About FieldPulse

FieldPulse is an all-in-one field service management solution that helps mobile service businesses manage customer data, schedule jobs, create and send invoices and estimates, track payments, and get insight into business operations. The solution adapts to businesses of all sizes and industries, and can be accessed via desktop or the native mobile app for Android or iOS.

Job scheduling and dispatching features allow users to assign jobs to an individual or team using quick entry forms. Users are able to attach job notes, files, photos and comments to help field techs efficiently complete the job. FieldPulse’s built-in CRM enables users to view all customer related files including invoices, photos, payments, estimates, and more. Employees can create estimates, quotes, and proposals using their mobile device, with electronic signature functionality for immediate approval.

FieldPulse automatically logs all status updates to the activity feed, including a timestamp and a geotag of the user’s location. Job records can be divided into subtasks with individual due dates, descriptions, assigned members, due date/time, and more. All invoices can be stored in the repository, along with templates for commonly used invoice items. The platform helps users stay on top of estimates with payment status tracking features that remind users of open estimates and invoices, as well as overdue outstanding invoices.

FieldPulse sends mobile notifications with individually customized settings to assigned team members, alerting them about an upcoming job. The platform enables a variety of user roles and permissions that allow specific access and functionality based on a user’s job function. Integration with Square automatically links invoices and accepts payments from customers, whether at the office or in the field.

Pricing starting from:

USD 65.00/month

  • Free Trial
  • Free
  • Subscription

Key benefits of FieldPulse

  • FieldPulse helps organizations cut down on paperwork and administrative tasks by sending proposals and invoices, scheduling jobs, and receiving payments via mobile phone.

  • Organizations are able to manage customer information with the built-in CRM, and keep track of payments, past jobs and invoices.

  • FieldPulse helps increase efficiency with automated scheduling and various schedule views ranging from daily agendas, map plots, and team gantt charts.

  • The platform keeps teams up-to-date and on track with job status updates, job assignment alerts, and reminder notifications.

  • With FieldPulse’s invoice status lists, users can view open estimates, invoices and overdue outstanding invoices, even while on the go.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, Australia

    Supported Languages

    English

    Pricing starting from:

    USD 65.00/month

    • Free Trial
    • Free
    • Subscription

    Images

    FieldPulse is available for iOS, Android, and via computer WebApp
    View a daily agenda and attach job notes, comments, files, and photos
    Multiple schedule views including team gantt charts
    Keep a pulse on activities around the business with automatic update logs
    Create and manage customer profiles with the built-in CRM
    Create estimates and invoices for customers with PDF conversion
    Field agent geolocation tagging to confirm that team members reach or leave the job site
    Task management enables users to add task name, description, assign team members, due date/time, and status
    The invoice item repository allows users to insert pre-defined invoice line items
    View open estimates and invoices as well as overdue outstanding invoices
    View 11 more
    FieldPulse video
    FieldPulse screenshot: FieldPulse is available for iOS, Android, and via computer WebApp FieldPulse screenshot: View a daily agenda and attach job notes, comments, files, and photos FieldPulse screenshot: Multiple schedule views including team gantt charts FieldPulse screenshot: Keep a pulse on activities around the business with automatic update logs FieldPulse screenshot: Create and manage customer profiles with the built-in CRM FieldPulse screenshot: Create estimates and invoices for customers with PDF conversion FieldPulse screenshot: Field agent geolocation tagging to confirm that team members reach or leave the job site FieldPulse screenshot: Task management enables users to add task name, description, assign team members, due date/time, and status FieldPulse screenshot: The invoice item repository allows users to insert pre-defined invoice line items FieldPulse screenshot: View open estimates and invoices as well as overdue outstanding invoices

