🎉 2023 Product Releases and Enhancements 🎉
Introducing our new Sub-Categories Pricebook feature!
Effortlessly tailor and categorize your flat-rate jobs with our new Sub-Categories feature. This tool empowers you to deliver professional, precise, and transparent quotes and invoices for every client request. Take your service excellence to the next level. Try it now and enhance your client experience! 💼💡
[Sales Tab> Pricebook> select on a pricebook> Organize> create a category> 'Add Display Category]
🌟 Introducing Cascading Custom Fields for Customers & Jobs 🛠️
Say goodbye to data duplication and hello to streamlined operations, improved customer service, and pristine records! 📈🚰 With this latest update, you have the power to create or modify customer and job custom fields in your company settings. Even better, you can choose which records these fields will automatically cascade to. 🔄
📂 Customer information now can flow seamlessly from your initial customer record to Job, Proposal, Invoice, Project, and Asset records. 💼📑
Use Case Examples:
- Credit Card info
- Preferred payment method
- Customer notes
- Service agreements
- Membership level
- VIP status
- Boss Mate classification
- Customer preferences, and more.
📂 Job information cascades from your initial Job record to Proposal and Invoice records. 💼📑
Use Case Example:
- Organized job notes
- Quote notes recorded by sales tech
- Measurements for accurate quote pricing
- Discount notes and more.
We're thrilled to introduce the latest updates for Engage that will supercharge your communication experience! 📱💬👥
1. Phone Selector for Voicemails and Calls 📞
Select the phone line to filter your Voicemail and Call list, making it easy to stay organized and quickly find what you're looking for.
2. Filter Conversations by communication type Effortlessly 👫🔗
Refine your conversation history with customers by filtering communication types, enabling you to find the information you need at record speed.
3. Edit Live Call Notes ✏️📞
Make instant updates to your call notes during your Live Calls. Stay organized and keep essential info up-to-date without missing a thing.
4. Engage Reporting 📊
Get data-driven insights on your communication efforts. Track trends, monitor performance, and make smarter decisions for improved productivity.
Engage Reporting Detailed Walk-Through
Job Reporting ReVamp
With our latest Reporting update, you're in charge! 📊🔧
✨ Customize Columns: Tailor job info your way. Select column visibility and order.
🔍 Filter Any Column: Zero in on what matters most.
📑 Group by Columns: Organize data effortlessly.
🔄 Create Pivot Tables: Gain new insights with ease.
📤 Export Data:Share and analyze your way.
Now, you have the flexibility to designate certain customers as tax-exempt based on their unique circumstances. This could include various exempt organization types such as:
- Businesses and Self-Employed individuals
- Charities and Nonprofits, including Charitable Organizations, Churches, Religious Organizations, and Private Foundations
- International Taxpayers
- Governmental Liaisons
- Federal, State, and Local Governments
- Indian Tribal Governments
- Tax Exempt Bonds
Whether it's for personal, business, charitable, or governmental reasons, our "Tax Exempt" feature makes it easy to identify and manage exempt customers, ensuring a smooth and compliant financial process. 📋🚫💰
Get Started Today! When creating or editing a customer simply toggle on 'Tax Exempt' to exclude your customer from tax .
Custom User Contact Visibility: 👁️🔒
Empower yourself with control over user job contact visibility. With the ability to add multiple contacts to a customer record, you can now decide what your technicians see. You may opt for them to view only the primary contact, all contacts associated with the job location, or grant them full access to all customer contacts.
Setting up user contact visibility is a breeze. Just navigate to your Company Settings, head to User Accounts, select a specific user, click 'Edit,' scroll down to the User Feature Permissions section, and adjust the dropdown for job contact visibility to your preferred setting. Don't forget to hit 'Save' to apply your choice. Tailor the experience to fit your needs! 🛠️🔐📋
Engage & Webapp Integration [Stage 1 of 2]
We're thrilled to announce an advanced level of integration between Engage Phone and FieldPulse WebApp, with exciting benefits. Here's what's in store:
1. Seamless In-App Calls: Say goodbye to juggling apps. Now, incoming calls come directly to the FieldPulse WebApp, allowing you to manage them without switching to Engage.
2. Effortless Customer Interaction: While on a customer's record, simply tap the message icon to instantly access Engage, where you'll find the complete customer profile and ongoing conversation.
Mobile App Call Playback: 📞
In the Engage mobile app, you now have the power to listen back to call recordings. Easily access and review your important conversations on the go. Stay connected and informed with convenient call playback at your fingertips! 📱🔊📂
Enhanced Timesheet Precision:🕒1 Minute Intervals
Experience a new level of accuracy in your timesheet management! We've upgraded our system to allow you to manually adjust timesheets down to the exact minute. No more 5-minute intervals – now you can ensure your timesheet data is as precise and accurate as possible. Get the precise time tracking you need with ease! ⏱️📊
Tags Tags Tags!!!
