{"id":4613300944965,"title":"FieldPulse","handle":"fieldpulse","description":"\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse allows your tradesmen to work smarter, not harder. It’s an easy to use, all-in-one business management app that has everything they need to get the work done efficiently, boost cash flow, and create outstanding customer experiences. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWhen you get started with FieldPulse, you’ll get a one-on-one tour of the entire product suite with a live rep. This onboarding training can be scheduled at your convenience and it’s tailored to your business’ unique needs. Do you need to integrate with QuickBooks or Xero? FieldPulse can help you with that. Support is always a click away in the app via phone call, email, or text chat. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe more of your business you can automate, the better. FieldPulse makes it easy to instantly fill out forms, job templates, and product\/material groups. When there are new jobs or adjustments to existing ones, you can alert your technicians immediately with notifications.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGet Things Done Fast\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse is designed to mold to your businesses unique needs so you won’t need to spend time rearranging how you do your day to day. It’ll work seamlessly across all of your devices including iOS, Android, and web browser at no additional cost. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDo you have repeat customers? Create detailed profiles so you can quickly review jobs, estimates, invoices, files, and photos. You’ll always have their full history at your fingertips. Additionally, you can use this feature for your technicians. Schedules and daily tasks are easily visible and organized with notifications and reminders so that nothing falls through the cracks. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse Features\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eInvoices and Estimates\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAre you overwhelmed with your invoices and estimates? Whether you’re out in the field or in the office, you can quickly create itemized estimates and invoices for customers. They’ll get the totals right away so everything remains transparent.  Even the most complex estimates and invoices can be drafted out in the field by your technicians and sent to the office for approval. You can even use templates to speed up the process for common services. If you only want specific technicians to have these in-app privileges, you can control permissions from the admin side of FieldPulse.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAttach photos, files, and contracts to their files and even take payments and signatures right from your phone. This will automate the most time-consuming parts of the day and help you stay ahead of overhead costs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eNever open the calculator again\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse will automatically calculate subtotals with taxes included. If you need to add discounts, there is an option to set a percentage to show customers more clearly what their total cost is. Techs are able to take payments on the spot with their phone or send an invoice to see which payments are outstanding.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFrom your dashboard, you can view costs and profit by invoice, job, total revenue, or services. These key data points will show which jobs and techs are the most profitable and where you need to make adjustments. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSave Time\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse allows you to easily convert approved proposals into an invoice with a few clicks. There will be no more recreating estimates. Set up automatic notifications and reminders when customers need to pay, schedule their next service, or when there are opportunities to get new jobs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eXero and QuickBooks Integration\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse has the easiest, most complete sync with Xero and QuickBooks. You’ll have your accounting synced with the rest of the business in only a few clicks. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eScheduling\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s scheduling tools allow you to quickly create and assign jobs on the go or from the office with intuitive entry forms. From here, attach notes, files, photos, or any details they might need at the site. You can give jobs to one or more team members based on their location, availability, and skills. Once assigned, they’ll automatically receive notifications for their new task. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTime Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s integrated time clock allows you to manage employee timesheets from your device of choice. The team can clock in on their mobile phones or computer with just a few taps. There is also the option to add notes to time entries for more accurate reporting. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eManagers have the option to check location tags for each task to ensure that technicians were on-time, on-budget, and meeting expectations. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCRM Software\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCreate and manage customer profiles to better serve them. The highly-detailed profiles provide quick access to key information about them. Contact them the way they want to be reached and view their entire history in only a few clicks. There is also the option to add notes to their profile to keep more specialized details on file. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eE-Signature\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGetting your documents signed is easier with FieldPulse. Whether out in the field or sending files, their interface allows you to accept signed documents quickly. Capture signatures on estimates and invoices from Android and iOS devices all from the app whether the customer is with you or on-site. Customers can use a stylus or their finger to sign. Every signed document in FieldPulse can then be downloaded or emailed as a PDF. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePurchase Order Software\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLarge projects that involve multiple purchases and big expenditures can quickly get out of hand without a process in place. This will harm your margins and make jobs less profitable. Use FieldPulse to create a tailored procurement process for your service business with details on line items, unit costs, taxes, status controls, and delivery dates. Nothing will fall through the cracks with these controls in place, especially your bottom line. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBenefit from the following features:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eTrack Dates and Deadlines\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Ensure that jobs and projects get the materials they need at the right time. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eLeverage Your Best Suppliers\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Track supplier activity to ensure your business relationships are working for you.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eImprove Record-Keeping\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Be prepared anytime a purchase review comes through. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eFlexible Payments\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: FieldPulse Payments allows anyone to accept credit and debit in-person and online. Transaction fees are low so more money is going back to the business. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePayments\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWith only a few clicks, you can quickly send online payment requests or take payments all from the FieldPulse mobile app. No matter which card or payment method, rates stay the same. FieldPulse’s payment processor is powered by CardConnect to give the best user experience, support, and funding time. Instead of carrying a device to accept payments, the FieldPulse app allows you to take a photo of the card for processing or manually key in the numbers. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGPS Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe employee GPS tracking feature allows you to know where the team members are located throughout the day. In addition to tracking location, you can track job status changes made by team members to verify that everything is getting done on time.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFile and Photo Attachments\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAttach files to job records or customer profiles via iOS, Android, or WebApp. Files can be imported through Google Drive, Box, camera roll, or taken directly from the application. Once in the system, you can assign a name and description to the file for easy finding. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCommission Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse helps you quickly manage sales and commissions for all of your projects. You can create standard commissions, set tracking parameters, and assign commissions to specific items. Everything is tracked and reports are available on your dashboard. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAssignment and Reminder Notifications\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse sends your team members notifications on their phone when they are assigned a job. There is no need to manually dispatch anymore. The job will appear in their schedules and you can set the alerts to go out a specific amount of time in advance. There is also the option to use email notifications as well. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTask Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s main job records can be further divided into subtasks assigned to different team members with due dates, allowing you to segment the job if needed. From here, add detailed descriptions to each subtask with team members, due time, and status fields. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRecurring Jobs\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eMake it easier to manage repeating work and keep your accounts active. With FieldPulse, customers always have a “next appointment” so they can keep their business with you. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRoute Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBuild the most efficient schedule for your team with route planning and optimization. You can reduce travel time, fuel costs, and overtime while ensuring customer satisfaction. Jobs can be planned on a map and selected by proximity. From here, create time rules for each task to give you more control over scheduling and how employees spend time on site. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e","published_at":"2020-11-13T08:10:44-06:00","created_at":"2020-11-13T08:10:42-06:00","vendor":"consultantsinabox","type":"","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":31954742345797,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":false,"taxable":true,"featured_image":null,"available":true,"name":"FieldPulse","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":"shopify","barcode":"","requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/cdn.shopify.com\/s\/files\/1\/0058\/7038\/7269\/products\/Fieldpulse.png?v=1605276644"],"featured_image":"\/\/cdn.shopify.com\/s\/files\/1\/0058\/7038\/7269\/products\/Fieldpulse.png?v=1605276644","options":["Title"],"media":[{"alt":null,"id":7213032341573,"position":1,"preview_image":{"aspect_ratio":1.905,"height":315,"width":600,"src":"https:\/\/cdn.shopify.com\/s\/files\/1\/0058\/7038\/7269\/products\/Fieldpulse.png?v=1605276644"},"aspect_ratio":1.905,"height":315,"media_type":"image","src":"https:\/\/cdn.shopify.com\/s\/files\/1\/0058\/7038\/7269\/products\/Fieldpulse.png?v=1605276644","width":600}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse\u003c\/span\u003e\u003c\/p\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse allows your tradesmen to work smarter, not harder. It’s an easy to use, all-in-one business management app that has everything they need to get the work done efficiently, boost cash flow, and create outstanding customer experiences. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWhen you get started with FieldPulse, you’ll get a one-on-one tour of the entire product suite with a live rep. This onboarding training can be scheduled at your convenience and it’s tailored to your business’ unique needs. Do you need to integrate with QuickBooks or Xero? FieldPulse can help you with that. Support is always a click away in the app via phone call, email, or text chat. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe more of your business you can automate, the better. FieldPulse makes it easy to instantly fill out forms, job templates, and product\/material groups. When there are new jobs or adjustments to existing ones, you can alert your technicians immediately with notifications.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGet Things Done Fast\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse is designed to mold to your businesses unique needs so you won’t need to spend time rearranging how you do your day to day. It’ll work seamlessly across all of your devices including iOS, Android, and web browser at no additional cost. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eDo you have repeat customers? Create detailed profiles so you can quickly review jobs, estimates, invoices, files, and photos. You’ll always have their full history at your fingertips. Additionally, you can use this feature for your technicians. Schedules and daily tasks are easily visible and organized with notifications and reminders so that nothing falls through the cracks. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse Features\u003c\/span\u003e\u003c\/p\u003e\n\u003ch2 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eInvoices and Estimates\u003c\/span\u003e\u003c\/h2\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAre you overwhelmed with your invoices and estimates? Whether you’re out in the field or in the office, you can quickly create itemized estimates and invoices for customers. They’ll get the totals right away so everything remains transparent.  Even the most complex estimates and invoices can be drafted out in the field by your technicians and sent to the office for approval. You can even use templates to speed up the process for common services. If you only want specific technicians to have these in-app privileges, you can control permissions from the admin side of FieldPulse.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAttach photos, files, and contracts to their files and even take payments and signatures right from your phone. This will automate the most time-consuming parts of the day and help you stay ahead of overhead costs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eNever open the calculator again\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse will automatically calculate subtotals with taxes included. If you need to add discounts, there is an option to set a percentage to show customers more clearly what their total cost is. Techs are able to take payments on the spot with their phone or send an invoice to see which payments are outstanding.\u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFrom your dashboard, you can view costs and profit by invoice, job, total revenue, or services. These key data points will show which jobs and techs are the most profitable and where you need to make adjustments. