Documentation Index
Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Intercom Sync Changelog — 2026-05-01
Sync run at 2026-05-01T20:45:29.489Z
Updated Articles
- Attaching Photos and Files to Estimates and Invoices —
core-platform/invoices-estimates/attaching-photos-and-files-to-estimates-and-invoices.mdx(Intercom updated 2026-05-01) - Adding Labor to Estimates & Invoices —
core-platform/invoices-estimates/adding-labor-to-estimates-invoices.mdx(Intercom updated 2026-05-01) - Creating an Estimate —
core-platform/invoices-estimates/creating-an-estimate.mdx(Intercom updated 2026-05-01) - Creating an Invoice —
core-platform/invoices-estimates/creating-an-invoice.mdx(Intercom updated 2026-05-01) - Requesting a Customer Signature —
core-platform/invoices-estimates/requesting-a-signature.mdx(Intercom updated 2026-04-29) - QuickBooks Time Integration —
accounting/quickbooks-online/quickbooks-time-formerly-tsheets.mdx(Intercom updated 2026-04-29) - Pre-Sync: QuickBooks Desktop —
accounting/quickbooks-desktop/pre-sync-quickbooks-desktop.mdx(Intercom updated 2026-05-01) - FieldPulse Payments Application —
growth/fp-payments/fieldpulse-payments-application.mdx(Intercom updated 2026-04-22) - Collecting Payments: 3 General Methods —
growth/fp-payments/collecting-payments.mdx(Intercom updated 2026-05-01) - Material Lists - Offline Mode —
core-platform/material-list/material-lists-offline-mode.mdx(Intercom updated 2026-04-20) - CHIIRP Integration —
integrations/other/chiirp.mdx(Intercom updated 2026-04-29) - Acorn Finance Integration —
integrations/other/acorn-finance.mdx(Intercom updated 2026-04-29) - CompanyCam Integration —
integrations/other/companycam.mdx(Intercom updated 2026-04-29) - Free2Grow Integration —
integrations/other/free2grow.mdx(Intercom updated 2026-04-29) - HighLevel Integration —
integrations/other/highlevel.mdx(Intercom updated 2026-04-29) - The Granite Group Integration —
integrations/other/the-granite-group.mdx(Intercom updated 2026-04-29) - XAPPAI Integration —
integrations/other/xappai.mdx(Intercom updated 2026-04-29) - HazardCo Integration (Australia) —
integrations/other/hazardco-aus.mdx(Intercom updated 2026-04-29) - Marketing 360 Integration —
integrations/other/marketing-360.mdx(Intercom updated 2026-04-29) - Mailchimp Integration —
integrations/other/mailchimp.mdx(Intercom updated 2026-04-29) - Trinity Warranty Integration —
integrations/other/trinity-warranty.mdx(Intercom updated 2026-04-29) - Winsupply Costbook Integration —
integrations/other/winsupply-costbook.mdx(Intercom updated 2026-04-29) - NiceJob Integration —
integrations/other/nicejob.mdx(Intercom updated 2026-04-29) - City Electric Supply Integration —
integrations/other/city-electric-supply.mdx(Intercom updated 2026-04-29) - Signpost Integration —
integrations/other/signpost.mdx(Intercom updated 2026-04-29) - The Seal Integration —
integrations/other/the-seal.mdx(Intercom updated 2026-04-29) - Asset Reports —
core-platform/reporting/asset-reports.mdx(Intercom updated 2026-04-21) - Job Reports —
core-platform/reporting/job-reports.mdx(Intercom updated 2026-04-21) - What’s the difference between a feedback request and technical support request? —
core-platform/general-ui-ux/what-s-the-difference-between-a-feature-request-and-technical-support-request.mdx(Intercom updated 2026-04-29) - What data can I import into FieldPulse? —
core-platform/general-ui-ux/what-data-can-i-import-into-fieldpulse.mdx(Intercom updated 2026-04-30) - Setting Up Your Account —
core-platform/general-ui-ux/setting-up-your-account.mdx(Intercom updated 2026-04-22) - Mobile App Overview - Limited Agents —
