Sync changelog 2026 04 17

Intercom Sync Changelog — 2026-04-17

Sync run at 2026-04-17T18:46:39.957Z

Updated Articles

• FieldPulse API — core-platform/api/fieldpulse-api.mdx (Intercom updated 2026-04-06)
• Adding Labor to Estimates & Invoices — core-platform/invoices-estimates/adding-labor-to-estimates-invoices.mdx (Intercom updated 2026-03-19)
• Estimates & Invoices: Quick Start — core-platform/invoices-estimates/estimates-invoices.mdx (Intercom updated 2026-04-15)
• Pre-Sync: QuickBooks Online — accounting/quickbooks-online/pre-sync-quickbooks-online.mdx (Intercom updated 2026-03-09)
• Sync: QuickBooks Online — accounting/quickbooks-online/sync-quickbooks-online.mdx (Intercom updated 2026-03-09)
• Post-Sync: QuickBooks Online — accounting/quickbooks-online/post-sync-quickbooks-online.mdx (Intercom updated 2026-03-25)
• Can I have my Estimate and Invoice numbers automatically come from QuickBooks Online? — accounting/quickbooks-online/can-i-have-my-estimate-and-invoice-numbers-automatically-come-from-quickbooks-online.mdx (Intercom updated 2026-03-09)
• QuickBooks Online Errors — accounting/quickbooks-online/quickbooks-online-errors.mdx (Intercom updated 2026-03-09)
• QuickBooks Time (Formerly TSheets) — accounting/quickbooks-online/quickbooks-time-formerly-tsheets.mdx (Intercom updated 2026-03-11)
• Post-Sync: QuickBooks Desktop — accounting/quickbooks-desktop/post-sync-quickbooks-desktop.mdx (Intercom updated 2026-03-09)
• Is there a way to mark check payments on invoices and have them sync over to QuickBooks Desktop? — accounting/quickbooks-desktop/is-there-a-way-to-mark-check-payments-on-invoices-and-have-them-sync-over-to-qbd.mdx (Intercom updated 2026-03-09)
• QuickBooks Desktop Errors — accounting/quickbooks-desktop/quickbooks-desktop-errors.mdx (Intercom updated 2026-03-09)
• Card Fee Recovery — growth/fp-payments/card-fee-recovery.mdx (Intercom updated 2026-03-03)
• Saving a Card on File — growth/fp-payments/saving-a-card-on-file.mdx (Intercom updated 2026-03-12)
• Collecting Payments: 3 General Methods — growth/fp-payments/collecting-payments.mdx (Intercom updated 2026-03-30)
• Material Lists — core-platform/material-list/material-lists.mdx (Intercom updated 2026-04-09)
• Angi Integration — integrations/other/angi-integration.mdx (Intercom updated 2026-03-19)
• Trinity Warranty — integrations/other/trinity-warranty.mdx (Intercom updated 2026-04-15)
• Pulse Fleet Tracking — integrations/other/pulse-fleet-tracking.mdx (Intercom updated 2026-04-01)
• Estimate Reports — core-platform/reporting/estimate-reports.mdx (Intercom updated 2026-03-09)
• Invoice Reports — core-platform/reporting/invoice-reports.mdx (Intercom updated 2026-03-09)
• Payment Reports — core-platform/reporting/payment-reports.mdx (Intercom updated 2026-03-09)
• How to Reset or Change Your Password — core-platform/general-ui-ux/how-can-i-reset-or-change-a-password.mdx (Intercom updated 2026-04-15)
• Features & Plugins Overview — core-platform/general-ui-ux/features-plugins.mdx (Intercom updated 2026-04-15)
• Next Steps After Setup — core-platform/general-ui-ux/next-steps.mdx (Intercom updated 2026-04-15)
• How to Reach FieldPulse Support — core-platform/general-ui-ux/contact-us.mdx (Intercom updated 2026-04-15)
