FieldPulse Reviews

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

What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business.

Wish they had estimating options as well as item/service database features, but after talking to a rep, it looks that they are continually working on it and puts my expectancy on these features at ease knowing that they are improving all the time.

Jason, thanks so much for the review. It's hard working entrepreneurs like you that keep us motivated to build a great contractor platform. We are always improving the platform, and your comment about item/service database is clutch. We will have some tremendous new features to announce in the coming months, so stay tuned. Please always let us know if we can help in anyway. Our customer success team all sits right next to me here in Dallas, Texas and we love hearing from you guys! --Gabriel Pinchev, CEO

It is designed with the user in mind. The technology is smart and actually makes my job more enjoyable. I also have to mention customer service. They are available immediately, very friendly, and always find a solution to my concerns/issues.

NOTHING at all. Anything that I bring to customer service as a concern is quickly fixed and a solution is always available.

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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Fieldpulse is a robust CRM that has many useful functions and the team continues to add to it. I have used other CRM's including jobber and none are as good as Fieldpulse. The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software. I believe this is something I have not seen in any other CRM.

It can be quicker at loading pages. Would like to see estimate function be stronger such as integrating an estimate program or create one internally that would streamline for anybody to be able to use in the field and not just experienced users. Would like to see Fieldpulse integrate with many other apps like other softwares such as Zapier, Waveapps, Mailchimp.

Tommy, thanks so much for your great review. At the end of the day, our goal is to help you make more money and win back time. We're so glad that we can help your electrical business every day. Cheers, Gabe Pinchev, CEO

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.

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.

My favorite part about Fieldpulse is the ability to see all my jobs on the go. It keeps me informed of where I need to be, as well as where my team is.

I like the status options least. The five options include: lead, opportunity, current customer, lost, and other. What about past customers? Generally speaking, we use other for things like vendors or subcontractors, whereas when a current customer's job is over--where do they go?

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.

Easy to schedule and manage jobs, easy to collect payments, great database to store customer information, ability to create templates and much more!

Little tricky dialing in differences between invoicing vs estimates vs collecting payments. I’m sure the step by step tutorial would be beneficial but I haven’t scheduled that yet.

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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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.

I am no genius when it comes to electronics and computer software programs. But, this program is simple to operate and works well for my small HVAC business. I am able to book and schedule the call, it has a map function that routes me to the address, it stores all the invoices for warranty information etc..and I am also able to bill my customers through it or use quikbooks. All and all I have been using this product for 2-3 years and only had minimal problems that were resolved quickly by the staff at Fieldpulse.

I dont have any negative feedback about the product. They always continue to improve it and make it better and more user friendly if anything.

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.

Good bang for the buck, easy to set up, great customer service that is US based. very easy to customize to your small business

wish we could upload more photos and larger photo sizes.

Joel, hello fellow Texan and thanks for the great review! We're adding your feature requests to our backlog. We live for helping our small business friends with modern apps. Cheers! --Gabriel Pinchev, CEO

This software does everything we require- including cc processing.

Once I realized you need to create the “job” first, life became easier.

Eric, thanks so much for the positive review! You hit the nail on the head. We designed the product to be an incredible value for small businesses while being feature-rich. And we knew that you'd like our dedication to customer service! We're always improving and feedback like your matters to us most. Thanks again! Dennis Behrman Head of Marketing

The ease of use has been nice. Keeps my up to date with the app. Putting together estimates is a breeze.

Would be nice to customize the layout out of certain menus. Being able to customize the estimates would be nice. Maybe have the ability to drag and drop info on screens.

Erik, thanks for your review. We pride ourselves on our passion for the trades. Our goal is to make the management side of your job as easy as possible. Feel free to contact support anytime. We have a knowledgeable and friendly team always eager to help. --Gabriel Pinchev, CEO

Easy setup and very user friendly. Product support and training were top notch

System does not integrate very well with quickbooks and when exported out, info is scattered everywhere in quickbooks. Software is not working well for us as we have single customers with alot of individual site and units to keep up with. There is nowhere to store unit info, and no easy way to open work orders to a unit instead of a customer location. It would also be nice to be able to generate purchase orders to a work order to track parts

We enjoyed the easy startup and look of the software.

Not easy to create custom templates services we provide daily!

Ease of use - very user friendly. Technician can be trained easily

When I have a project it wants to assign everyone to it and that isn't the case. I have jobs that are long term and would like to create the project so I can bill just one and not see several jobs that don't look like they have been billed. I also have customers with various locations and they seem to get unattached easily - integration with Quickbooks Online doesn't always work.

This program kept me more organized I like having customer records and info also makes great looking invoices. I put in cons that sometimes the software glitches but I contact the developers and they fix it. Great customer service

Sometimes glitches but the customer service is great they answer back very quickly and let me know when it’s fixed

Toddy, thanks so much for the nice review! We're always glad to hear about quick responses and that our team is making a real difference. Even more, it's great to hear that FieldPulse is helping your business stay organized and appear professional while saving you time!

By far, the best thing about FieldPulse is their customer service. It feels like they are more business partners sometimes, going above and beyond to tweak and improve their product to make my business run smoother and more efficiently.

Only thing I wish I could do is create custom customer statuses (categories). ex, 2017 customers, 2018 customers, ect. They kind of did this by creating customer tags, but it's not the same.

This is perfect for my service company. I have zero problems with scheduling, organising, and keeping track of my company now that I have been using Field Pulse. Estimates and invoicing is done simply either from the office or the field.

I have NO cons for this program ! I have NO cons for this program ! I have NO cons for this program ! I have NO cons for this program !

I love how we can keep all customers information and customers interactions in one place. Also the facts that our sales staff can update on where the customers are at in the bidding process. Hope to see changes in the future for more we can use this program for.

I wish there was a maintenance agreement system to use to allow customers to schedule there own days and time.

Easy to use, cloud based crm We can use it from any computer

Sometimes maybe a bit longer to load but not a big deal. Most of the time it's pretty fast

Thanks for taking the time to give your feedback, Edward! We're glad to be an essential part of your business each and every day. Cheers, Gabe Pinchev, CEO