core-platform/general-ui-ux/mobile-app-overview-limited-agents.mdx(Intercom updated 2026-04-17) - Supported Devices and Browsers —
core-platform/general-ui-ux/what-devices-and-browsers-are-compatible-with-fieldpulse-engage.mdx(Intercom updated 2026-05-01) - Self-Importing Data with Google Sheets —
core-platform/general-ui-ux/self-importing-with-google-sheets.mdx(Intercom updated 2026-04-20) - Adjusting Screen Contrast and Display Themes on Windows and macOS —
core-platform/general-ui-ux/tailor-your-display-a-guide-to-screen-contrast-and-theme-adjustments-on-windows-and-macos.mdx(Intercom updated 2026-04-29) - Offline Mode Overview —
core-platform/general-ui-ux/offline-mode-overview.mdx(Intercom updated 2026-05-01) - April 2026 —
core-platform/general-ui-ux/april-2026.mdx(Intercom updated 2026-04-21) - Upcoming FieldPulse360 Sessions —
core-platform/general-ui-ux/fieldpulse360-upcoming-sessions.mdx(Intercom updated 2026-04-22) - Setting Up Item List & Inventory —
core-platform/inventory/setting-up-item-list-inventory.mdx(Intercom updated 2026-05-01) - Serialized Inventory —
core-platform/inventory/serialized-inventory.mdx(Intercom updated 2026-04-21) - Google Calendar Integration —
core-platform/scheduling/google-calendar.mdx(Intercom updated 2026-04-29) - Setting Working Hours for Multi-Day Jobs —
core-platform/scheduling/schedule-working-hours-for-multi-day-jobs-services.mdx(Intercom updated 2026-04-20) - Setting the Default Calendar Start Date —
core-platform/scheduling/default-starting-calendar-date.mdx(Intercom updated 2026-04-20) - Tracking Lunch Breaks —
core-platform/scheduling/tracking-lunch-breaks-in-fieldpulse.mdx(Intercom updated 2026-04-20) - Using the Schedule Map View —
core-platform/scheduling/schedule-map-view.mdx(Intercom updated 2026-04-20) - User Roles —
core-platform/user-management/user-roles.mdx(Intercom updated 2026-04-22) - Master Account Franchise: Multi-Business Management & Reporting —
core-platform/user-management/master-account-franchise-multi-business-management-reporting.mdx(Intercom updated 2026-04-21) - Creating a Job —
core-platform/jobs/creating-a-job.mdx(Intercom updated 2026-04-29) - Setting a Customer Arrival Window —
core-platform/jobs/customer-arrival-window.mdx(Intercom updated 2026-04-20) - Subtasks —
core-platform/jobs/subtasks.mdx(Intercom updated 2026-04-30) - Managing Unassigned & Unscheduled Jobs —
core-platform/jobs/unassigned-unscheduled-jobs.mdx(Intercom updated 2026-04-20) - Job Templates —
core-platform/jobs/job-templates.mdx(Intercom updated 2026-04-29) - Marking All Notifications as Read —
growth/engage/engage-mark-all-as-read.mdx(Intercom updated 2026-04-20) - Setting Up Ring Duration —
growth/engage/engage-ring-duration.mdx(Intercom updated 2026-04-20) - Blocking a Phone Number —
growth/engage/blocking-numbers-in-engage.mdx(Intercom updated 2026-04-20) - Setting Up Caller ID —
growth/engage/caller-id.mdx(Intercom updated 2026-04-20) - Setting Up Call Routing —
growth/engage/call-routing.mdx(Intercom updated 2026-04-20) - Setting Up Working Hours —
growth/engage/engage-working-hours.mdx(Intercom updated 2026-04-20) - Setting Up Voicemail —
growth/engage/engage-voicemails.mdx(Intercom updated 2026-04-20) - 10DLC Compliance —
growth/engage/10dlc-information.mdx(Intercom updated 2026-04-21) - Putting a Caller on Hold —
growth/engage/engage-call-holding.mdx(Intercom updated 2026-04-20) - Assigning a Phone Number to a Lead Source —
growth/engage/engage-automatically-designated-lead-sources.mdx(Intercom updated 2026-04-20) - Creating Custom Tags in Engage —
