Quickly transfer calls to other Engage lines with ease, no matter the circumstances! Engage users can now transfer inbound and outbound calls on both the web app and the mobile app.

This new feature allows you to:

You can now filter by custom fields in FieldPulse's Raw Data Beta Reporting tool. Some common uses for filtering by custom field include:

To learn more about reporting, visit the Reporting collection.

Raw data beta job reports now display when job workflow statuses are selected, changed, and the duration spent in each with new fields: Start Timestamp, End Timestamp, and Total Status Time for each status. Users can also filter Start Timestamp to display only jobs that entered a status in a specific date range.

Create project templates in the web app to save time and ensure consistency! Build new sub-records or attach previously created templates for records such as subtasks, estimates, and invoices. (Note: This feature is currently available on web app only.)

Caller ID allows your company to set a phone number or name to appear on your outgoing calls. This way, your customers can see who's calling before they answer. In the Engage webapp, you can create and save your caller ID(s). Please note, the caller ID you choose must be approved and can take anywhere from 1 to 3 weeks. To learn more, visit the Engage Caller ID article.

Start a project from a job record to keep everything connected. This update is perfect for when a small job, evaluation, or estimate visit turns into a larger project! Select Actions > Create Project on a job record to get started.

Enjoy the newly redesigned Pricebook experience, now with an improved layout and more intuitive functionality. Plus, utilize the search bar to quickly find flat rate jobs.