This guide will give you an overview of the Admin and Team Manager view on the FieldPulse mobile app.

To use FieldPulse on an iPhone or iPad, simply download the FieldPulse mobile app from the App Store and log in with your credentials. To use FieldPulse on an Android phone or tablet, simply download the FieldPulse mobile app from the Google Play store and log in with your credentials. Your team members can operate on different device types and also use multiple devices; iPhone/iPad, Android phone/tablet, and WebApp users can all be on the same team.

When you first enter the mobile app, you will see the schedule and jobs you have for the day. This is a great landing page to prepare your team for the day ahead!

The menu at the bottom of the screen allows easy access to a variety of functions.

By selecting Full Menu, you will be able to navigate to these categories as well.

To access the dashboard, you will need to click on your picture or bubble with your initials in the top left hand corner of your screen.

From the bar in the middle of the screen, you can quickly create a customer, job, estimate, or invoice. You can also see Today’s Jobs, which shows jobs assigned to both you and your team. You can create a job by selecting Create New. Recent Customers are also displayed on the dashboard, where you can see your recent customer list or create a new customer.

In the top right corner, tap on the photo/initials to display a dropdown menu. This menu will allow you to navigate to your profile, your settings, view all notifications/reminders, the dashboard, your notes, the FieldPulse Help Center, open Engage, access offline mode, or sign out of the app.

Under the Schedule tab, you will immediately see all of the jobs scheduled for the day on the Team Schedule. If you would like to only see your jobs, tap the arrow next to Team Schedule to switch to My Schedule. You can switch between the List, Calendar, Dispatch, and Map views to see your schedule in the format that works best for you.

If you’d like to filter your jobs by status, customize your work order tile, or view jobs by a specific status you can do so by clicking on the 3 dots in the upper right hand corner of your screen.

If you tap on a job from the schedule, you will be able to access the full job record including seeing the customer details, changing the status, navigating to the job location, and adding notes.

Under the Work tab, you will also be able to view and create: projects, jobs, subtasks, and maintenance agreements.

Under the Customers tab, you will see All Customers. You can then filter by status, tags, or pipeline at the top of the screen.

If you would like to only see your customers, tap the arrow next to All Customers. You can also create a new customer from the Create New button in the bottom right corner.

Under the Sales tab, you'll be able to create estimates, invoices, payments, purchase orders, variant proposals, dynamic proposals (add-on), find your pricebook (add-on), and search your item list.

Lastly, under the Timesheets tab, you can clock in and out using the General Timesheet and/or the Work Order Timesheet, as well as view your teams hours for the day or week. Here, you have the option to select Day or Week if you need to view or edit an entry.

If you would like to view your team timesheets, tap the arrow next to My Timesheets. You can view your team's daily or weekly entries, or select a specific time frame to review.