Tags now Customisable
🏷️ Tag enthusiasts, listen up! We've just rolled out some exciting tag enhancements that put you in control like never before! 🚀
Now, you can edit your tags with ease, giving you the flexibility to adjust the text and color for your tags app-wide! 🖌️🌈
Here's how to do it:
1. Navigate to your tag management in company settings under each record type.
2. Select the tag tab to see your tags.
3. Choose any tag and customize both its name and color.
The best part? This customization isn't limited to just new tags – it applies to all your historic tags as well! 🕰️🏷️
New Timesheets, Users, Estimates & Invoices Tags
We're thrilled to announce the addition of timesheet, user, estimate, and invoice tags to FieldPulse, complementing our existing tag feature for customers, jobs, assets, and line items.
Creating a New Tag:
1. To create or edit a tag, begin by creating or editing a record.
2. In the tag field, just start typing your desired tag.
3. Hit 'Enter' on your keyboard.
4. Select a color for your tag.
5. You're all set!
1. For tag edits, navigate to your Company Settings.
2. Go to the Related Record tab.
3. Find the Tag tab.
4. Click on the tag you want to modify.
5. From there, you can change its color, edit the text, or delete it. Simple and efficient! 🏷️✏️🔗
#1 Timesheet tags🏷️
Now, when users enter their timesheets, they can choose from a list of timesheet tags, making it a breeze to organize time punches for various purposes. 🕐✨
Whether it's tracking after-hours rates, weekends, Sunday rates, public holidays, SOS calls, or even well-deserved lunch breaks, these tags have got you covered! 🚀📊🍔
Stay organized and make timesheet management a piece of cake with Timesheet Tags! 🍰🕰️🏆
#2 User Tags [Mobile]
With User Tags, you can now tag your team members based on their skill abilities, job types, certifications, and more. 🏅💼📜
Efficient Scheduling: When scheduling upcoming jobs, you can easily search for users with the appropriate skills and qualifications. It's all about finding the perfect match for the task at hand! 🔍🔧
User Tags make scheduling a breeze, and they're the key to delivering top-notch service! 🌟📅🤝
#3 Estimate & Invoice
🌟 Introducing Estimate & Invoice Tags! 🏷️ Now, you can categorize your records using a range of attributes, including Service Type, Location, Materials, Priority, Client, and Cost Category Tags.
💼 Streamline your reporting, organization, and customization: Effortlessly pinpoint estimates and invoices with specific tags, empowering you to access valuable insights into their financial data. 📈💰
New Job Sub-Title
Now, you can add a simple line of text just below the job title, providing quick and crucial information at a glance. It's perfect for busy techs who need core details without scrolling through job notes. 🚀👷♂️
Imagine having VIP customer, Boss's Mate, essential site access details, or specific customer requests like "Call before access" right there for easy reference! 📋📞💼
Stay efficient, stay informed with the Subtitle field on jobs! 📌👀
Customer address visibility when searching for customers to add to job
When you're in the process of creating a job and searching for a customer to add, you'll now have the added convenience of seeing the customer's primary address. We've included this feature because we understand that many customers share the same name, and having access to their addresses will help ensure you select the correct customer for the job.
NAME CHANGE: 'Job Templates' within Company Settings> Jobs is now called 'Job Title'
We have made this adjustment since bringing out the new JOB TEMPLATE feature which provided several more beneficial features. be sure to check it out today!!!
Basic Job Import
You can now easily access and download this job import sheet to input your jobs for importing into FieldPulse. It's important to mention that this is a fundamental job import sheet designed for self-filling. If you require a more comprehensive job import or assistance from our data migration team, please be aware that associated fees will apply.
Once you have filled this sheet out please send it to the Customer Success Team via chat or email [firstname.lastname@example.org].
Caching of phone line selector on conversations list -: Now it saves which filter you had on
Call recordings inside conversations - both web and mobile
Mobile App Integration : For our engaged users utilizing the FieldPulse 2.0 App, we're excited to introduce an enhanced integration between our two apps. When you navigate within the FieldPulse 2.0 app, such as on the jobs page or customer page, you'll notice that the call and message icons now seamlessly link directly to Engage. This means that it will open up a pre-existing conversation with that customer, enabling you to continue right from where you left off.
Now, you can now pull asset reports via Management> Reporting> Asset> select date range & Run Report🏢
Here's what you can do with this feature:
1. Customization: Customize your reports to your heart's content, tailoring them to your liking with all the important information you have store in your asset records. 🎨📊
2. Versatile Usage: Filter by customer and export these reports. You could then attach to quote or invoice manually. [we have a Dynamic Asset Report feature currently being built which will make this functionality seamless..stay tuned]
📊 Job Reporting Mini Enhancement! 🌟
We've added a handy new column for "Invoice Status" to keep you on top of your billing game. 💼💰
Now, you can quickly see the status of each invoice right from your job reports. Stay informed and stay ahead with this helpful addition! 📋👀💡
Purchase Order- Suppliers Now Editable.
