🎉 2022 Product Releases and Enhancements 🎉
Maintenance Agreement Templates
You can now save commonly used Maintenance Agreements as templates to fast track your workflow!
Booking Portal: Customize file upload options
Customize 'add file' button text and file types your customers can upload to booking portal.
Site Visit: Independent title + Status
You can now give each of your site visits a specific title and status independent of the primary job records.
Internal Activity Log: Mobile app
You can now view internal activity on records within the mobile app.
Invoice- Cost Basis Tab: Profit Margin as a percentage
Grasp your margins with percentages
Schedule: Display Fields FULL customization ( + filter by user)
Select custom display fields for different schedule views, allowing you to capture necessary job details at a glance!to read a full address + more when viewing your job list
Job List- Expand option
You can now select the expand fields option when viewing your job list to read a full address + more.
Invoice/ Estimate Templates
You can now save commonly used invoices and estimates as templates to fast track your invoicing process!
Insert Field Notes into your invoice notes
You can now insert the field notes of a related job into your invoice. Quickly and effectively adding job notes from agents on site to your customers invoices.
Generate & Send PDF of all outstanding invoices
While within a customer record you can now generate a PDF of all outstanding invoice via the actions button.
Small Footnotes now available for Variant Proposal and Dynamic Proposal
This can be used to display monthly payment options, membership prices, price variation notes or anything you wish.
Booking Portal ability to have multiple slots for the same time
This feature will enhance business with multiple trades which can be scheduled for different jobs at different locations at the same/ similar times.
Schedule Views Color Coded by Team Member Web App & Mobile
You can adjust your schedule view to be displayed in accordance with team member colors which can be set in company settings> user accounts> edit> user color.
Quickbooks Desktop is LIVE!!!!!!
Sync customers, invoices, and payments to QuickBooks Desktop. To enable please reach out to the Customer success Team via chat box, email (email@example.com) or phone.
US Mon- Fri 8:00am -6:00pm CST 469-382-5668
AUS & NZ- Mon-Fri 8:00am -5:00pm AEST: AU +61 3 9917 5448/ NZ +64 9 801 0275
You can jump on a call with our Customer Success Team to integration QuickBooks Desktop or following along the self-integration guide below.
Guide to be added here (very soon)
Duplicate Customer Pop up
You will now see a pop-up when a duplicate customer is attempting to be created to stop the creation of duplicate customer records and keep your account neat and organised.
Add items directly to grouping ( no more drag n drop) [Web App + Mobile]
You can now add your item items directly to a grouping rather then dragging and dropping.
Optional Grouping option within Quotes/ Invoices
When building your quotes or invoices you can now select whether a grouping is set or optional. Providing your customer the option to customise their service. This feature works great with upsells, Maintenance agreements and Pricebooks.
Create an optional grouping> Edit invoice/quote> Click on the sheet (top of right grouping)> Once grouping is under the option title the grouping will be displayed as an option add of for your customer.
Note: this feature is for dynamic url invoice version, standard pdf will only display set groupings not optional ones.
Pricebooks: Multi- Select Option
Add multiple jobs to your invoice at once.
Variant Proposal-Add Job from Pricebook
You can now quickly and easily add a flat rate PriceBook job to your variant proposals.
Export Jobs as PDF with all files
You can now generate a pdf that includes the job, invoice, forms, files, and images. You generate this on the job under actions "Export as PDF with files", and it will email you the pdf.
Build variant proposal templates to fast-track your sales process!
Customised Invoice Fields
Add new custom fields to your invoice- s! Helping you record and display all fields you and/or your customer require. (Great feature for users who work with real estate companies- record work order # here)
File- Folders Feature
You can now organise your files into files!
[Mobile] Schedule View Enhancements !!
On mobile, we now have the following views:
List - Week
List - Month
Calendar - Week
Maintenance Agreements- Export Feature
You can now export your maintenance agreements.
Maintenance Agreements can Link to job
You can now create a maintenance agreement from a job record and vice versa, linking the agreement to the 'parent' job.
Maintenance Agreements- End Date
You can now add an end date to your maintenance agreements
October 2022 📈
Drop Down on schedule- New Job, Task, Reoccurring Job
You will notice on the schedule page that you now have a drop-down create a new option, allowing you to create a new job, task or reoccurring job from the main schedule page.
