Mobile App Overview - Admins & Team Managers
Updated over a week ago

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.


Mobile App Tour

Dashboard

When you first enter the mobile app, you will see your dashboard. 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, the dashboard, your notes, the FieldPulse Help Center, or sign out of the app.

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

  • Schedule: includes the schedules for both you and your team.

  • Work: includes projects, jobs, subtasks, purchase orders, and maintenance agreements.

  • Customers: includes the company's list of customers.

  • Sales: includes estimates, invoices, payments, purchase orders, variant proposals, dynamic proposals, pricebooks, and item list.

  • Timesheets: includes the timesheets for both you and your team.

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


Schedule

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.

If you’d like to a more detailed view of the upcoming jobs, tap on the up and down arrow on the top right of the screen to expand the job details.

If you’d like to see the schedule of a specific team member or team, tap on the people icon at the top right of the screen to select the team member or team.

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.


Work

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


Customers

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.


Sales

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.


Timesheets

Lastly, under the Timesheets tab, you can clock in and out, 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.


Video Tutorial


Have additional questions?

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

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