Valentine’s Day PROMO | Get Sales Suite FREE before 2/14!
Ready to transform your business?

Frequently asked questions​

Take a look at our frequently asked questions below. Don't see an answer to your question? Start a chat, contact us, or consult our help center.

Screen Shot 2023 12 15 at 9.49 2

General FAQs.

FieldPulse is a business management software for service businesses who need to better manage their customer data, schedule jobs for employees, create invoices and estimates, track payments, and have better insight into their business operations. FieldPulse can be used via your mobile phone or computer. This is also known as a Field Service Management application.

Field service management software is a category of software platforms for service businesses to run their business. While ‘HVAC software’ is considered field service management, not all field service management software is designed for HVAC.

FieldPulse is a field service management application specifically designed for HVAC companies with features such as maintenance agreements, asset management, HVAC flat rate pricebooks, HVAC system configuration price books, good better best proposals, and more.

FieldPulse is for businesses who want to improve their customer data management, job scheduling, and invoicing processes. For example, instead of waiting to handwrite and mail out invoices, you can send an invoice for completed work in seconds at the job site or in the office with FieldPulse. All the relevant info is automatically included in the invoice; you can make any changes as needed and send directly to your customer via email, meaning you can get paid quicker.

FieldPulse also knows when you’ve sent an invoice out and when it’s been paid, so you can track whether your customer has paid for the service. FieldPulse allows you to quickly schedule jobs and dispatch team members, notifying them of their newly assigned work and equipping them with all necessary information to perform the job.

FieldPulse also helps you manage customer information and history including all jobs, invoices, photos, files, and comments attached to the customer profile. By organizing all these functions for you, FieldPulse can save you time and effort while allowing you to better serve your customer.‍

All types of mobile service businesses and contractors use FieldPulse to manage their business. Typical companies include HVAC, electrical, plumbing, specialty contractors, service businesses, handymen, and more, but any business with team members out in the field servicing customer with scheduling, customer management, and invoicing needs can benefit from using FieldPulse.

Most FieldPulse customers range from one-man operations to 100 employee teams.

All FieldPulse data is housed on our secure servers. Simply logging in to FieldPulse on a new device will synchronize the new device to match your existing records, so you never need to worry about new devices.

Quickbooks is primarily meant for accounting and bookkeeping. HVAC Software like FieldPulse has more robust business management tools that are specifically catered to HVAC businesses. FieldPulse integrates with Quickbooks to easily manage accounting and bookkeeping.

FieldPulse takes protecting your information seriously. All of your FieldPulse data stays on our secure servers and is password protected by your login

All pricing information can be found on our pricing page

Using FieldPulse.

Customer profiles not only allow you to store basic information such as First Name, Last Name, Company Name, Email, Phone Number, Address, and Notes, but they also store documents related to the customer such as job records, invoice records, customer comments, invoice PDFs, photos, and other files. Customer profiles show you the entire customer history and relevant files.

Customer profiles can also have related customers and locations.

With FieldPulse, you can customize your workflows based on how your business runs. You can add new team members at any time. 

FieldPulse is designed to accommodate your simple or advanced team structure. Whether you operate in multiple teams or a single team, each team can be run by a team manager with various team members under their control. 

Yes, FieldPulse allows you to create “Invoice Item Templates” as a repository of your commonly used invoice line items. Store items such as labor rates, supplies, equipment, and more along with default prices, quantities, and descriptions. Create full invoices in just a few clicks.

FieldPulse offers different roles for employees depending on the functions they need access to. From Managers to Subcontractors, FieldPulse has roles with varying permissions to align with your company structure. If you don’t want an employee to be able to see or send out invoices, they would be assigned to the Subcontractor role, which does not allow them to see financial information. FieldPulse has a tiered pricing structure for different user types. Employees that don’t require access to all features have a lower monthly price than higher-level employees, meaning you can tailor FieldPulse to your current needs and make updates at any time.‍

Absolutely! As a small business or one-person operation, efficiency is of utmost importance. FieldPulse will make scheduling jobs, keeping track of your customers, and invoicing as quick and easy as possible, giving you the time to serve your customers and spend the bulk of your time on activities that bring in revenue.

Yes, FieldPulse allows you to add a secondary contact to both individual and company customer profiles as well as alternate phone and email addresses for the primary contact.

Yes, FieldPulse treats estimates and invoices as the same record type but with the ability to simply change the status from an estimate to an invoice. This allows you to create an estimate for a customer and then quickly transition the estimate to an invoice once the customer has approved the work. No need to recreate your estimate as an invoice.

Yes, FieldPulse is designed to handle both residential and commercial work.

Yes, FieldPulse allows you to write detailed notes for the job record in addition to attaching comments, files, and photos. Supply your team members with all the necessary information to get the job done right. Field agents can also upload files and photos as well as leave comments at the job site from the FieldPulse mobile app.

Yes, FieldPulse allows you to assign jobs to any combination of team members across multiple teams. They will be automatically notified with a push notification to their phone upon being assigned to a job.

Yes, FieldPulse tags your team member location and timestamp when updating the status of a job record. This allows you to verify that they reached the jobsite on time and completed the job as indicated.

Yes, simply authenticate into your Square account via the FieldPulse invoice administration settings and you can integrate the Square Register Mobile App into your customer invoicing workflow. Simply click “Collect Payment” on your FieldPulse invoice to automatically prepare a charge for your customer in Square.

Yes! Our team can walk you through how to authenticate your QuickBooks account with FieldPulse to help seamlessly integrate your data.

Ready To Get Started?