🛒 Exciting news for our users! We're thrilled to announce that you can now edit your supplier details with ease. 🖋️💼
Whether you need to make adjustments to existing information or clean up your supplier list by removing old or unused suppliers.
Stay organized and keep your supplier records in tip-top shape as you continue to utilize our Purchase Order feature. 📦📋🌟
Additionally you also have the ability to adjust the supplier on PO that are in a draft status
Schedule Dispatch Page- Drag and Drop between Team Members
Now, you can make scheduling a breeze with our new Drag and Drop feature. 🌪️🗓️
Easily move appointments between team members with a simple drag and drop. It's the quickest way to ensure your schedule is perfectly organized! 🧩👥💼
Job List- Filter Enhancements
We've added some nifty features to make your job management even more efficient:
1. Now, you have the power to filter out those recurring jobs from cluttering up your 'Jobs' list page. 🔄🚫
2. Need to stay on top of invoice statuses? No problem! You can filter your jobs based on their invoice status. 💼📊
Just head over to 'Job List' ➡️ 'Filters' and enjoy these handy new options to streamline your workflow! 📌🎯
Customer Portal- Asset Page Addition
Introducing the Asset Page addition, your customers can now access and view crucial information related to their assets too. It's all about transparency and convenience! 🤝👁️
Plus, we're giving you the power of customization. 🎨✨ With customer portal customizations, you can choose which tabs your customers can see.
Ready to tailor your portal? Reach out to our team, and they can adjust your customer portal visibility preferences from their master portal. Stay tuned, because soon you'll be able to do this on your own! 🙌💼
Service Rocket Pro TWO-WAY Customer Integration
Now, you can seamlessly sync and interact with your customer data like never before. It's a game-changer! 🔄📊
Not yet using Service Rocket Pro? Ready to see it in action? Reach out to our team, and we'll set up a demo for you with Johnston, our Service Rocket Pro contact. 📧 Contact us at email@example.com to schedule your demo today! 🗓️💼
Discount Feature now available for users with QuickBooks Desktop
Exciting news for QuickBooks Desktop users – you can now add discounts to your quotes and invoices with ease. 🧾💰
Whether it's a senior or veteran discount, or maybe even a Christmas special (it's never too early!), you've got the flexibility to make your customers smile while keeping your books in order. 🎅👵👴💵
Find the discount feature on the bottom right of your quotes and invoices.
Reporting Enhancements- Invoicing
Introducing our brand-new all-inclusive reporting tool, designed to make your life easier. 💼📈
For now, you can explore it under the Management tab ➡️ Reporting ➡️ Invoicing. But guess what? 🤔 Soon, this robust reporting tool will become the standard for all record types! 🌟
With these reporting enhancements, you have the power of full customization and manipulation at your fingertips. 🛠️✨ Tailor your reports to fit your needs and watch your insights soar! 📊🚀 Here's a cool tidbit for you: Your related records now come with hyperlinks on reports!
Customer Communication Visibility [Mobile ONLY- Web App coming soon!!]
Exciting news – you can now easily access and view your past emails and SMS in the activity log and customer communication log on the mobile app. 📲🗂️
And guess what? Soon, we'll be rolling out this awesome feature to the web app too! 🌐
Stay tuned for even more convenience in managing your customer interactions. 🚀📝
Customer Pin Tabs [Mobile App]
Joining webapp customer pins is mobile! Pinning Tabs are officially available on Customers in the mobile app! 📱✨
But wait, there's more! You now have the power to choose and save the order of these tabs too. 🤩📋
Get organized and stay in control with this awesome update! 🚀💼
Zapier integration Enhancements- Customers
🚀 Exciting news! We've supercharged our Zapier integration, making it easier than ever to connect FieldPulse with your favorite apps! 📲💥
Now, you can effortlessly create Zapier flows that shuttle customer information to and from FieldPulse. 🔄🧑💼📊 But wait, there's more to come! 🌟
In the upcoming months, we're taking things to the next level by expanding the integration to include jobs, estimates, and invoices. 💼💰📑 Stay tuned for even more enhancements! 🛠️🚀
Learn More about how to utilize Zapier and FieldPulse to enhance your business processes
Flat Rate Commission
🎯 Tired of dealing with those tricky percentage commissions? Say hello to the flat rate commission! With flat rate commission, it's as easy as setting a specific dollar amount for your technician's work. 🛠️ Let's say your tech makes $150 for each tankless water heater installation – you can manually set that amount, no fuss! 🚿💲
And for those of you who love the convenience of our pricebook, we've got you covered too! 📚✅ Tie your flat rate commissions to the jobs you select.
🎉 Multiple Customer Contact ! 📞
We are excited to bring you multiple contacts on a single customer record! 🤝 Now you can tag all the key players. Plus, we've allowed users to link contacts to a specific customer location📍and to designate a primary contact on your jobs. Stay organized, impress your clients, and dance through tasks like never before.