PDF Form Filler- Send to Your Customer To Be Filled Out
You can now send your PDFs through to your customers to have them fill out the required information. To do so, navigate to your job record> Files> import from file library> select form> a pop will appear giving you the option to send to email or fill out in webapp.
[AUS] Supplier Invoice- Sort by Order Date
You can now sort your supplier invoices via Order date.
[AUS] Supplier Invoice Can Now be Archived
You can now delete supplier invoices that you don't wish to have displayed in the system. Perhaps a general stock replenishment Reece order was made, but you don't wish for the supplier invoice to be filed in FieldPulse. Navigate to the invoice, select 'Actions' and Archive Order.
New Customer Status: Inactive
When creating a new customer or editing an existing customer you now have an additional status option: Inactive. This can be used for past clients.
Printing Work Order/ Job- Field Notes now visible
Upon printing your work order, you will now notice the field notes will be visible. This can be helpful if your customer requires such job information.
Maintenance Agreements- Editable and can now be Cancelled
You can now edit an existing agreement and even cancel your maintenance agreements, this can be helpful once an agreement term is expired or the client decides to cancel their agreement. To do so navigate to your maintenance agreement record> edit> update status to cancelled.
Forms can Now be Pinned to Job Record
You can now pin your forms to the main page of your job records along with Subtasks, Quotes, Invoices, Orders, Assets, Timesheets and Files.
FieldPulse Payments- Add Payment Request as a Default (Preview Settings)
You can now set the display payment button as a default for all invoices inset of toggling on request payment each time. To set this up, navigate to your Company Settings> Quotes/ Proposals and Invoices> Preview Settings (Scroll down)> Toggle on> Save.
Purchase Orders - No longer Require a Customer Name
You now no longer need to fill in the customer field of your purchase orders, allowing you to make general material orders for stock replenishments that have no association with a particular customer.
Attach Recurring Billing to Recurring Jobs
You can now build your reoccurring jobs and set up your reoccurring billing via the 'Actions' Button. Providing you with both schedule and billing automation!
New Dashboard Action Buttons
You now have quick n easy access to popular actions via your dashboard, streamlining your workflow and providing a centralised spot to create all new records.
September 2022 📈
[AUS] Supplier Invoices- Ability to Edit Supplier Invoice if the customer is Null
You now have the functionality to edit a supplier invoice if you did not fill in the customer field. Ensuring a customer is linked to a supplier invoice provides better tracking of expenses.
[AUS] Supplier Invoices- Create a quote/ invoice from Supplier Invoice Despite it pre-linking to a Job.
You now have the functionality to create a quote or invoice from a supplier invoice that is linked to an existing job. Providing a quick and easy workflow for users who build invoices around purchase orders.
QuickBook Update- Paid & Partially Paid Invoices can now have new line items added (which will sync)
You can now add required materials and/or labour to your invoices after an initial or full payment has been applied. A great option for when you sell a customer an add-on!!
User Accounts- Customized User Colours
You can now assign a custom colour to your team members, Providing personbordern to a users icon colour/ boarder when navigating through FieldPulse.
Booking Portal- Your Customers can Attach files now
You can ensure you and your team are prepared for the job ahead while your customers given the option to upload any relevant files (Pictures, documents and even videos) upon submitting a booking portal request.
Booking Portal- Timeslot Scheduling Only Option
You can now set your booking portal to timeslot scheduling only.
Booking Portal- Ability to Deny/Delete
To better manage your booking requests, you now can delete/deny bookings from your booking portal (Company settings> booking portal> requests> X) , if the customer scheduled in a time for their booking; upon deletion of the request the booking slot will re-open for other customers to book and the job will be removed from your schedule.
August 2022 📈
New 'On My Way' Status
With our new 'On My Way' status, your techs can let your customers know they are en route with a single click! This will also track the duration of travel time spent as well. Travel time does not include time to the job duration.
To make it even easier for your team, set up automated 'on my way' SMS/email communication triggers!
