Overview
If you're moving from HouseCall Pro (HCP) to FieldPulse, this guide walks you through every step. FieldPulse covers the same core workflows you rely on in HCP: scheduling, dispatching, estimates, invoices, payments, and recurring jobs. The terms and navigation differ, but the concepts map directly.
Terminology Reference
Everything you did in HCP has an equivalent in FieldPulse. Here's how the terminology maps:
HouseCall Pro | FieldPulse |
Job | Job |
Appointment (visit on a job) | Site Visit |
Job Segment | Site Visit |
Estimate | Estimate |
Multi-Option Estimate | Estimate Options |
Sales Proposal | Dynamic Proposal |
Invoice | Invoice |
Service Plan | Maintenance Agreement |
Recurring Job | Recurring Job |
Price Book (item catalog) | Item List |
Visual Price Book / Flat Rate Pricebook | Pricebook |
Service | Service and Service - Labor |
Material | Product - Inventory and Product - Non Inventory |
Customer | Customer |
Property Profile | Customer record |
Service Address | Location (on Customer record) |
Sub-Customer (Parent/Child Relationship) | Related Customer (Parent/Child Relationship) |
Schedule Tab | Schedule/Calendar view/Dispatch view |
Routes | Route Optimization |
HCP Map | Map View |
Team Member | User |
Employee GPS Tracking | Geostamps |
Timesheet | Timesheet |
HCP Payments | FieldPulse Payments |
Instapay | Next-Day Funding |
Pay by Text | Payment request link by SMS and Email |
Card on File | Card and ACH on File |
ACH Payments | ACH / Bank Transfer |
Wisetack and Klarna | Wisetack and Acorn Finance |
Pipeline | Custom Sales Pipeline |
Online Booking | Booking Portal |
Customer Portal | Customer Portal |
Checklists | Subtasks |
Custom Fields | Custom Fields |
Job Costing | Job Costing |
Job Templates | Job Templates |
Voice (VoIP) | Engage (VoIP) |
Force Fleet Tracking | Pulse Fleet Tracking |
Reviews | Review Management |
Recreate Your Account Setup
These are the settings you configured in HCP that need to be set up in FieldPulse before you go live:
Company information: Company Settings > General tab (name, logo, contact information).
Tax rates:
To set a default tax rate: Company Settings > Estimates & Invoices > General tab.
To enable automatic tax rates: Company Settings > Features & Plug-Ins tab.
Estimate templates: Estimates tab under Sales > Templates > New Estimate (Make sure 'Save as template' is toggled on)
Invoice templates: Invoices tab under Sales > Templates > New Invoice (Make sure 'Save as template' is toggled on).
Custom Status Workflow: Company Settings > Jobs > Custom Status (create the job statuses that match your HCP setup; statuses can trigger automatic time tracking and customer notifications).
User roles and permissions: Company Settings > User Accounts (configure what each user can see and edit).
Payment processing: Company Settings > Features & Plug-Ins > enable FieldPulse Payments and start your application.
Booking Portal: Company Settings > Features & Plug-Ins > enable Booking Portal (generates an embeddable link for your website, replacing HCP's Online Booking widget).
Your Daily Workflows in FieldPulse
Creating and Dispatching a Job
Step 1: Go to Jobs > Create New. Select or search for a Customer. If the Customer doesn't exist yet, create a new one.
Step 2: Fill in the Job title, assign a user or team, and set a date and time. Use Find Availability to see open time slots across your team before you commit to a time.
Step 3: Save the Job. It appears on the Schedule page for the assigned technician.
To schedule a second visit on the same Job without creating a new record, open the job and add a Site Visit. This is the equivalent of adding an Appointment in HCP.
To learn more about creating a Job record, click here.
Sending an Estimate
Step 1: Open the Customer or Job record and go to the Estimates tab. Select New Estimate.
Step 2: Add Line Items from your Item List or create new Line Items.
Step 3: To give the customer multiple pricing options, add Estimate Options. For upsells the customer can add themselves, use Add-On Options. These replace HCP's Multi-Option Estimates and Sales Proposals.
Step 4: Send the Estimate via email. Your customer receives a link to view and approve it. When they approve, the Estimate status updates automatically to Accepted.
To convert an approved Estimate to an Invoice, open the Estimate and select Convert to Invoice.
To learn more about creating an Estimate record, click here.
Collecting Payment
Step 1: Open the Invoice and select Finalize Invoice to move it out of Draft status.
Step 2: To collect payment immediately, select the Payment button. Choose to collect payment through card or ACH or mark payment with cash, check, or other.
Step 3: To send a payment request to your customer, select the green Actions button and Send To Customer. With FieldPulse Payments, you can click to include a payment request with your Invoice. The Customer receives an email with a link to pay online.
To collect a deposit before work begins, select the percentage or fixed amount you need before collecting payment or sending a payment request.
To learn more about Collecting Payment, click here.
What Your Techs Need to Know
The FieldPulse mobile app is available on iOS and Android. Here's what changes for technicians coming from HCP:
To update a Job status, tap the Job, press the status dropdown, and select the next step in the workflow
To log time, techs clock in and out using Timesheets or statuses in the workflow can trigger time tracking automatically based on how your admin has it configured
To add photos and notes, open the Job and use the Notes or Files sections
To collect payment in the field, open the Invoice from the Job and tap Payment
FieldPulse works offline. The app switches to Offline Mode automatically when signal is lost and syncs everything once the connection is restored
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.