In Progress
- Commission Splitting - It takes a team to get the job done, so it makes sense that more than one person can share in the credit. With commission splitting, FieldPulse automatically divides commission on an estimate or invoice among everyone with a hand in it, instead of crediting just whoever happens to create the record.
- 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.
- User Permission Templates - Admin users will be able to set up Feature Permissions once and apply the same setup to new hires of the same role type in a single click.
- Managing Suppliers in Company Settings - Add or remove suppliers directly within a dedicated page in Company Settings.
- Extra verifications when importing Contacts & Locations - Catch formatting issues and prevent duplicate records from the jump. This makes your data cleaner and saves time fixing problems after import.
- Maintenance Agreement Revamp
On Deck
- Site Visit Revamp
- Route Optimization
- Job Widgets: Related Estimate & Invoice Items
- Self-serve API Webhook configuration