HVAC companies have experienced a significant rise in crime rates in recent years, with criminals not only targeting precious materials and equipment, but also technicians. With volatile economic conditions fueling…
FieldPulse Sales Suite Whether you’re a small or medium-sized business, you’ll find exactly what you need to close more business, increase margins, and exceed your
HVAC companies have experienced a significant rise in crime rates in recent years, with criminals not only targeting precious materials and equipment, but also technicians. With volatile economic conditions fueling…
FieldPulse Sales Suite Whether you’re a small or medium-sized business, you’ll find exactly what you need to close more business, increase margins, and exceed your
Manage job status updates, comments, notes, files, photos, and more — from wherever your day takes you.
Keep detailed customer records that store comments, client specifications, real-time job updates, & more.
With FieldPulse, the days of documents being lost in the shuffle, riddled with errors, or just out of date are over.
Our Online Booking feature lets your customers book jobs with ease directly from your website or facebook page. Your customers can select times from your ability, and the newly booked job can be inserted directly into your schedule in just a few taps with automatic or manual scheduling.
For frequent customers such as property managers, send a unique customer portal link so that they can book and track jobs and view open estimates and invoices.
Our Customer Notifications feature allows you to keep in touch with your customers every step of the way with automated notifications for follow ups, feedback and review reminders, payment confirmations, new jobs, and even servicing reminders.
Our top-notch software even lets you create custom templates for your notifications, so you’ll only be notified about what’s important. Send SMS “I’m on my way” notifications to your customers when you’re heading to the job, complete with a unique GPS tracking link so your customers can see your ETA.
Our Payments feature enables you to send online payment requests, and take payments on the spot or remotely with our Square and FieldPulse payments integrations. Easily run reports or filter invoices to see which payments are overdue, and view your full payment history with documented payment records.
Accept both partial and full payments by using the camera to scan your customer’s credit card, or manually input the information, so there’s no need for costly swiping dongles that require charging and can be easily misplaced.
Our newest ‘Good, Better, Best’ feature lets you show your customers tiered product pricing options for easy side by side comparisons. With this tool, your technicians can instantaneously quote three different product offerings, so your customers can easily visualize and understand the differences, benefits, and features associated with each option. Once they’ve made their choice, you can automatically calculate the sales commissions and integrate them with your estimates or invoices using either a percentage of gross sales or profit.
Stop doubling your workload with FieldPulse’s integrations. From Square and GPS tracking to Zapier and NiceJob, FieldPulse connects them all (and more!) making sure your information stays accurate across all of your platforms.
Already using QuickBooks? You might have read horror stories about connecting invoicing software with QuickBooks, but we offer one of the most complete, seamless syncs with QuickBooks. Syncing your customers, invoice items, estimates/quotes, invoices, and payments between your accounts has never been easier!