• Mobile App Overview - Limited Agents — core-platform/general-ui-ux/mobile-app-overview-limited-agents.mdx (Intercom updated 2026-04-17)
• Can I export my data? — core-platform/general-ui-ux/can-i-export-my-data.mdx (Intercom updated 2026-03-13)
• How can I make a feedback request? — core-platform/general-ui-ux/how-can-i-make-a-feature-request.mdx (Intercom updated 2026-03-04)
• Search & Filter — core-platform/general-ui-ux/search-filter.mdx (Intercom updated 2026-03-04)
• Offline Mode Overview — core-platform/general-ui-ux/offline-mode-overview.mdx (Intercom updated 2026-03-30)
• Inventory Hubs — core-platform/inventory/inventory-hubs.mdx (Intercom updated 2026-03-10)
• Barcode Scanning — core-platform/inventory/barcode-scanning.mdx (Intercom updated 2026-03-19)
• User Roles — core-platform/user-management/user-roles.mdx (Intercom updated 2026-04-16)
• Setting Up Google Single Sign On — core-platform/user-management/google-single-sign-on.mdx (Intercom updated 2026-04-15)
• Setting Up Two-Factor Authentication (2FA) — core-platform/user-management/two-factor-authentication-2fa.mdx (Intercom updated 2026-04-15)
• Adding New Users — core-platform/user-management/adding-new-users.mdx (Intercom updated 2026-03-26)
• Purchasing & Porting Phone Numbers — growth/engage/purchasing-porting-phone-numbers.mdx (Intercom updated 2026-04-08)
• Is there a way to silence the incoming ringing on the web app when on an active call? — growth/engage/is-there-a-way-for-a-client-to-silence-the-incoming-ringing-on-the-web-app-when-they-aren-t-on-an-active-call.mdx (Intercom updated 2026-03-30)
• Automatic Tax Rates & Tax Override — core-platform/tax-configuration/automatic-tax-rates-tax-override.mdx (Intercom updated 2026-03-09)
• A Comprehensive Guide to FieldPulse’s Commission Structures — core-platform/commission/a-comprehensive-guide-to-fieldpulse-s-commission-structures.mdx (Intercom updated 2026-03-03)
• Invoice-Level Commission — core-platform/commission/invoice-level-commission.mdx (Intercom updated 2026-03-03)
• Understanding Workflows in FieldPulse — core-platform/custom-status-workflow/understanding-workflows-components-efficiency-and-variations.mdx (Intercom updated 2026-04-15)
• Setting Up Workflow Foundations — core-platform/custom-status-workflow/setting-up-workflow-foundations-in-fieldpulse.mdx (Intercom updated 2026-04-15)
• Dynamic Proposals — core-platform/dynamic-proposals/the-power-of-dynamic-proposals.mdx (Intercom updated 2026-04-15)
• Purchase Orders — core-platform/purchase-orders/purchase-orders.mdx (Intercom updated 2026-03-17)
• Assets — core-platform/assets/assets.mdx (Intercom updated 2026-03-27)
• Custom Forms Overview — growth/custom-forms/custom-forms-streamline-your-workflow-and-save-time.mdx (Intercom updated 2026-04-15)
• Custom Forms Linked to Job Records — growth/custom-forms/custom-forms-effortlessly-select-related-records-for-every-job.mdx (Intercom updated 2026-04-15)
• Viewing Photos and Files on Custom Form PDFs — growth/custom-forms/viewing-photos-files-on-custom-form-pdfs.mdx (Intercom updated 2026-04-15)
• Creating a Custom Form — growth/custom-forms/mastering-custom-forms-a-step-by-step-guide.mdx (Intercom updated 2026-04-15)

