FieldPulse made some exciting updates in 2023, and we can't wait to share how these features can turbocharge your business operations. Let's dive into the best of 2023 and how you can make the most of these upgrades in 2024.
Custom Status: Projects, Jobs & Site Visits
Overview: Custom Status is your secret weapon to revolutionize job management. Break free from predefined job statuses, and customize colors and types to fit your unique needs.
Use Case: Whether you're handling big projects or real estate deals, this feature lets you streamline processes for peak efficiency.
How to Turn On: Update all FieldPulse apps to the latest version.
Learn More: Custom Status video
Reporting Enhancements: Take Control of Your Data
Overview: The Reporting Revamp empowers you to customize columns, filter any column, group by columns, create pivot tables, and export data – putting you in charge of your information.
Use Case: Effortlessly organize and analyze job data to gain new insights and improve decision-making.
How to Turn On: Reporting Revamp video
Learn More: FieldPulse360 Reporting session
Multi-Contact & Location on Customer Record
Overview: Manage multiple contacts, link contacts to specific customer locations, and designate primary contacts for jobs – a game-changer for real estate, big projects, and franchise customer management.
Use Case: Perfect for handling customers with multiple branches, office locations, or project-based work.
How to Turn On: Multi-Contact video and Multi-Location video
Templates: Job, Estimate, Invoice, Maintenance Agreement & Assets
Overview: Save time by creating templates for your most popular record types.
Use Case: Perfect for quick scheduling/invoicing and maintaining consistency across job types.
How to Turn On: Job Templates video
Custom Fields & Cascading Fields
Overview: Say goodbye to data duplication and hello to streamlined operations.
Use Case: Effortlessly flow customer information from records to jobs, proposals, invoices, and more.
How to Turn On: Cascading Fields video and Custom Fields video
Estimate Options & Add Ons: Simplify the Estimation Process
Overview: Create multiple estimate options for your customers, offering various service or product options at different price points within the same estimate.
Use Case: Simplify the estimation process for both you and your customer.
How to Turn On: Estimate Options & Add Ons video
Mobile Barcode Scanning
Overview: Effortlessly manage inventory and add items to estimates and invoices by scanning barcodes, saving time and minimizing mistakes.
Use Case: Ideal for quick and accurate invoicing processes.
How to Turn On: Barcode Scanning video
Visibility of Past SMS and Email: Seamless Communication Log Access
Overview: Access and review customer communications sent through FieldPulse with ease, facilitating seamless retrieval of past interactions.
Use Case: Effortlessly navigate through the activity log on all records for better communication tracking.
How to Turn On: Communication Historic Log video
Technician Visibility Customization
Overview: Restrict your technician's schedule view based on preferences, providing flexibility for schedule simplicity, internal adjustments, or general privacy.
Use Case: Beneficial for personalized scheduling preferences and limiting access to future jobs .
How to Turn On: Technicians Schedule Visibility Limitations video
Pricebook Sub-Categories: Get Organized
Overview: Effortlessly categorize flat-rate jobs with new Sub-Categories, delivering professional and transparent quotes and invoices.
Use Case: Perfect for showcasing expertise and enhancing client experience.
How to Turn On: Pricebook Sub-Categories video
Make Subtasks Required: Streamline Job Completion
Overview: Make job subtasks mandatory, ensuring completion before updating the primary job status to completed.
Use Case: Enhance job completion consistency and eliminate missed subtasks.
Note: Clear your cache before implementing this feature.
Apply Markup/Margin to Estimates & Invoices: Ensure Consistent Profit
Overview: Apply markup or achieve a specific margin on the entire estimate/invoice by adjusting all line items at once.
Use Case: Ensure profit consistency on jobs with minimal effort.
How to Turn On: Markup/Margin video
Customizable Tag Enhancements
Overview: Edit your tags with ease, customize text and color for your tags app-wide, and enjoy new tags for timesheets, users, estimates, and invoices.
Use Case: Efficiently organize and categorize your records with personalized tags.
How to Turn On: Tags video
Multi-Business Management & Franchise Companies
Overview: Manage multiple businesses or franchises seamlessly with our Master Account Franchise feature, providing a centralized location for all your data, records, and settings. For users with linked FieldPulse accounts, access Roll-Up Reporting to consolidate invoices, estimates, jobs, and assets across all companies.
Use Case: Ideal for owners overseeing multiple business ventures or franchises.
Preview: Webapp video and Mobile video
How to Use: Roll-Up Reporting video
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.