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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 Invoicescore-platform/invoices-estimates/attaching-photos-and-files-to-estimates-and-invoices.mdx (Intercom updated 2026-05-01)
  • Adding Labor to Estimates & Invoicescore-platform/invoices-estimates/adding-labor-to-estimates-invoices.mdx (Intercom updated 2026-05-01)
  • Creating an Estimatecore-platform/invoices-estimates/creating-an-estimate.mdx (Intercom updated 2026-05-01)
  • Creating an Invoicecore-platform/invoices-estimates/creating-an-invoice.mdx (Intercom updated 2026-05-01)
  • Requesting a Customer Signaturecore-platform/invoices-estimates/requesting-a-signature.mdx (Intercom updated 2026-04-29)
  • QuickBooks Time Integrationaccounting/quickbooks-online/quickbooks-time-formerly-tsheets.mdx (Intercom updated 2026-04-29)
  • Pre-Sync: QuickBooks Desktopaccounting/quickbooks-desktop/pre-sync-quickbooks-desktop.mdx (Intercom updated 2026-05-01)
  • FieldPulse Payments Applicationgrowth/fp-payments/fieldpulse-payments-application.mdx (Intercom updated 2026-04-22)
  • Collecting Payments: 3 General Methodsgrowth/fp-payments/collecting-payments.mdx (Intercom updated 2026-05-01)
  • Material Lists - Offline Modecore-platform/material-list/material-lists-offline-mode.mdx (Intercom updated 2026-04-20)
  • CHIIRP Integrationintegrations/other/chiirp.mdx (Intercom updated 2026-04-29)
  • Acorn Finance Integrationintegrations/other/acorn-finance.mdx (Intercom updated 2026-04-29)
  • CompanyCam Integrationintegrations/other/companycam.mdx (Intercom updated 2026-04-29)
  • Free2Grow Integrationintegrations/other/free2grow.mdx (Intercom updated 2026-04-29)
  • HighLevel Integrationintegrations/other/highlevel.mdx (Intercom updated 2026-04-29)
  • The Granite Group Integrationintegrations/other/the-granite-group.mdx (Intercom updated 2026-04-29)
  • XAPPAI Integrationintegrations/other/xappai.mdx (Intercom updated 2026-04-29)
  • HazardCo Integration (Australia)integrations/other/hazardco-aus.mdx (Intercom updated 2026-04-29)
  • Marketing 360 Integrationintegrations/other/marketing-360.mdx (Intercom updated 2026-04-29)
  • Mailchimp Integrationintegrations/other/mailchimp.mdx (Intercom updated 2026-04-29)
  • Trinity Warranty Integrationintegrations/other/trinity-warranty.mdx (Intercom updated 2026-04-29)
  • Winsupply Costbook Integrationintegrations/other/winsupply-costbook.mdx (Intercom updated 2026-04-29)
  • NiceJob Integrationintegrations/other/nicejob.mdx (Intercom updated 2026-04-29)
  • City Electric Supply Integrationintegrations/other/city-electric-supply.mdx (Intercom updated 2026-04-29)
  • Signpost Integrationintegrations/other/signpost.mdx (Intercom updated 2026-04-29)
  • The Seal Integrationintegrations/other/the-seal.mdx (Intercom updated 2026-04-29)
  • Asset Reportscore-platform/reporting/asset-reports.mdx (Intercom updated 2026-04-21)
  • Job Reportscore-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 Accountcore-platform/general-ui-ux/setting-up-your-account.mdx (Intercom updated 2026-04-22)
  • Mobile App Overview - Limited Agentscore-platform/general-ui-ux/mobile-app-overview-limited-agents.mdx (Intercom updated 2026-04-17)
  • Supported Devices and Browserscore-platform/general-ui-ux/what-devices-and-browsers-are-compatible-with-fieldpulse-engage.mdx (Intercom updated 2026-05-01)
  • Self-Importing Data with Google Sheetscore-platform/general-ui-ux/self-importing-with-google-sheets.mdx (Intercom updated 2026-04-20)