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eSave Time\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse allows you to easily convert approved proposals into an invoice with a few clicks. There will be no more recreating estimates. Set up automatic notifications and reminders when customers need to pay, schedule their next service, or when there are opportunities to get new jobs.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eXero and QuickBooks Integration\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse has the easiest, most complete sync with Xero and QuickBooks. You’ll have your accounting synced with the rest of the business in only a few clicks. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eScheduling\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s scheduling tools allow you to quickly create and assign jobs on the go or from the office with intuitive entry forms. From here, attach notes, files, photos, or any details they might need at the site. You can give jobs to one or more team members based on their location, availability, and skills. Once assigned, they’ll automatically receive notifications for their new task. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTime Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s integrated time clock allows you to manage employee timesheets from your device of choice. The team can clock in on their mobile phones or computer with just a few taps. There is also the option to add notes to time entries for more accurate reporting. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eManagers have the option to check location tags for each task to ensure that technicians were on-time, on-budget, and meeting expectations. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCRM Software\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCreate and manage customer profiles to better serve them. The highly-detailed profiles provide quick access to key information about them. Contact them the way they want to be reached and view their entire history in only a few clicks. There is also the option to add notes to their profile to keep more specialized details on file. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eE-Signature\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGetting your documents signed is easier with FieldPulse. Whether out in the field or sending files, their interface allows you to accept signed documents quickly. Capture signatures on estimates and invoices from Android and iOS devices all from the app whether the customer is with you or on-site. Customers can use a stylus or their finger to sign. Every signed document in FieldPulse can then be downloaded or emailed as a PDF. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePurchase Order Software\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eLarge projects that involve multiple purchases and big expenditures can quickly get out of hand without a process in place. This will harm your margins and make jobs less profitable. Use FieldPulse to create a tailored procurement process for your service business with details on line items, unit costs, taxes, status controls, and delivery dates. Nothing will fall through the cracks with these controls in place, especially your bottom line. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch3 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBenefit from the following features:\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul data-mce-fragment=\"1\"\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eTrack Dates and Deadlines\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Ensure that jobs and projects get the materials they need at the right time. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eLeverage Your Best Suppliers\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Track supplier activity to ensure your business relationships are working for you.\u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eImprove Record-Keeping\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: Be prepared anytime a purchase review comes through. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003cli style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e\n\u003cb data-mce-fragment=\"1\"\u003eFlexible Payments\u003c\/b\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003e: FieldPulse Payments allows anyone to accept credit and debit in-person and online. Transaction fees are low so more money is going back to the business. \u003c\/span\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003ePayments\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eWith only a few clicks, you can quickly send online payment requests or take payments all from the FieldPulse mobile app. No matter which card or payment method, rates stay the same. FieldPulse’s payment processor is powered by CardConnect to give the best user experience, support, and funding time. Instead of carrying a device to accept payments, the FieldPulse app allows you to take a photo of the card for processing or manually key in the numbers. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eGPS Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eThe employee GPS tracking feature allows you to know where the team members are located throughout the day. In addition to tracking location, you can track job status changes made by team members to verify that everything is getting done on time.\u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFile and Photo Attachments\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAttach files to job records or customer profiles via iOS, Android, or WebApp. Files can be imported through Google Drive, Box, camera roll, or taken directly from the application. Once in the system, you can assign a name and description to the file for easy finding. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eCommission Tracking\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse helps you quickly manage sales and commissions for all of your projects. You can create standard commissions, set tracking parameters, and assign commissions to specific items. Everything is tracked and reports are available on your dashboard. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eAssignment and Reminder Notifications\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse sends your team members notifications on their phone when they are assigned a job. There is no need to manually dispatch anymore. The job will appear in their schedules and you can set the alerts to go out a specific amount of time in advance. There is also the option to use email notifications as well. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eTask Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eFieldPulse’s main job records can be further divided into subtasks assigned to different team members with due dates, allowing you to segment the job if needed. From here, add detailed descriptions to each subtask with team members, due time, and status fields. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRecurring Jobs\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eMake it easier to manage repeating work and keep your accounts active. With FieldPulse, customers always have a “next appointment” so they can keep their business with you. \u003c\/span\u003e\u003c\/p\u003e\n\u003ch1 data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eRoute Management\u003c\/span\u003e\u003c\/h1\u003e\n\u003cp data-mce-fragment=\"1\"\u003e\u003cspan style=\"font-weight: 400;\" data-mce-fragment=\"1\" data-mce-style=\"font-weight: 400;\"\u003eBuild the most efficient schedule for your team with route planning and optimization. You can reduce travel time, fuel costs, and overtime while ensuring customer satisfaction. Jobs can be planned on a map and selected by proximity. From here, create time rules for each task to give you more control over scheduling and how employees spend time on site. \u003c\/span\u003e\u003c\/p\u003e\n\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e\u003cbr data-mce-fragment=\"1\"\u003e"}