Game Changer> For transforming real estate, big projects, and franchise customer management with seamless multi-contact handling and location-specific associations. 🏢🌟
It's like a magic wand for email marketing. But wait, there's more! By mixing the enchantment of Mailchimp with FieldPulse, you're about to unleash some serious marketing mojo.
What Syncs With The Integration? Customer name [first name/ last name ], Email, Address, Phone Number, Tags.
How Do I Integrate?
1. Snag an API Key: Sneak into your Mailchimp realm, tap on Account Settings, then Extras, and down to API Keys. Create a fresh one and snatch that key – it's your magic access pass. [How To Video]
2. Blend FieldPulse and Mailchimp: Send your API Key to our team and request them to start the integration. [Give them 5 mins then refresh your screen and you will see the integration Live]
Mailchimp article > https://help.fieldpulse.com/en/articles/8258682-mail-chimp-integration
Asset Record now has related job tab
New Estimate/ Invoice Reporting Filter 'Created By'
Display Customer Phone on estimate/ invoice Records
You now have a new Option to toggle on Display Customer Phone on estimates/ invoices as a once-off or turn it on as a default via Company Settings> Estimate & Invoice> Preview Settings> PDF Display Settings> Toggle On> Save.
Reece Update: FieldPulse Purchase Order 'Order Title' field now sends to Reece
'Create Maintenance Agreement' via the Action button on Customer Records
New Delete/ Archive options for all records on the Mobile App
Now, when you select the "Edit" option, you'll notice a prominent red, bolded "Delete/Archive" button right at your fingertips. This button allows you to swiftly delete or archive unwanted records with just a few taps.
Worried about accidental deletions? No problem! We've got you covered. If you ever delete a record by mistake, simply access the search feature, and add a filter to your search criteria. By deselecting "Active" and selecting "Archived," you'll instantly retrieve a list of your archived records. There, you'll find a convenient "Recover" button located on the right side of your screen, providing a hassle-free way to restore your important data.
Australia- Reece Purchase Order Pick Up Address Update
You now must select the Reece Branch address along with the specific business unit your ordering from.
Internal Notes for Estimates and Invoices
This addition empowers your team to enhance communication, streamline workflows, and improve collaboration within your business. With Internal Notes, you can now add private, detailed annotations to each estimate and invoice without worrying about them being sent to customers. These notes serve as a secure and organized space for your team to share critical information, such as specific work instructions, technician assignments, project progress, material specifications, and more.
Introducing the "Attach File" Feature for Mobile Customer Communication
Now, you can easily include attachments while sending messages to customers through our mobile platform. Whether it's documents, images, or any relevant files, simply tap the "Attach File" option, enabling you to share essential information on the go, ensuring seamless and comprehensive communication with your customers.
Engage Enhancement Summary
Engage Navigation Settings Redesign: The Navigation settings have undergone a user-centric redesign, relocating to the top left for easy access. Simultaneously, the Engage company settings have been thoughtfully shifted to the top right, creating a more intuitive and streamlined user experience.
Enhanced Chat Filters: Users can now explore selected features with greater precision, thanks to the introduction of further chat filters. These new filters enable users to drill down and delve into specific aspects, providing a more tailored and comprehensive chat experience.
Internal Notes: Our latest update brings you the Internal Notes feature, empowering seamless internal communication within customer conversation feeds. You can leave private notes and collaborate effectively with your team, ensuring smoother customer interactions and enhanced teamwork.
Relocated Voice Recordings: We have seamlessly integrated the voice recording feature into your phone call log. No more separate tabs; now, simply listen to recordings effortlessly with the green speaker icon.
Inbound Call Transfer: The new Inbound Call Transfer feature revolutionizes your call-handling process. When you receive incoming calls, you can effortlessly transfer them to the appropriate team member or department. With a simple click, you can seamlessly redirect the call, ensuring smoother customer interactions and optimized call flow. This feature empowers your team to deliver exceptional customer service while maintaining efficiency and effectiveness in handling inbound calls.
**The transfer button appears only when you have other numbers that you don't manage**
Smart Related Customer Record Pop-Up: With this innovative feature, you can now access crucial customer information before answering incoming calls. As the phone rings, you are provided with the option to display the caller's profile, providing valuable insights into their history, preferences, and previous interactions. This empowers you to personalize your conversation and deliver a more tailored and efficient customer experience, boosting customer satisfaction and overall productivity.
Custom Fields on Assets & Maintenance Agreements
Gather and organize essential information utilizing custom fields on assets and maintenance agreements. Tailor asset details with unique fields like serial numbers, installation details, and warranties. Customize maintenance agreements with contract dates and service preferences. Enjoy increased efficiency, deeper reporting insights, and streamlined operations.
