FieldPulse Reviews & Product Details - Page 15

FieldPulse Overview

What is FieldPulse?

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. The target audience for FieldPulse includes a diverse range of field service businesses, such as plumbing, electrical, HVAC, septic, glass repair, and garage door companies. These organizations often face challenges related to administrative tasks, team communication, and customer service. FieldPulse addresses these pain points by offering tools that simplify scheduling, manage estimates and invoices, and facilitate effective communication with customers. The software is particularly beneficial for companies seeking to improve their operational efficiency and enhance the overall customer experience. FieldPulse stands out in the market with its robust feature set, which includes not only standard field service management (FSM) capabilities but also advanced tools that cater to the needs of growing businesses. Key features such as a flat-rate pricebook, lead management, and inventory management empower users to make informed decisions and optimize their resources. Additionally, advanced reporting functionalities provide insights into business performance, enabling users to track key metrics and identify areas for improvement. The software's user-friendly interface ensures that even those with limited technical expertise can navigate the system with ease. However, its advanced features make it suitable for companies of any size that are looking to scale their operations. FieldPulse also offers customer management tools, timesheet tracking, booking portals, and franchise management capabilities, making it a versatile solution for various business models. By consolidating these functionalities into one platform, FieldPulse helps businesses reduce administrative burdens, enhance team collaboration, and ultimately drive growth.

FieldPulse Details

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Product Description

FieldPulse is your business hub, helping you run your mobile service or contracting business. Because you work in the office and on-the-go, FieldPulse is available on iOS, Android, and the web. Scheduling, Customer Management, Estimates/Invoicing, Digital Payments, Timesheets, GPS-location tracking, and more. FieldPulse gives you the tools to build your business by cutting down on paperwork, making your team more efficient, and building better relationships with your customers.

How do you position yourself against your competitors?

FieldPulse was built for ambitious field service businesses looking to thrive. While we support teams of any size, we are most valuable to teams of 5-500, including franchises. FieldPulse features are uniquely created to optimize to your current workflows, which means easy implementation and high team adoption rates.

FieldPulse contains a robust set of features for teams of any size. By offering features that support growing teams, FieldPulse customers do not outgrow the software, and business owners and management can retain quality as they expand.

Our award-winning implementation and customer success teams support you throughout the entire onboarding process and beyond by learning more about how your business works and setting your team up for success.

Whether you are looking to improve operational efficiencies, increase team productivity, or find new areas of opportunity, FieldPulse gives you total control of your business.

Seller

FieldPulse

Description

FieldPulse is an all-in-one field service management software that helps service businesses scale by streamlining workflows in the office and in the field. Cut down on administrative tasks and endless paperwork. With FieldPulse, you can schedule jobs, send itemized estimates and invoices, and even receive payments through your phone. Increase your team’s efficiency by keeping them updated and on-track. Your team can see job and client details, track assigned tasks, and provide status updates. Manage customer information, log comments, and keep track of past jobs and invoices. Know your customer better than ever and never lose track of payments.

Overview Provided by:

Lauren Martin

VP of Data/Analytics at FieldPulse

FieldPulse Integrations

(5)

Verified by FieldPulse

FieldPulse Media

FieldPulse Demo - Field Service Management Software

FieldPulse brings everything you need to run your service business into one powerful platform. From CRM and scheduling to quoting, invoicing, and payment processing all accessible via desktop and mobile apps. FieldPulse simplifies day-to-day operations so you can focus on growing your business. ...

FieldPulse Demo - Custom Workflows for All Service Types

No two service businesses operate the same way and with FieldPulse, they don’t have to. Create fully customizable workflows tailored to your unique service types, from maintenance jobs to installations and custom projects. FieldPulse helps you streamline processes, reduce administrative burden, a...

FieldPulse Demo - Right Person. Right Place. Right Time. Every Time.

Our dispatching and scheduling tools ensure your team is always in the right place at the right time. FieldPulse provides real-time visibility into job status, technician availability, and customer locations, enabling efficient resource allocation and minimizing travel time. You’ll keep your oper...

FieldPulse Demo - Customer Management That Works As Hard As You Do

FieldPulse's customer management tools go beyond basic CRM. Centralize customer information, track service history, and maintain detailed notes, all while ensuring your customers feel valued and cared for. With built-in customer feedback loops and service tracking, FieldPulse empowers you to deli...

FieldPulse Demo - See Every Job, Team, & Invoice in Real Time

Stay connected to every moving piece of your operation with FieldPulse's real-time job and invoicing updates. Monitor job statuses, team locations, and invoice approvals instantly. No more guesswork or endless check-ins. FieldPulse ensures you have immediate visibility into every critical detail,...

