# Create an asset category Source: https://help.fieldpulse.com/api-reference/assets-category/create-an-asset-category post /assets-category # Delete asset category by ID Source: https://help.fieldpulse.com/api-reference/assets-category/delete-asset-category-by-id delete /assets-category/{id} # Retrieve asset categories list Source: https://help.fieldpulse.com/api-reference/assets-category/retrieve-asset-categories-list get /assets-category # Retrieve asset category by ID Source: https://help.fieldpulse.com/api-reference/assets-category/retrieve-asset-category-by-id get /assets-category/{id} # Update asset category by ID Source: https://help.fieldpulse.com/api-reference/assets-category/update-asset-category-by-id put /assets-category/{id} # Create an asset Source: https://help.fieldpulse.com/api-reference/assets/create-an-asset post /assets # Delete asset by ID Source: https://help.fieldpulse.com/api-reference/assets/delete-asset-by-id delete /assets/{id} # Retrieve asset by ID Source: https://help.fieldpulse.com/api-reference/assets/retrieve-asset-by-id get /assets/{id} # Retrieve assets list Source: https://help.fieldpulse.com/api-reference/assets/retrieve-assets-list get /assets # Update asset by ID Source: https://help.fieldpulse.com/api-reference/assets/update-asset-by-id put /assets/{id} # Create a comment Source: https://help.fieldpulse.com/api-reference/comments/create-a-comment post /comments # Delete comment by ID Source: https://help.fieldpulse.com/api-reference/comments/delete-comment-by-id delete /comments/{id} # Retrieve comment by ID Source: https://help.fieldpulse.com/api-reference/comments/retrieve-comment-by-id get /comments/{id} # Retrieve comments list Source: https://help.fieldpulse.com/api-reference/comments/retrieve-comments-list get /comments # Update comment by ID Source: https://help.fieldpulse.com/api-reference/comments/update-comment-by-id put /comments/{id} # Retrieve company profile by ID Source: https://help.fieldpulse.com/api-reference/company-profile/retrieve-company-profile-by-id get /company-profile/{id} # Retrieve company profiles list Source: https://help.fieldpulse.com/api-reference/company-profile/retrieve-company-profiles-list get /company-profile # Retrieve contract by ID Source: https://help.fieldpulse.com/api-reference/contracts/retrieve-contract-by-id get /contracts/{id} # Retrieve contracts list Source: https://help.fieldpulse.com/api-reference/contracts/retrieve-contracts-list get /contracts # Create a custom field Source: https://help.fieldpulse.com/api-reference/custom-fields/create-a-custom-field post /custom-fields # Delete custom field by ID Source: https://help.fieldpulse.com/api-reference/custom-fields/delete-custom-field-by-id delete /custom-fields/{customfieldId} # Retrieve a custom field by ID Source: https://help.fieldpulse.com/api-reference/custom-fields/retrieve-a-custom-field-by-id get /custom-fields/{customfieldId} # Retrieve custom fields list Source: https://help.fieldpulse.com/api-reference/custom-fields/retrieve-custom-fields-list get /custom-fields # Update custom field by ID Source: https://help.fieldpulse.com/api-reference/custom-fields/update-custom-field-by-id put /custom-fields/{customfieldId} # Create a customer Source: https://help.fieldpulse.com/api-reference/customers/create-a-customer post /customers # Create a customer contact Source: https://help.fieldpulse.com/api-reference/customers/create-a-customer-contact post /customers/{customerId}/customer-contact # Delete customer by ID Source: https://help.fieldpulse.com/api-reference/customers/delete-customer-by-id delete /customers/{customerId} # Delete customer contact by ID Source: https://help.fieldpulse.com/api-reference/customers/delete-customer-contact-by-id delete /customers/{customerId}/customer-contact/{contactId} # Retrieve customer by ID Source: https://help.fieldpulse.com/api-reference/customers/retrieve-customer-by-id get /customers/{customerId} # Retrieve customer contact by ID Source: https://help.fieldpulse.com/api-reference/customers/retrieve-customer-contact-by-id get /customers/{customerId}/customer-contact/{contactId} # Retrieve customer contacts list Source: https://help.fieldpulse.com/api-reference/customers/retrieve-customer-contacts-list get /customers/{customerId}/customer-contact # Retrieve customers list Source: https://help.fieldpulse.com/api-reference/customers/retrieve-customers-list get /customers # Update customer by ID Source: https://help.fieldpulse.com/api-reference/customers/update-customer-by-id put /customers/{customerId} # Update customer contact by ID Source: https://help.fieldpulse.com/api-reference/customers/update-customer-contact-by-id put /customers/{customerId}/customer-contact/{contactId} # Create an estimate Source: https://help.fieldpulse.com/api-reference/estimates/create-an-estimate post /estimates # Delete estimate by ID Source: https://help.fieldpulse.com/api-reference/estimates/delete-estimate-by-id delete /estimates/{estimateId} # Get Estimate QB Classes Source: https://help.fieldpulse.com/api-reference/estimates/get-estimate-qb-classes get /estimates/qb-classes # Retrieve estimate by ID Source: https://help.fieldpulse.com/api-reference/estimates/retrieve-estimate-by-id get /estimates/{estimateId} # Retrieve estimates list Source: https://help.fieldpulse.com/api-reference/estimates/retrieve-estimates-list get /estimates # Update estimate by ID Source: https://help.fieldpulse.com/api-reference/estimates/update-estimate-by-id put /estimates/{estimateId} # Getting Started Source: https://help.fieldpulse.com/api-reference/getting-started Base URL, authentication, HTTP methods, response format, status codes, and rate limits. 1. **API Endpoints**: All operations are performed through specific endpoints. These endpoints are relative to the base URL: [*https://ywe3crmpll.execute-api.us-east-2.amazonaws.com/stage*](https://ywe3crmpll.execute-api.us-east-2.amazonaws.com/stage) 2. **Authentication**: To access the API, you’ll need an **API token**. If you don’t have one yet, get in touch with us at [support@fieldpulse.com](mailto:support@fieldpulse.com) to register and activate your API token. You will include this token in the header of your requests using the key **x-api-key.** 3. **HTTP Methods:** We use standard HTTP methods in our API. * GET to retrieve resources * POST to create resources * PUT to update resources * DELETE to delete resources 4. **Response Format:** All responses are returned in [JSON](https://en.wikipedia.org/wiki/JSON) format. 5. **Status Codes:** The API uses standard HTTP status codes to indicate success or failure of API requests. * 200 OK: Everything worked as expected * 201 Created: Everything worked as expected * 202 Accepted: Authentication is passed * 400 Bad Request: The request was unacceptable, often due to missing a required parameter or wrong parameter. * 401 Unauthorized: for missing/invalid authentication * 404 Not Found: for non-existing resources * 422 Unprocessable Entity: authentication validation error * 429 Quota exceeded: You have reached your monthly request quota. * 429 Throttled: You have reached your per second rate limit. * 500 Internal Server Error: for server errors 6. **Rate Limits** - The FieldPulse API has rate limits, wich is **50 requests per second ,** to manage the volume of calls to our API. Once the rate limit is exceeded, subsequent requests will receive an error response with a status 429. 429 responses will include a header (`RateLimit-Reset`) with the time (in epoch format) that the user rate limit will be reset. If you are exceeding the rate limit regularly, email us to discuss alternative options. 7. **Request Data Validation** - all **POST** and **PUT** requests have data validation rules , which are in the requests body descriptions. Please make a note, . *optional -* means the data is not required *. nullable -* means the value can be null # Glossary Source: https://help.fieldpulse.com/api-reference/glossary Definitions of FieldPulse record types and terminology used throughout the API. To ensure we're on the same page with our FieldPulse terminology, below are definitions of record types and terminology you'll see throughout the documentation. **Assets** - Assets are typically physical products sold to customers or equipment used by the business and include data such as warranty information, installation dates, and photos. These are different from invoice items. **Comments** - Comments are used for internal company communication between users on customer records, jobs, invoices, etc. **Contracts** - Contracts can be added to estimates and invoices and require a customer's signature before beginning work. **Customers** - The customer is the person for whom the company is performing work. **Custom Fields** - Custom Fields are customizable fields that can belong to customer records, jobs, invoices, estimates, and purchase orders. They are used to capture custom information and details. **Estimates** - Estimates (sometimes called quotes) can be created from customer records, jobs, or from the Estimates page directly. They are used to create work proposals for customers and can be converted to invoices. Estimates are often created from Estimate Templates. **Invoices** - A central part of the FieldPulse platform, invoices are sent by companies to customers to collect payment for work. Invoices are often created using Invoice Templates. **Invoice Items** - These are the line items that exist on an invoice. They include several fields like name, prices, cost, quantity, vendor, IDs, and much more. **Jobs** - Jobs (also referred to as work orders) are associated with customers and represent a body of work to be completed by a company for a customer. Jobs are often created using Job Templates. Jobs have statuses and typically result in an estimate and invoice. **Locations** - Addresses on various record types. **Payments** - Payments are created from invoices. Payment methods can be credit