December 2024 | Product Updates

At FieldPulse, we strive to make your business management not only easier but also more efficient and productive. We know that in the fast-paced world of field service, time is money, and staying organized is critical to your success. That’s why we’re thrilled to share our latest product updates for December 2024.

We make these updates to help you with your challenges. They provide tools to make operations easier, improve cash flow, and build better customer relationships.

From new integrations and enhanced notifications to smarter billing options and inventory tracking, here’s what’s new and how it can benefit you. Read on or watch the video below for a hands-on walkthrough of these updates, and stay tuned for more improvements in 2024!

1. Integration with City Electric Supply (CES)

One of the most exciting updates this month is our integration with City Electric Supply, a trusted partner and leading wholesale distributor of electrical supplies. CES offers a wide range of products, including conduits, cables, wires, and much more, making it a go-to supplier for electricians and field service teams. Together, Fieldpulse is now the software to track purchase order and inventory.

This integration is a game-changer for FieldPulse users who rely on CES for their inventory needs.

Here’s how it enhances your workflow and reduces manual admin tasks for your team:

Seamless Product Addition

Instead of manually entering product details, you can now pull product information—including pictures, SKUs, and descriptions—directly into your estimates, invoices, and purchase orders. This not only saves time but also reduces errors, ensuring your documents are accurate and professional-looking.

Simplified Purchase Orders

When creating a purchase order, CES is now available as a default supplier. You can search for products, add them to your order, and submit the order directly through FieldPulse. CES receives the order immediately, and all communication is handled within the app, eliminating the need for separate emails or phone calls.

Improved Reporting

With the CES integration, you can track product usage and costs more effectively. By linking CES items to your invoices and purchase orders, you gain valuable insights into your spending patterns and inventory needs.

Getting started is easy—just connect your CES account to FieldPulse, and our team will assist you with the setup.

2. Automatic Invoice Reminders

Chasing down overdue payments can be one of the most frustrating aspects of running a business. To help you stay on top of your accounts receivable, we’ve introduced automatic invoice reminders . This feature sends past due invoice reminders without requiring manual follow-ups from your team.

Here’s why this update is a game changer:

Effortless Follow-Up

On the first day of each month, customers with unpaid invoices will receive an email reminder and PDF of their overdue balances. This ensures they have all the necessary information to make a payment quickly.

Customizable Settings

You can activate this feature in your company settings under Customer Communications . From there, you’ll find an option to toggle the reminders on or off. This gives you full control over your customer communication management .

This feature helps maintain a consistent cash flow, reduces the risk of forgotten payments, and frees up your team to focus on more critical tasks.

3. Templated Notifications for Customer Communications

In customer-facing businesses, communication is key. However, it can be tedious to type out the same messages repeatedly, especially when you’re juggling multiple estimates and invoices. That’s where our new customer notification templates feature comes in.

This enhancement allows you to create and save message templates for common customer interactions, such as:

• Thank-you notes for payments received.
• Follow-ups on outstanding estimates.
• Friendly reminders to view or approve an invoice.

When sending a message to a customer, simply select the relevant template, and FieldPulse will automatically populate the message.

Why it matters:

• Consistency: Using templates ensures that all communications are professional and aligned with your brand voice.
• Efficiency: With pre-written templates, you’ll save time and avoid the frustration of crafting messages from scratch.

This feature is particularly useful for larger teams, ensuring that every employee communicates with customers consistently.

4. New Recurring Billing Frequency: Every 28 Days

Recurring billing is a vital tool for many field service businesses, especially those offering subscription-based services or maintenance agreements. With this update, we’ve added a new billing frequency option: Every 28 Days.

Here’s how it works:

Instead of billing customers monthly, you can now set up invoices to go out every 28 days. This creates a rolling cycle that generates 13 billing periods per year instead of 12.

This feature is perfect for industries like commercial cleaning or septic services , or any service that benefits from consistent, predictable revenue streams.

How it helps your business:

• Boosted Cash Flow: With an additional billing cycle each year, you can increase your revenue without raising prices.
• Flexible Scheduling: The rolling cycle ensures that billing aligns with your service schedule, reducing confusion for both you and your customers.

This update underscores our commitment to helping you maintain financial stability while delivering excellent service.

5. Inventory Audit Reports

Managing inventory is no small feat, especially for businesses with large teams and extensive supply needs. That’s why we’ve introduced the inventory audit report , a powerful tool designed to give you greater visibility into your stock levels.

Here’s what it offers:

Comprehensive Tracking

The audit report shows fluctuations in inventory, including the date, time, and type of change. Whether an item was deducted from inventory due to an invoice or replenished through a purchase order, you’ll have a clear record of every adjustment.

Accountability

The report also tracks who made each change and any associated invoices or orders. This is invaluable for resolving discrepancies and maintaining accountability across your team.

Customizable Reports

You can filter the report by date range, inventory type (regular or serialized), and more, allowing you to focus on the data that matters most.

For businesses with high inventory turnover, this feature provides peace of mind, ensuring that your stock levels are accurate and up-to-date.

Enhancing Your FieldPulse Experience

These updates are more than just new features—they’re part of our ongoing commitment to helping you run a better business. By integrating with trusted partners like City Electric Supply, automating key processes, and giving you smarter tools for managing billing and inventory, we aim to make FieldPulse the ultimate all-in-one solution for field service management .

What’s next?

If you’re already a FieldPulse customer, be sure to explore these features and visit our Help Center for detailed guides and support. Not a customer yet? Now’s the perfect time to join. Book a demo today and see how FieldPulse can transform your operations.

With these enhancements, FieldPulse continues to set the standard for field service management software . Whether you’re looking to save time, improve cash flow, or deliver better service to your customers, we’ve got you covered.

Ready to take your business to the next level? Explore FieldPulse’s features or talk with our team today and experience the difference!