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Documentation Index

Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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Frequently Asked Questions

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Customer Profiles

Customer profiles not only allow you to store basic information such as First Name, Last Name, Company Name, Email(s), Phone Number, Address, and Notes, but they also store documents related to the customer such as job records, invoice records, customer comments, invoice PDFs, photos, and other files. Customer profiles show you the entire customer history and relevant files.Unable to find a field such as point of contact? Simply create a custom field for your customer profiles to store any data you want. Customers can also be tagged using the customer tags to segment them further.To learn more, visit the Customers collection.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, FieldPulse allows you to specify whether the customer profile is residential or commercial, changing how the customer profile is displayed throughout the app. Both profile types still allow you to designate a primary point of contact and a secondary point of contact.To choose between setting up a customer as Residential or Commercial, go to the the Create Customer or Update Customer page, then under Account Type choose the Residential or Commercial button.Account Type selection showing Residential and Commercial options
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, FieldPulse allows you to add a secondary contact to both residential and commercial customer profiles as well as alternate phone and email addresses for the primary contact.To add secondary contact information while adding a new customer, from the Create New Customer window, click on Alternate Email, Alternate Phone, or Secondary Contact.Create New Customer form with alternate contact fieldsThis will open additional fields for a secondary email address, a secondary phone number, or a secondary contact person.Secondary contact fields expanded in customer formYou can also add a separate billing address for your customers by toggling on Use Different Billing Address and filling out the fields.Different Billing Address toggle and fieldsWhen you’re done, click Save to store your changes. You can add this information for existing customers by editing their customer record and following the same steps.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes! It’s not visible on the customer record, but there are three ways to find a customer’s ID.
  1. When on the web app, when you click on a specific customer record you can see the associated customer ID number via the URL.
Customer ID visible in browser URL bar
  1. A column titled Customer # is available on all reports in FieldPulse.
Customer number column in FieldPulse reports
  1. You can also export your customer records using the Export button available under either the Customers tab or by navigating to Company Settings > Customers > Export Customers. An email will be send to the user with that CSV file and the customer ID numbers will be viewable there.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Custom Fields & Tags

Yes, you can create custom fields for your customer profiles to store and display any data you wish. With the ability to set the order of your custom fields and add different visibility permissions by role, you can control how your custom fields are displayed to your team members.To learn how to create custom fields for your customer profiles, visit the Custom Fields on Customer Profiles article.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, you can create custom tags for your customers to organize and segment your customers into lists. For example, if you have customers who you do HVAC work for, customers you do handyman work for, and customers you do roofing work for, you could create HVAC, Handyman, and Roofing custom tags.This would allow you to quickly see all of your HVAC customers in a list for example, by selecting the HVAC tag.To learn more about creating tags and sorting your customers by tags, visit the Custom Tags for Customers article.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Import & Export

Yes, you can download our mass customer import template, add your data to the template, and re-upload the file to import your customers. Please ensure that the columns in the template are not rearranged and all of the data is in the right format before uploading. We’re happy to help if needed.To access the mass import page, visit the mass import page. For more detailed instructions on how to import your customers, see Importing Customers.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, your customer list, including custom fields and customer tags, can be exported from FieldPulse at anytime with just a single click. You must have an Admin account in FieldPulse to have the ability to export customers.To initiate the export, log-in to your FieldPulse account and visit the Customers page. Then, click the Export button. You’ll receive an email with a file attached of all your customers. Note: The export email will be sent to your FieldPulse login email address.Customer list with Export button highlighted
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Communications

Yes, FieldPulse makes communicating with customers easy and efficient! Save yourself some time by creating email and SMS templates.To learn more about email and SMS templates, visit the Customer Communications article.To learn about Engage, our fully integrated VOIP phone system used to manage your customer phone calls, text messages, and voicemails, visit the Engage articles.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes! FieldPulse makes communicating with customers easy and efficient. Save time with our Email and SMS templates. To learn more about setting up email and SMS message templates, visit the Customer Communications article.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Billing & Estimates

Absolutely! In My Settings, you can choose the type of notification you would like to receive when your customer opens your estimate or invoice. These notification options include: Email, In-app notification, or Push notification.Notification settings for estimate and invoice views
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
An error message will pop up for your customer letting them know that they must select an option before they can sign and accept the estimate.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, the recurring billing will continue. The invoice will not be marked as paid, and if you have notifications set up (outside of FieldPulse), you should also receive an alert from the payment provider.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.
Yes, you can attach files and photos to your estimates and invoices and they can be sent along with the PDF to your customers. Notes can be added onto the estimate or invoice as well that appear on the PDF for the customer.When sending an estimate or invoice to the customer via the WebApp, you can also attach files and photos from the related job record in addition to the invoice record.To learn more about attaching to estimates and invoices, visit the Attaching Photos and Files to Estimates and Invoices article.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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Access & Permissions

Absolutely! This is a user permission setting that you can toggle on or off to control whether technicians have access to customer phone numbers and email addresses.User permission toggle for customer contact information accessTo learn more, see User Roles and Permissions.
Have additional questions?Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.