In Progress
- Engage: Linking Calls to Your Records: Connect any call to the Project, Job, Estimate, Invoice, or Maintenance Agreement it’s about, so the context is never more than a click away.
- Engage: User Based Notifications: When someone on your team returns a customer call or replies to a missed message, that notification will be cleared for all team members. So team members don’t accidentally respond twice.
- Engage: See Every Call’s Journey: When a call comes in, you will see its full path from start to finish: transfers between lines, time on hold, and how it ended (answered, abandoned, you name it).
- Custom Forms: Value-Based Conditional Formatting: Set fields to show, highlight, bold, or underline automatically based on the values entered — numbers, text, or dates. Mix and match multiple conditions with AND/OR logic for forms that react the way you need them to.
- Payments: One Clean Monthly Statement: Every month, we’ll email you a PDF and CSV copy of your statement, summarizing all your transactions, processing fees, and deposits. You’ll also find it as its own tab in your FieldPulse payments reporting, where you can view and download the PDF or CSV anytime.
- Pricebook: User Level Permissions: Decide which specific team members of yours are assigned to each Pricebook you create.
On Deck
- Engage Dashboard: Visibility into your talk time, ring time, and hold time by line or by user, plus missed vs. answered call stats.
- Custom Forms: Global and Per-Template Email Settings
- Custom Forms: Bulk Send to Multiple Users/Customers
- Engage: Filter call/conversation list by Read vs Unread
- Fleet Tracking: Auto Clock In/Out with Geofences
- Marketing Suite
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.