Get started now by adding multiple custom fields via
Assets: company settings> Assets> Custom Fields> Create New
Maintenance Agreements: company settings> Maintenance Agreements> Custom Fields> Create New
🚀 Introducing our Enhanced Item List Redesign for Effortless Item Organization!🚀
We're excited to present our revamped Item List, now accessible through the slide-in page in your company settings. Organize your items seamlessly with improved organization and user-friendliness.
🔹 Section Collapsibility: Enjoy a clutter-free experience with sections that can be collapsed. Quickly locate the items you need and reduce visual overload.
🔹 Smart Caching: Save time with cached settings like 'Item Type' to minimize clicks and enhance productivity.
🔹 Item Links: Easily associate related items with the new item linking feature. Streamline your inventory management effortlessly.
🔹 Inventory Hub Redesign: Our inventory hub has been given a fresh look, offering an intuitive and efficient interface.
Get ready to optimize your item management process with our Item List Redesign!
Ability to assign an asset to a job + Designated a specific customer location
Effortlessly manage your job workflows with our new functionality. Now, you can easily assign assets to specific jobs and attach customer locations for those assets. Streamline your operations, ensure the right equipment is available, and boost productivity. Field teams can access real-time insights on asset usage and job progress, providing top-notch on-site service. Simplify asset tracking from assignment to completion, delivering seamless experiences to your customers. Upgrade now to work smarter, reduce errors, and optimize your job management with Asset Assignment and Customer Location Tagging for Jobs!
Discover Fast Access to Working Capital
Explore our business term loans designed to provide swift access to the funds you need. Learn more about our offerings and seize opportunities for growth. Visit https://capital.fieldpulse.com/ today.
Enhanced PDF Signature Features:
Larger Signature: Make your signature more prominent for a professional look.
Signature Line: Add a dedicated line beneath the signature for better organization.
Date/Time Stamp: Automatically include the current date and time for enhanced authenticity.
Invoice Enhancement Summary
Display Settings Redesign: Say hello to our sleek new Display Settings! We've revamped the interface to make adjusting settings a breeze. Experience a clean and simple layout that allows you to customize your preferences effortlessly.
Estimate and Invoice 'Quick Add' button: Our new "Quick Add" button simplifies your estimate/ invoice building process. With a single click, effortlessly add items to estimates or invoices, enhancing efficiency and saving time.
Revamped tag search for seamless item addition: A user-friendly redesign allowing quick tag selection by simply browsing the tag list, selecting desired tags, and clicking "apply."
Customer Location filter on jobs/estimates/invoices
Enjoy streamlined record management with our latest update. Easily filter jobs, estimates, and more by the newly added 'Locations' on customer records.
FieldPulse Fleet Tracking [Azuga]
FieldPulse Fleet Tracking system is simple to use, affordable, and powerful enough to run any size fleet. Using live GPS tracking, you'll be able to easily keep track of drivers in real-time, enhance safety measures, and safeguard valuable assets. Learn More
Get started today by reaching our team on chat or email firstname.lastname@example.org!
Introducing new shortcut buttons on the mobile app when viewing estimates:
Send: Easily send the estimate to the customer directly from your mobile device.
Present: Impressively showcase the estimate to your customers using a live Mobile/ iPad view, providing a professional and interactive presentation.
Action: Quickly save the estimate as a PDF and make edits to the display settings, ensuring customization and a polished appearance.
These shortcut buttons enhance the mobile experience, enabling efficient communication, engaging customer presentations, and convenient editing options for estimates on the go.
Store multiple weblinks within item records to effortlessly access and verify prices, compare supplier prices, or directly order parts/equipment while building customer quotes or invoices.
Barcode Scanning for inventory and adding items to estimates/invoices.
Our new feature enables seamless inventory management and effortless item addition to estimates and invoices.
When creating estimates or invoices, you can use Barcode Scanning to swiftly add items by scanning barcodes on equipment or parts, you can quickly retrieve relevant details like pricing, descriptions, and SKU numbers. This speeds up the invoicing process, minimizes mistakes, and enhances overall efficiency.
Effortlessly enhance your item records by incorporating barcode digits. With this update, you can now conveniently scan items, whether they are new additions or existing records, for seamless inclusion in your estimates and invoices. Simplify your workflow and save time by swiftly scanning barcodes to add items with ease.
FieldPulse now supports hyperlinks [Mobile App]
FieldPulse now supports hyperlinks within the notes section, enabling clickable links throughout the app for easier access to related information.
Estimate & invoice Link Icon
The new feature shows a link icon between estimates and invoices, with grey indicating linkage and green indicating a paid invoice, improving visibility and tracking of linked records.
Menu Redesign [Schedule now an independent tab]
"Schedule" is now its own button, and the section below it is now labeled 'Work'
Multi-Location Management for Customers
This feature allows you to effortlessly handle customers with multiple locations. Now, easily organize and access vital information associated with each location, streamlining your operations and enhancing customer service. With this feature, you can effortlessly track job history, communication logs, and assigned team members for each location, ensuring efficient management across the board.