  • Adjusting Screen Contrast and Display Themes on Windows and macOScore-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 Overviewcore-platform/general-ui-ux/offline-mode-overview.mdx (Intercom updated 2026-05-01)
  • April 2026core-platform/general-ui-ux/april-2026.mdx (Intercom updated 2026-04-21)
  • Upcoming FieldPulse360 Sessionscore-platform/general-ui-ux/fieldpulse360-upcoming-sessions.mdx (Intercom updated 2026-04-22)
  • Setting Up Item List & Inventorycore-platform/inventory/setting-up-item-list-inventory.mdx (Intercom updated 2026-05-01)
  • Serialized Inventorycore-platform/inventory/serialized-inventory.mdx (Intercom updated 2026-04-21)
  • Google Calendar Integrationcore-platform/scheduling/google-calendar.mdx (Intercom updated 2026-04-29)
  • Setting Working Hours for Multi-Day Jobscore-platform/scheduling/schedule-working-hours-for-multi-day-jobs-services.mdx (Intercom updated 2026-04-20)
  • Setting the Default Calendar Start Datecore-platform/scheduling/default-starting-calendar-date.mdx (Intercom updated 2026-04-20)
  • Tracking Lunch Breakscore-platform/scheduling/tracking-lunch-breaks-in-fieldpulse.mdx (Intercom updated 2026-04-20)
  • Using the Schedule Map Viewcore-platform/scheduling/schedule-map-view.mdx (Intercom updated 2026-04-20)
  • User Rolescore-platform/user-management/user-roles.mdx (Intercom updated 2026-04-22)
  • Master Account Franchise: Multi-Business Management & Reportingcore-platform/user-management/master-account-franchise-multi-business-management-reporting.mdx (Intercom updated 2026-04-21)
  • Creating a Jobcore-platform/jobs/creating-a-job.mdx (Intercom updated 2026-04-29)
  • Setting a Customer Arrival Windowcore-platform/jobs/customer-arrival-window.mdx (Intercom updated 2026-04-20)
  • Subtaskscore-platform/jobs/subtasks.mdx (Intercom updated 2026-04-30)
  • Managing Unassigned & Unscheduled Jobscore-platform/jobs/unassigned-unscheduled-jobs.mdx (Intercom updated 2026-04-20)
  • Job Templatescore-platform/jobs/job-templates.mdx (Intercom updated 2026-04-29)
  • Marking All Notifications as Readgrowth/engage/engage-mark-all-as-read.mdx (Intercom updated 2026-04-20)
  • Setting Up Ring Durationgrowth/engage/engage-ring-duration.mdx (Intercom updated 2026-04-20)
  • Blocking a Phone Numbergrowth/engage/blocking-numbers-in-engage.mdx (Intercom updated 2026-04-20)
  • Setting Up Caller IDgrowth/engage/caller-id.mdx (Intercom updated 2026-04-20)
  • Setting Up Call Routinggrowth/engage/call-routing.mdx (Intercom updated 2026-04-20)
  • Setting Up Working Hoursgrowth/engage/engage-working-hours.mdx (Intercom updated 2026-04-20)
  • Setting Up Voicemailgrowth/engage/engage-voicemails.mdx (Intercom updated 2026-04-20)
  • 10DLC Compliancegrowth/engage/10dlc-information.mdx (Intercom updated 2026-04-21)
  • Putting a Caller on Holdgrowth/engage/engage-call-holding.mdx (Intercom updated 2026-04-20)
  • Assigning a Phone Number to a Lead Sourcegrowth/engage/engage-automatically-designated-lead-sources.mdx (Intercom updated 2026-04-20)
  • Creating Custom Tags in Engagegrowth/engage/engage-custom-tags.mdx (Intercom updated 2026-04-20)
  • Running a Network Diagnosis in Engagegrowth/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 Upgrowth/engage/yealink-voip-phone-set-up-instructions.mdx (Intercom updated 2026-04-20)
  • Marking Paymentsgrowth/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 Categoriesintegrations/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 Structurescore-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)
  • Pricebookcore-platform/dynamic-proposals/pricebook.mdx (Intercom updated 2026-05-01)
  • Purchase Orderscore-platform/purchase-orders/purchase-orders.mdx (Intercom updated 2026-05-01)
