This guide will provide an overview of the FieldPulse mobile app for Service Agents.

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.

Note: As a Service Agent, there are different permission settings that your manager or admin have set up for you. If you don't have access to something in this article-, please contact your manager to adjust your FieldPulse permission settings.

Once you get logged in, you can navigate to your FieldPulse dashboard by clicking Full Menu then Pulse Dashboard at the top of your screen.

There are several actions you can take from the dashboard:

From the Schedule tab in the bottom left hand corner, you can see a list of your jobs. We have four different viewing options.

1. List View: The list view will give you a list of your assigned jobs. You have the option to expand the amount of information displayed by selecting the icon in the top right corner. From the list view, you can change the job status, clock in, add a comment, and call/email the customer by clicking on a job.

2. Calendar View: The calendar view allows you to view your jobs in a calendar format, either by day or week. From the calendar view, you can change the job status, clock in, add a comment, and call/email the customer by clicking on a job.

3. Dispatch View: The dispatch view allows you to view your jobs in another format, depending on your preference. From the dispatch view, you can change the job status, clock in, add a comment, and call/email the customer by clicking on a job.

4. Map View: The map view allows you to view your jobs on a map. From the map view, you can change the job status, clock in, add a comment, and call/email the customer by clicking on a job.

If you click into the Work tab, you'll be able to view jobs as well as subtasks.

If you click on Jobs, you can sort your jobs by All, Open, Closed, or By Tags. Click on any job to change the job status, clock in, add a comment, or call/email the customer.

Under the Customers tab, you will only have access to the customers you are assigned or you have a job for. You can create new customers by clicking on Create New.

Under the Sales tab, you'll be able to view or create estimates, invoices, variant proposals, dynamic proposals (add-on), and your pricebooks (add-on).

Under the Timesheets tab, you'll be able to clock in and out for the day. Some teams have enabled clocking in for the day as well as for jobs. To see your previous timesheets, select the day or week you'd like to review.