    Features

    Total features of FieldPulse: 126

    • Accounting Integration
    • Activity Dashboard
    • Activity Tracking
    • Ad hoc Reporting
    • Assignment Management
    • Audit Trail
    • Auto-Responders
    • Automated Scheduling
    • Automatic Backup
    • Automatic Notifications
    • Billing & Invoicing
    • Billing Rate Management
    • Business Analysis
    • CRM Integration
    • Calendar Management
    • Calendar Sync with Google
    • Charting
    • Chat
    • Client Management
    • Client Portal
    • Communication Management
    • Compliance Management
    • Contact Database
    • Contact History
    • Contact Management
    • Contract Management
    • Cost Analysis
    • Cost Estimating
    • Cost Tracking
    • Credit Card Integration
    • Credit Card Processing
    • Custom Fields
    • Custom Forms
    • Customer Accounts
    • Customer Activity Reporting
    • Customer Database
    • Customer History
    • Customer Segmentation
    • Customizable Reporting
    • Customizable Templates
    • Data Import/Export
    • Digital Signature
    • Dispatch Management
    • Document Storage
    • Document Templates
    • Drag & Drop Interface
    • Electronic Payments
    • Electronic Signature Capture
    • Email Alerts
    • Email Integration
    • Email Invitations & Reminders
    • Email Notifications
    • Email Tracking
    • Employee Management
    • Estimating
    • Expense Tracking
    • File Management
    • GPS
    • GPS Integration
    • Gantt Charts
    • Geographic Maps
    • History Tracking
    • Inventory Management
    • Inventory Tracking
    • Invoice Management
    • Job Management
    • Job Scheduling
    • Job Tracking
    • Location Tracking
    • Maintenance Scheduling
    • Mobile Alerts
    • Mobile Integration
    • Mobile Signature Capture
    • Monitoring
    • Multi-Location
    • PDF Conversion
    • Partial Payments
    • Profit / Loss Statement
    • Profitability Analysis
    • Progress Tracking
    • Project Estimating
    • Project Notes
    • Project Time Tracking
    • Project Tracking
    • Proposal Generation
    • Purchase Order Management
    • QuickBooks Integration
    • Quote Management
    • Real Time Data
    • Real Time Monitoring
    • Real Time Notifications
    • Real Time Reporting
    • Real Time Updates
    • Receiving
    • Recurring Tasks
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Role-Based Permissions
    • SMS Integration
    • SSL Security
    • Sales Analytics
    • Sales Reporting
    • Sales Tax Management
    • Sales Tracking
    • Scheduling
    • Search Functionality
    • Status Reporting
    • Status Tracking
    • Subcontractor Management
    • Summary Reports
    • Tagging
    • Task Management
    • Task Planning
    • Task Scheduling
    • Task Tracking
    • Team Calendars
    • Third Party Integration
    • Time & Expense Tracking
    • Time Clock
    • Timesheets
    • To-Do List
    • Website Integration
    • Work History
    • Work Order Management
    • Workflow Management

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    Reviews

    Overall rating

    4.6 /5
    (47)
    Value for Money
    4.7/5
    Features
    4.2/5
    Ease of Use
    4.5/5
    Customer Support
    4.7/5

    Already have FieldPulse?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 47
    Lou D.
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    I finally found what I was searching for!

    Reviewed on 01/05/2020

    So far so good!

    So far so good!

    Pros

    The features are great and they actually work! After trying every software on capterra and more, FieldPulse allowed me to stop looking and get back to business. As an owner/operator I'm able to access the features I need in the field as well as the desktop. All the features are there in addition to many customization options. And the support is second to none. I've been able to get a human at all hours of the day and they are dedicated to customer satisfaction. Getting set up was a breeze and the support team guided me every step of the way (when needed). A slick gui AND good functionality? I'll take it.

    Cons

    It could be more customizable, but isn't too limited. There are certain features that I'd like to see that aren't currently present, but then again no one does it all. And any software that had these features certainly lacked in most others. The team is also very responsive and interested in user feature requests. Sure, it's got it's bugs here and there. But when I mention one, the team usually knows about it and are on it already. That, or it was user malfunction.

    Response from FieldPulse

    Lou, thanks for taking the time to leave that review! We're inspired by business owners like you. So it means a lot to us when you note that our product is feature rich and still getting better. Cheers to your success!

    --Dennis Behrman | Head of Marketing

    Jason S.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    FieldPulse - The all around software solution for contractors and service providers!!!

    Reviewed on 04/12/2019

    Overall, I think FieldPulse is one of the biggest contenders out there. Even up against...

    Overall, I think FieldPulse is one of the biggest contenders out there. Even up against Co-Construct and BuilderTrend which are priced way out of the hands of single person or small businesses to be able to incorporate and try and they don't even trial their software. FieldPulse has pretty much the features to be able to run a successful contracting or field service company.

    Pros

    What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business.

    Cons

    Wish they had estimating options as well as item/service database features, but after talking to a rep, it looks that they are continually working on it and puts my expectancy on these features at ease knowing that they are improving all the time.

    Response from FieldPulse

    Jason, thanks so much for the review. It's hard working entrepreneurs like you that keep us motivated to build a great contractor platform.

    We are always improving the platform, and your comment about item/service database is clutch. We will have some tremendous new features to announce in the coming months, so stay tuned.

    Please always let us know if we can help in anyway. Our customer success team all sits right next to me here in Dallas, Texas and we love hearing from you guys!

    --Gabriel Pinchev, CEO

    Ty D.
    Overall rating
    • Industry: Construction
    • Company size: Self Employed
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 5.0 /10

    Good Enough For Price

    Reviewed on 09/12/2020

    Overall it is ok for field invoices and payments, but for an overall solution to help your business...

    Overall it is ok for field invoices and payments, but for an overall solution to help your business run better it lacks in some areas. Probably worth paying more for others, after using a different software for my other business for the last 5 years I expect more out of this software, however Field pulse is considerably less expensive than the other software we use. They will probably continue to improve this though so with the cost effectiveness may be worth it in the long run.

