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Frequently asked questions​

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General

FieldPulse is a business management software 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. This is also known as a Field Service Management application.

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Using FieldPulse

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.

Customer profiles can also have related customers and locations.

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