Level up with FieldPulse360, our live training series made just for FieldPulse users! Every month, we guide you through the product and show why each topic matters for your service business. Don't miss out—come join us and take your FieldPulse experience to the next level!
(Note: You must be signed into FieldPulse to access the recordings.)
Upcoming Sessions
☀️ Your Business, Your Way Series ☀️
Session 2: Setting Up Workflow Foundations in FieldPulse
Together we will be creating custom workflow statuses for three common service types: Installations, Standard Services (maintenance, preventative), and Emergency Services. These workflows will not only help clarify roles within your team but also ensure that every service is executed flawlessly. Come prepared with any questions you may have and leave with actionable strategies to enhance your service delivery!
Helpful resource: Make a copy and begin filling out this spreadsheet. We believe it will help you conceptualize the steps needed to complete each service your business offers. This resource will prepare you for session 2 of our Your Business, Your Way series!
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.