Setting Up Customer Custom Fields
Add custom fields to FieldPulse customer records to capture details like serial number or filter size, and control which roles can see each field.
Setting Up Customer Statuses
Set and change the status on a FieldPulse customer record to track where each customer stands in your sales process, and filter customers by status.
Setting Up Price Tiers
Enable price tiers in FieldPulse and assign each customer a tier that applies a markup or discount to their estimates, invoices, and flat-rate jobs.
How to Create a Customer
Add a customer record in FieldPulse from the web app or mobile so you can attach jobs, estimates, and invoices, and track where the account stands.
How to Create Related Customers
Link one company’s separate service locations under a parent customer in FieldPulse so each location keeps its own jobs while staying under one account.
How to Merge Duplicate Customers
Combine two duplicate customer records in FieldPulse into one, choosing which details to keep, while their jobs, invoices, and history are preserved.
How to Manage Multi-Location & Multi-Contact Customers
Add additional contacts and service addresses to one FieldPulse customer record, star the main location, and link each contact to the address it serves.
How to Tag and Sort Customers
Create and apply custom customer tags in FieldPulse, view customers by tag, and manage your tag list to filter and report on customer segments.
Customer Record Field Details
Look up every field on a FieldPulse customer record — status, account type, contacts, service addresses, tags, price tier, notes, and custom fields.