Overview
If you're moving from ServiceTitan to FieldPulse, this guide covers the full transition. ServiceTitan and FieldPulse share the same core model: jobs, estimates, invoices, dispatch, and reporting. The terminology and configuration differ in some ways, and this guide addresses those differences in detail so your team hits the ground running.
Terminology Reference
ServiceTitan and FieldPulse use different names for many of the same concepts. Here is how the terminology maps:
ServiceTitan | FieldPulse |
Job | Job |
Appointment (scheduled visit within a Job) | Site Visit |
Job Tray (unscheduled jobs panel) | Job Queue (hourglass icon on Schedule) |
Dispatch Board | Dispatch View (within Schedule) |
Arrival Window | Customer Arrival Window |
Job Type | Job (with Tags to categorize) |
Estimate | Estimate |
Good / Better / Best (estimate tiers) | Estimate Options |
Optional Line Items (upsells on estimate) | Add-On Options |
Opportunity (unsold estimate) | Estimate with custom follow-up status |
Follow Up Screen | Estimate Statuses (Kanban view) |
Invoice | Invoice |
Customer | Customer |
Location (service address) | Location (on Customer record) |
Equipment | Assets (Customer Assets) |
Customer Portal | Customer Portal |
Scheduling Pro (online booking) | Booking Portal |
Pricebook | Pricebook (flat-rate job tool) + Item List |
Services (Pricebook item type) | Services (in Item List) |
Materials (Pricebook item type) | Products (in Item List) |
Tasks (Pricebook item type) | Job Templates (for recurring service definitions) |
Membership | Maintenance Agreement |
Membership Type | Maintenance Agreement Template |
Recurring Service | Recurring Job |
Dispatcher | Administrator or Team Manager |
Technician | Service Agent |
Office Manager | Administrator |
Business Unit | Tag (for categorization) + Team (for assignment) |
Tag | Tag |
Custom Field | Custom Field |
Campaign (marketing source on a Job) | Lead Source (on Customer record) |
Timesheets | Timesheets |
Skill Set | Skill Tags |
ServiceTitan Payments | FieldPulse Payments |
Card on File | Payment Method on File (ACH & CC) |
Automatic Payments (recurring billing) | Recurring Billing with Payment Method on File |
Financing (GreenSky, Wisetack) | Wisetack or Acorn Finance |
Inventory (Warehouses + Trucks) | Inventory (Hubs) |
Purchase Order | Purchase Order |
Vendor | Vendor |
Serialized Inventory | Serialized Inventory |
Technician Performance Board | Pulse Dashboard + Custom Reporting Dashboard |
Job Costing | Job Costing (per-job tab) |
Forms (Technician Forms) | Custom Forms |
Review Requests | Review Management |
Key Concept Differences
Several ServiceTitan concepts work differently enough in FieldPulse that they are worth understanding before you start configuring your account.
Business Units
In ServiceTitan, Business Units are a mandatory field on every job and the primary driver of financial reporting by department and trade.
In FieldPulse, you would:
Use Tags to categorize jobs by trade or department (e.g., "HVAC Service," "HVAC Install," "Plumbing"). Tags are applied at job creation and can be filtered in the Custom Reporting Dashboard.
Dispatch Board
ServiceTitan's Dispatch Board is a full-screen grid showing all technicians and their appointments for the day, with drag-and-drop assignment and a Job Tray for unscheduled work. FieldPulse's equivalent is the Dispatch View within the Schedule page. It operates the same way: you see technicians across a time grid, drag unscheduled jobs from the Job Queue onto the calendar, and track job statuses in real time. The Schedule also has a Map View that shows job sites geographically.
Estimates and Opportunity Follow-Up
ServiceTitan has an Opportunities record type and a Follow Up screen for tracking and converting unsold estimates.
In FieldPulse, you would:
Create custom estimate statuses in Company Settings > Estimates & Invoices > Estimate Custom Status (e.g., "Sent," "Follow-Up Needed," "Declined").
Configure each status to automatically send a Customer Communication by email or SMS when the estimate moves to that status.
Filter estimates by status in the Estimates tab to work your follow-up list.
Pricebook Structure
ServiceTitan's Pricebook has four item types: Services, Materials, and Equipment.
In FieldPulse, you have:
The Item List holds Services and Products which is the equivalent of ServiceTitan's Services and Materials item types.
The Pricebook in FieldPulse is a flat-rate job tool where pre-built service packages are presented to customers as complete jobs with fixed prices. This is the equivalent of ServiceTitan's Pricebook Services.
