Customized Workflows for Field Service Teams

product features

Custom Workflows

FieldPulse’s Custom Workflows allow you to create and automate workflows that fit your specific operational needs. Streamline complex processes, improve team collaboration, and ensure consistency across all jobs with workflows designed to work the way your business does.

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Automate Repetitive Tasks

Eliminate manual, repetitive tasks by automating your workflows. Let FieldPulse handle the routine, so your team can focus on delivering exceptional service.

Tailored Workflows

No two field service businesses are the same. FieldPulse allows you to design custom workflows that reflect the specific steps your business needs to succeed.

Improve Collaboration

Ensure seamless coordination between field teams and back-office staff with workflows that foster communication and streamline job completion.

Automate Your Workflow

Remove bottlenecks and manual errors by automating critical steps in your workflow. Focus on growing your business while FieldPulse handles the details.

Automated Job Assignments: Automatically assign jobs to the right technicians based on availability, skill set, or location.

Trigger Notifications: Set up automatic notifications for key milestones, such as job completions or material requests, ensuring no delays in communication.

Invoice Generation: Automatically generate and send invoices when jobs are completed, speeding up your payment process.

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Customize How You Want

Create workflows that reflect your unique operational processes. Whether you’re handling multi-step jobs or specialized tasks, FieldPulse’s custom workflows adapt to the way you work.

Step-by-Step Process Mapping: Build workflows that align with your job processes, from dispatching to invoicing, ensuring that each step is followed consistently.

Job-Specific Workflows: Design different workflows for different job types, allowing for maximum flexibility in handling complex or specialized services.

Easy Adjustments: Modify workflows quickly and easily as your business evolves, ensuring that your operations remain adaptable and scalable.

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Better Team Collaboration

Improve coordination between teams and departments by creating linked tasks and setting dependencies. Everyone stays in sync, and no step in the process is missed.

Task Assignments with Dependencies: Assign tasks that link top other actions, ensuring that no task starts without the necessary preceding steps completed.

Cross-Department Collaboration: Ensure smooth communication and task hand-offs between field teams and back-office staff for enhanced job execution.

Real-Time Status Updates: Keep everyone informed with real-time updates on job status, reducing miscommunication and ensuring that projects are completed on time.

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On average, FieldPulse customers   grow 78% year over year

Kenneth D. Jr, Founder Happy Trees

“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

sales after 1 year

Sal Gutierrez, Owner Fair Comfort Solutions

"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