  • Assetscore-platform/assets/assets.mdx (Intercom updated 2026-05-01)
  • File Managementcore-platform/files/file-management.mdx (Intercom updated 2026-05-01)
  • Maintenance Agreementscore-platform/maintenance-agreements/maintenance-agreements.mdx (Intercom updated 2026-04-30)
  • Employee Timesheetscore-platform/time-sheets/employee-timesheets.mdx (Intercom updated 2026-05-01)
  • Timesheets - Offline Modecore-platform/time-sheets/timesheets-offline-mode.mdx (Intercom updated 2026-04-20)
  • Project Managementcore-platform/projects/project-management-overview.mdx (Intercom updated 2026-04-30)
  • Viewing Photos and Files on Custom Form PDFsgrowth/custom-forms/viewing-photos-files-on-custom-form-pdfs.mdx (Intercom updated 2026-05-01)
  • Creating a Custom Formgrowth/custom-forms/mastering-custom-forms-a-step-by-step-guide.mdx (Intercom updated 2026-04-24)

New Articles Added

  • Completing a Jobaccounting/quickbooks-online/completing-a-job.mdx (module: QuickBooks Online, created 2026-04-30)
  • Tracking Company Equipment and Assets in FieldPulsecore-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 Reportsgrowth/custom-forms/custom-forms-reports.mdx (module: Custom Forms, created 2026-04-21)
  • Tap to Pay on iPhonegrowth/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 Rulescore-platform/customers/customer-record-fieldpulse-character-limits-and-validation-rules.mdx (Intercom updated 2025-09-15)
  • Wisetack Consumer Financing Integrationcore-platform/customers/wisetack-consumer-financing.mdx (Intercom updated 2026-04-29)
  • Customer Account Structures: Parent/Child vs. Multi-Locationcore-platform/customers/understanding-parent-child-vs-multi-location-account-structures-in-fieldpulse.mdx (Intercom updated 2026-04-20)
  • Custom Fields on Customer Recordscore-platform/customers/custom-fields-on-customer-records.mdx (Intercom updated 2025-09-15)
  • Custom Tags for Customerscore-platform/customers/custom-tags-for-customers.mdx (Intercom updated 2025-09-15)
  • Creating a Customercore-platform/customers/creating-a-customer.mdx (Intercom updated 2026-05-01)
  • Customers & Scheduling: Quick Startcore-platform/customers/customers-scheduling.mdx (Intercom updated 2026-04-15)
  • Importing Customerscore-platform/customers/importing-customers.mdx (Intercom updated 2025-09-15)
  • Exporting Customerscore-platform/customers/exporting-customers.mdx (Intercom updated 2026-04-29)
  • Multi-Location & Multi-Contact Customerscore-platform/customers/multi-location-multi-contact-customers.mdx (Intercom updated 2026-02-17)
  • Customer Notification Preferencescore-platform/customers/customer-notification-preferences.mdx (Intercom updated 2026-03-03)
  • Merging Duplicate Customer Recordscore-platform/customers/customer-merge.mdx (Intercom updated 2026-04-20)
  • Creating Related Customerscore-platform/customers/creating-related-customers.mdx (Intercom updated 2025-09-15)
  • Tracking Lead Sourcescore-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 Settingscore-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 Communicationscore-platform/customers/customer-communications.mdx (Intercom updated 2026-04-30)
  • Customer Portalcore-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 & Schedulingcore-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 Communicationscore-platform/customers/fieldpulse360-customer-communications.mdx (Intercom updated 2025-09-15)

Summary

ActionCount
Articles updated84
New articles added6
New articles unclassified0
Deleted/unpublished (flagged)23
Protected (manual review)31
Unchanged290