New Articles Added

• April 2026 — core-platform/invoices-estimates/april-2026.mdx (module: Invoices/Estimates, created 2026-04-02)
• Timesheets - Offline Mode — core-platform/contracts-signatures/timesheets-offline-mode.mdx (module: Contracts & Signatures, created 2026-04-15)
• Material Lists - Offline Mode — core-platform/invoices-estimates/material-lists-offline-mode.mdx (module: Invoices/Estimates, created 2026-04-15)
• FieldPulse Payments vs. Legacy — growth/fp-payments/fieldpulse-payments-vs-legacy.mdx (module: FP Payments (Fintech), created 2026-02-13)
• Dimensional Pricebook — core-platform/invoices-estimates/dimensional-pricebook.mdx (module: Invoices/Estimates, created 2025-04-23)
• Custom Estimate & Invoice Workflows — core-platform/invoices-estimates/custom-estimate-invoice-workflows.mdx (module: Invoices/Estimates, created 2025-12-08)
• 🌟 FieldPulse Feature Roadmap 🌟 — core-platform/invoices-estimates/fieldpulse-feature-roadmap.mdx (module: Invoices/Estimates, created 2024-04-19)
• Ask a Pro: Upcoming Sessions — core-platform/contracts-signatures/ask-a-pro-upcoming-sessions.mdx (module: Contracts & Signatures, created 2024-07-24)
• March 2026 — core-platform/contracts-signatures/march-2026.mdx (module: Contracts & Signatures, created 2026-03-02)
• Can I manually change the “next number” of my Job Records? — core-platform/contracts-signatures/can-i-manually-change-the-next-number-of-my-job-records.mdx (module: Contracts & Signatures, created 2025-12-08)
• Can I manually change the “next number” of my Purchase Orders? — core-platform/contracts-signatures/can-i-manually-change-the-next-number-of-my-purchase-orders.mdx (module: Contracts & Signatures, created 2025-12-08)
• Can I send a one-time password or verification code to my Engage line/phone number? — growth/engage/can-i-send-a-one-time-password-or-verification-code-to-my-engage-linephone-numbe.mdx (module: Engage, created 2026-03-12)
• November 2024 — accounting/quickbooks-online/november-2024.mdx (module: QuickBooks Online, created 2024-11-07)
• July 2025 — accounting/quickbooks-desktop/july-2025.mdx (module: QuickBooks Desktop, created 2025-06-30)
• June 2025 — accounting/quickbooks-online/june-2025.mdx (module: QuickBooks Online, created 2025-06-02)
• January 2025 — accounting/quickbooks-online/january-2025.mdx (module: QuickBooks Online, created 2025-01-03)
• What is the file size limit for files sent through Engage? — growth/engage/what-is-the-file-size-limit-for-files-sent-through-engage.mdx (module: Engage, created 2026-03-04)
• What is the file size limit for email attachments sent through FieldPulse? — core-platform/files/what-is-the-file-size-limit-for-email-attachments-sent-through-fieldpulse.mdx (module: Files, created 2026-03-04)
• What is the maximum file size limit for the FieldPulse platform? — core-platform/files/what-is-the-maximum-file-size-limit-for-the-fieldpulse-platform.mdx (module: Files, created 2026-03-04)
• April 2025 — core-platform/invoices-estimates/april-2025.mdx (module: Invoices/Estimates, created 2025-04-01)
• When clicking the hyperlink to take me to the job/service site in the FieldPulse mobile app, how do I reset the default maps app that it opens (Google Maps or Apple Maps)? — core-platform/jobs/when-clicking-the-hyperlink-to-take-me-to-the-jobservice-site-in-the-fieldpulse-.mdx (module: Job, created 2026-03-03)
• February 2026 — core-platform/custom-status-workflow/february-2026.mdx (module: Custom Status/Workflow, created 2026-02-03)
• January 2026 — accounting/quickbooks-desktop/january-2026.mdx (module: QuickBooks Desktop, created 2026-01-02)
• December 2025 — core-platform/invoices-estimates/december-2025.mdx (module: Invoices/Estimates, created 2025-12-15)
• QuickBooks Disconnected — growth/payment/quickbooks-disconnected.mdx (module: Payments, created 2025-12-17)
