FieldPulse Features

This software has been easy and efficient to use. It has so many features that make running our local business much easier. The support you receive from FieldPulse is excellent and they always listen to customer feedback. They are also constantly looking to innovate the product and are consistently adding new features! We have tried many booking software and this suits our service-based business best :)

I have always been given the opportunity to suggest new features and they are valued. On numerous occasions, my suggestions have been implemented into the software. The mobile app could be improved but it is a new software so I am sure it will only get better and better. The ability to have 2 way messaging would be beneficial.

Honestly nothing. Other software does everything better. Without a year long contract

Customer service is non existent. Misleading Unethical Software is not what they say it is Integrations are terrible

Scheduling features are nice and intuitive compared to your competitors software. Ability for team to easily access service history and customer equipment is also a huge benefit to us.

All the bugs on iOS. I have taken a dozen or so screenshots of all the glitches i have encountered just in the 2-3 weeks I’ve been using the app. Have to force close and restart app numerous times a day. Will try on other devices before we decide if we are going to roll this out or continue our search for CRM / field management software.

The features I like most about this program is being able to have all of my information in one place. Being able to create customers into a service and make tags for reports. The ease of links everywhere to be able to click from any page is a real plus.

Linking a service with an invoice, having to 'load more' when trying to find a client instead of being able to just scroll, calendar needs to be more flexible the views of that are hard to navigate when you are in a hurry scheduling a client.

The FieldPulse program is great very easy to use with great support from all team personnel from FieldPluse

Currently i can't say i least like anything about the FieldPulse program

Quickbooks Integration makes for easier bookkeeping.

It would be nice for real-time GPS tracking via the app to be included instead of an add-on partner integration.

There's a lack of innovative field management companies out there for security system installers, FieldPulse fit the bill perfectly. The website is straighforward, and app is easy and handy, and third party integrations are excellent.

They should continue to build out their third-party integrations.

Ease of use is definitely a big one. It took no time to figure out what you were doing, and set up everything in there that you needed. Features is pretty extensive. We have tried other apps (cheaper ones) and found that they didn't really work for our company. We didn't need the full construction app like BuilderTrend, and needed something a bit more than for service calls, and this was the perfect...

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It is a bit slow at times uploading and updating your lists, especially if you have a larger list.

Well, it didn't start great. My customer service rep was less than helpful. It almost felt like I had no customer service. But then [sensitive content hidden] came to the rescue and showed how great customer service can be.

I wish they had customizable work order numbers. I have my own numbers and I can't use them.

Nice in the beginning stages until you need customer service.

Very hard to use software and terrible customer service. Company is very deceitful and dishonest.

Thank you for your feedback. We're disappointed to hear about your experience. We take all customer feedback seriously. We understand change and moving to a new software can be difficult. However, we do our best to make this easy for every customer by taking on all heavy lifting. Based on your feedback, we conducted a big audit and provided every interaction between our teams. We understand businesses...

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[sensitive content hidden] has been great help. She has been very accessible and willing to help me utilize what is needed to operate my business

Dislike that it has taken this long to have my problems resolved

This app boosted our efficiency in our small electrical company and the result was more profits.

The app can be slow to load at times but it's improved greatly since we started using it.

I deal with purchasing and creating purchase orders. I like that it is so easy to create PO's with the software and even easier to receive them. Just a matter of changing the status and updating the POs as necessary. It is also a lot easier to create invoices with Fieldpulse and collect payment. They recently added the feature to save credit cards for future payments and that saves a lot of time and hassle for the both our business and the customer as well. Lastly, The support that Fieldpulse provides is amazing! they are quick to respond and always keep you updated on all the changes happening.

There is a glitch when searching up customers. I will search up a specific customer and click on that customer but the software will take me to a different profile. Its easy to work around as you just have to search again and it will be fine. But its something that you will have to pay attention when dealing with different profiles. Although I will say since we have started using fieldpulse and it has had a few updates it has happened significantly less. Still happens once in a blue moon but the frequency has decreased over time.

Fieldpulse was easy to set up and to get started. Fieldpulse is very flexible with the setup allowing us to customize our workflow for our industry. Our customers love the portal and the ease of making payment and tracking job history for their locations.

We have had a few issues with the engage phone system, but Fieldpulse is continually improving the software.

For starters, FieldPulse customer support is outstanding! My Customer Success Specialist, [sensitive content hidden], promptly responds to all my inquiries. To me, great customer support is a priority, especially regarding the software I use to run my business. I've had bad experiences with companies who don't care much about their customers. So, seeing how attentive [sensitive content hidden] is to...

