fieldd Changelog
With full-time in-house software development teams in Melbourne and Vancouver, fieldd is developing, approving, and launching new features and updates daily.
Our Changelog highlights some of the many features and updates to increase the productivity of your service company, and ensure fieldd is at the top of the FSA & FSM market.
CHANGELOG • JANUARY 2021
Feature
You are now able to create customizable customer follow up emails based on your business needs. Create the follow up time frame and follow up message to suit you, controlled from the CRM.
Feature
Staff Reminders. Ensure your staff are aware of upcoming bookings by creating custom job reminders. You can create a custom reminder time to suit your business as well as display what job information you want to show the staff, controlled from the CRM.
Feature
Job Planner. Located under the CRM Schedule Tab, admin can now see staff capacity in a visual planner allowing the admin to view gaps in their daily bookings. The planner also allows admin to reschedule jobs by dragging and dropping, sending notifications to customers and staff instantly.
Update
Time added to Products. For companies that want to add time based add ons to their service offerings you are now able to add time to products.
Feature
Photos can now be sent through secure in-app messaging to staff and customers via the CRM, Customer App and Staff App.
Feature
Facebook Tracking Pixel. You can now add your Facebook tracking pixel to your Online Booking page. The pixel allows you to collect data which tracks conversions from Facebook ads, aid ad optimization and show target activity from your website.
CHANGELOG • DECEMBER 2020
Update
Geofences Headcount Update. Should you want to see which staff are assigned to which operational zone, you can now view a headcount of your staff in each zone.
Feature
Client Cancel Reasons. Should a customer cancel their booking, you can now ask them for a list of reasons that you set, giving you the ability to track and improve why your customer cancel.
Update
For our UK clients, SMS messages sent will now be sent from a dedicated UK phone number.
Feature
Booking Sources. Understanding where your customers came from is an important piece of data that needs to be collected. Now you can ask your customers to select from a custom list of sources at the time of booking.
Feature
Hidden Service App Pricing. For businesses that operate with staff that do not control payments, or you don’t want them to see the charge out amount, you can now hide all job pricing in the Service App from your staff.
Feature
Daily Company Hours. For companies that don’t work a 7 day week, you can now select specific company hours for every day of the week that will update your companies availability throughout fieldd.
Feature
In-App Tipping. You can now accept tips in the fieldd Service App Point of Sale. The tip can be entered by your customer and includes a pre-set % and a custom tip entry amount.
Feature
CRM Card Payments. Take a manual credit card payment for any job directly from the CRM and fieldd will automatically update the job status and send an email receipt to your customer.
CHANGELOG • NOVEMBER 2020
Feature
Job Travel Tracking. Along with time tracking, the kms / miles driven between each job are now also automatically recorded.
Feature
Customized SMS & Push Reminders. Job reminders were previously sent via email, they can now also be fully customized and sent via SMS & push notifications if your company has a customer app.
Update
Job and customer notes are now comprehensive across fieldd so you can quickly see if a note, good or bad, has been added previously to that client when attending another job for them.
Feature
We are proud to announce v1 of Recurring Bookings has just launched. Fieldd has 3 versions planned, which will changed the way how service companies book recurring jobs.
Feature
We’ve launched deep linking so you can quickly go to any customer, staff member or job from various parts of the fieldd CRM.
Feature
Communications sometimes are missed which is why fieldd now tracks and provides accurate info on every push notification, SMS & email sent including email open times and alerts for delivery failures.
Update
When invoicing customers via your Online Invoice portal, it’s important they have the correct banking information which is why we’ve added extra customization and a full UI update.
CHANGELOG • OCTOBER 2020
Feature
When jobs are rescheduled in the CRM, admin are now prompted to enter a reason and the new job is labeled as a rescheduled job to ensure a customer isn’t rescheduled twice, potentially hurting your brand image.
Live Feed
Our Ai powered Live Feed has launched! View every event across the entire fieldd platform from payments, to logins and blocked customers. Our Live Feed also keeps your updated with every event with side bar notifications.
Customer App
Send push notifications to any customer at anytime for marketing or quick communication with a custom title and message directly from the CRM – Your company must have a Customer App to use this feature.
fieldd Forms
Dynamically build a PDF form from the CRM that can be filled in the Service App before, or after a job. Our forms also pre-fill various job data to ensure compliance is met with minimal downtime.