Use Case: real estate with multiple locations [office, service address], commercial customers with multiple branches, residential customers with multiple locations (investment properties, Airbnb listings), or project-based work (housing development). Easily add new locations with titles, addresses, and notes within the customer's record.
User Line Item Visibility Restriction
Introducing the User Permission Offering! With this new feature, you have the flexibility to restrict user access to line-item cost and/or price values. Now, your team can create estimates and invoices while keeping pricing information hidden from them. This ensures confidentiality and allows you to maintain control over sensitive pricing details. Empower your users to work efficiently while preserving the privacy of your pricing information with this valuable User Permission Offering.
Navigate to company settings> User Account> select on user> edit> user permissions> toggle on/off cost and/or price visibility> save
Bulk Job Edit
Introducing the new Bulk Job Edit feature! Managing a large schedule just got easier with the ability to make mass updates to job information in just a few clicks. This feature lets you quickly update titles, statuses, scheduled times, locations, tags, notes, field notes, linked customers, and linked projects. Save time and ensure accuracy with this feature, designed to streamline your workflow and improve your overall job management experience.
Mini Release: File limit increase from 20 to 100 for files from PDF Form Filler to job library
Date/Time Stamp on pictures
This feature allows you to capture and timestamp important project photos on the go. Easily track progress, document milestones, and maintain accurate records by effortlessly embedding the date and time onto each picture, right within the FieldPulse app. Simplify your documentation process and stay organized.
Pin Tabs Customer Profile
Stay organized and efficient with Customer Tab Pinning in FieldPulse. Easily access all essential customer information at a glance by pinning tabs on the main customer record.
Generate Work Order PDF and Invoice Receipt PDF
Generate Work Order PDF from Estimate or Invoice Record and Invoice Receipt PDF for Invoice Record. Seamlessly create professional PDFs, streamlining your workflow and enhancing customer communication. Note you also have the option to attach to related jobs, new jobs, or invoices.
Navigate to the actions button to find these options under PDFs.
Export Full Records
Export Full Records for Estimate and Invoice Reporting. Generate comprehensive PDF reports containing all records within a selected date period.
Navigate to Management> Reporting> Estimate & Invoice> Raw data> select date period> Run report> data will load> select ‘Export Full Records’ [Bottom left]
Mini Release: Invoice Number now included when exporting payment data
Variant Proposal display of estimate with options
When viewing an estimate, there will now be a new toggle option in the upper right to switch it to a 'Variant Proposal' view using the underlying estimate. Why is this important versus the regular Variant Proposal? Now the variant proposal can have a real underlying estimate, which can also be easily converted into an invoice because it has a true underlying estimate.
[Note: Version 2 coming soon will also have add-on options, a signature page, and more]
Photo Compression Options
The 'Compress Photo' toggle is now enabled by default for faster uploading speeds. Additionally, you can now choose the level of photo compression, providing greater flexibility and control over image quality and upload times.
Mini Release: Show the customer's Full Name on hover while viewing the customer list
Pricebook [5 option Good Better Best]
With the new update, organizing flat-rate jobs within Pricebooks has become more flexible. The 'Good, Better, Best' option now allows for the display of up to five flat-rate jobs side by side, offering customers a more comprehensive view of options and improving sales opportunities for businesses.
Inventory Hubs [Mobile]
Inventory Hubs, a popular web app feature, is now available on the FieldPulse 2.0 Mobile App by popular demand. You can create new items and assign them to specific hubs, as well as build new hubs directly from the mobile app for greater convenience and flexibility.
Customer Communication Triggers for Site Visits Status
With enhancements to our Customer Communication Triggers, your customers can receive updates triggered by site visit status changes, ensuring they stay informed on scheduled visits. This feature enhances customer satisfaction and enables your business to maintain better customer relationships.
Customer Merge Tool
The new customer merge feature allows you to merge duplicate customer profiles into a single record, eliminating confusion and streamlining workflows. With just a few clicks, you can easily combine customer information, including contact details, jobs, and invoices, saving time and improving data accuracy. The feature also allows you to select which information to keep in case of conflicting data.
**Not yet available for Xero or QuickBook users**
We have introduced new reporting enhancements that offer greater control and flexibility when generating job reports. With the latest update, you can now filter job reports by the invoice status related to the job or by tags associated with the job.
Additionally, you can filter estimate and invoice reports by overdue estimates or invoices, giving you a clear view of your outstanding payments and enabling you to take action to address any issues.
Lastly when pulling timesheet reports you can now choose to include hourly cost rate and total cost.
'Do Not Service' Stamp
The "Do Not Service" stamp is applied to a customer's account when the customer is tagged with the "Do Not Service" tag. It serves as a visual reminder to prevent accidental service calls to the tagged customer, improving overall customer service and reducing potential conflicts.
