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.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.