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FAQs

Frequently asked questions about FieldPulse

Does FieldPulse integrate with Square Mobile Payments?+
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.

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Is there a way to store common invoice line items and equipment used for invoices to quick entry?+

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.

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Can FieldPulse tell me the location of my team members?+

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 customer job site on time and completed the job as indicated.

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Can I attach notes and files to job records?+

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.

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I don’t have any other employees. Will I benefit from using FieldPulse?+

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.

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Can I cancel at anytime?+

Yes, FieldPulse offers flexible month-to-month plans which can be cancelled at any time. The remainder of the month in question will be prorated.

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What if I get a new phone or computer?+

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.

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What is FieldPulse?+

FieldPulse is business management software as a service designed for mobile 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.

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