growth/engage/engage-custom-tags.mdx(Intercom updated 2026-04-20) - Running a Network Diagnosis in Engage —
growth/engage/engage-settings-network-diagnosis.mdx(Intercom updated 2026-04-20) - Connecting Engage via SIP (Session Initiation Protocol) & DID (Direct Inward Dialing) —
growth/engage/sip-session-initiation-protocol-did-direct-inward-dialing-for-engage.mdx(Intercom updated 2026-04-20) - Yealink VoIP Phone Set Up —
growth/engage/yealink-voip-phone-set-up-instructions.mdx(Intercom updated 2026-04-20) - Marking Payments —
growth/payment/marking-payments.mdx(Intercom updated 2026-05-01) - Reece Integration HVAC Costbook (US) —
integrations/reece-us/reece-hvac-costbook-us.mdx(Intercom updated 2026-04-29) - Reece US Integration Product Categories —
integrations/reece-us/reece-us-product-categories.mdx(Intercom updated 2026-04-29) - Reece Integration (US) —
integrations/reece-us/reece-us.mdx(Intercom updated 2026-05-01) - A Comprehensive Guide to FieldPulse’s Commission Structures —
core-platform/commission/a-comprehensive-guide-to-fieldpulse-s-commission-structures.mdx(Intercom updated 2026-05-01) - Reece maX Integration Branch Quotes (ANZ) —
integrations/reece-anz/reece-branch-quotes-anz.mdx(Intercom updated 2026-04-29) - Reece maX Integration Purchase Orders (ANZ) —
integrations/reece-anz/reece-max-purchase-orders-anz.mdx(Intercom updated 2026-04-29) - Reece maX Integration CMP Pricing (ANZ) —
integrations/reece-anz/reece-max-cmp-pricing-anz-only.mdx(Intercom updated 2026-04-29) - Pricebook —
core-platform/dynamic-proposals/pricebook.mdx(Intercom updated 2026-05-01) - Purchase Orders —
core-platform/purchase-orders/purchase-orders.mdx(Intercom updated 2026-05-01) - Assets —
core-platform/assets/assets.mdx(Intercom updated 2026-05-01) - File Management —
core-platform/files/file-management.mdx(Intercom updated 2026-05-01) - Maintenance Agreements —
core-platform/maintenance-agreements/maintenance-agreements.mdx(Intercom updated 2026-04-30) - Employee Timesheets —
core-platform/time-sheets/employee-timesheets.mdx(Intercom updated 2026-05-01) - Timesheets - Offline Mode —
core-platform/time-sheets/timesheets-offline-mode.mdx(Intercom updated 2026-04-20) - Project Management —
core-platform/projects/project-management-overview.mdx(Intercom updated 2026-04-30) - Viewing Photos and Files on Custom Form PDFs —
growth/custom-forms/viewing-photos-files-on-custom-form-pdfs.mdx(Intercom updated 2026-05-01) - Creating a Custom Form —
growth/custom-forms/mastering-custom-forms-a-step-by-step-guide.mdx(Intercom updated 2026-04-24)
New Articles Added
- Completing a Job —
accounting/quickbooks-online/completing-a-job.mdx(module: QuickBooks Online, created 2026-04-30) - Tracking Company Equipment and Assets in FieldPulse —
core-platform/location-services/tracking-company-equipment-and-assets-in-fieldpulse.mdx(module: Location Services/Map, created 2026-05-01) - Reece maX Integration Credit Notes (ANZ) —
core-platform/invoices-estimates/reece-max-integration-credit-notes-anz.mdx(module: Invoices/Estimates, created 2025-05-11) - FieldPulse Live: Ask Us Anything! —
core-platform/custom-status-workflow/fieldpulse-live-ask-us-anything.mdx(module: Custom Status/Workflow, created 2026-04-15) - Custom Forms Reports —
growth/custom-forms/custom-forms-reports.mdx(module: Custom Forms, created 2026-04-21) - Tap to Pay on iPhone —
growth/fp-payments/tap-to-pay-on-iphone.mdx(module: FP Payments (Fintech), created 2026-03-30)
Deleted/Unpublished in Intercom (No Action Taken)
These articles exist locally but are no longer published in Intercom.
