> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Migrate from FieldEdge to FieldPulse > Move your jobs, dispatching, flat rate pricing, and agreements from FieldEdge to FieldPulse, with a full terminology map and setup steps. > **Who uses this:** Admins — importing data and recreating your account setup in Company Settings requires admin access. **Availability:** All regions. This guide moves your data and workflow from FieldEdge to FieldPulse. Both platforms are built for the trades and share the same core structure — [jobs](https://www.fieldpulse.com/features/job-management), [dispatching](https://www.fieldpulse.com/features/scheduling-and-dispatching), flat rate pricing, [maintenance agreements](https://www.fieldpulse.com/features/maintenance-agreements), and reporting — so most of the move is learning the new names for things you already do and recreating your setup once. ## Overview FieldEdge and FieldPulse cover the same core workflows: jobs, dispatching, flat rate pricing, maintenance agreements, and reporting. The terminology differs in a few key areas, which the terminology reference below maps in full. The migration has three parts: import your existing data (customers and items), recreate your account setup (users, workflows, and settings), and learn where each day-to-day task lives in FieldPulse. ## Before you begin * **Export from FieldEdge:** export your customer list and your item/price catalog to Excel, Google Sheets, or CSV using FieldEdge's own export tools — the exact export steps vary by FieldEdge plan and are not covered here. Keep your open work orders, estimates, and agreements accessible for reference during setup. * **Prep for import:** FieldPulse brings your data in with its own import tools rather than a direct FieldEdge connection. Review [How to Import Data into FieldPulse](/settings/data/importing-data) and [How to Import Customers](/settings/data/importing-customers) before you start. * **New to FieldPulse?** Start with [Welcome to FieldPulse](/getting-started/welcome/overview) for an orientation to the platform. ## Terminology reference Here is how FieldEdge terminology maps to FieldPulse. Use this table as your translation key while you set up FieldPulse and while your team learns the new workflow. | **FieldEdge** | **FieldPulse** | | --------------------------------------------------------------- | -------------------------------------------- | | Work Order | Job, Service, Project, or Work Order | | Additional Site Visit (within a Work Order) | Site Visit | | Call Notes | Job Notes | | Lead Source / Call Lead Source | Lead Source (on Customer record) | | Finalize / Finalization | Finalize Invoice | | Quote (Single Option) | Estimate, Quote, Bid, or Proposal | | Multi-Option Quote | Estimate Options | | Proposal Pro / Good-Better-Best | Estimate Options + Add-On Options | | Invoice | Invoice | | Paperless Invoicing | Email invoice via FieldPulse | | Dispatch Board / Smart Dispatch Board | Dispatch View (within Schedule) | | List View (dispatch) | Schedule list view | | Auto-Assign | Find Availability | | Crews | Teams | | Customer record | Customer | | Service Location | Location (on Customer record) | | Parent / Child (commercial accounts) | Parent Customer / Related Customer | | Equipment (on customer record) | Customer Assets | | Consumer Management Portal | Customer Portal | | Pricebook | Pricebook (flat rate job tool) + Item List | | Parts (individual items) | Product (in Item List) | | Service Agreements / Maintenance Agreements | Maintenance Agreements | | CSR (Customer Service Representative) | Administrator or Team Manager | | Dispatcher | Administrator or Team Manager | | Technician | Service Agent | | Admin | Administrator | | Manager | Team Manager | | Performance Pay | Commission | | FieldEdge Payments (Xplor Pay) | FieldPulse Payments | | Stored card | Payment Method on File | | Xplor Capital (financing) | Wisetack or Acorn Finance | | Warehouse Inventory Management | Inventory (Hubs) | | Purchase Orders | Purchase Orders | | Performance Dashboards | Pulse Dashboard + Custom Reporting Dashboard | | Work Order Profitability | Job Costing | | Tech Time Tracking | Timesheets | | Technician statuses (Pending / Traveling / Working / Completed) | Custom Status Workflow | | Custom Forms (Task Type + Equipment Type Forms) | Custom Forms | | FieldEdge mobile app | FieldPulse mobile app | | 2-way SMS | Engage (SMS + VoIP) | | Review management (Podium, Birdeye) | Review Management | ## Import your customers and items Bring your customer base and item catalog into FieldPulse with the import tools before you start creating jobs. 1. Import your customer list. Follow [How to Import Customers](/settings/data/importing-customers) to download the mass import template, fill it in from your FieldEdge customer export, verify the records, and upload. 2. Import your items. Build your Item List by importing your Products (FieldEdge Parts) with the item import template — see [How to Import Your Item List](/settings/data/importing-item-list). 3. If you sync FieldPulse with QuickBooks, do not import customers or items — the sync brings both your customers and your items into FieldPulse automatically. ## Recreate your account setup Work through these in order. Users, tags, and workflows should be in place before you create jobs. ### Users and teams 1. Add team members in **Company Settings > User Accounts**. Create each user and assign a role: Administrator (equivalent to FieldEdge Admin), Team Manager (equivalent to Manager, Dispatcher, or CSR), Service Agent (equivalent to Technician), or Limited Agent (mobile-only). 2. Create teams in **Company Settings > User Accounts > Teams**. Recreate your FieldEdge Crews as Teams and assign users to each. ### Custom status workflows 1. Recreate your job statuses in **Company Settings > Jobs > Custom Status** — for example, Pending, Traveling, Working, and Completed. Configure notification triggers on statuses that send customer communications, particularly the Traveling / On The Way status for ETA notifications. 2. Set up estimate statuses in **Company Settings > Estimates & Invoices > Estimate Custom Status**, and configure notification triggers where needed. 3. Set up invoice statuses in **Company Settings > Estimates & Invoices > Invoice Custom Status**, and configure statuses and notifications. ### Company and financial settings 1. Enter your company information in the **Company Settings > General** tab (name, logo, contact information). 2. Set a default tax rate in **Company Settings > Estimates & Invoices > General**, or enable automatic tax rates in **Company Settings > Features & Plug-Ins**. 3. Build estimate templates from the **Estimates** tab under Sales: **Templates > New Estimate**. 4. Build invoice templates from the **Invoices** tab under Sales: **Templates > New Invoice**. 5. Enable payment processing in **Company Settings > Features & Plug-Ins > FieldPulse Payments** and start your application. ## Create and dispatch a job Create a job the way you created a Work Order in FieldEdge, then dispatch it from the Schedule. 1. Go to **Jobs > Create Job** and search for your customer. If the customer does not exist yet, create the customer first under **Customers**. 2. Fill in the job title and notes. 3. Assign a user or team and set a date and time. Use **Find Availability** to see open time slots before scheduling. 4. Apply any relevant **Tags** — the equivalent of FieldEdge's job category fields. 5. Save the job. It appears in the Dispatch View and on the assigned technician's schedule. To add another visit to the same job without creating a new record, open the job and add a **Site Visit**. Watch the [job creation walkthrough video](https://www.loom.com/share/8b72a36647e849cd8b5b983dcdb28de9) to see these steps in FieldPulse. The written steps above stand on their own.