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Who uses this: Everyone on your account — owners, office staff, and field techs; the account setup step is admin-only. Availability: All regions.
Welcome to FieldPulse, and thanks for joining. This page is the starting line for getting your team working in FieldPulse: sign in for the first time, install the mobile app, set your notification preferences, and follow the quick-start guides to run your first customers, jobs, and invoices. The FieldPulse team gathered for a group photo in the office

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Overview

FieldPulse is the field service management system your office and your field teams share — customers, scheduling, jobs, estimates and invoices, and payments in one place. New accounts usually start the same way: an admin sets up the account, the team installs the mobile app, and everyone works through a first job end to end. This page points you to each of those steps in order. If you are switching from another platform, you do not have to rebuild everything by hand — follow the migration guide for ServiceTitan, Housecall Pro, Jobber, Service Fusion, or FieldEdge. Moving off paper or spreadsheets? Start with How to Import Customers.

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Your first steps

Work through these in order. Each step links to the full guide.
  1. Log in for the first time. Your email address is your login ID. If your admin left Set Password blank when creating your user account, FieldPulse sends a password reset link to that email address so you can set your own password; otherwise, your admin shares the password with you directly. Sign in to the web app at webapp.fieldpulse.com.
  2. Set up your account. Add your company info and logo, turn on the features you need, and set your defaults — start with Setting Up Your Account. This step is admin-only.
  3. Add your team. Create a user account for each person who needs access — see How to Add New Users.
  4. Install the mobile app. Download FieldPulse for Apple or Android so your techs can work from the field. Then read the mobile app overview for your role: Admins and Team Managers, Service Agents, or Limited Agents.
  5. Set your notification preferences. Choose which alerts you receive at webapp.fieldpulse.com/my-settings — the Notifications Overview walks through every option.
  6. Run your first workflows. Follow the quick-start guides to move through the core work: the Customers & Scheduling Quick Start, then the How to Create Your First Estimate or Invoice.
  7. Lock down access (optional but recommended). Set up Google single sign-on so your team logs in with their existing Google credentials, and two-factor authentication for a second layer of security.

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Where to get help

You have three ways to reach support and training as you go: For phone and email support options, see How to Reach FieldPulse Support. For the FieldPulse privacy policy, visit fieldpulse.com/privacy-policy.