In Progress
- Maintenance Agreement Revamp: We’re rolling out a major upgrade to Maintenance Agreements that lets you bundle multiple service routines, each with their own schedule, into a single contract. Add flexible on-demand visit plans, and automate scheduling, billing, and renewals end-to-end with what’s to come!
- Ability to 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.
- Self-Serve API Webhook Configuration & Delivery Logs: You will now be able to configure your own webhooks without contacting our support team. You will also be able to view delivery logs to track each webhook event.
- User Key Metrics Reporting: You will now have a single place to understand each user’s profile, access, productivity, revenue, labor cost, and attendance.
On Deck
- Project Costing
- Route Optimization
- Purchase Orders & Materials: Partial Receivables & Deductions
- Site Visit Revamp
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.