Create recurring bills while creating/editing a maintenance agreement.
The maintenance agreement enhancement allows users to create recurring bills while creating or editing agreements, streamlining billing, and agreement set up. This feature saves time and effort by automating billing tasks, leading to increased efficiency and improved cash flow management.
Alternative Company Details displayed on records
If you operate two businesses within one FieldPulse account, you can now quickly and easily adjust the business details displayed on your sales records which are sent to customers. This can be accessed in Company Settings > Estimates & Invoices > Preview Settings
New Estimate/ Invoice Display Setting: Hide all Line Items on an estimate/invoice.
Why is this important? With the new 'Title' 'Display' and 'Photo' on estimates/invoices, You might want to JUST show that and not the underlying items. This is how you do it. The setting is found on the 'Display Settings' of the estimate/invoice and it can be set default on/off.
Pricebook to estimate/ invoice improvement
When selecting from the Pricebook, the 'Title,' 'Description,' and Photo from the flat rate job on the Pricebook will now load into the estimate. When inserting multiple options or add-on options from the Pricebook, you can route them into separate estimate options and/or add-on options.
Pull your 'Total TimeSheets Clocked' into your Project Estimate
The new project invoice functionality allows the insertion of "Total Timesheets Clocked" from a project when creating estimates/invoices.
Pricebook & Repository Alignment
Pricebooks will match the item repository for the 'Unit Cost' If the 'Unit Cost' of an item in the item repository is changed, then all items in the Pricebook with that same item will adjust the 'Unit Cost' to the same.
Alternatively in the Pricebook, you can set the items to fully match the underlying item repository for both 'Unit Cost' and 'Unit Price'. In that case, any changes to the 'Unit Cost' or 'Unit Price' of the underlying invoice item will change the Pricebook items too.
FieldPulse's new feature lets users format professional-looking contracts with customizable fonts, colors, and structures. The user-friendly interface makes formatting easy, enhancing your business reputation.
Explore Now: Company Settings> Quotes/Estimate & Invoices> Contracts> Edit/ Create New.
Permanent Quote Record
A new enhancement in the Quote/Estimate to Invoice conversion feature now allows you to keep the original quote record for reference instead of completely converting and losing it. This ensures better record-keeping and enables you to review the original quote details if needed.
Timesheet Prompts [Mobile]
Timesheet Prompt feature streamlines the time tracking process by prompting your techs to start a new timesheet when they update a jobs status. This should reducing the likelihood of missed time entries and inaccurate data. The Timesheet Prompt feature ensures that every moment on the job is accounted for, increasing the accuracy of time tracking and ultimately leading to more accurate invoicing and better financial reporting.
Enable via the Mobile app> user icon [top right]> My Settings> Toggle on
Sales Tool- Estimate Options/ Add Ons
The estimate Option feature allows you to create multiple estimate options for your customers. With this feature, you can offer various service or product options at different price points within the same estimate, allowing customers to select the option that best fits their needs and budget. This feature simplifies the estimation process for both you and your customer by eliminating the need for multiple estimates and enabling the user to easily create and present multiple options in a single estimate.
Bulk Edit Customer Records
Introducing the new Bulk Customer Edit feature! Managing a large customer base just got easier with the ability to make mass updates to customer information in just a few clicks. With this feature, you can quickly update contact information, add notes, and even assign tags or custom fields to multiple customers at once. Save time and ensure accuracy with this feature, designed to streamline your workflow and improve your overall customer management experience.
New PDF Display Setting> Display Line Item Subtotal on Estimate
Showing line item subtotal on an estimate can be highly beneficial for several reasons. Firstly, it provides greater transparency to the customer by breaking down the costs associated with each item or service, enabling them to see exactly what they are paying for. This can help build trust and increase customer satisfaction. Displaying line item subtotal also enables the business to track profitability and make more informed decisions about pricing and future estimates.
Toggle this on as a default via Company Settings> Quotes & Invoices> Preview Settings> Save
You can now import an external Pricebook into your FieldPulse account by using our Pricebook import template attached below. Feel free to reach out to our team with any further questions.
Steps to import
1) Download PriceBook Import Template> HERE
2) Build out your Pricebook Template
3) Reach out to the FieldPulse Team to have this imported into your account
Line Item Tag Search [Webapp Only]
You can now more effectively utilize our item tag feature as you can now search for a certain tag when adding a line item to an invoice.
Technicians Schedule Visibility Limitations
We have added the ability to restrict your technician's schedule view. This can be beneficial for schedule simplicity, internal adjustments, or general schedule privacy.
Added schedule visibility options include: Viewing one open job at a time, viewing jobs assigned today, view jobs assigned for today and tomorrow, viewing jobs assigned for today, tomorrow, and the day after, or viewing all assigned jobs. Furthermore, you can limit users to x number of days of viewing for scheduling/jobs on mobile and the web. For example, if they select 1 day then the techs would only be able to see the day of the job and not any jobs in the future.