FieldPulse Demo - Scale Without Sacrificing Control

FieldPulse gives you the power to scale your business confidently while maintaining full oversight. Our dashboard provides real-time insights into team performance, revenue sources, job progress, and more. All from the palm of your hand. Track individual and team metrics, monitor sales, and make ...

Transform your field service business with FieldPulse - the software built to help you grow faster, work smarter, and stay ahead of the competition.

Discover the latest FieldPulse product updates for this spring designed to take your field service business to the next level! From seamless integrations to powerful automation tools, these updates are here to help you save time, boost eff

Scaling an HVAC business comes with plenty of challenges. But with the right tools and support, growth becomes seamless. Customer Success Manager, Taylor, outlines everything she and the team did to help an HVAC company transition operation

Want to create professional estimates and invoices that impress your customers and boost your profits? In this video, learn how to maximize the power of FieldPulse’s advanced estimate and invoice features to streamline your field service o

Operator AI is your 24/7 AI dispatcher, answering after-hours, declined, or overloaded calls and booking jobs directly into FieldPulse. No voicemails, no manual entry—just more revenue, even when your team is offline.

Official Downloads

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Blaze E.

Small-Business (50 or fewer emp.)

8/24/2023

"We finally found a software that matches everything we were looking for!"

5/5

What do you like best about FieldPulse?

Field pulse has been wonderful for our business. We do a wide variety of work for customers and it is so helpful to keep track of them, and be able to search for past work orders to find relevant information for repeat customers. The ability to send estimates and invoices from your account but make it look like they came from your work email is awesome. I also enjoy the fact that you can create a next occurence for a work order so if there needs to be a separate follow up you can track it through two work orders. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

There is a few downsides to Field Pulse that I have discovered so far, two in particular is not having an offline mode to take payments or view work orders, and the other one being that it is required to have the zip code match the credit card info to process payments. Many of my customers use company cards and they don't know the billing address so that makes the process a little longer to finalize payments. Review collected by and hosted on G2.com.

Wyatt C.

Small-Business (50 or fewer emp.)

3/25/2024

"Efficient Setup & Dynamic Pricing"

5/5

What do you like best about FieldPulse?

FP worked with my budget to find a price that made sense for us both. Support has been extremely helpful and having fluent/native speakers has been insanely nice. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

Would love some more integration options, such as pabbly and API. Review collected by and hosted on G2.com.

Sean B.

Small-Business (50 or fewer emp.)

2/27/2024

"Currently switching from another similar app called payzerware. So far the experience has been great"

5/5

What do you like best about FieldPulse?

Customer support is very responsive and solves problems quickly. Our onboarding expert has been great as well. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

There are some limitations imposed by quickbooks when you sync with quickbooks online that are slightly irritating such as special charcter usage. Review collected by and hosted on G2.com.

Vaibhav K R.

Software Engineer

Enterprise (> 1000 emp.)

5/12/2024

"Simplifying the Management of Services with FieldPulse"

5/5

What do you like best about FieldPulse?

The user-friendly interface of FieldPulse makes scheduling, billing, and client administration easier. Accessibility to mobile apps helps me stay organised while I'm on the go and easily increases productivity. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

In this fieldPulse user interface could be more customizable. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

4/8/2024

"Solid Mobile App and Support"

4/5

What do you like best about FieldPulse?

The mobile app has been really great so far and that was the biggest hurdle with other solutions like it. Their support has also been great and timely in their responses. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

That I didn't find it sooner before wasting money on other solutions. Review collected by and hosted on G2.com.

Tyler B.

Small-Business (50 or fewer emp.)

1/5/2024

"Game Changer"

4.5/5

What do you like best about FieldPulse?

The results have been nothing short of remarkable. This CRM platform has truly transformed the way we work. Field Pulse has truly transformed the way we manage customer relationships, streamline processes, and drive overall business success. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

There was alot of integrations that we needed help with and the trainings took some time but are definitly worth the results! Review collected by and hosted on G2.com.

Verified User in Mechanical or Industrial Engineering

Mid-Market (51-1000 emp.)

6/7/2024

"bad but improving"

2.5/5

What do you like best about FieldPulse?

I can invoice more quickly than on my old system. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

many things but it gets better every day Review collected by and hosted on G2.com.

Response from Lauren Martin of FieldPulse

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Thank you for taking the time to share your feedback. I’m truly sorry to hear that your experience has not been as positive as we strive for, and I appreciate you bringing these concerns to our attention. Your feedback is invaluable, as it helps us enhance our services and address areas that need improvement.