New Scheduled 'Tasks'
You asked and we delivered! With our new job 'tasks' your business can now customize specific non-billable tasks that you can see on the schedule. Tasks can be set up and color coded based on your preference. Some examples include:
Internal Team Meeting
This is great if your business likes to include activities outside of a traditional 'job' or 'work order.' The sky's the limit with tasks!
New Cost Tab on Job and Project Record
Under the 'Cost' tab on the job and project record, we now have 'Accepted Estimates, Purchase Orders, Timesheets' as well 'Total Amount Invoiced, Total Amount Paid, and Total Amount Due.'
New Lead Source Reporting Feature
You can now run a report based on the customer 'Lead Source.' This allows you to see the total net profit each lead source is bringing your company. The report allows you to see the total number of leads as well as the average invoice total. You'll find this under Reporting>Invoices>Profit By Lead Source.'
Estimate and Invoice Enhancements
You can now insert timesheets into estimates or invoices! When creating a new estimate or invoice, you can now insert the service techs hours in the estimate or invoice. When creating the estimate/invoice, you'll select the 'Quantity' selector and click on the option 'Total Timesheets Clocked' there is another option dropdown called 'Unit Cost and Unit Price from Team Members.'
The options include:
Do not insert hourly cost or billing rate
Insert Hourly Cost Rate
Insert Hourly Billing Rate
Insert Both Hourly Cost and Billing Rate
New Webapp Features
We've embedded helpful videos you can view directly from our webapp! Curious if one our features might benefit your business but not sure how it works? You can now click 'Watch helpful video' directly under the feature.
You can view these videos under Company Settings>Features & Plugins.
When clicking 'Create New' for Estimate, Invoice, Variant Proposals you will see the action icon at the top right of your screen.
2. You can now 'Create a Job' off of an estimate or invoice even if there is already an existing job on the estimate or invoice. This will allow for you to override old jobs or jobs that are not needed.
July 2022 🧨
1. Booking Portal Enhancements
We've added the ability for your customers to not only contact and schedule an appointment, but they can now Book a Service as well as Schedule an Appointment and Book a Service! We've added additional custom fields, the ability to accept payment upon booking the service and much much more! Head over to your Features & Plugins page to have a look for yourself!
2. 'On My Way' Texting to Customers with Location Tracking and Your ETA
Service Techs can now send a text to your customers straight from the mobile app when they are on their way, sharing real time vehicle location and ETA!
June 2022 🔥
1. New Job & Invoice Redesign on Webapp
Out with the old, in with the NEW AND IMPROVED! 👀 We've consolidated and redesigned our job & invoice record on the webapp.
2. Duplicate Customer Checker
When adding a new customer to FieldPulse we now have a 'Duplicate Customer Checker' to eliminate adding any customers that are already in FieldPulse. If the customer record already exists, you'll get a notification indicating the existing customers information. To learn more about customer management in FieldPulse, click here.
3. Estimate and Invoice Slide Bar View
We've made creating an estimate or invoice even easier with the ability to add items from a slide sidebar view. Check out the video below!
4. Timesheet Enhancements
⏰ THIS IS HUGE! We've taken your feedback and we've finally released the ability to track user's general time for payroll purposes and then also track a user's time for specific jobs in a different timesheet.
This is specifically for clocking in and out for the day. This is if you are paying employees for their normal payroll (think 9-5 job).
Job Tracking Timesheets
This is to clock in and out of specific jobs.
To enable, to go Company Settings>Features and Plugins>Employee Timesheets>Enable>Settings>Select 'Enable separate timesheets for job and general tracking dropdown> 'Use two timesheets system for separate job and general tracking.'
Mobile App View
5. Offline Mode
You heard that right. LONG AWAITED! Do you often find yourself working in remote areas with little to no service? Fear not. With FieldPulse's new and improved 'Offline Mode' your team can now:
Save their job notes in offline mode
Upload their job photos in offline mode
Cache the customers related to the cached jobs and projects
Cache projects for 1 week!
Cache jobs for 1 week!
May 2022 📈
1. NEW PAYMENT PARTNER 💳
FieldPulse Payments is now available in the US and Australia.
Fully integrated Payment System
Personalized Payment Portal for full 360 Financal Visibility
On-the-spot Mobile Payments
Collect ACH Payments
Low transaction fees
Getting started takes less than 10 minutes and is completely paperless. To get started, go to Company Settings>Features and Plugins>FieldPulse Payments>Enable>Sign Up!
