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Frequently asked questions
There are three types of user roles you can assign to team members, depending on their role in your business
- Service Agent
- Assignment Role (free)
Each user role comes with different permissions and capabilities within FieldPulse.
Receives full access to all Company Settings.
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.
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.
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.
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.
Yes, if you sign up for an annual plan, you'll receive 15% off your monthly fee.
FieldPulse is supported on desktop computers, iPhones, iPads, Android phones, and Android tablets. Your account is synced across all devices so you can use FieldPulse in the office or on the go.
To use FieldPulse on the computer, the WebApp can be accessed from any web browser (https://webapp.fieldpulse.com).
To use FieldPulse on an iPhone or iPad, simply download the FieldPulse mobile app from the app store and log in with your credentials.
To use FieldPulse on an Android phone or tablet, download the FieldPulse mobile app from the Google Play store and log in with your credentials.
Your team members can operate on different device types i.e. iPhone or Android mobile phones. WebApp users can all be on the same team.
FieldPulse provides a 7-day free trial with all the bells and whistles included. After the trial period is complete, FieldPulse offers flexible plans to match your needs starting at $89/mo for the first user. Additional users are $30 per month. You can register through our website, where you can also manage your additional team member accounts.
Yes! Our team can walk you through how to authenticate your QuickBooks account with FieldPulse to help seamlessly integrate your data.