Field Service CRM

Top-of-the-line CRM software that provides a centralized hub of easily accessible information about each of your customers and their related entities. Keep detailed, customizable customer records that store comments, manage photos, track job updates, and more. With FieldPulse, your entire team gets the insights they need to deliver a high-quality, personalized experience that helps you build and maintain relationships.
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FieldPulse Customer Relation on Mobile Phone
FieldPulse Customer Record on Desktop App

Customer Records

With FieldPulse Customer Records, you can sort customers by individual customer information or companies with multiple contacts. You can even associate certain customer profiles with one another. Every profile provides multiple points of contact for customers with a detailed history for seamless communication across your team. Each profile links customers’ signed documents, previous jobs and projects, invoices, and estimates — even the ones they didn’t accept.

  • Segment your customers into lists to refine your sales process and identify opportunities and track them as they move through the sales process
  • Organize with custom fields and tags so you have the information you need for each customer — like lead sources and gate codes
  • Upload and store photos, PDFs, and custom forms to quickly answer customer or technician questions
  • Set user permissions so only managers can see full customer profiles

Customer Communications

Never be left wondering if email requests for payments or sales got lost in the shuffle or leave your customers in the dark waiting for their technician to show. FieldPulse makes it easy to stay in touch with customers and keep an eye on communications.

Easily send email and SMS communications directly from the app and see when emails bounce or are opened by clients.

With FieldPulse, you can even speed up time-consuming, repetitive tasks like data entry, reminders, and follow-ups with automations. Set up emails to send when jobs are created or when the status changes to canceled or paid.

FieldPulse Customer Communication Review on Desktop and Mobile App
FieldPulse Custom Status Pipeline on Desktop and Mobile App

Custom Sales Pipelines

Create your own custom pipeline for your customer process and track opportunities throughout the lifecycle. From the initial touchpoint to the final sign off, never miss a step in the process with quick-fill ‘Next Steps’ and status updates.

Booking

FieldPulse’s Customer Portal allows customers to send messages and book jobs with ease. Get a custom landing page you can link to or embed on your website or Facebook account with a custom URL, welcome text, and description. Then, set up your booking portal to include availability, appointment duration, and time intervals between jobs — or just a simple contact form so visitors can send you a quick message.
FieldPulse Integrated Phone Service Engage on Desktop and Mobile App

Engage Phone System

Upgrade your experience with FieldPulse’s integrated phone system. With FieldPulse Engage, you can separate your team’s personal and business communications and give technicians individualized work numbers so their personal lines stay private and you can jump into conversations fast.

Technician busy with a customer and can’t answer their phone? Have a frustrated customer and need to step in and defuse the situation? By using Engage, you and your office staff can easily catch up on conversations inside the app and respond directly via an interactive chat.

Get unlimited calls and texts for up to 5 lines for just $39/month.

Customer Portal

FieldPulse’s Customer Portal gives your customers the power to view all of their jobs, estimates, invoices, and payments, so they can see all the information they need when they need it. Customers can edit their contact information, check payments, schedule a new job, view all their jobs and projects along with job notes, and download any files associated with their account including previous estimates and invoices.
FieldPulse Customer Portal on Desktop App

Integrations

Do more in less time with FieldPulse’s QuickBooks Online and Zapier integrations. FieldPulse offers one of the most complete, seamless syncs with QuickBooks allowing you to sync customers, estimates and quotes, invoices, and payments between your accounts with ease. Import your customers in seconds and then connect FieldPulse to Zapier to pull in new customer records and lead service emails from sources like Angie’s List and Thumbtack.
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