- estimates mobile app (ID: 6167941) —
core-platform/invoices-estimates/estimates-mobile-app.mdx - invoices mobile app (ID: 6689854) —
core-platform/invoices-estimates/invoices-mobile-app.mdx - sync quickbooks desktop (ID: 9307828) —
accounting/quickbooks-desktop/sync-quickbooks-desktop.mdx - fieldpulse payments legacy (ID: 11907437) —
growth/fp-payments/fieldpulse-payments-legacy.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 - capturing line item images for estimates and invoices mobile app (ID: 11942641) —
core-platform/inventory/capturing-line-item-images-for-estimates-and-invoices-mobile-app.mdx - barcode scanning (ID: 8909267) —
core-platform/inventory/barcode-scanning.mdx - subtasks mobile app (ID: 6690908) —
core-platform/jobs/subtasks-mobile-app.mdx - creating a job mobile app (ID: 6167457) —
core-platform/jobs/creating-a-job-mobile-app.mdx - completing a job mobile app (ID: 6249717) —
core-platform/jobs/completing-a-job-mobile-app.mdx - job templates mobile app (ID: 6689013) —
core-platform/jobs/job-templates-mobile-app.mdx - maintenance agreements mobile app (ID: 8828521) —
core-platform/jobs/maintenance-agreements-mobile-app.mdx - projects mobile app (ID: 6689053) —
core-platform/jobs/projects-mobile-app.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 - creating a customer mobile app (ID: 6167418) —
core-platform/customers/creating-a-customer-mobile-app.mdx - can i export my customers from fieldpulse (ID: 1126766) —
core-platform/customers/can-i-export-my-customers-from-fieldpulse.mdx - customer communications mobile app (ID: 2517252) —
core-platform/customers/customer-communications-mobile-app.mdx - complete guide to engage network warning messages (ID: 10289678) —
growth/engage/complete-guide-to-engage-network-warning-messages.mdx - pricebook mobile app (ID: 6250080) —
growth/pricebook/pricebook-mobile-app.mdx - payments mobile app (ID: 6209709) —
growth/payment/payments-mobile-app.mdx - purchase orders mobile app (ID: 6690871) —
core-platform/purchase-orders/purchase-orders-mobile-app.mdx - timesheets mobile app (ID: 6689126) —
core-platform/time-sheets/timesheets-mobile-app.mdx - custom status timesheet triggers (ID: 9028403) —
core-platform/time-sheets/custom-status-timesheet-triggers.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 Integration —
core-platform/customers/wisetack-consumer-financing.mdx(Intercom updated 2026-04-29) - Customer Account Structures: Parent/Child vs. Multi-Location —
core-platform/customers/understanding-parent-child-vs-multi-location-account-structures-in-fieldpulse.mdx(Intercom updated 2026-04-20) - 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 2026-05-01) - 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 2026-04-29) - 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) - Merging Duplicate Customer Records —
core-platform/customers/customer-merge.mdx(Intercom updated 2026-04-20) - 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 2026-04-30) - Customer Portal —
core-platform/customers/customer-portal.mdx(Intercom updated 2026-04-15) - 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 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) - 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)
Summary
| Action | Count |
|---|---|
| Articles updated | 84 |
| New articles added | 6 |
| New articles unclassified | 0 |
| Deleted/unpublished (flagged) | 23 |
| Protected (manual review) | 31 |
| Unchanged | 290 |