Customer App
Uber style share codes are assigned to every customer so they can receive credit when sharing their code with friends resulting in an increase in word of mouth sales.
CHANGELOG • SEPTEMBER 2020
Customer App
Introducing our White Labeled Customer App! Give your customers a world-class booking experience with a branded app available on both iOS & Android.
Update
UX update and enhancements to our Ai powered geofences to make adding zones and cities faster.
Job2Quote
Introducing Job2Quote! Your customers can instantly book a quote online, or your team can send a quote from their Service App. This quote has a unique link and time component where they can then instantly book once received.
Feature
Should a field staff member not update their job status in their Service App, you can now manually update the status from the fieldd CRM. Based on the status, the new status will send SMS messages, client updates & invoices.
Smart Timesheets
Your staff can now submit timesheets directly from their Service App. These timesheets can then be approved and exported in the CRM and matched against actual hours vs tracked time on job giving an efficiency %.
CHANGELOG • AUGUST 2020
Feature
Zapier > Quickbooks Integration Launched! Automatically sync fieldd invoices, completed jobs and customers instantly from the CRM.
Update
Update fielddCONNECT bank accounts direct from the CRM along with the Service App of each staff member (Australia only).
Feature
Receive full pre-payments for the job at the time of booking with our new pre-payment feature.
Update
Quickly update the services your customers can book online with our professionally pre-built library of services and products now available in the Service Designer.
Update
You can now create a contact as a company that is then referenced throughout the CRM & in all invoices.
Feature
Create a new job in seconds for an existing customer via the fieldd CRM with our new add job button in their profile.
Update
Have a support question when you’re in the CRM? Whatsapp support chat has been added throughout the CRM.
Feature
When your customers are placing a booking, they can now see staff ratings, bio & photos when toggled on in the fieldd CRM.
Feature
You can now block customers that you don’t want to book your services by their street address, phone number, IP and/or Device ID.
CHANGELOG • JULY 2020
Feature
You can now install your online booking portal anywhere such as your existing website via an easy to use iFrame.
Update
PDF upload support added to our Service App & CRM to provide more details on jobs.
Update
Unique and customizable job numbers & reference created with every new job in fieldd.
Feature
You can now personalize fieldd even more with a custom CRM and Online Booking Page Favicon.
Update
Xero Accounting Sync is even more powerful with two-way product sync. Your team can now sell products created in Xero directly from the Service App.
Feature
Quickly view and track your entire team on a map with Fleet Tracking.
Features
Manually add a custom job directly from the fieldd CRM.
Update
Automatically track visitors and conversion rates to your Online Booking Portal via the CRM Analytics tab.
Feature
You can now block customers that you don’t want to book your services by their street address, phone number, IP and/or Device ID.
CHANGELOG • JUNE 2020
PAYMENTS
BYO Payment gateway to the fieldd Service App with our built in Point of Sale. Three new third party payment integrations added including Stripe, Checkout.com & Pin Payments.
Update
When paying an invoice online via credit card, your customers now have another option to pay via bank account.
Feature
Customize every SMS that is sent to your customers with dynamic merge fields and live SMS preview.
Update
UX update to discounts and payments in the fieldd CRM.
Feature
Our suite of Analytics has launched to give your company a better insight into its performance.
CHANGELOG • MAY 2020
Feature
Google Analytics tag support and value tracking added to CRM & Online Bookings.
Feature
Upload clients via CSV & export grids via CSV.
Feature
Gift Voucher Support added to CRM & Service App.
Update
Enhanced inventory and stock tracking in the fieldd CRM.
CHANGELOG • APRIL 2020
Update
Customize the fieldd CRM even further by uploading your company logo
Feature
Global local support for miles & kms.
Feature
Global support for fahrenheit & celcius.
Feature
Custom before and after job checklists added to the Service App
Feature
A2B Dynamic service fee calculation added based on distance and time
CHANGELOG • MARCH 2020
Update
Customize the fieldd CRM even further by uploading your company logo
Feature
Global local support for miles & kms.
Feature
Global support for fahrenheit & celcius.
Feature
Custom before and after job checklists added to the Service App
Feature
A2B Dynamic service fee calculation added based on distance and time
CHANGELOG
EST 2018
Oops! We’ve been too busy to log our changes prior to March 2020!!
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