    Pros

    It made it easy to invoice and take payment in the field to avoid chasing money after the service call. Does ok for the cost.

    Cons

    There are several features that are missing and or do not work well for our company. The reporting could be better, but there is no customer statement function and if you have related customers(which is for a customer with multiple service locations) they are not tracked together and there is no way to send an easy to read statement of all invoices for a particular customer with multiple locations. The Quick Books syncing is terrible and is mostly related to QB online but they keep claiming they will make it compatible with QB desktop but have yet to, to my knowledge. The app has issues as well I have to post date my invoices so the correct date shows up when sent to the customer. Deleting and changing invoices is a pain and when the QB sync screws up with payment it sometimes still says invoiced when it has been paid and there is no way to manually change the status.

    Matt R.
    Overall rating
    • Industry: Consumer Services
    • Company size: 2-10 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    New user

    Reviewed on 08/12/2020

    I am solving the communication barrier between my field technicians and office administration....

    I am solving the communication barrier between my field technicians and office administration. Providing one platform to use as a CRM and field management tool as well as a direct line of communication between all parties is definitely nice. Even with all the app glitches, and all the time spent trying to upload photos or dealing with no network service while in the field, i think it is promising and worth sticking with you guys while having faith that you will eventually perfect it and get the kinks worked out.

    Pros

    Scheduling features are nice and intuitive compared to your competitors software. Ability for team to easily access service history and customer equipment is also a huge benefit to us.

    Cons

    All the bugs on iOS. I have taken a dozen or so screenshots of all the glitches i have encountered just in the 2-3 weeks I’ve been using the app. Have to force close and restart app numerous times a day. Will try on other devices before we decide if we are going to roll this out or continue our search for CRM / field management software.

    Tommy D.
    Overall rating
    • Industry: Construction
    • Company size: 2-10 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best CRM

    Reviewed on 25/01/2020

    We are an electrical service business and Fieldpulse has a been a huge deal in helping us manage...

    We are an electrical service business and Fieldpulse has a been a huge deal in helping us manage our business activities on a daily basis. We are able to track all customers, projects, jobs, money. We are able to create estimates and invoice.

    Pros

    Fieldpulse is a robust CRM that has many useful functions and the team continues to add to it. I have used other CRM's including jobber and none are as good as Fieldpulse. The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software. I believe this is something I have not seen in any other CRM.

    Cons

    It can be quicker at loading pages. Would like to see estimate function be stronger such as integrating an estimate program or create one internally that would streamline for anybody to be able to use in the field and not just experienced users. Would like to see Fieldpulse integrate with many other apps like other softwares such as Zapier, Waveapps, Mailchimp.

    Response from FieldPulse

    Tommy, thanks so much for your great review. At the end of the day, our goal is to help you make more money and win back time. We're so glad that we can help your electrical business every day.

    Cheers,
    Gabe Pinchev, CEO

    Showing 5 reviews of 47 Read all reviews

    FieldPulse FAQs

    Below are some frequently asked questions for FieldPulse.

    FieldPulse offers the following pricing plans:

    • Starting from: USD 65.00/month
    • Pricing model: Free, Subscription
    • Free Trial: Available

    FieldPulse starts at only $65 per month for the first user. Pricing for additional users is based on their role: - Service Technicians: $10 per user per month - Managers: $20 per user per month Save 15% when you commit to an annual plan!

    FieldPulse offers the following features:

    • Assign jobs based on relative location
    • Attach job notes and comments
    • Browser WebApp
    • Built-in CRM
    • Create and send estimates
    • Create estimates, quotes, or proposals for customers
    • Customer management
    • Customer profiles
    • Dispatch management
    • Electronic signature
    • File and photo attachments
    • GPS map view
    • Gantt based scheduling tools
    • Geolocation tagging
    • Invoice item repository
    • Invoice item templates
    • Invoice mangement
    • Mobile alerts
    • Mobile payments
    • Multiple schedule views
    • Notifications
    • PDF generation
    • Payment history
    • Payment status tracking
    • Quotes / estimates
    • Reminders
    • Scheduling
    • Send itemized proposals
    • Service history tracking
    • Status updates
    • Subtasks
    • Task management
    • User roles and restrictions
    • iPhone and Android apps

    FieldPulse has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    FieldPulse supports the following languages:

    English

    FieldPulse supports the following devices:

    Android, iPhone, iPad

    FieldPulse integrates with the following applications:

    NiceJob, QuickBooks Online, Square Point of Sale, Xero

    FieldPulse offers the following support options:

    Online Support, Knowledge Base, Phone Support, Video Tutorials, FAQs

    Related categories

    See all software categories found for FieldPulse.