- 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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- Can I create company customer profiles in addition to individual customer profiles?+
Yes, FieldPulse allows you to specify whether the customer profile is an individual or a company, changing how the customer profile is displayed throughout the app. Both profile types still allow you to designate a primary point of contact and a secondary point of contact.
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- What information do customer profiles manage?+
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.
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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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- How much does FieldPulse cost?+
FieldPulse provides a 14 day free trial. After that, FieldPulse offers flexible month to month, no commitment plans to match your needs starting at $20 for the first user. Additional users begin at $5 depending on their role or free if they simply need to be assigned to jobs for management purposes. You can register through our website, where you can also manage your additional team member accounts. With FieldPulse, you only pay for the users you need and when you need them. We understand there may be periods where you require more staff and others where you may require fewer. Team members can be added, removed, and activated or deactivated as needed. Any applicable charges accrued will be prorated, so you only pay for the portion of the month that was actually used.
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- Which devices are supported?+
FieldPulse is available for iPhone, iPad, Android phones, Android tablets, and computer browsers. The WebApp is accessible from any web browser. Your team members can operate on different device types; an iPhone, Android mobile phone, and WebApp users can all be on the same team.
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- How secure is FieldPulse?+
FieldPulse takes protecting your information seriously. All of your FieldPulse data stays on our secure servers and is password protected by your login.
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