Monthly Invoice Reminders!
You can now easily and automatically send your customers an email with a PDF of all overdue and unpaid invoices on the 1st of each month.
How to enable:
Go to Company Settings > Customer Communication > Notifications.
Toggle "Send email reminder with overdue invoices" ON under Invoices.
Click Save.
Service Agent - Asset Visibility & Functionality Permissions
Customize access for SA with new options. To enable, go to Company Settings > User Accounts, select a user, click Edit, navigate to User Permissions, scroll to Asset Visibility & Functionality, select an option, and click Save.
(Team Manager permissions: In progress – FYI)
Auto Replenishment Order Notification
When a Purchase Order (PO) is created through auto-replenishment, admins can now receive a real-time notification via:
✅ In-app notification
✅ Optional push notification
🔗 Email Enhancements: The email includes a direct link to view the newly created PO, so you can act quickly and efficiently.
Set up via profile icon top right> my settings
💳 New Feature: ACH Payments on Mobile! 💳
CardConnect accounts can now collect ACH payments directly from mobile devices. 📱
Easier payments, less hassle, and more flexibility for you and your customers.
📊 New Feature: Reporting Columns 📊
We’ve added new columns to your reports for better visibility and tracking!
New columns include:
Project Raw Data Beta
Total Remaining Amount Due
Total Amount Invoiced
Accepted Estimate Total Amount
Total Amount Paid
Customer Raw Data Beta
Created Date
🎉 Project Tags! 🎉
Easily organize and track your projects with tags. Add custom tags like:
Urgent
Commercial
FollowUp
Comments - Purchase Orders
You can now add comments and tag teammates on Purchase Orders!
Examples:
"Hey @JohnDoe, confirm the delivery date?"
"Looks good, @JaneSmith. Send it off!"
Keep conversations organized and your team in sync.
New Update for Multi-Business Users! 🌐🔗
Great news for companies utilizing our multi-business feature: We now check for schedule conflicts across all linked companies! This update ensures seamless coordination by monitoring linked users.
Want to learn more about this feature? Check out our detailed article here.
Stay organized and conflict-free with our latest enhancement! 🚀
📂✨ New Download Features! 📂✨
We've upgraded our "Download All" button—it now keeps your files organized within your folders! Plus, we've added download options to sub-folders, so you can choose exactly what you want.
Recurring Jobs Are Now on Mobile!
The Recurring sub-tab is now available on mobile! Users can view their recurring jobs, as well as edit and create them, all from their mobile devices.
New Auto-Login Feature for Engage on the WebApp!
We've simplified the login process! Now, logging into MainApp automatically signs you into Engage. This means instant access to Engage for incoming calls and when using the 'call' icon, without the need for additional logins. Enjoy seamless integration and faster access!
Multi-Business Management Users this update now allows you to effortlessly switch between FieldPulse accounts and stay automatically logged into the corresponding Engage account for seamless management.
City Electric Supply Intergation: Item Search & Purchase Orders
With our City Electric Supply integration, you can get the most up-to-date material pricing within FieldPulse. Enable the integration to add City Electric Supply line items to your estimates and invoices, plus receive accurate pricing in real-time. Learn More
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.