Curious about what we've been working on? Stay updated with our latest releases in Product News. Eager to see what's next for FieldPulse? Explore our roadmap below. Please note that this is our best estimate, and timelines may shift.
In Progress:
New QuickBooks Error Details Page - this page will provide manual error review, actionable resolution steps, and individual record re-sync options to make resolving sync issues more user-friendly and efficient.
Maintenance Agreement Scheduling Improvements - You will soon be able to automatically create jobs from your maintenance agreements using your preferred job template, making it easier to manage recurring work and keep your schedule up to date. You will even be able to schedule maintenance agreement visits from any schedule view!
Dimensional Pricebook Updates - Customize products with multiple options and filter your Pricebook for exactly what you need—making it faster and easier to create accurate quotes for complex jobs like glass, windows, and doors.
QuickBooks Class Reporting - We recently released the ability to assign a QuickBooks Class on Estimate & Invoice Templates. Soon you will be able to report on sales figures and item usage based on each of your QuickBooks Classes.
Custom Estimate & Invoice Statuses - Customize estimate and invoice statuses to match your unique workflow, making it easier to track, schedule, and manage your sales process your way.
Up Next:
Schedule an Estimate - Just like jobs, you will soon be able to schedule an estimate on the calendar. This makes it easier to track pre-sale consultations, manage your team's calendar, and streamline your sales workflow from first meeting to job creation.
Better company-wide default values for purchase order fields - Think contact info, delivery address, and PO number format.
QuickBooks Desktop Two-Way Purchase Order Sync
Offline Estimates & Invoices on Mobile
Assign Commission to Multiple Users on an Invoice
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.