity wherever you are! Whether you’re facing unreliable internet connections or using Airplane Mode on your phone, this feature allows you to easily create, edit, and manage your estimates and invoices.
If your connection drops or you switch to Airplane Mode, FieldPulse will automatically recognize this and prompt you to enter Offline Mode.
To learn more about what can be done in Offline Mode for your Estimate and Invoice records, click here.
Custom Forms: Internal Team vs. Customer Facing Fields
Enhance your Custom Forms by designating fields as Internally Visible Only, ensuring your customers see only what they need to complete. This feature allows your team to access important internal notes while keeping customer-facing forms clear and concise.
Key Benefits:
Streamlined Experience: Your customers encounter shorter, more straightforward forms.
Clarity: Distinguishes between fields for internal use and those for your customers.
Dynamic Layout: Reduce blank spaces on your forms by specifying how the layout should automatically adjust, ensuring a polished and professional appearance.
To learn more about internal team vs. customer facing fields on Custom Forms, click here.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.