cards, cash, check, or other. **Pipeline Status** - Companies may categorize their customers into pipeline statuses such as new, contact made, scheduled, converted. **Projects** - Projects can contain jobs, estimates, and invoices. They are typically used to track larger bodies of work that will contain multiple jobs and invoices. **Purchase Orders (POs)** - Purchase orders can be created as standalone POs or created from jobs, estimates, or invoices directly and are used to purchase materials from suppliers. **Subtasks** - Projects, jobs, estimates, and invoices can each have subtasks which are used like checklists. Some may be required and some may not, and some may be part of a sequential order. **Tags** - Tags are labels of text that exist on all record types, used for categorization and organization of records. **Teams** - Teams are groups of company users. A user may belong to more than one team. Teams are often used to assign work to a group of users. **Timesheets** - Timesheets are used to clock users in and out and to calculate pay and hours worked. **Users** - Company users. We currently have three roles: Admin, Team Manager, and Service Agent. The permissions for each role are highly customizable. **Vendors** - Typically used on purchase orders or inventory items to specify the manufacturer or supplier. # Create an invoice Source: https://help.fieldpulse.com/api-reference/invoices/create-an-invoice post /invoices Create an invoice # Delete invoice by ID Source: https://help.fieldpulse.com/api-reference/invoices/delete-invoice-by-id delete /invoices/{invoiceId} Delete an invoice # Get Invoice QB Classes Source: https://help.fieldpulse.com/api-reference/invoices/get-invoice-qb-classes get /invoices/qb-classes # List invoices Source: https://help.fieldpulse.com/api-reference/invoices/list-invoices get /invoices List invoices # Retrieve invoice by ID Source: https://help.fieldpulse.com/api-reference/invoices/retrieve-invoice-by-id get /invoices/{invoiceId} Retrieve an invoice by ID # Update invoice by ID Source: https://help.fieldpulse.com/api-reference/invoices/update-invoice-by-id put /invoices/{invoiceId} Update an invoice # Update Invoice Prices Source: https://help.fieldpulse.com/api-reference/invoices/update-invoice-prices put /invoices/{invoiceId}/price-update # Create item Source: https://help.fieldpulse.com/api-reference/items/create-item post /items Create an invoice item # Retrieve item by ID Source: https://help.fieldpulse.com/api-reference/items/retrieve-item-by-id get /items/{id} Retrieve an invoice item by ID # Retrieve items list Source: https://help.fieldpulse.com/api-reference/items/retrieve-items-list get /items List invoice items # Update by Id Source: https://help.fieldpulse.com/api-reference/items/update-by-id put /items/{id} # Create a job Source: https://help.fieldpulse.com/api-reference/jobs/create-a-job post /jobs Create a job # Delete job by ID Source: https://help.fieldpulse.com/api-reference/jobs/delete-job-by-id delete /jobs/{jobId} Delete a job # Get Job QB Classes Source: https://help.fieldpulse.com/api-reference/jobs/get-job-qb-classes get /jobs/qb-classes # Retrieve job by ID Source: https://help.fieldpulse.com/api-reference/jobs/retrieve-job-by-id get /jobs/{jobId} Retrieve a job by ID # Retrieve job status workflow statuses list Source: https://help.fieldpulse.com/api-reference/jobs/retrieve-job-status-workflow-statuses-list get /jobs/status-workflow-statuses List job status workflow statuses # Retrieve job status workflows list Source: https://help.fieldpulse.com/api-reference/jobs/retrieve-job-status-workflows-list get /jobs/status-workflows List job status workflows # Retrieve jobs list Source: https://help.fieldpulse.com/api-reference/jobs/retrieve-jobs-list get /jobs List a collection of jobs # Update job by ID Source: https://help.fieldpulse.com/api-reference/jobs/update-job-by-id put /jobs/{jobId} Update a job # Retrieve lead sources list Source: https://help.fieldpulse.com/api-reference/lead-source/retrieve-lead-sources-list get /lead-source List all lead sources # Create a location Source: https://help.fieldpulse.com/api-reference/locations/create-a-location post /locations Create a location # Delete location by ID Source: https://help.fieldpulse.com/api-reference/locations/delete-location-by-id delete /locations/{locationId} Delete a location # Retrieve location by ID Source: https://help.fieldpulse.com/api-reference/locations/retrieve-location-by-id get /locations/{locationId} Retrieve a location by ID # Retrieve locations list Source: https://help.fieldpulse.com/api-reference/locations/retrieve-locations-list get /locations List locations for an object # Update location by ID Source: https://help.fieldpulse.com/api-reference/locations/update-location-by-id put /locations/{locationId} Update a location # Connect Material List item to entity Source: https://help.fieldpulse.com/api-reference/material-lists/connect-material-list-item-to-entity post /material-lists/{id}/item-connect # Connect Material List to entity Source: https://help.fieldpulse.com/api-reference/material-lists/connect-material-list-to-entity post /material-lists/{id}/connect # Create Material List Source: https://help.fieldpulse.com/api-reference/material-lists/create-material-list post /material-list # Delete Material List by ID Source: https://help.fieldpulse.com/api-reference/material-lists/delete-material-list-by-id delete /material-list/{id} # Disconnect Material List from entity Source: https://help.fieldpulse.com/api-reference/material-lists/disconnect-material-list-from-entity post /material-lists/{id}/disconnect # Get list of Material Lists Source: https://help.fieldpulse.com/api-reference/material-lists/get-list-of-material-lists get /material-lists # Get Material List by ID Source: https://help.fieldpulse.com/api-reference/material-lists/get-material-list-by-id get /material-list/{id} # Update Material List by ID Source: https://help.fieldpulse.com/api-reference/material-lists/update-material-list-by-id put /material-list/{id} # Overview Source: https://help.fieldpulse.com/api-reference/overview Introduction to the FieldPulse API, common use cases, and how to get support. FieldPulse's API allows you to interact with our system for creating, reading, updating, and deleting data. This documentation will guide you through using our API effectively. By accessing or using the FieldPulse API, you agree to FieldPulse's Terms of Service. ## 💡 Use Cases With the FieldPulse API, you can access several different endpoints. We also offer webhooks for Job Status changes. Some common examples for using our API include: * Collect Customer leads from your website * Update Invoice statuses from another system * Create and update Invoices * Create Purchase Orders * Create Jobs and update Job statuses * Update Customer locations * Add Customer tags from another system * Create and update Estimate details ## 🤝 Partner with FieldPulse If you're interested in partnering with FieldPulse, please complete the form at [https://www.fieldpulse.com/company/partners/join](https://www.fieldpulse.com/company/partners/join) with information about your company and proposed integration. ## 🔧 Support We have a thorough Help Center that can answer questions regarding FieldPulse functionality. If you have technical issues with the API we can be reached at [support@fieldpulse.com](mailto:support@fieldpulse.com). # Create a payment Source: https://help.fieldpulse.com/api-reference/payments/create-a-payment post /payments Create a payment # Delete payment by ID Source: https://help.fieldpulse.com/api-reference/payments/delete-payment-by-id delete /payments/{id} Delete a payment # Retrieve payment by ID Source: https://help.fieldpulse.com/api-reference/payments/retrieve-payment-by-id get /payments/{id} Retrieve a payment by ID # Retrieve payments list Source: https://help.fieldpulse.com/api-reference/payments/retrieve-payments-list get /payments List payments # Update payment by ID Source: https://help.fieldpulse.com/api-reference/payments/update-payment-by-id put /payments/{id} Update a payment # Retrieve pipeline statuses list Source: https://help.fieldpulse.com/api-reference/pipeline-status/retrieve-pipeline-statuses-list get /pipeline-status List all pipeline statuses # Create a project Source: https://help.fieldpulse.com/api-reference/projects/create-a-project post /projects Create a project # Delete project by ID Source: https://help.fieldpulse.com/api-reference/projects/delete-project-by-id delete /projects/{projectId} Delete a project # Retrieve project by ID Source: https://help.fieldpulse.com/api-reference/projects/retrieve-project-by-id get /projects/{projectId} Retrieve a project by ID # Retrieve projects list Source: https://help.fieldpulse.com/api-reference/projects/retrieve-projects-list get /projects List projects # Update project by ID Source: https://help.fieldpulse.com/api-reference/projects/update-project-by-id put /projects/{projectId} Update a project # Create a puchase order Source: https://help.fieldpulse.com/api-reference/purchase-orders/create-a-puchase-order post /purchase-orders Create a puchase order # Delete purchase order by ID Source: https://help.fieldpulse.com/api-reference/purchase-orders/delete-purchase-order-by-id delete /purchase-orders/{id} Delete a purchase order # Retrieve purchase order by ID Source: https://help.fieldpulse.com/api-reference/purchase-orders/retrieve-purchase-order-by-id get /purchase-orders/{id} Retrieve a purchase order by ID # Retrieve purchase orders list Source: https://help.fieldpulse.com/api-reference/purchase-orders/retrieve-purchase-orders-list get /purchase-orders List purchase orders # Update puchase order by ID Source: https://help.fieldpulse.com/api-reference/purchase-orders/update-puchase-order-by-id put /purchase-orders/{id} Update a puchase order # Create a subtask Source: https://help.fieldpulse.com/api-reference/subtasks/create-a-subtask post /subtasks Create a subtask # Delete subtask by ID Source: https://help.fieldpulse.com/api-reference/subtasks/delete-subtask-by-id delete /subtasks/{id} Delete a subtask # Retrieve subtask by ID Source: https://help.fieldpulse.com/api-reference/subtasks/retrieve-subtask-by-id get /subtasks/{id} Retrieve a subtask by ID # Retrieve subtasks list Source: https://help.fieldpulse.com/api-reference/subtasks/retrieve-subtasks-list get /subtasks List subtasks # Update subtask by ID Source: https://help.fieldpulse.com/api-reference/subtasks/update-subtask-by-id put /subtasks/{id} Update a subtask # Create a tag Source: https://help.fieldpulse.com/api-reference/tags/create-a-tag post /tags Create a tag # Delete tag by ID Source: https://help.fieldpulse.com/api-reference/tags/delete-tag-by-id delete /tags/{tagId} Delete a tag # Retrieve tag by ID Source: https://help.fieldpulse.com/api-reference/tags/retrieve-tag-by-id get /tags/{tagId} Retrieve a tag by ID # Retrieve tags list Source: https://help.fieldpulse.com/api-reference/tags/retrieve-tags-list get /tags List tags # Update tag by ID Source: https://help.fieldpulse.com/api-reference/tags/update-tag-by-id put /tags/{tagId} Update a tag # Retrieve company teams list Source: https://help.fieldpulse.com/api-reference/teams/retrieve-company-teams-list get /teams List company teams # Create a timesheet Source: https://help.fieldpulse.com/api-reference/timesheets/create-a-timesheet post /timesheets Create a timesheet # Delete timesheet by ID Source: https://help.fieldpulse.com/api-reference/timesheets/delete-timesheet-by-id delete /timesheets/{id} Delete a timesheet # Retrieve timesheet by ID Source: https://help.fieldpulse.com/api-reference/timesheets/retrieve-timesheet-by-id get /timesheets/{id} Retrieve a timesheet by ID # Retrieve timesheets list Source: https://help.fieldpulse.com/api-reference/timesheets/retrieve-timesheets-list get /timesheets List timesheets # Update timesheet by ID Source: https://help.fieldpulse.com/api-reference/timesheets/update-timesheet-by-id put /timesheets/{id} Update a timesheet # Retrieve users list Source: https://help.fieldpulse.com/api-reference/users/retrieve-users-list get /users List company users # Retrieve vendor by ID Source: https://help.fieldpulse.com/api-reference/vendors/retrieve-vendor-by-id get /vendors/{id} Retrieve a vendor by ID # Retrieve vendors list Source: https://help.fieldpulse.com/api-reference/vendors/retrieve-vendors-list get /vendors List vendors # Get version Source: https://help.fieldpulse.com/api-reference/version/get-version get /version # Webhooks Source: https://help.fieldpulse.com/api-reference/webhooks Outbound webhook payload envelope and event schemas for Jobs, Estimates, and Invoices. ## Disclaimer Webhook setup and configuration must be facilitated by FieldPulse Support. ## Payload Envelope All outbound webhook requests use this top-level JSON envelope: ```json theme={null} { "trigger": "Event Name", "message": "ACTION ON RESOURCE [FOR FIELD_NAME]", "data": {}, "company": "FieldPulse__" } ``` ### `data` Variants Depending on trigger configuration, `data` is one of: 1. **Object-only payload** ```json theme={null} { "id": 12345, "...": "event-specific fields" } ``` **2. Change payload (field/subfield updates)** ```json theme={null} { "old_value": "previous value", "new_value": "updated value", "object": { "id": 12345, "...": "event-specific fields" } } ``` *** ## Jobs ### 1) New Job Creation * **Event Name:** `Job Created` * **Example Payload Schema:** ```json theme={null} { "trigger": "Job Created", "message": "CREATE ON JOBS", "data": { "id": 9876, "job_type": "service", "customer_id": 456, "status": "Scheduled", "status_id": 3, "status_workflow_id": 9, "in_progress_status_log": null, "updated_at": "2026-04-14 10:30:00" }, "company": "FieldPulse_Acme Services_321" } ``` ### 2) Job Status Update * **Event Name:** `Job Custom Status Update` * **Event Name:** `Job Workflow Custom Status Update` * **Example Payload Schema:** ```json theme={null} { "trigger": "Job Custom Status Update", "message": "UPDATE ON JOBS FOR status_id", "data": { "old_value": 3, "new_value": 4, "object": { "id": 9876, "job_type": "service", "customer_id": 456, "status": "In Progress", "status_id": 4, "status_workflow_id": 9, "in_progress_status_log": "{\"started_at\":\"2026-04-14 10:20:00\"}", "updated_at": "2026-04-14 10:31:15" } }, "company": "FieldPulse_Acme Services_321" } ``` ### 3) Job Schedule/Date Time Edit (Reschedule) * **Event Name:** `Job Start Time Update` * **Event Name:** `Job End Time Update` * **Example Payload Schema:** ```json theme={null} { "trigger": "Job Start Time Update", "message": "UPDATE ON JOBS FOR start", "data": { "old_value": "2026-04-15 09:00:00", "new_value": "2026-04-15 11:00:00", "object": { "id": 9876, "job_type": "service", "updated_at": "2026-04-14 10:35:11" } }, "company": "FieldPulse_Acme Services_321" } ``` *** ## Estimates ### 1) New Estimate Creation * **Event Name:** `Estimate Created` * **Example Payload Schema:** ```json theme={null} { "trigger": "Estimate Created", "message": "CREATE ON ESTIMATES", "data": { "id": 1122, "customer_id": 456, "author_id": 77, "title": "Spring HVAC Upgrade", "status": "Draft", "status_id": 1, "status_workflow_id": 2, "total": 1845.5, "subtotal": 1700.0, "tax": 145.5, "discount": 0, "updated_at": "2026-04-14 09:12:00" }, "company": "FieldPulse_Acme Services_321" } ``` ### 2) Estimate Status Update * **Event Name:** `Estimate Custom Status Update` * **Event Name:** `Estimate Workflow Custom Status Update` * **Example Payload Schema:** ```json theme={null} { "trigger": "Estimate Custom Status Update", "message": "UPDATE ON ESTIMATES FOR status_id", "data": { "old_value": 1, "new_value": 2, "object": { "id": 1122, "customer_id": 456, "author_id": 77, "title": "Spring HVAC Upgrade", "status": "Sent", "status_id": 2, "status_workflow_id": 2, "total": 1845.5, "subtotal": 1700.0, "tax": 145.5, "discount": 0, "updated_at": "2026-04-14 09:24:18" } }, "company": "FieldPulse_Acme Services_321" } ``` *** ## Invoices ### 1) New Invoice Creation * **Event Name:** `Invoice Created` * **Example Payload Schema:** ```json theme={null} { "trigger": "Invoice Created", "message": "CREATE ON INVOICES", "data": { "id": 3344, "customer_id": 456, "author_id": 77, "title": "Invoice #3344", "status": "Draft", "status_id": 1, "status_workflow_id": 8, "total": 2150.0, "subtotal": 2000.0, "tax": 150.0, "discount": 0, "updated_at": "2026-04-14 11:01:00" }, "company": "FieldPulse_Acme Services_321" } ``` ### 2) Invoice Status Update * **Event Name:** `Invoice Custom Status Update` * **Event Name:** `Invoice Workflow Custom Status Update` * **Example Payload Schema:** ```json theme={null} { "trigger": "Invoice Custom Status Update", "message": "UPDATE ON INVOICES FOR status_id", "data": { "old_value": 1, "new_value": 3, "object": { "id": 3344, "customer_id": 456, "author_id": 77, "title": "Invoice #3344", "status": "Paid", "status_id": 3, "status_workflow_id": 8, "total": 2150.0, "subtotal": 2000.0, "tax": 150.0, "discount": 0, "updated_at": "2026-04-14 11:17:43" } }, "company": "FieldPulse_Acme Services_321" } ``` # What's New Source: https://help.fieldpulse.com/changelog/index Every new feature and improvement we ship at FieldPulse, newest first. * **Recurring Billing Reporting:** A centralized Recurring Billing report pulls every parent recurring invoice into one filterable view, so checking next invoice dates, auto-send status, and contract end dates doesn't mean hunting through individual invoices. * **Customer Portal Settings Update:** Every Customer Portal visibility toggle now lives in Company Settings, so admins can control what customers see (jobs, comments, files, billing, assets) without contacting FieldPulse support. * **User Tag Enhancements:** Technician skill tags now show up on the User Record, the User Accounts list, the Create Job assignment dropdown, and the Dispatch board, so you can search or filter for the right tech by skill instead of just by name. * **Updated Maintenance Agreement List View on Customer Record:** A new Status column and updated filters keep cancelled agreements visible on the customer record instead of disappearing from the list. * **NiceJob Sync & Review Settings:** A new company-level Sync & Review Behavior setting controls which customers get NiceJob review requests (all jobs, per customer and job toggles, or off), replacing the old job-completion pop-up. * **Engage: New "Outside of Working Hours" Tag on Calls:** Inbound calls that land outside a phone line's working hours are now automatically tagged, so reviewing call activity for staffing or after-hours coverage doesn't require cross-checking timestamps by hand. * **Engage Line Working Hours – 24/7 Line:** Phone lines can now be set to a 24/7 schedule and used as an after-hours redirect target, so calls routed after hours actually get answered instead of looping back into the same closed line. * **Transfer Serialized Inventory Number from Material List to Estimate/Invoice:** Serial numbers on serialized inventory items now carry through to Estimates and Invoices created from a Material List, so serialized tracking holds from staging through billing. * **Managing Suppliers for POs in Company Settings:** A new Suppliers tab in Company Settings lets admins create, edit, archive, and mass import suppliers in one place, with Phone Number and Notes now saved on every supplier record. * **Flexible PO Order Date Workflow:** The Order Date on a Purchase Order is no longer required at creation. Leave it blank while drafting, and FieldPulse stamps the actual order date the moment the PO is emailed or marked as ordered. * **Print Receiving Labels on Purchase Orders**: Mark lines Received, print a label per box with the job, tech, and part already on it, and route parts to the right shelf without the guesswork. * **Thumbtack integration:** FieldPulse now connects directly to Thumbtack. Incoming leads automatically create a new customer record or link to an existing one. And you can have them create a job too, mapped to a template you choose. [**Learn More**](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/thumbtack#thumbtack) **New Maintenance Occurrence Report:** A new preconfigured report lists every maintenance occurrence with its related job and agreement — filter, view, and export it all in a couple of clicks. * **Lock Dynamic Link once Completed or Signed for Custom Forms:** You can now set a custom form template to lock automatically once all required signatures are in to prevent further edits. * **Bill to Parent:** Link a child customer to a parent account and their billing details carry over to every estimate and invoice on their own, including address, tax status, and saved card. * **Tap to Pay on iPhone (FieldPulse Payments):** Techs can now accept in-person, contactless payments right on their iPhone — no extra hardware needed. [Learn More](https://help.fieldpulse.com/using-fieldpulse/payments/collecting-payments/tap-to-pay-on-iphone) * **Commission Permissions:** Commission visibility is now controlled per user instead of by role. Set each user to Hide, View Only, or View and Edit — on web and mobile — so sensitive commission data is only visible to the people who need it. * **Customer Portal Comments on Mobile:** Comments on Job and Project records can now be shared to the Customer Portal from the mobile app, matching the web. * **Reorder Items Within a Flat-Rate Job:** Drag and drop to reorder line items within a flat-rate job in your Pricebook. * **"Your Company Name" Insertable Field:** Email and SMS templates now support a Your Company Name insertable field. Add it once and every message pulls in your business name automatically — no more typing it into each template or fixing it when the name changes. * **Custom Forms: Numeric Fields & Field Formulas:** Custom Forms now capture structured numbers, not just text. Add Number fields, build formula fields that calculate from other values on the form, and report on the results with numeric aggregation in Raw Data Reporting — the same way numbers work everywhere else in FieldPulse. * **Tag Filtering in Engage:** Filter your Conversations, Calls, and Voicemails lists by tag, so you can pull up everything related to one crew, one campaign, or one type of call without scrolling the full list. * **Multiple Availability Windows:** Set multiple booking windows per day on a single Booking Portal service (e.g., 7am–11am and 1pm–5pm). Find Availability respects them, and Job Template windows cascade to jobs created from the template. * **Time-Relative Date & Status Filters in Reporting:** New filters in Raw Data Reporting that auto-update relative to "Now" (e.g., last 30 days), plus Time in Status columns and filters to catch records stuck in one stage. * **Change Main Location on Mobile:** Customers' Main Location can now be changed from the mobile app, matching the web. * **File Visibility on Mobile:** The "Can team manager see file?" toggle is now available on mobile. Setting it to OFF hides the file from Team Managers on both web and mobile with no indication it exists. * **Transfer Assets Between Customers:** You can now transfer a customer asset to a new customer without losing any of its history. * **QuickBooks Online Timesheets Sync:** Timesheet data now syncs directly to QuickBooks Online, eliminating most of the manual data entry required to run payroll out of QuickBooks. QuickBooks classes are also included as part of the sync. * **Site Visits: communication, notifications & scheduling**: Automated, personalized email and SMS tied to individual Site Visits, new Site Visit notifications, and Site Visits now appear in the Schedule's Hourglass view for drag-and-drop scheduling. * **Save a Payment Method on File**: Securely tokenize and store a customer's credit card or ACH bank account on their record, then charge it for one-off invoices or automatic recurring billing. * **Locking Edits on Estimates & Invoices**: Automatically lock records at key milestones: when an estimate converts to an invoice, when an invoice is finalized, or once it's fully paid. * **Reece Search & Filter Updates**: Product categories now appear on the left when adding Reece line items to estimates, material lists, purchase orders, and invoices, plus filters to narrow results fast. * **Email & SMS Personalization on Custom Forms**: Insert related field values like `Customer Name` and `Job Number` directly into Custom Form email and SMS templates so every message is personalized automatically. * **ClearPath: Site Visit Widget in Focus View**: Open and interact with individual Site Visits directly inside Focus View, so field techs never have to step out of their flow. * **Import & Export Custom Form Templates**: Export any Custom Form Template as a JSON file and import it into another account in one click — share, back up, or migrate forms without rebuilding field by field. * **Toggle the Mark-Payment Pop-up on Job Completion**: Enable or disable the mark-payment pop-up that appears when completing a job with a related invoice, under Company Settings → Jobs → General. * **Attach Files to Customer Communications**: Add files and photos to SMS and email Customer Communications sent from web or mobile, for both one-off and templated messages. * **Dynamic Estimate/Invoice Links via the FieldPulse API**: New endpoints to trigger sending estimates and invoices, fetch dynamic links, and update preview settings. * **Offline Material Lists & Timesheets**: Technicians can create and edit Material Lists and clock in/out while offline; records are marked "Offline Draft" and sync automatically once back online. * **Decide How Images Appear on Custom Form PDFs**: New preview checkboxes control whether images, files, and an end-of-PDF files summary (with QR code) appear, plus image sizing (Small / Medium / Large). * **New Job Raw-Data Report Columns**: Added Related Estimates, Related Estimate's QuickBooks Class, Related Invoices, and Related Invoice's QuickBooks Class to Job raw-data reports. * **Enhanced Job Filters with Saved Views**: A redesigned slide-out filter panel lets you save custom views as tabs for quick one-click switching. * **Project Filtering Options**: Filter projects by status and attributes (Open / Closed / Unassigned, project status, method, customer, assigned teams) and save custom filter sets — not just tags. * **Auto-refresh of Fleet Tracker Locations on the Schedule Map**: GPS device locations refresh every 60 seconds across the Schedule Map page, dashboard widgets, and mobile. * **Purchase Order Default Settings**: Configure default field values like delivery address, contact name, and sending email address to speed up PO creation and cut errors. * **Custom Estimate & Invoice Workflows**: Customize each stage of your sales workflow instead of fixed statuses, while staying fully compatible with QuickBooks. * **Send Purchase Orders via Supplier Chat**: From web or mobile, send a generated PO straight to a supplier through Supplier Chat by attaching it to an existing chat or starting a new one. * **PDF Import Enhancements in Custom Forms**: Remove individual field borders, set per-field text alignment (left / center / right), and resize or reposition fields precisely. * **Offline Mode for Estimates & Invoices**: Create, edit, and manage estimates and invoices with no connection; FieldPulse detects a dropped connection or Airplane Mode and prompts you into Offline Mode. * **Internal vs. Customer-facing Fields on Custom Forms**: Mark fields as internally visible only so customers see shorter forms, with dynamic layout that removes blank spaces. * **QuickBooks Desktop Purchase Order Sync**: Newly created and updated purchase orders push directly to QuickBooks Desktop once enabled. * **Customer Portal Comments**: Comments on Job and Project records can be shared to the Customer Portal, documenting customer communication on the related record. * **Default Record for Inventory Deductions**: Choose whether inventory is deducted when a Material List reaches Completed or when an Invoice reaches Invoiced / Finalized. * **Send Purchase Orders Via Supplier Chat**: In the web app, you can now send purchase orders created in FieldPulse directly to your suppliers via Supplier Chat! After creating a PO, simply click the Send via Supplier Chat button. * **Commission Revamp: Fresh Look, Clearer Insights!**: Our Commission Revamp is now live! This update brings a fresh look and feel to the Cost Basis → Commission section on your Estimate and Invoice records, making it easier for you to navigate and... * **Sending Customer Communications Via Engage**: If Engage is enabled and the toggle to Send Customer Communication via Engage Account is on, SMS and email automatic triggers will send via one of the following options of your choosing: * **Default Your Estimate & Invoice Template Updates**: A new feature has been added to individual Estimate and Invoice Templates, allowing you to keep line items automatically updated with changes made in your Item List/Repository. * **QuickBooks Reporting Enhancements**: For accounts synced with QuickBooks, we have added the QuickBooks Class column across several raw data reports including: * **Filter by Custom Fields**: For Free Text Custom Fields, you can now filter records by Exact Matches or Contains. This functionality is available on the filters page for the following records: * **Maintenance Agreement Occurrence Creation**: You can easily associate a Job Template with each Maintenance Agreement occurrence, selecting from existing templates or creating new ones directly from the interface. * **FieldPulse + Angi Integration**: The new FieldPulse + Angi integration seamlessly sends your leads directly into FieldPulse — giving you one seamless workflow from lead to job completion. * **Resolve QuickBooks Sync Errors In-App**: This in-app troubleshooting tool for QuickBooks Desktop and Quickbooks