Frequently asked questions

FieldPulse is for businesses who want to improve their customer data management, job scheduling, and invoicing processes. For example, instead of waiting to handwrite and mail out invoices, you can send an invoice for completed work in seconds at the job site or in the office with FieldPulse. All the relevant info is automatically included in the invoice; you can make any changes as needed and send directly to your customer via email, meaning you can get paid quicker. FieldPulse also knows when you’ve sent an invoice out and when it’s been paid, so you can track whether your customer has paid for the service. FieldPulse allows you to quickly schedule jobs and dispatch team members, notifying them of their newly assigned work and equipping them with all necessary information to perform the job. FieldPulse also helps you manage customer information and history including all jobs, invoices, photos, files, and comments attached to the customer profile. By organizing all these functions for you, FieldPulse can save you time and effort while allowing you to better serve your customer.‍

FieldPulse is available for iPhone, iPad, Android phones, Android tablets, and computer browsers. The WebApp is accessible from any web browser. Your team members can operate on different device types; an iPhone, Android mobile phone, and WebApp users can all be on the same team.

FieldPulse is business management software as a service designed for service businesses who need to better manage their customer data, schedule jobs for employees, create invoices and estimates, track payments, and have better insight into their business operations. FieldPulse can be used via your mobile phone or computer.

Customer profiles not only allow you to store basic information such as First Name, Last Name, Company Name, Email, Phone Number, Address, and Notes, but they also store documents related to the customer such as job records, invoice records, customer comments, invoice PDFs, photos, and other files. Customer profiles show you the entire customer history and relevant files.

All FieldPulse data is housed on our secure servers. Simply logging in to FieldPulse on a new device will synchronize the new device to match your existing records, so you never need to worry about new devices.

There are three types of user roles you can assign to team members, depending on their role in your business

  • Admin
  • Manager
  • Service Agent
  • Assignment Role (free)

Each user role comes with different permissions and capabilities within FieldPulse.

Admin: Receives full access to all Company Settings.

Manager: Creates and edits customers, jobs, and subtasks. Creates, edits, and sends estimates and invoices. Can view team schedules, status updates, and invoices, as well as all customers, team member geolocation tags, and team timesheets.

Service Agent: Updates assigned jobs and subtasks. Creates and sends estimates and invoices. Changes job status, attaches files, and adds comments. Can view assigned customer profiles and invoices from assigned jobs. Tracks individual time and timesheets.

Assignment Role: Assigned work by managers — for management purposes. Cannot log into app. This is used for managers to be able to see who is assigned to what job.

All types of mobile service businesses use FieldPulse to manage their business. Companies ranging from one-man operations to 100 employee teams. Typical companies include general contractors, electricians, HVAC, plumbers, roofers, installers, but any business with team members out in the field servicing customer with scheduling, customer management, and invoicing needs can benefit from using FieldPulse.

With FieldPulse, you only pay for the users you need — when you need them. We understand there may be times when you require more staff and other times when you may require fewer. Team members can be activated or deactivated as needed.

FieldPulse is designed to accommodate your simple or advanced team structure. Whether you operate in multiple teams or a single team, each team can be run by a team manager with various team members under their control, with the possibility of bringing temporary subcontractors on as needed. By offering various roles at various prices, you can finetune FieldPulse to your needs, and you’ll never pay more for a certain user than you need to with the tiered pricing structure that’s available.‍

Yes, FieldPulse allows you to create “Invoice Item Templates” as a repository of your commonly used invoice line items. Store items such as labor rates, supplies, equipment, and more along with default prices, quantities, and descriptions. Create full invoices in just a few clicks.

UNRIVALED CUSTOMER SUPPORT

Your software is only as good as its implementation and training.

Our Customer Success representatives will make the process of getting your team up and running on FieldPulse seamless.

“Their customer service is KING. FieldPulse has what it takes to set the standard!” ​
-Shane F.

Autumn and Madeleine from FieldPulse on the phone helping a customer troubleshoot
7-Day free trial // no credit card required.