• FieldPulse360: Upcoming Sessions — core-platform/contracts-signatures/fieldpulse360-upcoming-sessions.mdx (module: Contracts & Signatures, created 2024-03-14)
• FieldPulse360: Fintech for Future Growth — growth/fp-payments/fieldpulse360-fintech-for-future-growth.mdx (module: FP Payments (Fintech), created 2025-12-09)
• November 2025 — growth/payment/november-2025.mdx (module: Payments, created 2025-10-31)
• October 2025 — core-platform/commission/october-2025.mdx (module: Commission/Markups/Profitability, created 2025-09-30)
• September 2025 — growth/fp-payments/september-2025.mdx (module: FP Payments (Fintech), created 2025-09-02)
• May 2025 — core-platform/invoices-estimates/may-2025.mdx (module: Invoices/Estimates, created 2025-05-13)
• Company Settings: Accounting Integration — core-platform/general-ui-ux/company-settings-accounting-integration.mdx (module: General UI/UX, created 2025-04-18)
• FieldPulse360: From Request to Reality - Showcasing Features Built for You — core-platform/custom-status-workflow/fieldpulse360-from-request-to-reality-showcasing-features-built-for-you.mdx (module: Custom Status/Workflow, created 2025-04-08)
• March 2025 — core-platform/custom-status-workflow/march-2025.mdx (module: Custom Status/Workflow, created 2025-03-06)
• February 2025 — core-platform/invoices-estimates/february-2025.mdx (module: Invoices/Estimates, created 2025-02-04)
• FieldPulse360: Mastering Extended Timeline Work — core-platform/custom-status-workflow/fieldpulse360-mastering-extended-timeline-work.mdx (module: Custom Status/Workflow, created 2024-10-22)
• FieldPulse360: Make Your Data Make Sense — core-platform/custom-fields/fieldpulse360-make-your-data-make-sense.mdx (module: Custom Fields, created 2024-10-08)
• FieldPulse360: Building Your Brand — core-platform/lead-management/fieldpulse360-building-your-brand.mdx (module: Lead Management, created 2024-09-24)
• FieldPulse360: Feature Updates — core-platform/invoices-estimates/fieldpulse360-feature-updates.mdx (module: Invoices/Estimates, created 2024-08-27)
• FieldPulse360: Money Matters — growth/fp-payments/fieldpulse360-money-matters.mdx (module: FP Payments (Fintech), created 2024-07-16)
• FieldPulse360: Feature Enhancements — growth/payment/fieldpulse360-feature-enhancements.mdx (module: Payments, created 2024-06-05)
• October 2024 — growth/fp-payments/october-2024.mdx (module: FP Payments (Fintech), created 2024-01-31)
• December 2024 — core-platform/invoices-estimates/december-2024.mdx (module: Invoices/Estimates, created 2024-01-31)
• July 2024 — core-platform/invoices-estimates/july-2024.mdx (module: Invoices/Estimates, created 2024-01-31)
• August 2024 — accounting/quickbooks-online/august-2024.mdx (module: QuickBooks Online, created 2024-01-31)
• September 2024 — core-platform/custom-status-workflow/september-2024.mdx (module: Custom Status/Workflow, created 2024-01-31)
• April 2024 — core-platform/contracts-signatures/april-2024.mdx (module: Contracts & Signatures, created 2024-01-31)
• May 2024 — growth/payment/may-2024.mdx (module: Payments, created 2024-01-31)
• June 2024 — core-platform/contracts-signatures/june-2024.mdx (module: Contracts & Signatures, created 2024-01-31)
• March 2024 — growth/fp-payments/march-2024.mdx (module: FP Payments (Fintech), created 2024-01-31)
• February 2024 — growth/fp-payments/february-2024.mdx (module: FP Payments (Fintech), created 2024-01-31)
• January 2024 — core-platform/invoices-estimates/january-2024.mdx (module: Invoices/Estimates, created 2024-01-04)
• New Job Templates — core-platform/invoices-estimates/new-job-templates.mdx (module: Invoices/Estimates, created 2023-02-15)
• $100 Gift Card- Capterra Review — growth/engage/100-gift-card-capterra-review.mdx (module: Engage, created 2022-11-03)
• August 2025 — core-platform/invoices-estimates/august-2025.mdx (module: Invoices/Estimates, created 2025-08-08)

