🎉 2023 Product Releases and Enhancements 🎉
New Dashboard Widgets and Enhancements:
NEW Daily Updates: Check out this new widget on the top left-hand side of your web app dashboard. Figures on this dashboard include daily completed jobs, created jobs, created invoices, and created customers.
NEW Team Member sales widget: The widget displays team member sales for the day, week, month, quarter and year. The widget will only display team members the user is a manager of.
Map View with jobs pinned: Click on jobs for expanded job details.
Aesthetic Modification to Invoice and Estimate sales by date widget: Fresh new green look!
Favourite PDFs for Mobile
A great feature to keep your service agent's workflow organised and simple! Instead of them scrolling through all the companies' PDFs, you can now favourite the most relevant files for the team to access via the actions button on mobile easily!
Set up your favourite files: Company settings> jobs> file library> star> save
Utilizing Favourite files on mobile: Navigate to a job record> actions> Create a Favourite PDF Form> Fill> Save.
Engage: Add Audio Recording
You can now recording you own voice and attach it as a voicemail message to various engage numbers! Learn more below.
Schedule: Additional Display Field
You can now add the total invoice amount as a display field within your schedule views!
Line Item Automatic Mark-ups
Set an automatic mark-up for your line items via company settings> quotes & invoices> invoice items> edit an item and select the mark-up icon beside the unit cost field.
If 'Automatic Markup' is enabled for the item, then anytime the 'Unit Cost' changes (either manually, via file upload, or API), the 'Unit Price' should get automatically marked up based on the 'Automatic Markup Percentage.'
Job Templates on Web App & Mobile
You will love this feature! Joining our invoices, estimate and maintenance agreement templates is...JOB TEMPLATES!
Save a bunch of time! You can save common job types as templates, Start to toggle on jobs as you create them or spend a few moments setting up some templates for your most popular job types. Quickly and easily select from a saved template to fast pace your scheduling. But wait, that's not all..... the new JOB TEMPLATES function allows you to not only template the job information, but also related files, subtasks, estimates, and invoices! So you can now create a whole flow in one template.
Pin Tabs [MOBILE]
You can now pin tabs to your job record on the mobile app! Pin your tabs once, and you are set to grasp all you need with only a swift scroll!
> This includes a 1- click button to mark subtasks as complete!
Separate Commissions for technicians
You can now set up technician-specific commission rates via their user account [Company settings> user accounts> Users> Select on user> Edit Fill out 'Commission Rate']. Once this is set your invoice cost basis tab will show you service commission based on this rate + commission reports will also be calculated based on individual tech commission rate.
**Note the company commission rate will be the default unless your techs individual commission is added**
[Cant see any commission option? Be sure to turn it on first via Company Settings> Estimates and Invoices> Advanced > Turn on commissions> Set a commission rate]
Fresh New Dashboard Widget Look!!! [Payments Collected & Invoice & Quote Sales by Created Date]
We have adjusted the look of these two widgets and enhanced your ability to customize them! Check out all your customization options in the video below or jump right into your dashboard and customize your account now!
New Report Functionality: Technician Sales Report
You can pull a sales report on your technicians for a chosen time period. The report will calculate Sales Volume [sum of all invoices], Average Sale Size [Sales Volume/ # of invoices], Calls [# of jobs assigned], Call Backs [# Assigned jobs with 'Call Back' tagged] and Call Back Percentage [Call back/ Calls].
You may choose to use this report for tracking commission, divvying up bonuses or generally tracking employee performance!
**Add the 'Call Back' [call back] tag to any follow-up job to utilize the call back column in the report. **
Variant Proposal- Preview> Prompt to create estimate/ invoice [Mobile App]
You now have the same functionality as the web app! Perfect for showcasing your variant proposals on-site from your device! You can choose the best option alongside your customer and easily convert the selection into an estimate or invoice within two clicks (Buy Now> Save)
QuickBooks/ Xero Synced accounts: Auto Refresh when 'Finalise Invoice' button is selected
Stop having to refresh the page when finalising your estimates and invoices, we have now encoded an auto refresh once you select the 'Finalise Invoice' button!
Engage: AVAILABLE IN CANADA & AUSTRALIA!!!
FieldPulse Engage is a single place for business calls, voicemails, and text messages with your customers. By using managed lines right within FieldPulse, your team can work together to respond to your customers and have a single place to see past conversations between your customers and techs.
AUS-$55 for 2 lines and $10 for each additional line
*Reach out to our team on chat or emails us at firstname.lastname@example.org to get started*
Engage: Call Notes
Digitalise any call notes allowing you to capture all customer communications and relevant notes in a centralised area which is beneficial for other team members to grasp key information or the next steps for any potential future communications.
Customer mobile now option PDF display setting
You can now toggle customer mobile off/ on as a PDF display setting. You can set your selection while previewing your estimate or invoice.
Modify Billing Customers on estimates/ Invoices
You can adjust the bill to the customer and address on your estimates and invoices! This feature will come in handy for trades who create invoices from their job records and when their job customer is different from their billing customer (Eg: tenant: Real Estate)
Schedule: Custom Job tile [Mobile]
Customize your mobile app select from 3 views Standard, expended or customized. The customized view allows you to specifically select which fields you wish to have displayed, be sure to save!
Schedule: Right-click shortcut
Fast Track job record adjustments with our new right-click option available across all schedule views but the map, you can now right-click on a job to update the status, edit, add a comment, create a new estimate, invoice, subtask, reassign or open in a new tab.
Schedule: New Team Member Selector
Check out our new team member selector view, making it quick and easy to customise your view based on multiple teams, team members, or singular teams or team members.
Schedule Views- Invoice Status Stamp via display fields
You can now have the status of an associated estimate/ invoice displayed on your job (work order/ service) via the schedule view. Select the drop-down on your top right to display this field and select invoice status.
How can we reach you?
We’re available Monday-Friday 8:00am -6:00pm CST
US Customer Success Team Phone: 469-382-5668
AUS & NZ
We’re available Monday-Friday 8:00am -5:00pm AEST
AUS Customer Success Team Phone: +61 3 9917 5448
NZ Customer Success Team Phone: +64 9 801 0275