FieldPulse

FieldPulse

Requires FieldPulse account.

Streamline and elevate your business with the best field management app. FieldPulse field service app’s full suite of tools is available on mobile, tablet, and web browser including:

– Employee Work Schedule Maker
– Field Service Dispatch
– Contractor Estimate & Invoice Generator
– Payment Tracker with Reminders & Payment Calculator
– Sales Tracker
– Contract Maker
– Mobile CRM (Customer Database)
– Inventory Tracking
– Time Clock For Employees & Timesheets
– Work Order & Purchase Order Generator
– More!

WHAT’S INSIDE

Employee Work Schedule Maker, Field Service Dispatch
FieldPulse’s easy field service software makes dispatching field service workers and job scheduling a breeze with the mapping and route planning app feature and convenient field service dispatch organization. The work schedule app feature makes contractor scheduling simple and efficient
-Map Based, Drag N Drop Scheduling
-Color Coded Job Tags
-Google Calendar Integration
-Easily Mobile Time Clock For Employees & Timesheet Tracking With GPS Location Tagged Time Entries
-Project Management
-Task Management
-On My Way Notifications
-Work Order Management
-Route Planning

Contractor Estimate & Invoice Generator App
Send contractor estimates and invoices to field service customers with ease. The contractor estimate and invoice generator app quickly generate a service work estimate and field service invoice for any job. Attach contracts, pull items from the pricebook, and esign your mobile signature to PDF documents through the app or email.
-Pricebooks
-Good, Better, Best Pricing Options
-Profit Tracker: Sales & Profits
-Reporting
-Recurring Invoicing
-Detailed Estimates
-E-sign PDF Documents
-Contracts
-Proposals
-Custom Fields
-Custom Form Maker

Payment Calculator & Payment Tracker
Along with contractor estimates and invoices, FieldPulse has a business management app to help when taking payments and sending payment reminders.
-Recurring Payments
-Customer Financing
-Payment Tracker for Sales and Profit Reporting
-Payment Calculator built-in for Discounts, Partial Payments
-Commission Tracking

Mobile CRM – Customer Database
FieldPulse’s customer management system is built for contractors out at a field service job who need their CRM mobile in order to access a customer list with payment record. Fieldpulse’s CRM business management app is the perfect CRM for small business owners who want a CRM database that integrates with a bookkeeping app like Quickbooks, Xero or another CRM app to manage email templates better, use the sales tracker or automate email messages.
– Send Emails & SMS Communications with optional automated triggers
– Integrated Phone System
-Customer Portal
-Customer Booking Page
-Custom Sales Pipeline
-Review Management
-Maintenance Agreements

Business Management

Keep your customer information and financial record secure and a 360 eye on your business.
-User Roles & Permissions
-Activity Tracker and Logs
-File/Photo Storage and Management
-Internal & External Notes

Mobile Inventory Management for Small Business With Purchase Order Generator

Manage inventory on the go with FieldPulse’s small business inventory management software. Create your own inventory list from suppliers or use the FieldPulse inventory management app with built-in integration with Reece (AUS only). Set your inventory tracker to reduce inventory levels as products are added to invoices and estimates, by complete inventory or per truck. Restock or order new supplies with the purchase order generator in Fieldpulse’s field service management app. Track inventory orders from stored suppliers, and schedule purchase orders for delivery or pickup on specific dates and times. You can even link purchase orders to the associated job, invoice, estimate, or customer, making it the perfect inventory app for small business owners on the go.