Memberships vs. Maintenance Agreements
ServiceTitan's Memberships and FieldPulse's Maintenance Agreements cover the same use case: recurring service contracts with scheduled visits, billing, and customer communications.
In FieldPulse, you would:
Membership Type = Create a Maintenance Agreement Template.
Recurring Service Type = Create a Job Template (attached to each visit in the agreement).
Membership billing templates = Add Recurring Billing settings on the Maintenance Agreement.
Job Costing
Both platforms have Job Costing, but the breakdown differs. ServiceTitan tracks labor, materials, equipment, overhead, and performance pay separately. FieldPulse Job Costing breaks costs into three categories: Products and Materials, Labor (from Timesheets or labor-designated service items), and Commission. It provides a projected vs. actual comparison using Estimates against finalized Invoices.
Recreate Your Account Setup
These are the settings and configurations from ServiceTitan that need to be set up in FieldPulse before you go live. Work through these in order of users, tags, and workflows should be in place before you start creating Jobs.
Users and Roles
Add team members: Company Settings > User Accounts. Create each user and assign a role: Admin (equivalent to Admin, Office Manager, Dispatcher, or CSR), Team Manager (manages a specific team), Service Agent (equivalent to Technician), or Limited Agent (field-only, sees assigned jobs only).
Configure permissions: Open each user profile and adjust what they can view and edit. Administrators have full access by default; Service Agent and Team Manager permissions are configurable.
Set labor rates: On each user profile, set labor and commission rates to ensure accurate cost and commission tracking in Job Costing and on the Invoice Cost Basis tab.
Custom Status Workflows
Job statuses: Company Settings > Jobs > Custom Status. Create the Job status flow your team used in ServiceTitan (e.g., Scheduled, Dispatched, On Site, Complete). Each status can trigger automatic Customer Communications.
Estimate statuses: Company Settings > Estimates & Invoices > Estimate Custom Status. Create statuses for your estimate pipeline (e.g., Sent, Follow-Up Needed, Accepted, Declined). Configure automatic email or SMS notifications to trigger when an estimate moves to each status. This replaces ServiceTitan's Opportunities follow-up workflow.
Invoice statuses: Company Settings > Estimates & Invoices > Invoice Custom Status. Configure statuses and any associated Customer Communications.
Company and Financial Settings
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.
Invoice templates: Invoices tab under Sales > Templates > New Invoice.
Payment processing: Company Settings > Features & Plug-Ins > enable FieldPulse Payments and start your application.
Customer-Facing Features
Customer Portal: Company Settings > Features & Plug-Ins > enable Customer Portal. Customers can view their jobs, approve estimates, and pay invoices online.
Booking Portal: Company Settings > Features & Plug-Ins > enable Booking Portal. Generates an embeddable link for your website where customers can request service. This is the equivalent of Scheduling Pro.
Your Daily Workflows in FieldPulse
Creating a Job
Step 1: Go to Jobs > Create Job. Search for your customer. If they do not exist, you can create them here.
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 scheduling.
Step 3: Apply the relevant Tags for the Job category (e.g., "HVAC Service," "Maintenance"). This is how you capture the Business Unit and Job Type equivalent.
Step 4: Save the Job. It appears on the assigned technician's schedule and on the Dispatch View.
To add additional visits to the same Job without creating a new Job record, open the Job and add a Site Visit. This is the equivalent of adding an Appointment in ServiceTitan.
To learn more about creating a Job record, click here.
Building and Presenting 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 Pricebook. To present multiple pricing options, use Estimate Options within the same estimate. Each option can have its own set of line items and a total price.
Step 3: For upsells your customer can add themselves, use Add-On Options. These appear as optional Items your customer can select when viewing the Estimate.
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 immediately, select Payment. Choose card, ACH, cash, or check.
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. Your 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 is what changes for technicians coming from ServiceTitan Mobile.
Status updates replace the Dispatch/Arrive/Complete button sequence in ServiceTitan. Tap the job and select the next status in your workflow.
To build an Estimate in the field, open the Job, go to the Estimates tab, and add Line Items from the Pricebook or Item List. Use Estimate Options to present multiple pricing tiers.
To record installed equipment, open your Customer record and add a Customer Asset with the model, serial number, and install date.
To collect payment, open the Invoice from the Job and tap Payment. Choose card, ACH, cash, or check.
To log time, use the Timesheets tab.
FieldPulse works offline. The app switches to Offline Mode automatically when signal is lost and syncs when 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.