FieldPulse
1 Review 5/5 ★ ★ ★ ★ ★A service business and contractor software which streamlines scheduling, dispatching, and job management.
Product Overview
FieldPulse is a mobile contractor and field service software that helps with scheduling, managing customers, creating estimates, and time tracking. Its main features include workflow management, professional-looking estimates, accurate pricing features, and customizable templates. It also provides efficient job and task management so businesses can assign users and create custom subtasks.
QuickBooks and Square integration are also available to streamline accounting and payment processing.
Pros
- Integrates with QuickBooks for tax and accounting functionality
- Can take customer payments remotely
- Customer portal allows online bookings
Cons
- Customization options are limited
- Have to adjust workflow to the software's processes
- Lacks a customer statement function
Target Market
Small to mid-sized service businesses, especially those in industries like plumbing, HVAC, and home services.Video Overview
Features
- Scheduling and Dispatching: It offers several different views, including Gantt charts and map plots. Use GPS tracking to optimize the field teams’ routes.
- Customer Relationship Management (CRM): Store customer records and profiles in one place for easy access. Communicate with clients via email and SMS.
- Customer Portal: Customers can view their jobs, invoices, and the business’s contact info, as well as pay invoices.
- Invoicing and Estimating: Mobile estimating for on-the-go tradesmen. Generate custom estimates, send invoices and contracts, and collect e-signatures.
- QuickBooks Integration: Integrate the system with QuickBooks Online or Desktop to sync financial management on one platform.
Project Management
- Time Tracking
- GPS Tracking
- Route Planning
- Document Management
- Work Order Management
- Inventory Management
- Purchase Orders
Pricing
FieldPulse pricing starts at $99/month and charges $60 per additional user.
Product Overview
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User Reviews of FieldPulse
Write a Review
I’ve used FieldPulse from day one of our HVAC business. Couldn’t be happier with the way it streamlines invoicing, estimates, customer linking to QuickBooks. I’m able to do everything from my smart phone in the field.
