Admin can adjust a customer's email/SMS settings from the customer record. By unsubscribing a customer, they will no long receive any emails or SMS messages sent using automatic triggers. Unsubscribing a customer will not affect manually sent communications like a custom written message or an invoice email.

To adjust a customer's email/SMS settings, navigate to their customer record and select Actions > Update Subscriber Notifications.

Modify your recurring jobs from the job record by clicking the edit button or selecting Actions > Archive Recurring Job to archive the job. Edit or archive jobs from the Recurring Jobs tab as well by using the pencil (edit) or trash can (archive) icons.

Now, in Company Settings > Estimates & Invoices > Advanced, you can set estimates to automatically deactivate after their expiration date. Once expired, these estimates will no longer be visible to customers, ensuring extra privacy and clarity. Your customer will need to contact you to receive a new estimate.

Easily search your conversations, voicemails, and calls with the magnifying glass icon in the top corner of the Engage mobile app.

Plus, hold down to copy SMS messages, phone numbers, customer name, call notes, and more. Click on the customer's address in their profile to open the location on maps.

QuickBooks Online Projects sync to FieldPulse as related customers. If you'd like to disable the sync of QuickBooks Online Projects to FieldPulse, reach out to us via support@fieldpulse.com or use the chat in the bottom right corner. (Note: If the project sync is disabled, the estimates or invoices within that project will also not sync.)

You can now see the timestamps on both incoming and outgoing messages in Engage web app and mobile app! On web app, the timestamp will appear in the bottom corner of the message. To view the timestamp on mobile, swipe the message to reveal the time.

This upgrade allows you to include alternative numbers (non-Engage numbers) in the sequential call queue. To use this feature, simply select Alternative Number, enter the number, and press Save. This update allows you to ensure your customers can connect with an employee. A popular setup might look like this:

(Note: If no one answers, the missed call voicemail will be left on the phone line the customer initially called.)

We now support a one-way sync for QuickBooks Desktop, which can be set up by our team. This sync will send customer, estimate, invoice, and payment data to QuickBooks Desktop from FieldPulse, but no data will sync from QuickBooks Desktop to FieldPulse. Reach out to us at support@fieldpulse.com or use the chat in the bottom right corner to initiate a one-way sync! To learn more about syncing with QuickBooks Desktop, visit the Pre-Sync: QuickBooks Desktop article.

You can now take your zaps even further with two new FieldPulse triggers: Job Workflow Status and Customer Pipeline Status. When a job/customer has a status change, it can trigger an event in another app. Some examples include:

Marketing 360

Google Calendar

Mailchimp

QuickBooks users can now easily merge customers in FieldPulse! Click on one of the customers you'd like to merge to open their record, then select Actions > Merge Customers. To learn more about merging customers, visit the Customer Merge article.

Team manager job visibility permissions can now be customized even further. These permissions include viewing :

Adjust these permissions by navigating to Company Settings > User Accounts and selecting the team manager you'd like to adjust.

Easily inform your customers of call recording! If you have call recording enabled in Engage, you and your customer will now hear "This call is being recorded for quality assurance" before being connected.

Admins and Team Managers can now view and take action on booking portal requests in the mobile app under the Management tab. These users can delete requests, create jobs, create customers, call customers, or SMS customers from the Booking Portal Requests page.