Recurring Jobs
With our recurring jobs feature, you can create a job once, and then set it to re-occur on a regular basis at an interval you choose.
Site Visits
We get it, running a service business means juggling a lot of moving parts. Site Visits let you schedule additional appointments tied to a single job,…
Assets
With our Asset Management feature, you’ll be able to track all of your information on customers’ assets for maintenance agreements. Record and store…
Creating a Job
Got a new job to schedule? You can create one in FieldPulse from anywhere, whether you’re at your desk on the web app or out in the field on mobile. Link…
Job Templates
When the same kind of job comes up again and again, Job Templates let you pre-fill job details (title, location, notes, scheduling parameters, custom…
Employee Timesheets
As an admin or manager, you can view your team member’s timesheets on a daily, weekly, or monthly basis, as well as open the team member’s specific log to…
Booking Portal
Allow customers to contact you, submit requests, and book appointments through your website. Easily customize the time slots available to your customers…
Comments
The Comments feature in FieldPulse enhances collaboration among your team members and facilitates seamless communication with customers through our…
Maintenance Agreements
When you have customers who need recurring service, Maintenance Agreements let you set the schedule once and FieldPulse handles the job creation,…
File Management
You can share files from FieldPulse straight from a record, a customer communication, or right inside an estimate or invoice. Pick the file, choose how to…
Subtasks
FieldPulse’s main record type is called a Job. A job record requires a customer and a title, but it also commonly includes a start and end date/time, and…
Managing Unassigned & Unscheduled Jobs
You can create jobs in FieldPulse that are not assigned to a particular team member or scheduled ahead of time. For example, you may have a job to…
Setting a Customer Arrival Window
Let your customers know when to expect you! You can set a Customer Arrival Window date/time on jobs. This can be used in customer communication templates…
Dynamic Job Reports
Utilize the data from your job records to generate a dynamic report and/or PDF! Create an individual job report or combine multiple jobs into a single,…
Custom Tags for Jobs
You can create custom tags for your jobs to organize and color code them to make the schedule even easier to read at a glance.
Custom Fields on Job Records
You can create custom fields for your job records to store and display any data you wish. With the ability to set the order of your custom fields and add…
Custom Status Workflows
Custom statuses allow your team and your customer to know the current stage each job, project, or material list is in. You can even track the amount of…
Creating a Task
Tasks are non-billable events that will appear on the calendar. These tasks do not need to be assigned to any specific customer, and can be customized and…