Product Features

FieldPulse Custom Forms

FieldPulse’s Custom Forms feature allows your team to collect, store, and share essential information with customers and employees. Whether you need inspection reports, safety checklists, intake forms, or installation documentation, FieldPulse makes it easy to create, customize, and attach forms to jobs, invoices, and estimates.

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Fully Customizable Forms

Build custom forms tailored to your business needs, ensuring accurate data collection and seamless record-keeping.

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Attach Forms Where You Need

Ensure all relevant forms stay connected to your records—like Jobs, Estimates, Invoices—keeping information organized and accessible.

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Automate Workflows

Improve efficiency by setting up automated workflows that trigger status changes and conditionally display relevant fields.

Overview of Custom Forms

See how FieldPulse Custom Forms can help give you more control and visibility over your business and team's workflows.

Build Dynamic Forms In Seconds

Design forms with a simple drag-and-drop builder, tailoring them to your unique business needs.

  • Multiple Field Types : Use text fields, dropdowns, checkboxes, date selectors, image uploads, and more.

  • Signature Collection : Collect customer or employee signatures directly on forms for compliance and approvals.

  • Conditional Logic : Show or hide fields based on user input, ensuring forms only display relevant information.

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Simplify Form Management

Seamlessly integrated with Jobs, Invoices, Estimates and more. Attach and manage forms within your existing workflows, ensuring all relevant data is properly stored.

  • Attach to Job Records: Keep service agreements, inspection reports, and safety checklists linked to each job.

  • Link to Estimates and Invoices : Ensure customers receive the necessary documentation alongside their quotes and bills.

  • Save and Retrieve Forms Easily : Access completed forms anytime, keeping your records organized.

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Track Internal and External Form Status Automatically

Enhance efficiency with automated status updates and shareable forms for customers to fill out.

  • Auto-Update Form Status: Trigger automatic status changes when a form is sent, completed, or signed.

  • Customer-Facing Forms : Allow customers to complete and sign forms online, reducing paperwork.

  • Pre-Built Templates : Save commonly used forms as templates for easy reuse across multiple jobs.

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On average, FieldPulse customers 
 grow 78% year over year

Kenneth D. Jr, Founder Happy Trees

Field service business success story featuring satisfied customers

“FieldPulse's customer service, features, and price make it a no-brainer compared to Joist and Jobber. It’s steps above. The customer service is phenomenal, and the pricing is right where it needs to be. FieldPulse puts more effort into helping their customers succeed."

50 %

fewer missed appointments

2x

sales after 1 year

Fair Comfort Solutions HVAC

Sal Gutierrez, Owner Fair Comfort Solutions

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"My pricebook is already pre-built on FieldPulse, where all I have to do is select the equipment I need and select my add-ons, and it cuts the quoting process down to ⅓ of the time it took before. Then I can email, text or pdf the quote to a customer. "

3 weeks

to implement FieldPulse

6+ hours

 saved on every estimate

John Thomas, Owner | The HoneyDo Service

"Knowing what Gross Field Margin we need to target gives my estimators a quick "check" to be sure they are bidding on a project with enough margin to be profitable to the company. After implementing FieldPulse, we have seen a marked improvement in our company's profitability due to bidding margins correctly to begin with."

Estimates

Top 2 Favorite Features

& Timesheets

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How much will you grow?

See how FieldPulse can take your business further.

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