'How To' Articles

All of our guides and tutorials.

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56 articles in this collection
Written by FieldPulse
Job Scheduling

Creating a New Job Record

This guide will teach you how to create a new job or project.
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Updated over a week ago

Understanding the Relationship Between Jobs and Subtasks

The difference and relationships between Jobs and Subtasks
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Updated over a week ago

Managing Projects

Using the 'Project Record' to better manage longer term work
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Written by FieldPulse
Updated over a week ago

Setting Up Recurring Jobs

Learn how to create recurring jobs - save time when you have multiple visits to one customer
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Written by FieldPulse
Updated over a week ago

Gantt Chart Availability Scheduling

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Written by FieldPulse
Updated over a week ago

Custom Fields on Job Records

How to create custom fields on your job records
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Written by FieldPulse
Updated over a week ago

Using Custom Forms

Learn how to use custom forms on your job records
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Written by FieldPulse
Updated over a week ago

Setting Up Job Templates for Faster Scheduling

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Written by FieldPulse
Updated over a week ago

Creating Unassigned or Unscheduled Jobs

Learn how to create jobs that are not scheduled or assigned to a particular team member.
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Written by FieldPulse
Updated over a week ago

Creating and Sending Customer Communications

Learn how to create email and SMS templates and send to customers.
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Written by FieldPulse
Updated over a week ago

Subtask Templates and Series

This guide will show you how to create a new subtask series and use subtask templates.
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Written by FieldPulse
Updated over a week ago

Route Optimization with the Job Route Scheduling and Re-Assign Jobs Features

Learn how to optimize daily job routes for your service techs
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Written by FieldPulse
Updated over a week ago

Duplicate or Create the Next Occurrence for a Job

Learn how to set up jobs that repeat on a regular basis
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Written by FieldPulse
Updated over a week ago

Booking Time Off

Learn how to book time off in FieldPulse
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Written by FieldPulse
Updated over a week ago

Using Job Tags and Color Coding

Learn how to tag your jobs and apply color coding to organize your schedule.
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Written by FieldPulse
Updated over a week ago
Estimates & Invoices

Creating an Estimate or Invoice

A step by step guide on how to create an estimate or invoice.
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Written by FieldPulse
Updated over a week ago

Sending Estimates and Invoices to Customers

Learn the various methods to send your estimates and invoices to customers.
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Written by FieldPulse
Updated over a week ago

Recording Payments for Invoices

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Written by FieldPulse
Updated over a week ago

Setting Up Your Invoice Item Repository

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Written by FieldPulse
Updated over a week ago

Default Estimate and Invoice Settings

Learn about the default estimate and invoice settings and how to change the settings if desired.
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Written by FieldPulse
Updated over a week ago

Adding a Logo to Your Estimates and Invoices

Learn how to upload your logo to display on your estimates and invoices.
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Written by FieldPulse
Updated over a week ago

PDF Invoice Customization - Advanced Settings

Learn how to adjust advanced settings to customize your PDF invoices and estimates.
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Written by FieldPulse
Updated over a week ago

Creating and Attaching Contracts to Estimates and Invoices

Learn how to create contracts and add them to your PDF estimates and invoices.
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Written by FieldPulse
Updated over a week ago

Getting a Signature on an Estimate or Invoice on the Mobile App

How to capture a customer signature on the mobile app
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Written by FieldPulse
Updated over a week ago

Requesting an E-Signature for an Estimate or Invoice Through Email

Learn how your customers can e-sign your estimates and invoices through email.
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Written by FieldPulse
Updated over a week ago

Taking Progress Payments, Deposits, and Partial Payments for Invoices

Learn how to take partial payments on invoices as a job progresses
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Written by FieldPulse
Updated over a week ago

Invoice Item Bundles

Learn how to create bundles of common invoice items to save time.
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Written by FieldPulse
Updated over a week ago

Cost Basis and Invoice Profitability

Learn how to use cost basis tracking to determine invoice profitability.
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Written by FieldPulse
Updated over a week ago

Automatic Sales Commission Calculations

Learn how to set up automatic commission calculations on your invoices and estimates.
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Written by FieldPulse
Updated over a week ago

Automatic Item Price Markups

Learn how to apply standard markups to your invoice items, automatically.
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Written by FieldPulse
Updated over a week ago

QuickBooks Online Integration

Learn how to sync your invoices, customers and invoice items automatically to Quickbooks Online
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Written by FieldPulse
Updated over a week ago

Using the Power Editor for Estimates and Invoices

Learn how to use the power editor to customize your estimates and invoices.
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Written by FieldPulse
Updated over a week ago

Adding Discounts to Estimates and Invoices

Learn how to add a discount to your estimates and invoices
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Written by FieldPulse
Updated over a week ago

Square Payments Integration

Learn how to integrate Square payments with FieldPulse
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Written by FieldPulse
Updated over a week ago

Exporting your Invoice Data

How to export your invoice data to keep track of your finances
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Written by FieldPulse
Updated over a week ago

Generating a Work Order

Learn how to generate a work order from the estimate or invoice you've already created.
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Written by FieldPulse
Updated over a week ago

Getting Started With FieldPulse Payments

Learn how to accept credit card payments with FieldPulse Payments
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Written by FieldPulse
Updated over a week ago