FieldPulse
1 Review 5/5 ★ ★ ★ ★ ★A service business and contractor software which streamlines scheduling, dispatching, and job management.
Product Overview
FieldPulse is an all-in-one business management solution specifically designed for field service teams. This software provides a comprehensive platform that assists users in managing various aspects of their operations, from scheduling and dispatching to customer relationship management (CRM) and financial documentation. By integrating essential functionalities into a single solution, FieldPulse aims to streamline workflows and enhance productivity for business owners, administrators, and technicians alike.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 field service businesses, especially those in industries like plumbing, HVAC, and home services.Not Recommended For
Startups or 1-2 person teams not needing a full product suite.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 comes in three packages that require a custom quote for exact prices:
- Essentials: Core package of CRM, scheduling, work orders, estimates, and mobile app.
- Professional: Best for growing businesses, adds in project management, automation, and QuickBooks sync.
- Enterprise: Built for large teams; includes multi-location management and an open API.
Price Range
Learn More
$ $ $ $ $
$ $ $ $ $
Pricing Details
Pricing requries a custom quote
Product Overview
Developer Overview
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User Reviews of FieldPulse
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Luke P.
Overall
★★★★★
FieldPulse Review
June 14th, 2019
• Roles: Purchaser & End User
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.