Utilize this feature now: Company Settings> User Accounts> Users> Select on a user> Edit> User Permissions> Schedule Visibility Drop Down> Save.
Engage Lead Source
This feature is designed to help you better manage your advertising effort by allowing you to link a phone number with a certain Lead source.
Insert travel time into your invoice
You can now quickly and easily include travel time figures directly into the quantity field of a line item while building an invoice. This feature is especially useful if you must account for travel time when billing your clients.
Recurring job selection schedule enhancements
When scheduling a re-occurring job you now have the ability to select the days of the week instead of the days of the month.
Import Mobile contacts to customers in FieldPulse 2.0 app
You now have the option to import your mobile contacts from your device into the FieldPulse 2.0 app as a new customer.
*Please ensure your app is updated to the latest version for this feature, you also might need to re-download the app*
Recurring job- File Feature
Reoccurring jobs now have the option to attach files. Any files uploaded here will automatically add to all job occurrences created for that recurring job feature.
Search and sort feature for Templates
When creating a new record [Job, Quote, Invoice, and Maintenance Agreement] via the template feature you can now utilize a search bar rather than scrolling down a list.
Mini Release: Enhanced Custom Frequency for Maintenance Agreements
You now have the opportunity to truly customize the frequency of your maintenance agreements.
Plumbing PriceBook [US]
The US Plumbing Pricebook has been released! Reach out to the Customer Success Team for more information on Pricebooks .
Customer Communication- New Automatic Trigger> Estimate Follow Up
You can now set an auto communication for your selected email and SMS templates to be sent X days after your estimate has been sent. This can you with following up on potential deals. Please note this tigger will be disabled once your customer interacts with your estimate by either accepting or rejected your estimate.
Apply Markup/Margin to Estimates & Invoices
You now have the ability to apply markup or achieve a specific margin on the entire estimate/invoice by automatically adjusting all the line items at once. This helps you ensure profit consistency on your jobs with little effort!
MARKUP is your items price minus its cost.
PROFIT MARGIN refers to the revenue you make after paying the cost of goods sold.
[Example: If the cost of a product is $1 and you sell it for $2, your markup is 100%, but your Profit Margin is only 50%.]
Notification Settings Enhancements
You now have an enhanced level of customizations around notifications! You can set up specific recipient options for your internal company and your customers.
Set up your notifications> Company Settings> Customer Communications> Notification Settings
Increase Text Limit for Estimate/Invoice Footnotes to 10K Characters
Add in important company information in your estimate and/or invoice footnotes with a larger text-limit.
New PDF Display Toggle: 'Display Line Subtotal on Estimate'
Customise what information you wish to have displayed on your estimates with this mini feature addition.
Choose to toggle this off and on when sending out your estimates or set it up as a default via company settings> Estimates & Invoices> Preview Settings> [Scroll Down] PDF Display Settings> Toggle on/off> Save.
Add Items Directly In To your Groupings
Reduce your clicks to speed up your workflow with this mini feature addition
Duplicate your Flat Rate Jobs in Pricebooks
You can now duplicate a flat-rate job while editing your Pricebooks. Utilizing this option can be highly effective when building an additional service that is similar to a pre-existing one. As you could duplicate the original flat rate job and quickly make your specific adjustments to the duplicate.
Estimate/Quote Audio Attachment
You can now attach a voiceover audio recording to your estimates! This feature can enhance your service offering by providing your customers with a personable message which clearly and thoroughly explains the details of your proposed service.
Required/ Mandatory Job Subtasks [Webapp & Mobile App]
You can now make your job subtasks mandatory! A pop-up will appear when a subtask is set as required and the user attempts to update the primary job to complete!
*Note you might be required to 'clear your cache' prior to implementing this feature*
Export your Invoice Cost Basis
You can now export the data displayed in your cost basis tab within each of your invoices.
How: Navigate to your invoice record> select on the 'Cost Basis' tab> Export [Top right]> Download your export.
Engage Working Hours
You can now set working hours within the Engage feature! This will allow you to select the timeframe during which customers can make calls. You can choose for an after-hours call to be redirected to an alternative number or set an after-hours voice message.
To set up your working hours, navigate to your Engage feature> settings> Working Hours> Set your hours> Save + Select the 'Other Settings' Tab to set up after-hours redirection or voice message.
PDF Form Filler- Send to Your Customer To Be Filled Out [MOBILE]
You can now send your PDFs through to your customers to have them fill out the required information all from your mobile device.
To do so, navigate to your file tab> Actions> attach File/ Photo> import file from PDF library> select file> 'Do you want to edit the PDF in Form Filler? > YES or No> Select on file> Actions> Send to be Filled.
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].
Try Now: Reporting> Job> Sales
You may use this report to track commission, divvy up bonuses, or track 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!!!
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 email@example.com 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