FieldPulse

All-in-one field service app with invoice generator, CRM, job scheduling, more.

Requires FieldPulse account.

Streamline and elevate your business with the best field management app. FieldPulse field service app’s full suite of tools is available on mobile, tablet, and web browser including:

- Employee Work Schedule Maker

- Field Service Dispatch

- Contractor Estimate & Invoice Generator

- Payment Tracker with Reminders & Payment Calculator

- Sales Tracker

- Contract Maker

- Mobile CRM (Customer Database)

- Inventory Tracking

- Time Clock For Employees & Timesheets

- Work Order & Purchase Order Generator

- More!

WHAT’S INSIDE

Employee Work Schedule Maker, Field Service Dispatch

FieldPulse’s easy field service software makes dispatching field service workers and job scheduling a breeze with the mapping and route planning app feature and convenient field service dispatch organization. The work schedule app feature makes contractor scheduling simple and efficient

-Map Based, Drag N Drop Scheduling

-Color Coded Job Tags

-Google Calendar Integration

-Easily Mobile Time Clock For Employees & Timesheet Tracking With GPS Location Tagged Time Entries

-Project Management

-Task Management

-On My Way Notifications

-Work Order Management

-Route Planning

Contractor Estimate & Invoice Generator App

Send contractor estimates and invoices to field service customers with ease. The contractor estimate and invoice generator app quickly generate a service work estimate and field service invoice for any job. Attach contracts, pull items from the pricebook, and esign your mobile signature to PDF documents through the app or email.

-Pricebooks

-Good, Better, Best Pricing Options

-Profit Tracker: Sales & Profits

-Reporting

-Recurring Invoicing

-Detailed Estimates

-E-sign PDF Documents

-Contracts

-Proposals

-Custom Fields

-Custom Form Maker

Payment Calculator & Payment Tracker

Along with contractor estimates and invoices, FieldPulse has a business management app to help when taking payments and sending payment reminders.

-Recurring Payments

-Customer Financing

-Payment Tracker for Sales and Profit Reporting

-Payment Calculator built-in for Discounts, Partial Payments

-Commission Tracking

Mobile CRM - Customer Database

FieldPulse’s customer management system is built for contractors out at a field service job who need their CRM mobile in order to access a customer list with payment record. Fieldpulse’s CRM business management app is the perfect CRM for small business owners who want a CRM database that integrates with a bookkeeping app like Quickbooks, Xero or another CRM app to manage email templates better, use the sales tracker or automate email messages.

- Send Emails & SMS Communications with optional automated triggers

- Integrated Phone System

-Customer Portal

-Customer Booking Page

-Custom Sales Pipeline

-Review Management

-Maintenance Agreements

Business Management

Keep your customer information and financial record secure and a 360 eye on your business.

-User Roles & Permissions

-Activity Tracker and Logs

-File/Photo Storage and Management

-Internal & External Notes

Mobile Inventory Management for Small Business With Purchase Order Generator

Manage inventory on the go with FieldPulse’s small business inventory management software. Create your own inventory list from suppliers or use the FieldPulse inventory management app with built-in integration with Reece (AUS only). Set your inventory tracker to reduce inventory levels as products are added to invoices and estimates, by complete inventory or per truck. Restock or order new supplies with the purchase order generator in Fieldpulse’s field service management app. Track inventory orders from stored suppliers, and schedule purchase orders for delivery or pickup on specific dates and times. You can even link purchase orders to the associated job, invoice, estimate, or customer, making it the perfect inventory app for small business owners on the go.

What's New in the Latest Version 2.14.5

Last updated on Jul 3, 2024

In this update, we've integrated Dynatrace configuration and data reporting for better analysis. Enjoy a smoother and more insightful experience with our latest performance improvements.

FieldPulse is a cloud-based field service management (FSM) software designed to streamline operations, enhance efficiency, and improve customer satisfaction for businesses that rely on field technicians. Its comprehensive suite of features empowers organizations to manage their field workforce effectively, optimize scheduling, automate workflows, and gain valuable insights into their field operations.

Centralized Work Order Management

FieldPulse provides a centralized platform for managing work orders, ensuring that all relevant information is readily accessible to field technicians and back-office staff. Work orders can be easily created, assigned, and tracked, with real-time updates on progress and status. Technicians can access work order details, customer information, and service history directly from their mobile devices, eliminating the need for manual paperwork and reducing the risk of errors.

Optimized Scheduling and Dispatching

The software's robust scheduling engine enables businesses to optimize technician schedules based on availability, skills, and location. Dispatchers can assign work orders to the most qualified technicians, considering factors such as proximity, skillset, and workload. FieldPulse also supports automated scheduling, which assigns work orders based on pre-defined rules and preferences, reducing the need for manual intervention and ensuring efficient utilization of technician time.

Mobile App for Field Technicians

FieldPulse offers a user-friendly mobile app that empowers field technicians with access to all essential information and tools. Technicians can view their schedules, receive real-time updates on work orders, and access customer data and service history. The app also includes features for capturing customer signatures, taking photos, and generating invoices, allowing technicians to complete their tasks efficiently and professionally.

Automated Workflows and Notifications

FieldPulse automates various workflows to streamline operations and improve efficiency. Automated notifications keep field technicians and back-office staff informed of important updates, such as work order status changes, appointment reminders, and overdue payments. The software also supports custom workflows, allowing businesses to tailor the system to meet their specific needs and processes.

Real-Time Tracking and Reporting

FieldPulse provides real-time visibility into field operations, enabling businesses to track technician location, work progress, and job completion rates. Comprehensive reports provide insights into key performance indicators (KPIs), such as technician utilization, first-time fix rates, and customer satisfaction levels. This data empowers managers to identify areas for improvement and make informed decisions to enhance operational efficiency.

Integration with Other Systems

FieldPulse seamlessly integrates with other business systems, such as accounting software, CRM systems, and GPS tracking devices. This integration eliminates the need for manual data entry and ensures that all relevant information is accessible from a single platform. The software also supports open APIs, allowing businesses to customize integrations to meet their unique requirements.

Enhanced Customer Service

FieldPulse helps businesses improve customer service by providing technicians with real-time access to customer information and service history. The software enables technicians to quickly resolve issues, provide accurate estimates, and capture customer feedback. The mobile app also allows customers to track the status of their work orders and receive notifications when technicians are on their way.

Conclusion

FieldPulse is a comprehensive field service management software that empowers businesses to streamline operations, enhance efficiency, and improve customer satisfaction. Its centralized work order management, optimized scheduling, mobile app for field technicians, automated workflows, real-time tracking, and reporting capabilities provide a comprehensive solution for managing field service operations. By leveraging FieldPulse, businesses can optimize technician utilization, reduce costs, and deliver exceptional customer service.