To address some of the specific points you've raised:

1.) Record Updates: You can view when a record (customer, job, invoice) is updated and by whom by scrolling to the bottom of the page. If you notice any anomalies, please reach out to our team for assistance. We also welcome suggestions for additional information you’d like to see displayed.

2.) Scheduling and Dispatch: In the schedule view, you can drag and drop jobs to different times or technicians directly on the page. Clicking and dragging will show a pop-up that allows for more precise adjustments. This should update automatically on the webpage.

3.) Invoice Template: Our invoice template requires at least one line item. Our team would be happy to learn more about the errors you encountered and assist you in resolving them.

4.) Reporting: For pulling reports by item codes and work order types, our "raw beta" reporting feature can assist you. Details on using this feature can be found in our help center, or a member of our Customer Success team can guide you through it. [https://help.fieldpulse.com/en/articles/8931172-raw-data-reporting]

5.) Product Roadmap: Our product roadmap is influenced by customer feedback, and we highly value your insights. You can view details on new releases and upcoming features in our help center. [https://help.fieldpulse.com/en/collections/3500951-product-news]

6.) Chat Support: We strive to provide prompt support and are sorry to hear about the delays you experienced. We had an unusually high volume of messages on June 7th, but we’ve since addressed this issue internally to improve response times.

Thank you again for your detailed review. We value your partnership and look forward to continuing to build a strong relationship with you. If you have any additional details or concerns, please don’t hesitate to reach out to our Customer Success team. We are here to support you and are dedicated to ensuring that FieldPulse meets your needs effectively.

Chris E.

Small-Business (50 or fewer emp.)

10/4/2023

"Job Management Software That Does Everything I Need it to!!"

5/5

What do you like best about FieldPulse?

I've used quite a few job management systems over the years (Tradify, Simpro, and ServiceM8) and trialled a lot more, but FieldPulse is the only one that ticks all the boxes.

-Integration and customization options. Zapier integration allows me to push leads from Wix websites, and Xero integration is a must have for us.

-Pricebook. Fieldpulse pricebook makes fixed price quoting easy, and is a great tool for upselling to customers.

-Customer support. Web chat support is great, always someone there to help.

-Ease of use. I use FieldPulse web and mobile apps daily. They're relatively easy to use (after the intial learning process, as with any new system), and mobile app has 99% of the funcionality of the web app, unlike some other systems(simpro). Mobile app works on android and ios (Servicem8 only works on ios).

-Dynamic Proposals. This add on option is great if you want a bit more than just a plain boring quote.

-Customer communications and automations. Very customizable, includes sms and email options.

-FieldPulse payments. No need for eftpos or square card reader anymore, can take card payments with mobile devices! Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

-Google calendar sync is only one way, from FieldPulse to Google. Would be nice to have both ways to avoid booking jobs when I have an appointment or meeting scheduled.

-I have found some bugs in the system, however customer and tech support are really proactive at getting them sorted asap.

-Price. Not the cheapest option. Review collected by and hosted on G2.com.

Tommy C.

Small-Business (50 or fewer emp.)

1/15/2024

"Great Customer Relationship Software"

5/5

What do you like best about FieldPulse?

Field Pulse is simple but robust. While it is very easy to use, it has many features needed to run a small business. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

I would love quantity pricing in th price book. Review collected by and hosted on G2.com.

John G.

Intuit® Certified QuickBooks™ Online ProAdvisor

Small-Business (50 or fewer emp.)

9/27/2023

"FieldPulse - A Phenomenal Field Service Package with Real Support"

5/5

What do you like best about FieldPulse?

Number one was the clean, modern user interface, not crowded or confusing. We have this cloud-based program loaded and are working with it ten to twelve hours a day, so the pleasant, intuitive interface was a big plus. Secondly, the menu system is straightforward, easy to navigate, and intuitive. We had tried other Field Management and dispatching programs, some very popular, but all were generic and meant to work with any field service business. FieldPulse specializes in three areas: Electrical and HVAC contractors and the Plumbing trade. Each has the underlying benefits mentioned, plus price catalogs targeted to their respective specialties, so additions and modifications are minor. A small investment is required for premium support good for a year, to which we immediately subscribed. However, we must say it is optional, and although we will be renewing the support each year, we have found the chat team members to be responsive and knowledgeable. There are a large number of integrations available. Our favorites and those we immediately connected were the accounting, merchant services (billing), and consumer finance integrations. If you are in the trades, this is the first and last program you will ever need. Review collected by and hosted on G2.com.

What do you dislike about FieldPulse?

Don't abandon your current solution until you have been through the training, as the training and implementation can take up to two weeks. This could be a good thing as it underlies the tremendous effort FieldPulse puts into the contractors' success with the program. Review collected by and hosted on G2.com.