Online helps you quickly identify and fix sync issues with records, such as customers, invoices, and payments. * **Enhancing Your Estimates: Editable Option Tab Names**: You can edit the option tab names directly in Estimate edit mode. This enhancement allows for a more personalized and professional presentation of your options. * **Purchase Order Tagging Now Available on Mobile**: Purchase Order tagging is now available on mobile, allowing you to easily categorize and manage your orders directly from your phone or tablet. * **Supplier Chat Now Available on Mobile**: Our Supplier Chat feature—designed to streamline communications with your suppliers and keep your entire team informed—is now available on our mobile app! * **Enhanced Job Costing Capabilities**: We've rolled out an upgrade to our Job Costing feature this month! You can now easily track: * **Seamless Sales Management for Xero Integration Users**: We've released Customer & Job Level Default Sales Accounts for our Xero Integration! This feature allows you to automatically apply the appropriate Xero sales account for each customer and job,... * **Material Lists Through API**: You can now create Material Lists in FieldPulse using data from other systems through our API. This feature allows for streamlined integration and management of your materials. * **Default Tax Rate - QuickBooks Online**: With our Default Tax Rate setting, you now have greater control when creating Estimates and Invoices—simply toggle it ON to automatically apply your selected default tax rate to all new records. * **Schedule Map View Enhancements**: The recent updates to the Schedule Map View enhance usability and flexibility: * **Booking Portal Photos & Files**: On the web app, photos and files uploaded through the Booking Portal will now attach directly to the job / service record created from the request. * **Card Fee Recovery**: Unlock a new level of transparency in your payment processing with Card Fee Recovery! With this feature, you can transparently pass on card processing fees to your customers, making it easier for them to understand what they're paying for. * **User Commission Rates**: We've made updates to our User-Level Commission Settings! Now, admin users can easily toggle commission eligibility for each team member, making it simpler than ever to customize how your team earns. * **Commission Recipient on Estimates & Invoices**: Keeping track of who earns commissions on each invoice just got a whole lot simpler! The Commission Recipient field is now available right below the Author field on your invoice records. * **QuickBooks Class Field Now Included in Estimate & Invoice Templates**: If you use QuickBooks, the Class field must be manually selected for each Estimate and Invoice, which can lead to errors and frustration. * **Add Material Lists to Your Job Templates**: You can now create and manage Material Lists directly on Job Templates. This feature allows you to standardize materials for common jobs and automatically include them on any new jobs you create,... * **ClearPath: A Smarter Way to Guide Every Job**: ClearPath enhances Custom Status Workflows with powerful upgrades. Add step-specific actions and instructions with Status Action Flows, and give techs a streamlined Focus View to stay on task in the... * **Snap and Save: Capture Line Item Images Directly in Your Estimates and Invoices**: With our mobile app, you can now effortlessly capture images for your line items right within your Estimate and Invoice Drafts! Say goodbye to the hassle of navigating back and forth between sections to take photos. * **Cascading Project Custom Fields**: Ready to streamline your project management process? Custom fields on Project records now seamlessly cascade to Job, Estimate/Invoice, and Purchase Order records! This enhancement allows for greater... * **Customizable Due Date Settings for Invoice Records**: The Auto-Populate Due Date Upon dropdown menu allows you to choose your preferred method for automatically setting a due date on invoices: * **Streamline Your Inventory Management with FieldPulse's Smart Verification Tool**: Say goodbye to tedious data entry and frustrating errors! Our new Smart Verification Tool revolutionizes the mass import experience for item lists and serialized inventory items by automatically... * **Engage: Expand/Collapse Views**: We're thrilled to introduce a handy new feature that allows users to expand or collapse the left (list view) and right (profile info) panels in Engage. Enjoy more control and a cleaner workspace! * **Syncing Made Easy for QuickBooks Desktop Users**: Take advantage of the new Sync Status and Re-Sync buttons on Customer, Estimate, Invoice, and Item records. * **Engage: Mute Incoming Call Sounds on Web App**: admin users can now choose to mute incoming call sounds on the Web App while on an active call. This setting applies to all Engage users and phone lines within the company. * **Supplier Chat: Streamline Your Communications**: In today's fast-paced business environment, effective communication with suppliers is crucial. * **Log Backdated Time While Clocked In**: If you have Timesheets enabled, the Log Backdated Time button in the web app's Timesheet tab lets admins, managers, and team members add missing punches without interrupting their current session. * **Streamline Your Data Imports with FieldPulse's Smart Verification Tool!**: Say goodbye to tedious data entry and frustrating errors! Our new Smart Verification Tool transforms the mass import experience by automatically checking your job and customer data for missing... * **Creating or Connecting Jobs from the Asset Record**: To help streamline workflows, two additional actions are available on your asset records: Create Job and Connect Job. * **Link Existing Assets to Maintenance Agreements**: You can now link an existing asset directly from the Asset tab on a Maintenance Agreement record, making it easier to manage your assets and agreements in one place. * **QuickBooks Desktop: Tax Rate Sync Made Easy**: Tax Rate Items from QuickBooks Desktop will now sync directly to FieldPulse as Line Items. * **Default Customer Name Preference**: Now you can easily customize how customer names appear on records, streamlining your workflow without changing your entire database. * **Pricebook: Default Grouping Visibility for Flat Rate Jobs**: You can now set a default for grouping visibility within your Pricebook, making it easier than ever to manage your estimates and invoices. * **Engage: Mark All as Read**: Take control of your notifications with our new admin-only feature! This allows you to mark all records as read for all users on the Conversations, Voicemails, and Calls pages, helping your team stay... * **Automatic Deposit Invoices**: With this update, when you collect a deposit on an Estimate record, it will now be treated as a liability in QuickBooks Online or QuickBooks Desktop until the project is completed and the final payment is received. * **Reece maX CMP Pricing (ANZ Only)**: All Australian and New Zealand accounts using Reece can now enable CMP Pricing. This automatically applies Reece's recommended competitive selling prices to your items—helping you stay profitable and consistent. * **Say Goodbye to Xero's Contact Limit (ANZ Only)**: FieldPulse has removed the limit on the number of contacts you can add to a customer record, allowing you to manage unlimited contacts. * **Customizing PDF Page Layout for Custom Forms**: You can now choose to display each form page on its own separate PDF page with page breaks, instead of having all pages flow continuously. * **Offline Mode for Custom Forms**: With our new Offline Mode for Custom Forms, you can now edit and create forms linked to your Job and Project records anytime, anywhere—no internet required! Access and edit a total of 600 existing... * **Self-Import Your Assets**: You can now import your assets into FieldPulse without the help of our technical support team. * **Asset Files Now Cascade to the Customer Record**: Files added to an asset will now automatically appear in the linked customer's record, eliminating the need for double uploads. * **Default BCC Email Address**: We've introduced a BCC (Blind Carbon Copy) field for all estimates and invoices. This enhancement allows you to discreetly include additional recipients without their addresses appearing in the TO or CC fields. * **Engage Call Holding - Live for Mobile**: Engage users can now place calls on hold effortlessly through both the web and mobile apps. * **Self-Import Your Pricebooks**: Looking to import a pricebook you are currently utilizing? Simply export your existing pricebook to Excel, Google Sheets, or CSV format, and utilize our import tool to upload it directly into... * **Custom Font Size on Estimate & Invoice PDFs**: Within Company Settings > Estimates & Invoices > General, you can now scroll down to find an option to select your default font size on all new estimate and invoice PDFs that you send out. * **Custom Tags in Engage**: You can now create Custom Tags in Engage to better organize your Calls, Conversations, and Voicemails, making it easier than ever to manage customer communication. * **Site Visit Notes & Field Notes**: Tired of cramming your site visit notes into the general Job Notes section? You're in luck! Each Site Visit you add will now have its own dedicated Notes and Field Notes sections. * **Refunds**: You can now refund Marked Payments, whether they're cash, check, or other forms. If you have FieldPulse Payments enabled, you'll find the process familiar—now with the added flexibility beyond just... * **BCC Field for Email Types**: We've introduced a BCC (Blind Carbon Copy) field for all email types, including general communication, estimates, and invoices. * **Asset Reports from the Job Record**: You can now generate an asset report from a job record! Once in your job record, click on the green Actions button in the upper right hand corner. * **Recent Engage Releases**: You can now easily expand or collapse the Engage setting headers using the new icon located at the bottom. * **Material Lists**: Stay organized and job-ready by tracking exactly what materials you need, and what you actually use, on every project. * **Your PDFs Just Got a Major Upgrade!