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I guess one negative would be having to purchase add-ons to utilize the system fully. Having a business phone number tied into the system is a necessity. For that to happen with FieldPulse, you must purchase the Engage add-on, increasing the monthly cost. But with that said, they give you 5 new phone numbers and unlimited minutes and texts. Every correspondence is attached to the client dashboard....

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I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software. Compared to Jobber I feel that Field Pulse offers a very comparable set of features at half the price of Jobber. While improvement and new features are always welcome, I feel that Field Pulse is on par or better that their competition.

The work flow is quite a bit different from what I would like. The best example is only having the ability to set one visit for each job. While the obvious workaround is to update the date each time a new date is needed or create multiple jobs under the project tabs, but, honestly, the easier solution is to have the ability to attach multiple visits to a single Job. That I believe is a more natural...

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Hi Adam! Thank you so much for taking the time out of your day to leave us such incredible feedback! We are currently building out the ability to track multiple visits for a single job! I've also added the ability to filter customers by first name to our development wish list. We will follow up with you as soon as both of those become available! Thanks again!

It had several features. Integrated billing, schedule, customer database, etc. All the basic core features one could expect from a SAS model service software.

All of the below are of my and my teams opinion. With over 30 years in construction and engineering we feel like some additional tweaking would make huge improvements in the usability of this product. The human interface and workflow was lacking, tremendously. The needed features are available, but the workflow to use the features are not intuitive, therefore confusing. The grouping of menu items...

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It made it easy to invoice and take payment in the field to avoid chasing money after the service call. Does ok for the cost.

There are several features that are missing and or do not work well for our company. The reporting could be better, but there is no customer statement function and if you have related customers(which is for a customer with multiple service locations) they are not tracked together and there is no way to send an easy to read statement of all invoices for a particular customer with multiple locations....

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Great financial value, easy to use, has the ability to maintain the team on the same page by using customer and job notes as well as pictures.

App can be very slow, does not work without internet connection, and can be glitchy. Address auto population sometimes works and other times doesn’t. Search fields for materials are not very intuitive. Pictures take a very long time to upload to app extended the time it takes for estimates. Phone notifications will display improperly when changing the status of jobs.

The features are great and they actually work! After trying every software on capterra and more, FieldPulse allowed me to stop looking and get back to business. As an owner/operator I'm able to access the features I need in the field as well as the desktop. All the features are there in addition to many customization options. And the support is second to none. I've been able to get a human at all hours of the day and they are dedicated to customer satisfaction. Getting set up was a breeze and the support team guided me every step of the way (when needed). A slick gui AND good functionality? I'll take it.

It could be more customizable, but isn't too limited. There are certain features that I'd like to see that aren't currently present, but then again no one does it all. And any software that had these features certainly lacked in most others. The team is also very responsive and interested in user feature requests. Sure, it's got it's bugs here and there. But when I mention one, the team usually knows about it and are on it already. That, or it was user malfunction.

Lou, thanks for taking the time to leave that review! We're inspired by business owners like you. So it means a lot to us when you note that our product is feature rich and still getting better. Cheers to your success! --Dennis Behrman | Head of Marketing

I love how easy it is to use for people of any age. We have technicians who hardly ever use their cell phones and they find it very convenient! It saves on paper and time so they don't have to come back to the shop and hand me paperwork. I can process payments quickly and I like having all the information of where my techs are at any point in the day and get updates easily.

The biggest challenge is scheduling. It is difficult to see at a glance what the schedule is for multiple techs. The second biggest complaint is how slow it can be. If I want to print something it can take a couple minutes to process.

■ Great support team! Very responsive and they always work toward a solution.■ All the features are there to run your business. They may not be the nirvana of CRMs, but you will be functional as a company.■ They are always improving the product. Spending R&D funds is a great sign that they are focused on improving, which is why we are a loyal customer.■ Can't beat the price. They did have a price increase this year which sucked, but overall they still bring good value for your money.

■ Reporting and Exporting of data could be better.■ Timesheets work ok, but there are some glaring holes in features that could be addressed.■ The Estimate process is very cumbersome for larger estimates. Would be nice if they could rework this module, keeping larger projects in mind.■ They do not partner with major material suppliers (Home Depot, Lowes, ACE Hardware, etc.) Would be nice if we didn't have to keep looking up material costs.■ Training videos are very generic and not well thought out, or even wrong in some cases. While they point you in the right direction, they could be a bit more robust.

How user friendly the UI is. i was able to learn it myself within the first day

it could use a little more customization on the auto triggers.

Love the online booking , customer portal! I love all the features and the fact that I can do every thing from payment and offer financing

I found everything pretty easy and simple to use