To learn more or get started, please contact our Customer Success team via the blue chat or by emailing at firstname.lastname@example.org.
2. Automatic Tax Rates
With the new Automatic Tax Rate (once enabled), when creating an estimate or invoice the system will automatically fill in the tax rate on your estimate or invoice using your customer's billing address zip code. To enable this feature, go to Company Settings>Features and Plugins> Automatic Tax Rate> Enable.
3. HazordCo Mobile App Integration (FieldPulse Australia)
You can now integrate with HazardCo and allow fr SWMS to be created in the mobile app.
4. New Integration: Quickbooks Australia and Canada Released
The wait is over! We've finally released our Quickbooks integration on webapp and mobile for our customers in Australia and Canada. Select tax rates on invoices and estimates and never have to worry about double entry again! To learn more about how the integration works or to get set up, please contact us at email@example.com.
April 2022 🌼
1. Site Visits
🤯 You read that correctly! You can now add multiple site visits to the same job number, schedule site visits on different days, and assign either the same tech or assign a different team member to a visit!
2. Customer Communication Enhancements
You can now schedule custom times for automatic email/SMS triggers. To learn more about the customer communication options, click here.
3. Estimate and Invoice Enhancement
Update Your Unit Price and Unit Cost Instantly
You now have the ability to update the unit cost or unit price of the underlying line item directly from the estimate and invoice record. You no longer need to go back to your item repository to manually update the price.
Ability to an image to each line item
4. Design/ Display Updates
On the Customer page, you can now expand fields to see full customer contact details.
Account Type Residential / Commerical'
March 2022 🥁
1. New Feature Release: Review Management
We've released a FREE review management tool your company can now take advantage of. This tool allows you to request reviews from your customers directly after a job is completed as well as capture ratings and feedback on your team members. Video and article coming soon!
2. Partnership Announcement: Wisetack Consumer Financing
With Wisetack, you can now offer financing options to your customers.
Financing from $500-$25,000
Fast & Easy Application and Approval (NO PAPERWORK!)
No Credit Impact for Customers
Terms from 3 to 60 Months
To learn more and get signed up, click here.
3. Asset Management Enhancements
We've added an 'Update' button to the asset management page. Updates will allow you to make updates to assets that are already in FieldPulse. You can update pictures as well as additional text. Available on webapp and mobile. Learn more on managing assets here.
4. Maintenance Agreement Reporting Function
You can now build reports as well as export Maintenance agreements through our reporting feature. You can find this under Management>Reporting>Maintenance Agreements. Learn more, here.
February 2022 🌹
1. New Feature Release: PDF Form Filler
You can now import pre-exsisting fillable forms or customize your own and attach those to customer records, job records, projects, ect. To learn more, click here.
2. New Feature Release: Custom Sales Pipeline
You can now manage your entire sales pipeline with our new Custom Sales Pipeline tool. You have the ability to customize each status to align with your specific business. To enable this feature to to Company Settings>Features & Plugins>Custom Sales Pipeline>Enable.
3. Maintenance Agreement Enhancements
You can now set automatic reminders on your Maintenance Agreements. You can set a reminder for your customer, yourself or both!
January 2022 🎇
1. Pricebook Enhancements
You can now include an 'Option List' on your flatrate job. After selecting a flat rate job you can then have it take your customer to an option list page where they can show upsells or options.
You can now do manual or automatic markups on a per line item basis. Instead of being on the entire flat rate job, you can now have different markups or manual markups on each line item independently.
You now have the option to enable or disable Pricebook on an individual user basis.
To learn more about Pricebooks, click here!
2. Invoicing Enhancement
You now have the ability to send invoices not only by email but by text as well!
We now have automatic communication triggers for overdue invoices! The days of not getting paid are over. To set up the automatic email or SMS go to Company Settings>Features and Plugins (make sure Customer Communication is enabled)>Customer Communications> Automatic Triggers.
3. Customer Enhancement
We've added 'Lead Source' to the Customer record! When creating a new customer, we have a section where you can capture how they founds you. You have the ability to run reports on these sources as well.