Reece: Search & Filter Updates

Finding the right Line Item just got a lot faster. When adding Reece items to Estimates, Material Lists, Purchase Orders, or Invoices, product categories now appear on the left-hand side for more intuitive browsing. You can also use filters to narrow down results quickly, no more scrolling through long lists to find what you need.

To learn more about Reece, click here.

Save a Payment Method on File

With FieldPulse Payments, you can now save a customer's credit card or ACH bank account directly on their record in FieldPulse and charge it whenever you need to, whether that's a one-off invoice or automatic recurring billing. All payment details are securely tokenized, so your customers' information stays protected.

To learn more about Saving a Payment Method on File, click here.

Email & SMS Configuration on Custom Forms

When configuring the email or SMS sent with a Custom Form, you can now insert related field values directly into your message template. Pull in details like Customer Name, Job Number, and more so every outgoing communication is personalized automatically, with no manual adjustments needed each time.

To learn more about Creating a Custom Form, click here.

Toggle to Enable Payment Pop Up Upon Completing a Job

The "mark payment" pop-up that appears when a job with a related invoice is marked complete is useful for some teams, but a source of friction for others who invoice later, use separate billing departments, or rely on third-party accounting integrations. You can now enable or disable this pop-up in Company Settings to match your workflow.

To configure:

Go to Company Settings
Select Jobs, then General
Toggle Enable pop-up for marking payment on Related Invoice upon Job completion on or off

To learn more about Completing a Job, click here.

Locking Edits on Estimates & Invoices

Protect the integrity of your financial records with Record Locking for Estimates and Invoices. Once a record hits a key milestone, it can be automatically locked to prevent accidental changes.

Configure three independent locking options under Company Settings → Estimates & Invoices → Advanced:

Lock Estimates Once Converted to an Invoice — The Estimate is locked the moment it's converted to an Invoice.
Lock Invoices Once Finalized — The Invoice is locked once finalized.
Lock Invoices Once Fully Paid — The Invoice is locked once fully paid, regardless of payment method.

To learn more about Locking Edits on Estimates & Invoices, click here.

ClearPath: Site Visit Widget

When your team is working in Focus View, every tap counts. Previously, accessing individual Site Visits required stepping out of Focus View entirely which breaks the flow for technicians in the field. The new widget lets users open and interact with Site Visits directly from within Focus View, so nothing slows them down.

To configure:

Go to Company Settings
Select Jobs, then Custom Status
Navigate to the relevant Workflow and click Manage Status Action Flows
Inside of the selected Status Action Flow, enable Focus View and the widget at the bottom.

Note: The widget is configured on Web and used in Focus View on Mobile.

To learn more about ClearPath, click here.

Ability to Import & Export Custom Form Templates

Now you can export any Custom Form Template as a JSON file and import it into any other account with a single click. Share templates with other FieldPulse users, back up your work, or migrate forms between accounts without rebuilding field by field.

To learn more about Importing & Exporting Custom Forms, click here.

Site Visits: Communication, Notifications & Scheduling

Communication Enhancements: Automating customer communications around Site Visits used to require workarounds. Now, you can set up automated and personalized emails and SMS messages tied directly to individual Site Visits. New insertable template fields, site-visit-specific triggers like booking confirmations and pre-visit reminders.

Notifications: Scheduling and status update notifications were previously limited to Jobs, leaving technicians and managers relying on manual check-ins or outside communication to stay aligned. Site Visit Notifications bring that same automated awareness to Site Visits by reducing missed updates, coordination delays, and the confusion that comes from teams working off incomplete information.

Schedule Hourglass View: The Hourglass view on the Schedule now includes Site Visits alongside Jobs. Dispatchers no longer need to open individual records to schedule dates, times, and team members with unassigned and unscheduled Site Visits are visible in a centralized list, ready to drag and drop into the schedule.