Articles Reclassified (Post-Sync Cleanup)

45 articles were auto-classified into incorrect modules during initial sync and have been relocated:

Monthly Release Notes → General UI/UX

28 release note articles (e.g., “January 2024” through “April 2026”) moved from scattered modules (Invoices/Estimates, QuickBooks, FP Payments, etc.) to core-platform/general-ui-ux/.

FieldPulse360 Webinars → General UI/UX

12 webinar/training articles (e.g., “FieldPulse360: Feature Updates”, “FieldPulse360: Employee Management”) moved to core-platform/general-ui-ux/.

Specific Relocations

• Timesheets - Offline Mode — Contracts & Signatures → Time Sheets
• Material Lists - Offline Mode — Invoices/Estimates → Material List
• Dimensional Pricebook — Invoices/Estimates → Pricebook
• New Job Templates — Invoices/Estimates → Job
• Can I manually change the “next number” of my Job Records? — Contracts & Signatures → Job
• Can I manually change the “next number” of my Purchase Orders? — Contracts & Signatures → Purchase Orders
• QuickBooks Disconnected — Payments → QuickBooks Online

Deleted/Unpublished in Intercom (No Action Taken)

These articles exist locally but are no longer published in Intercom.

• sync quickbooks desktop (ID: 9307828) — accounting/quickbooks-desktop/sync-quickbooks-desktop.mdx
• custom reporting dashboard (ID: 9142751) — core-platform/reporting/custom-reporting-dashboard.mdx
• my business has a complex team structure can we operate in teams (ID: 482415) — core-platform/general-ui-ux/my-business-has-a-complex-team-structure-can-we-operate-in-teams.mdx
• ask a pro from clicks to customers unlocking lead conversion (ID: 10514580) — core-platform/customers/ask-a-pro-from-clicks-to-customers-unlocking-lead-conversion.mdx
• flat rate job commissions (ID: 12525029) — core-platform/commission/flat-rate-job-commissions.mdx
• pricebook (ID: 8729090) — core-platform/dynamic-proposals/pricebook.mdx

Protected Articles with Pending Changes (Manual Review)

These files have custom formatting and were not auto-updated. Review the sync report diffs.

