November 2024
We’re excited to announce our latest QuickBooks Online update with Custom Sync options. You can now choose between one-way or two-way sync for estimates,…
2023: A Year in Review
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…
October 2024
Service agents can now manage purchase orders directly in FieldPulse. To give a service agent this permission:
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!
July 2024
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…
August 2024
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:
September 2024
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…
April 2024
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…
May 2024
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,…
June 2024
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…
March 2024
Collect deposits, partial, or full payments on estimates when using FieldPulse Payments! Preview your estimate, then select Email to Customer. From here,…
February 2024
This feature allows users to save payment card information securely for future transactions. Learn more here.
January 2024
Hide or un-hide jobs and site visits at your discretion, ensuring optimal control over assignments. To enable this, navigate to Company Settings then…