FieldPulse

Product Description

FieldPulse

FieldPulse allows your tradesmen to work smarter, not harder. It’s an easy to use, all-in-one business management app that has everything they need to get the work done efficiently, boost cash flow, and create outstanding customer experiences. 


When you get started with FieldPulse, you’ll get a one-on-one tour of the entire product suite with a live rep. This onboarding training can be scheduled at your convenience and it’s tailored to your business’ unique needs. Do you need to integrate with QuickBooks or Xero? FieldPulse can help you with that. Support is always a click away in the app via phone call, email, or text chat. 


The more of your business you can automate, the better. FieldPulse makes it easy to instantly fill out forms, job templates, and product/material groups. When there are new jobs or adjustments to existing ones, you can alert your technicians immediately with notifications.


Get Things Done Fast

FieldPulse is designed to mold to your businesses unique needs so you won’t need to spend time rearranging how you do your day to day. It’ll work seamlessly across all of your devices including iOS, Android, and web browser at no additional cost. 


Do you have repeat customers? Create detailed profiles so you can quickly review jobs, estimates, invoices, files, and photos. You’ll always have their full history at your fingertips. Additionally, you can use this feature for your technicians. Schedules and daily tasks are easily visible and organized with notifications and reminders so that nothing falls through the cracks. 


FieldPulse Features

Invoices and Estimates

Are you overwhelmed with your invoices and estimates? Whether you’re out in the field or in the office, you can quickly create itemized estimates and invoices for customers. They’ll get the totals right away so everything remains transparent.  Even the most complex estimates and invoices can be drafted out in the field by your technicians and sent to the office for approval. You can even use templates to speed up the process for common services. If you only want specific technicians to have these in-app privileges, you can control permissions from the admin side of FieldPulse.



Attach photos, files, and contracts to their files and even take payments and signatures right from your phone. This will automate the most time-consuming parts of the day and help you stay ahead of overhead costs.

Never open the calculator again

FieldPulse will automatically calculate subtotals with taxes included. If you need to add discounts, there is an option to set a percentage to show customers more clearly what their total cost is. Techs are able to take payments on the spot with their phone or send an invoice to see which payments are outstanding.


From your dashboard, you can view costs and profit by invoice, job, total revenue, or services. These key data points will show which jobs and techs are the most profitable and where you need to make adjustments. 

