You can now save commonly used Maintenance Agreements as templates to fast track your workflow!

Customize 'add file' button text and file types your customers can upload to booking portal.

You can now give each of your site visits a specific title and status independent of the primary job records.

You can now view internal activity on records within the mobile app.

Grasp your margins with percentages

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

You can now select the expand fields option when viewing your job list to read a full address + more.

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.

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.

Sync customers, invoices, and payments to QuickBooks Desktop. To enable please reach out to the Customer success Team via chat box, email (support@fieldpulse.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)

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.

You can now add your item items directly to a grouping rather then dragging and dropping.

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.

Add multiple jobs to your invoice at once.

You can now quickly and easily add a flat rate PriceBook job to your variant proposals.

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!

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)

You can now organise your files into files!

On mobile, we now have the following views:

List - Week
List - Month
Calendar - Week

You can now export your maintenance agreements.

You can now create a maintenance agreement from a job record and vice versa, linking the agreement to the 'parent' job.

You can now add an end date to your maintenance agreements

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.

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.

You can now sort your supplier invoices via Order date.

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.

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.

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.

You can now pin your forms to the main page of your job records along with Subtasks, Quotes, Invoices, Orders, Assets, Timesheets and Files.

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.

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.

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!

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.

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.

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.

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!!

You can now assign a custom colour to your team members, Providing personbordern to a users icon colour/ boarder when navigating through FieldPulse.

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.

You can now set your booking portal to timeslot scheduling only.

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.

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!

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:

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!

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.'

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.'

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:

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.

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!

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!

Out with the old, in with the NEW AND IMPROVED! 👀 We've consolidated and redesigned our job & invoice record on the webapp.

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.

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!

⏰ 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.

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.'

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:

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 support@fieldpulse.com.

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.

You can now integrate with HazardCo and allow fr SWMS to be created in the mobile app.

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 support@fieldpulse.com.

🤯 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!

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

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!

With Wisetack, you can now offer financing options to your customers.

To learn more and get signed up, click here.

To learn more about Pricebooks, click here!

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.

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.