**: When generating PDFs for estimates or invoices you can attach files, photos, and videos via a unique URL or a scannable QR code. * **Applying a Default Markup to Items from The Granite Group** * **Formula-Based Quantities**: By setting up Formula-Based Quantities, it will allow you to quickly calculate the materials needed for a job using those custom measurement formulas. * **Custom Forms: Enhancements for Your Workflow**: We're excited to share a powerful update to our Custom Forms feature that will streamline your workflows and improve data accuracy. * **Recent Engage Releases**: Engage now automatically detects phone numbers on both web and mobile platforms. Simply click on any hyperlinked number to access convenient actions such as: make a call, send an SMS (text message),... * **Internal Activity Updates**: A refund event is now prominently displayed in the Invoice audit trail, providing users with clear visibility into refund transactions. This feature allows you to easily identify who processed each refund and the corresponding amount. * **Reporting Refinements**: You can now view your transactions and their statuses when running a report. Some examples of these statuses include: paid, refunded, and partially refunded. * **End Date for Recurring Billing**: You can now set recurring billing to conclude either after a specified number of occurrences or on a specific date. * **QuickBooks Online Sync Feature**: With the new QuickBooks Online statistics page, you can easily track which records have successfully synced to your QuickBooks account and identify any that haven't, along with the specific error messages explaining why. * **Your PDFs Just Got a Major Upgrade!**: When generating PDFs of a Custom Form, Job Report, or Asset Report, you can attach files, photos, and videos via a unique URL or a scannable QR code. * **Parent Email Subtab**: In the updated interface, you will now find a new subtab called Parent Customer Emails under the three-dot menu when sending your customer communications. * **You Asked, We Listened: Custom Fields for Line Items on Purchase Orders**: You can now add further item-specific details to your purchase orders! You can use line item custom fields to track and display information such as: * **FieldPulse + CompanyCam Integration**: CompanyCam is designed to help field service businesses document and manage their jobs efficiently. It allows teams to capture, organize, and share photos in real time, ensuring accountability with geotagged images and project timelines. * **FieldPulse + The Seal Integration**: To enhance your customer experience, we've teamed up with The Seal, a frontrunner in reputation management. This partnership enables you to deliver reliable, verified service notifications to your clients—effortlessly. * **Recent Engage Releases**: We're excited to announce the launch of our in-app network diagnosis feature, designed to help you quickly identify and resolve connectivity issues. * **Mass Job Importing Accessible Via the Web App**: The Mass Import functionality transforms the way both new and existing FieldPulse users can handle job data by enabling you to upload and edit job information in bulk. * **Hyperlinks**: Hyperlinks are now supported in Notes for all records & Custom Fields! * **Bulk Transfer Serialized Inventory**: You can now scan several inventory items and add them to a transfer list. This allows you to move all of them at once instead of repeating a three step process for each individual item. * **You Asked, We Listened: Custom Calendar/Schedule Start Date**: Empower yourself with the flexibility to customize your schedule to start on either Sunday or Monday, perfectly aligning with your personal or organizational preferences. * **January 2025**: We've enhanced our QuickBooks Time integration! Now you can seamlessly sync: * **December 2024**: You can now pull in multiple purchase orders (and supplier invoices if your an Australia ReecemaX user) directly into your estimates and invoices! * **Signpost Integration**: Signpost empowers business owners with communication solutions specifically tailored to their business goals and needs. * **Purchase Order Functionality for Service Agents**: Service agents can now manage purchase orders directly in FieldPulse. To give a service agent this permission: * **Customer Portal Payments - Payrix**: If you're a Payrix user, your customers can now make payments via the Customer Portal using FieldPulse Payments! This feature has been available for CardConnect users, and is now available for both... * **Enhanced File Upload Capacity - Mobile App**: FieldPulse users can now upload up to 50 files at a time on the mobile app. * **Engage Call Hold: Web App**: Engage users can now place calls on hold with ease via the web app! You can manage up to three calls simultaneously, with any combination of held and active calls, to ensure that you can juggle calls... * **Price Tiers**: Price Tiers offer a flexible way to manage customer-specific pricing by automatically applying markups or discounts based on customer categories. * **Collect Payment via ACH - Mobile App**: Like in the web app, users can now process payments from personal checking/savings account or business checking/savings on the FieldPulse mobile app. * **Save Card on File - Mobile App**: Users can now save cards on file in the mobile app, in addition to the web app. Save multiple cards on a customer profile by going directly to the customer's profile or at the time of collecting payment. * **Asset Scanning**: We're excited to announce our new asset scanning feature on the mobile app. This works similarly to our existing barcode scanning feature, allowing users to scan and add new assets or update existing ones. * **Engage Transfer Upgrades**: 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. * **Additional Contacts & Alternate Phone Number in Engage**: This new feature allows you to: * **Filter by Custom Fields in Reporting**: You can now filter by custom fields in FieldPulse's Raw Data Beta Reporting tool. Some common uses for filtering by custom field include: * **Enhanced Status Details on Job Reports**: 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. * **Project Templates**: 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. * **Engage Caller ID**: 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). * **Create Projects from Job Records**: 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... * **Enhanced Pricebook Experience**: 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. * **Internal Activity Enhancements**: Users can now see more details about who made changes and what the changes were on estimates and invoices. You can now see the following details: * **Pin Comments in the Web App**: Comments can now be pinned on jobs, estimates, and invoices in the web app. Easily view comments from your team on the Info page of each record, complete with timestamps and notifications when you're... * **Move Files from Customers to Jobs**: You can now easily move files from a customer record to a job record on the FieldPulse web app! Select from Duplicate & Transfer Files or Move Files Only. * **QuickBooks Online Purchase Order Sync**: You can now sync your FieldPulse purchase orders with QuickBooks Online! This sync will send purchase order data between QuickBooks Online and FieldPulse. * **Adjust Customer Communication Preferences**: 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. * **Recurring Job Updates**: Modify your recurring jobs from the job record by clicking the edit button or selecting Actions > Archive Recurring Job to archive the job. * **Prevent Customers from Viewing Expired Estimates**: Now, in Company Settings > Estimates & Invoices > Advanced, you can set estimates to automatically deactivate after their expiration date. * **Engage Mobile Enhancements**: Easily search your conversations, voicemails, and calls with the magnifying glass icon in the top corner of the Engage mobile app. * **QuickBooks Online Project Sync**: 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](mailto:support@fieldpulse.com) or use the chat in the bottom right corner. * **Timestamps on Engage Messages**: 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. * **Sequential Call Ring Upgrades**: 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. * **QuickBooks Desktop One-Way Sync**: We now support a one-way sync for QuickBooks Desktop, which can be set up by our team. * **Zapier Triggers for Customer Pipeline & Workflow Statuses**: 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. * **Customer Merge for QuickBooks Users**: 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. * **Team Manager Job Visibility Permissions**: Team manager job visibility permissions can now be customized even further. These permissions include viewing: * **Engage Call Recording Notification**: 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... * **Booking Portal Requests Tab: Mobile App**: Admins and Team Managers can now view and take action on booking portal requests in the mobile app under the Management tab. * **Save Cards on File with Card Connect & Clover Connect**: You can now securely store your customer's credit card information in FieldPulse! When storing the card, the credit card number will be tokenized to protect your customer's information. * **Schedule Filter Upgrades**: Now, when you click the hourglass filter icon, select which job types you'd like to view: Unscheduled, Unassigned, Unscheduled & Unassigned, or Open Jobs. * **Inventory Counting**: Users can count inventory levels across multiple hubs, keeping