Save Time

FieldPulse allows you to easily convert approved proposals into an invoice with a few clicks. There will be no more recreating estimates. Set up automatic notifications and reminders when customers need to pay, schedule their next service, or when there are opportunities to get new jobs.

Xero and QuickBooks Integration

FieldPulse has the easiest, most complete sync with Xero and QuickBooks. You’ll have your accounting synced with the rest of the business in only a few clicks. 

Scheduling

FieldPulse’s scheduling tools allow you to quickly create and assign jobs on the go or from the office with intuitive entry forms. From here, attach notes, files, photos, or any details they might need at the site. You can give jobs to one or more team members based on their location, availability, and skills. Once assigned, they’ll automatically receive notifications for their new task. 

Time Tracking

FieldPulse’s integrated time clock allows you to manage employee timesheets from your device of choice. The team can clock in on their mobile phones or computer with just a few taps. There is also the option to add notes to time entries for more accurate reporting. 


Managers have the option to check location tags for each task to ensure that technicians were on-time, on-budget, and meeting expectations. 


CRM Software

Create and manage customer profiles to better serve them. The highly-detailed profiles provide quick access to key information about them. Contact them the way they want to be reached and view their entire history in only a few clicks. There is also the option to add notes to their profile to keep more specialized details on file. 

E-Signature

Getting your documents signed is easier with FieldPulse. Whether out in the field or sending files, their interface allows you to accept signed documents quickly. Capture signatures on estimates and invoices from Android and iOS devices all from the app whether the customer is with you or on-site. Customers can use a stylus or their finger to sign. Every signed document in FieldPulse can then be downloaded or emailed as a PDF. 

Purchase Order Software

Large projects that involve multiple purchases and big expenditures can quickly get out of hand without a process in place. This will harm your margins and make jobs less profitable. Use FieldPulse to create a tailored procurement process for your service business with details on line items, unit costs, taxes, status controls, and delivery dates. Nothing will fall through the cracks with these controls in place, especially your bottom line. 

Benefit from the following features:

  • Track Dates and Deadlines: Ensure that jobs and projects get the materials they need at the right time. 
  • Leverage Your Best Suppliers: Track supplier activity to ensure your business relationships are working for you.
  • Improve Record-Keeping: Be prepared anytime a purchase review comes through. 
  • Flexible Payments: FieldPulse Payments allows anyone to accept credit and debit in-person and online. Transaction fees are low so more money is going back to the business. 

Payments

With only a few clicks, you can quickly send online payment requests or take payments all from the FieldPulse mobile app. No matter which card or payment method, rates stay the same. FieldPulse’s payment processor is powered by CardConnect to give the best user experience, support, and funding time. Instead of carrying a device to accept payments, the FieldPulse app allows you to take a photo of the card for processing or manually key in the numbers. 

GPS Tracking

The employee GPS tracking feature allows you to know where the team members are located throughout the day. In addition to tracking location, you can track job status changes made by team members to verify that everything is getting done on time.

File and Photo Attachments

Attach files to job records or customer profiles via iOS, Android, or WebApp. Files can be imported through Google Drive, Box, camera roll, or taken directly from the application. Once in the system, you can assign a name and description to the file for easy finding. 

Commission Tracking

FieldPulse helps you quickly manage sales and commissions for all of your projects. You can create standard commissions, set tracking parameters, and assign commissions to specific items. Everything is tracked and reports are available on your dashboard. 

Assignment and Reminder Notifications

FieldPulse sends your team members notifications on their phone when they are assigned a job. There is no need to manually dispatch anymore. The job will appear in their schedules and you can set the alerts to go out a specific amount of time in advance. There is also the option to use email notifications as well. 

Task Management

FieldPulse’s main job records can be further divided into subtasks assigned to different team members with due dates, allowing you to segment the job if needed. From here, add detailed descriptions to each subtask with team members, due time, and status fields. 

Recurring Jobs

Make it easier to manage repeating work and keep your accounts active. With FieldPulse, customers always have a “next appointment” so they can keep their business with you. 

Route Management

Build the most efficient schedule for your team with route planning and optimization. You can reduce travel time, fuel costs, and overtime while ensuring customer satisfaction. Jobs can be planned on a map and selected by proximity. From here, create time rules for each task to give you more control over scheduling and how employees spend time on site. 




The FieldPulse is far and away, one of our most popular items. People can't seem to get enough of it.

Inventory Last Updated: Apr 22, 2021
Sku: