When it comes to making sure you stay on top of your incoming field service jobs, there will come a time when you have to recruit tradesmen and skilled workers.
Job Management Software
We know that when business is good, staying on top of all the jobs constantly flowing in can be difficult. With FieldPulse, you can manage status updates, comments, notes, files, photos, related records, and job duration logging from anywhere, so no matter where your day takes you, rest assured that every job is completed accurately and on time.
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Work Order Management
With FieldPulse’s work order software, you can organize your technicians into teams, and even assign managers. Your team structure can be as simple or complex as necessary to fit your business’s needs, allowing you to distribute your workload in the most efficient way possible.
Easily customize and organize your jobs with custom fields, job tags, color coding, and related records. Create estimates and invoices directly from your jobs, or vice versa!
FieldPulse lets you instantaneously change job statuses and view live updates from your phone, tablet, or computer. Add comments to jobs and send team managers push notifications about them so everyone stays on the same page.
With FieldPulse’s Subtasks feature, you can make sure that your techs have all the details and information they need to offer the best customer service possible. Instantly view arrival and departure checklists, quality assurance documents, and save frequently used subtasks as templates for quick and easy job creation that can be adjusted on the fly.
The days of spending hours tracking down who was responsible for what task, and when it was completed, are over. Easily check off all the necessary tasks that each job requires in even the most hectic situations, ensuring that no steps are overlooked along the way.
The FieldPulse app also lets you attach files, photos, custom forms, purchase orders, and equipment manuals digitally for easy access wherever the day takes you.
Field Service Project Management
There’s a lot that goes into making a job successful, and seamless project management is a big part of that. With FieldPulse, you can ensure that your projects are always up to date with completion percentages and status and acceptance notifications. Duplicate jobs, group them under projects, or even make them reoccurring with interval options like monthly, quarterly, annual, or custom ranges.
For longer term projects, FieldPulse helps you keep track of all the details with notes, comments, service history, status updates, location tagging, and file and photo attachments, so nothing gets lost in the shuffle.
Mark certain tasks so that they can only be viewed by managers, who can assign them to certain individuals or teams. Even notify your customers of a task’s completion via the Customer Portal.
FieldPulse’s Time Tracking feature lets you easily keep track of your techs’ hours with clock in and out options that are synced with their verified GPS location.
You can also track their arrival and departure times via Time Sheets to ensure accountability, and use that information to budget out future jobs’ time requirements.
Our job management software lets you view timesheets by job, time intervals, or more detailed reporting options, and calculate labor totals with scheduled time, job duration, or total time clocked.
FieldPulse Maintenance Agreements allow you to attach maintenance packages to individual customer profiles, as well as create/schedule reminders for when the next service is needed. You can also quickly convert these agreements to work orders, and even create custom tiered maintenance plans on a silver, gold, and platinum price scale.
Auto Inventory Replacement
The days of manually inputting your inventory and tracking it is now over! With auto replenishment, you can set a minimum and maximum for each part that you would like to have on-hand. When you reach your minimum, FieldPulse will generate a draft purchase order for the amount you need to reach your maximum limit you set which you can then send the purchase order to your supplier. Auto replenishment can be done for a single warehouse or multiple warehouses (or trucks), so you can always know the quantity on hand and the value of your inventory.
With our new Asset Management feature, you’ll be able to track all of your information on customers’ assets for maintenance agreements, such as large items installed like HVAC units. Record and store details like model name, installation date, warranty information, and more, as well as add photos, comments, and files for internal use.
But it doesn’t stop at the customer. You can also use this feature to track the equipment used by your business with the same level of detail as customer assets, and manage it directly through the FieldPulse app.