• Can I create custom fields for my customer profiles? — core-platform/customers/can-i-create-custom-fields-for-my-customer-profiles.mdx (Intercom updated 2025-09-15)
• Can I use GPS coordinates as addresses? — core-platform/customers/can-i-use-gps-coordinates-as-addresses.mdx (Intercom updated 2025-09-15)
• Customer Record: FieldPulse Character Limits and Validation Rules — core-platform/customers/customer-record-fieldpulse-character-limits-and-validation-rules.mdx (Intercom updated 2025-09-15)
• Wisetack Consumer Financing — core-platform/customers/wisetack-consumer-financing.mdx (Intercom updated 2024-08-08)
• Understanding Parent/Child vs. Multi-Location Account Structures in FieldPulse — core-platform/customers/understanding-parent-child-vs-multi-location-account-structures-in-fieldpulse.mdx (Intercom updated 2026-01-15)
• Custom Fields on Customer Records — core-platform/customers/custom-fields-on-customer-records.mdx (Intercom updated 2025-09-15)
• Custom Tags for Customers — core-platform/customers/custom-tags-for-customers.mdx (Intercom updated 2025-09-15)
• Creating a Customer — core-platform/customers/creating-a-customer.mdx (Intercom updated 2025-09-15)
• Customers & Scheduling: Quick Start — core-platform/customers/customers-scheduling.mdx (Intercom updated 2026-04-15)
• Importing Customers — core-platform/customers/importing-customers.mdx (Intercom updated 2025-09-15)
• Exporting Customers — core-platform/customers/exporting-customers.mdx (Intercom updated 2025-09-15)
• Multi-Location & Multi-Contact Customers — core-platform/customers/multi-location-multi-contact-customers.mdx (Intercom updated 2026-02-17)
• Customer Notification Preferences — core-platform/customers/customer-notification-preferences.mdx (Intercom updated 2026-03-03)
• Creating Related Customers — core-platform/customers/creating-related-customers.mdx (Intercom updated 2025-09-15)
• Tracking Lead Sources — core-platform/customers/tracking-lead-sources.mdx (Intercom updated 2025-02-24)
• FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 2: Automatic Customer Communications & Notification Settings — core-platform/customers/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-2-automatic-customer-communications-notification-settings.mdx (Intercom updated 2025-08-12)
• Customer Communications — core-platform/customers/customer-communications.mdx (Intercom updated 2026-04-02)
• Customer Portal — core-platform/customers/customer-portal.mdx (Intercom updated 2026-04-15)
• Creating a Customer - Mobile App — core-platform/customers/creating-a-customer-mobile-app.mdx (Intercom updated 2025-02-19)
• What information do customer profiles contain? — core-platform/customers/what-information-do-customer-profiles-contain.mdx (Intercom updated 2025-09-15)
• Can I import my customers? — core-platform/customers/can-i-import-my-customers.mdx (Intercom updated 2025-09-15)
• Can I export my customers from FieldPulse? — core-platform/customers/can-i-export-my-customers-from-fieldpulse.mdx (Intercom updated 2025-09-15)
• Can I manage customers with multiple locations or related customers? — core-platform/customers/can-i-manage-customers-with-multiple-locations-or-related-customers.mdx (Intercom updated 2025-09-15)
• Can I use FieldPulse to communicate with my customers? — core-platform/customers/can-i-use-fieldpulse-to-communicate-with-my-customers.mdx (Intercom updated 2025-09-15)
• Can I store secondary contacts and contact methods for customer profiles? — core-platform/customers/can-i-store-secondary-contacts-and-contact-methods-for-customer-profiles.mdx (Intercom updated 2025-09-15)
• When a customer is created in FieldPulse, is a unique customer ID assigned to each customer? — core-platform/customers/when-a-customer-is-created-in-fieldpulse-is-a-unique-customer-id-assigned-to-each-customer.mdx (Intercom updated 2026-02-03)
• Can I create custom tags for my customers? — core-platform/customers/can-i-create-custom-tags-for-my-customers.mdx (Intercom updated 2025-09-15)
• FieldPulse360: Customers & Scheduling — core-platform/customers/fieldpulse360-customers-scheduling.mdx (Intercom updated 2025-09-15)
• Can I have residential and commercial customers in FieldPulse? — core-platform/customers/can-i-have-residential-and-commercial-customers-in-fieldpulse.mdx (Intercom updated 2025-09-15)
• Are customer communications always tied to the main parent contact, even if a specific contact is selected for a job? — core-platform/customers/are-customer-communications-always-tied-to-the-main-parent-contact-even-if-a-specific-contact-is-selected-for-a-job.mdx (Intercom updated 2025-11-26)
• Customer Communications - Mobile App — core-platform/customers/customer-communications-mobile-app.mdx (Intercom updated 2025-09-15)
• What time do communications send from FieldPulse to my customers? — core-platform/customers/what-time-do-communications-send-from-fieldpulse-to-my-customers.mdx (Intercom updated 2026-01-05)
• FieldPulse360: Customer Communications — core-platform/customers/fieldpulse360-customer-communications.mdx (Intercom updated 2025-09-15)

Engineering Docs Purge

Removed all internal technical documentation that was not intended for public visibility:

• 160 engineering MDX files deleted (Laravel/Angular internals from fp-documentation)
• 38 engineering/ subdirectories removed across all modules
• .fp-documentation-source/ cloned source repo deleted
• Engineering scripts removed: convert-engineering-docs.ts, hide-engineering-nav.ts, engineering-module-mapping.json
• docs.json cleaned of all engineering nav groups and page references

Remaining Public Content

Type	Files
Help center (Intercom)	392
API reference (Postman)	106
Index/overview pages	70
Customers (manual)	24
Total	592

Summary

Action	Count
Articles updated	51
New articles created	56
Articles reclassified	46
Engineering docs purged	160
Engineering scripts removed	3
Deleted/unpublished (flagged)	6
Protected (manual review)	33
Unchanged	282

Navigation

• docs.json regenerated — all engineering references removed
• Nav validation passed: 584 pages (down from 736)