Quickly send templated customer communication emails and SMS messages with just a few clicks right from FieldPulse. Using job record fields and customer profile values, you can create templates for communications to your customers.
No more copying, pasting, and editing your customer emails. When a template is used for a customer communication, the field values are automatically filled in based on your job and customer data to make sending emails a breeze. You can also include a calendar invite attachment in your emails so that your customers can quickly add your appointment to their calendar!
Easily send appointment confirmation emails, reminders, change notices, estimated arrival notifications, follow ups, and more!
“I’ve used FieldPulse from day one of our HVAC business. Couldn’t be happier with the way it streamlines invoicing, estimates, customer linking to QuickBooks. I’m able to do everything from my smart phone in the field.”
“I am really enjoying this program. My service tech used it for the first time today, and he enjoyed how he had all the information right in one spot. All the job info!”
“Hey there, just wanted to say great job on the new invoicing system. Totally makes QuickBooks invoices obsolete for us.”