Now that you've set up your basic settings, it's time to take a deep dive into the features, plugins, and partners available for your business! You can view and enable features and plugins by navigating to Company Settings, then selecting Features & Plugins from the top menu.

These plugins are built into FieldPulse. Simply click Enable to turn on the features you want to add, or click Disable to turn them off.

Allow your team members to clock in and out for the day, or for particular jobs. Geotag the team member's location when they clock in or out and keep track of the hours they work on each job. Learn more about timesheets here. 

Send emails and text messages to your customers using pre-written templates or one-off messages. You can personalize these messages with information from the job and customer record, such as customer name, job location and so on. Learn more about Customer Communications here.

Keep track of longer-term projects comprised of several individual jobs. Track the percentage of completion, adjust the project timeline as you go, and invoice for individual jobs or the whole project. Learn more about Projects here. 

Create customized forms to capture important information on the job. Create inspection reports, maintenance reports, or create a checklist for your team members to follow on-site. Learn more about Custom Forms here. 

Allow your customers to submit requests and book appointments through your website. Learn more about Booking Portal here.

Order and track materials from your suppliers and link them to the jobs you are working on. Learn more about Purchase Orders here.

Allow your customers to view their previous jobs, projects, estimates, invoices, and payments through the customer portal. Learn more about Customer Portal here.

Create good, better, best proposals for your customers to weigh their options. Learn more about Variant Proposal here.

Create, track, and schedule your recurring maintenance agreements. Learn more about Maintenance Agreements here.

Track and manage both internal and customer assets. Learn more about Assets here.

Automatically generate and send invoices for your recurring jobs and maintenance agreements. Learn more about Recurring Billing here.

Create custom sales pipeline statuses and manage your customers through the process. Learn more about Customer Sales Pipeline here.

Get more reviews from customers and capture ratings and feedback on your team members. Learn more about Review Management here.

Automatically fill in tax rates on your estimate and invoices using your customers' Billing Address Zip Code. Learn more about Automatic Tax Rates here.

Take credit card and ACH payments from customers directly in FieldPulse. Create invoices that can be paid online, take payment on-site directly from the FieldPulse mobile app, or key in credit card information taken over the phone. Set up recurring charges, and much much more at industry-leading rates. Learn more about FieldPulse Payments here.

Track your vehicles with a simple plug and play device. Includes free $100 device with each vehicle subscription. Devices start as low as $30 per month per vehicle. Learn more about Fleet Tracking, click here.

Create detailed customer proposals with information pages, image galleries, multiple proposal options, contracts, and more. Learn more about Dynamic Proposal, click here.

FieldPulse Engage is the easiest way to separate your team's personal and business communications with multiple phone lines for talk, text, and more. To learn more about Engage, click here.

Convert more customers to make higher margins with a custom pricebook tool. To learn more about Pricebook, click here.

Create and fill out existing or custom built forms within FieldPulse. To learn more about PDF Filler, click here.

These integrations are partners that we've aligned with to provide value-added services to our users. Our Preferred Partners are:

FieldPulse Capital is a line of credit designed for contractors that will allow you to borrow money quickly. Learn more about FieldPulse Capital here.
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Wisetack is our preferred consumer financing partner. The process is entirely hands-off for your business, and you will receive payment as soon as the work is completed. The integration is built directly into FieldPulse's payment workflow and the "as low as" monthly price appears directly on estimates and invoices. To learn more, click here.

Trinity Home Warranty offers warranties to your customers for their HVAC and plumbing projects. To learn more, click here.

Email Marketing, Reputation Management, Custom Website, and more. To learn more, click here.

We integrate with popular software seamlessly to save you time. These are 3rd party programs that work with FieldPulse. Our integrations include: 

Sync your FieldPulse jobs straight to your Google Calendar. Learn more about our integration with Google Calendar here.

Accept credit card payments through Square and the payments will automatically be applied to your FieldPulse invoices. Although not as robust as using FieldPulse Payments, this is a good option for taking credit cards if you already use Square. Learn more about our integration with Square here. 

NiceJob provides tools to ensure that your customers leave you with positive and plentiful reviews after you complete a job. More reviews means more credibility for your business, and more search engine visibility. Learn more about NiceJob here.

Seamlessly sync your invoices, invoice items and customers from FieldPulse into QuickBooks Online. Everything is synced in real time as you work, so your bookkeeping is put on auto-pilot. Learn more about syncing with QuickBooks here.

Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.