track of actual inventory levels vs. the expected amount. This helps track inventory loss/surpluses over time. * **Select Outbound SMS Line in Engage**: You can now easily switch between your assigned or managed phones when sending SMS messages in conversations! Navigate to the conversation where you'd like to send an SMS message, then click on... * **Separate Estimate & Invoice Default Display Settings**: Customize your customer experience even further! You can now set unique default display settings for estimates and for invoices. * **Engage Internal Notes on Mobile App**: Write and view internal notes on the Engage mobile app! FieldPulse users can now maximize their internal Engage communications on both the webapp and mobile app. * **Open APIs**: Leverage our powerful APIs and seamlessly integrate FieldPulse data with external platforms to automate the creation of records. Easily manage customers, jobs, invoices, and other data across multiple systems. * **Site Visits Visible on Google Calendar**: Both site visits and jobs are now visible on your Google Calendar! Visit the Google Calendar article to learn more. * **Insert Site Visit Job Duration & Travel Time**: Insert site visit job durations and travel times on invoices! Select your line item, then adjust the quantity to reflect Actual Job Duration, Actual Travel Duration, or Actual Job + Travel Duration. * **Default Due Date for Estimates & Invoices**: You can now specify unique default due dates for estimates and invoices, allowing further customization of your sales process. * **Customer Location and Contact Import**: Make transferring your data into FieldPulse easy - users can import multiple customer locations and contacts with a simple import sheet! Visit the What data can I import into FieldPulse? article to... * **Sequential Call Ring**: Sequential Call Ring automatically dials a list of Engage phone numbers in order, proceeding to the next line if the current call goes unanswered. * **Purchase Order Upgrades**: We've made some changes to purchase orders! FieldPulse users can now: * **Dynamic Job Reports**: Utilize the data from your job records to generate a dynamic report and/or PDF! Create an individual job report or combine multiple jobs into a single, professional summary. * **Password-Protected Customer Portal**: Password Protected Customer Portals are now live! Admins can make a customer's portal password-protected, send the portal invite link as a one-off communication or use a communication template, as... * **Filter by Custom Field**: Improve your record sorting with our new custom field filtering feature! Now you can use it for customers, estimates, and invoices. * **Marking Payments in Bulk**: You can now mark multiple invoices as paid at once in FieldPulse! Navigate to your Invoices list, then click the pencil icon. Select each invoice you'd like to mark as paid using the checkbox. * **Tag Users in Comments**: FieldPulse users can now tag each other in comments! Use @ and then select the applicable user's name. When you post a comment, the tagged user(s) will be notified. * **Download Invoice PDF: Additional Options**: Quickly download the invoice details you need! FieldPulse users can now download an invoice PDF from a customer record of all invoices, all unpaid invoices, or all outstanding invoices (overdue and unpaid). * **Dynamic Asset Reports**: Utilize the data from your asset records to generate a dynamic report and/or PDF! Combine multiple assets into a single, professional summary report for customers offering a comprehensive overview of... * **Subtasks & Job Statuses**: Require subtasks to be completed before changing the job status! When creating a subtask or a subtask template, you can now require that a subtask be completed before selecting or bypassing a status. * **Two-Factor Authentication**: Two-factor authentication (2FA) provides an added layer of security by requiring two forms of identification to access FieldPulse. * **Inventory Permissions**: Customize and adjust inventory permissions for each user! This feature is valuable for teams that work out of multiple inventory locations such as vans or warehouses and may need to view or adjust inventory across those locations. * **Require a Job Template to Create a Job**: You can now mandate that a job template is used when creating a job. This can be toggled on in Company Settings, under Jobs. * **Customer Arrival Windows**: Let your customers know when to expect you! You can now set a Customer Arrival Window date/time on jobs. * **Send User Profile Photo via SMS**: Let your customers know who to expect! The ability to send the user's profile photo along with a customer communication SMS has been released. * **Location on Estimate & Invoice Records**: FieldPulse users can now specify a location when creating estimates and invoices! This feature makes it easy to identify which location an estimate or invoice was created for when working with... * **New Custom Field Types**: Hello customization! FieldPulse administrators now have the ability to create different types of custom fields, including Free Text, Number, Date, Drop-down, and Checkbox. * **Custom Reporting Dashboard**: FieldPulse's Custom Reporting Dashboard puts all your business data in one place. It updates automatically, so you can see everything you need at a glance. Plus, you can customize it to include only the reports that matter most to you. * **Include Payment Requests on Estimates**: Collect deposits, partial, or full payments on estimates when using FieldPulse Payments! Preview your estimate, then select Email to Customer. From here, you can set a dollar amount or percentage of total to request from your customer. * **Expand Customer Locations from Customer List**: Scheduling jobs for customers with multiple locations just got even easier. Hover over the far right of any customer name in the list and select the orange icon to see all locations for a single customer record. * **Dynamic Estimate/Invoice Link for Automatic Customer Communications**: Following up on estimates and overdue invoices just got even easier! You can now send automatic customer communications in relation to estimates and invoices using Dynamic Estimate Followup and... * **New Engage Toggle: Send Incoming Call to Managers**: In Engage, Send Incoming Calls to Managers on allows managers to view all activity on this line, including voicemails. They can view and send text messages, and can answer or make calls. * **Internal Activity Feed Manager Permissions**: Managers can now be restricted in their ability to view internal activity in FieldPulse. * **Engage Web App Ringer Silencer**: Engage Web App now offers users the capability to silence incoming call notifications for up to three secondary calls while engaged in an active call. * **Serialized Inventory Reporting**: Serialized inventory reporting is now live in FieldPulse! It provides a report of individualized serialized items, then grouped together by item. You can further group your data by hub as well. * **Enhanced Grouping Options for Estimates and Invoices**: Whether you're adding your grouping by utilizing a template, Pricebook, bundle, or starting from scratch, navigate to the desired grouping. * **Save Card on File \[FieldPulse Payments Users]**: This feature allows users to save payment card information securely for future transactions. Learn more here. * **Engage Enhancements**: Engage Calls No Longer Recorded on Native Device * **Outbound Estimate/ Invoice Email Modification**: This update allows users to switch email addresses or add multiple email recipients directly in the 'Email To' field when sending estimates or invoices from their list of contacts that are linked to... * **Search Bar & Status Filter for Unassigned Jobs**: This feature adds a search bar and status filter specifically for the unassigned jobs tab on the schedule view. * **Job List Shortcuts**: Plus Icon to Create a Job * **Manual Job Dispatch \[Hide/Un-Hide]**: Hide or un-hide jobs and site visits at your discretion, ensuring optimal control over assignments. To enable this, navigate to Company Settings then select Jobs. * **New User Feature Permissions**: To access the new user permissions, navigate to Company Settings, select a team member, click Edit and select User Feature Permissions. * **Scan Barcodes & Transfer Serialized Inventory to Different Hubs on Mobile App**: This mobile feature enables users to transfer serialized inventory items to different hubs directly from their mobile devices. * **Timesheets Reporting Enhancements**: Sort date & time components * **New Report: Item Usage Report**: This feature enables users to generate item usage reports, providing insights into the consumption and utilization of specific items within the system. * **Offline Mode Enhancements**: This feature allows users to store images locally on their devices and provides the option to retry failed uploads. * **Notification/Reminders on Mobile App**: This feature delivers notifications and reminders to users directly on their mobile devices. * **December 2023**: Introducing our Serialized Inventory feature – a powerful tool that enables precise tracking of individual items or equipment within your inventory by assigning unique serial numbers. * **November 2023**: Learn More * **October 2023**: Effortlessly tailor and categorize your flat-rate jobs with our new Sub-Categories feature. This tool empowers you to deliver professional, precise, and transparent quotes and invoices for every client request. * **September 2023**: When you're in the process of creating a job and searching for a customer to add, you'll now have the added convenience of seeing the customer's primary address. * **August 2023**: 🚀 Exciting news! We've supercharged our Zapier integration, making it easier than ever to connect FieldPulse with your favorite apps! 📲💥 * **July 2023**: Now, you can easily include attachments while sending messages to customers through our mobile platform. * **June 2023**: Send: Easily send the estimate to the customer directly from your mobile device. * **May 2023**: When viewing an estimate, there will now be a new toggle option in the upper right to switch it to a 'Variant Proposal' view using the underlying estimate. * **April 2023**: We have introduced new reporting enhancements that offer greater control and flexibility when generating job reports. * **March 2023**: You now have the option to import your mobile contacts from your device into the FieldPulse 2.0 app as a new customer. * **February 2023**: You can now export the data displayed in your cost basis tab within each of your invoices. * **January 2023**: A great feature to keep your service agent's workflow organised and simple! Instead of them scrolling through all the companies' PDFs, you can now favourite the most relevant files for the team to... # ClearPath by FieldPulse Source: https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-by-fieldpulse Build guided, step-by-step workflows that tell techs exactly what to do at each job stage, all on one screen. # What is ClearPath? With ClearPath, you, as a business owner, can customize the instructions and actions available to your technicians during **each** step of their workflow. This ensures that technicians will no longer question what to do or where to go within the app; everything they need will be on one main screen. ## Why is this important? * **Save Time:** By having all necessary information in one place, technicians can complete jobs more quickly. * **Consistency:** By taking the time to set this up, you ensure that every job is completed to your standard of service, regardless of which technician is assigned. This consistency contributes to a more positive experience for your customers. * **Easier Training:** Your technicians will find it simpler to learn the platform, making onboarding and adoption much smoother. FieldPulse offers powerful functionality and flexible workflows, but we know that this complexity can sometimes confuse technicians in the field. As a business owner, it’s natural to worry about mistakes or uncertainty about what actions to take. Every missed detail can lead to inefficiencies. ClearPath is here to help. It gives you control and clarity, allowing you to create Custom Status Workflows that fit your specific business needs. You can design Status Action Flows for each service you offer, ensuring that your operations run smoothly. With ClearPath, you can trust that essential tasks will be handled effectively—like filling out forms, sending reminders, and documenting proof of work with photos. Investing time to set up ClearPath will lead to improved efficiency, fewer errors, and a better experience for both your team and your customers. *** # Overview of Key Components This release enhances the [Custom Status Workflows](/using-fieldpulse/work/custom-status-workflows) that you have created, allowing for more tailored and efficient service delivery. ## Custom Status Workflows *(The Blueprint)* **Description:** Define the high-level Statuses common to a type of work you perform. **Benefits:** Your Custom Status Workflows serve as a foundational blueprint that can be further detailed with Status Action Flows, enabling you to specify the exact actions and instructions required for each Status (step) of your Custom Status Workflow. 🚀 **FieldPulse Pro Tips:** * If you are new to workflows or looking to improve the efficiency of your existing workflow, please review [this resource](/features-add-ons/clearpath/understanding-workflows-in-fieldpulse). * Create individual workflows for each type of service your business offers. If you need inspiration to get started, check out these three common workflows that businesses using FieldPulse often implement by clicking [three common workflow examples](/features-add-ons/clearpath/setting-up-workflow-foundations). A Custom Status Workflow example in ClearPath showing ordered job statuses *Custom Status Workflow Example* ## Status Action Flows *(The Steps)* **Description:** These flows guide technicians through each status with clear, tailored actions specific to the job or service. They can be as simple or complex as you need them to be, ensuring that every technician knows exactly what to do during each step of the workflow. **Benefits:** Providing clear instructions and Action Buttons for each status helps eliminate errors and confusion for your team. 🚀 **FieldPulse Pro Tip:** * If your business offers various installation services—such as Water Heater, Sewer Line, and Faucet installations—you can create separate Status Action Flows for each type of service/job. Each flow will use the Installation Custom Status Workflow as a blueprint, allowing you to specify the necessary details for each job, including specific forms to be filled out and any safety or regulatory measures that apply to that particular service.\ ​ Where to create Status Action Flows in the ClearPath setup *Where to Create Status Action Flows​* Example Status Action Flows configured for different service types *Status Action Flow Examples* ## Action Buttons **Description:** Quick-tap buttons allowing your technicians to complete tasks without navigating multiple screens. **Benefits:** Streamlines workflow, making it more efficient with **up to 27 unique actions** per status. 🚀 **FieldPulse Pro Tip:** * You can add **0 to 10 custom-labeled buttons** per status. Use terminology that is easy for your team to understand. For example, instead of labeling a button as 'Fill out Custom Form,' you could use 'Complete Install Checklist.' The 27 unique Action Buttons available to configure per status *27 Unique Action Buttons to Utilize* ## Status Instructions **Description:** Clearly outline what you would like your team to do during each Status (step) of your workflow. **Benefits:** This provides your team with clarity on expectations. 🚀 **FieldPulse Pro Tip:** * List instructions in numerical order for easy reference Example status instructions listed in numerical order for a status *Example Status Instructions* ## Focus View *(The Guided Experience)* **Description:** Customizable, mobile-first view designed with your service techs in mind. **Benefits:** Give your service techs guard rails to ensure jobs are completed with your standard of service every single time. 🚀 **FieldPulse Pro Tip:** * Customize the view to show only relevant information for each Status for each job. Focus View showing a technician only the details relevant to the current status *Focus View Example - Techs See Everything They Need, Nothing They Don't* ## Widgets **Description:** Unlike Action Buttons, **Widgets** **are exclusive to the Focus View screen**. They display relevant job details in an easy-to-read format. You can select and order widgets. **Benefits:** Up to **32 unique widgets** are available. Widgets can be added, removed, and reordered to ensure your techs see everything they need, nothing they don’t. 🚀 **FieldPulse Pro Tips:** * Our best practice recommendation is at minimum to always include the following widgets in this order: **Job Title**, **Job Status**, **Status Instructions**, and **Action Buttons**. Action Buttons should always be positioned towards the bottom, as it’s easier to click them with your thumb when they are lower on the screen. Widget configuration screen for arranging Focus View widgets *Widget Configuration Example* * Use the *Mobile Preview* feature located on the right side of your screen when choosing which widgets you want to display for your team. Please note that the *Mobile Preview* does not update with any information you have entered. Instead, it serves as a mock-up to demonstrate how the screen will appear to your team members. Mobile preview of the Focus View widget layout on a phone *Mobile Preview Example* **Action Buttons**, **Status Instructions**, and **Focus View** can be utilized independently or in tandem with one another. *** # Need-to-Knows for Configuring Your # Status Action Flows ## *Display Action Menu* Toggle If this toggle is on, your team members will have access to the green *Actions* button. If this is off, your team will only have access to the specific Action Buttons you have strategically selected. The Display Action Menu toggle in ClearPath status settings The green Actions button shown on a job when the Action Menu toggle is on ## *Ability to Change Status* Toggle If this setting is on, your team members can manually change the status of the job. If it is off, your team members cannot move the status forward manually and must use the designated button(s) to advance or pause the job. The Ability to Change Status toggle in ClearPath status settings ## *Restrict User Access to Focus View Only* Toggle If this toggle is on, your team members will not be able to navigate away from the Focus View that you have set up for each Status of your workflow. This view simplifies the interface, reducing distractions and allows your team to focus on key tasks. The Restrict User Access to Focus View Only toggle in ClearPath settings *** # Using Your Status Action Flows Once you have configured your Status Action Flows, you can **add them to Job records and Job templates**. To do this, follow these steps: 1. When creating a new Job record or Job template, start by selecting the Custom Status Workflow you want to utilize. 1. After you make this selection, an additional field for *Status Action Flow* will appear. 2. In this field, you can choose the specific Status Action Flow that will guide your team in successfully completing the Job. Please note that only the Status Action Flows associated with the Custom Status Workflow you selected will be available in the dropdown menu for you to choose from. Selecting a Status Action Flow on a job record *Status Action Flow on a Job Record Example* *** # Video Tutorials ## ClearPath Overview & Status Action Flow Configuration