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 3: How to get FieldPulse to do the most for your workflows - Part 1: Subtasks & Record Templates
July 8th, 2025
Now that we've successfully established our workflows in FieldPulse, it's time to maximize their potential! In this session, we will review the status instructions/action items (subtasks) for each step in our workflow. Additionally, we will take a closer look at the record templates we’ve created. This will help us streamline our processes and ensure that you can complete tasks more efficiently, ultimately saving you valuable time in your workflow.
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 3 of our Your Business, Your Way series!
☀️ Your Business, Your Way Series ☀️
Session 3: How to get FieldPulse to do the most for your workflows - Part 2: Automatic Communications & Notification Settings
August 12th, 2025
Now that we've successfully established our workflows in FieldPulse, it's time to maximize their potential! In this session, we will create text and email templates that can be used to set up automatic triggers for each step/status of our workflow. Additionally, come prepared to learn about the various notification settings you can configure within FieldPulse.
Helpful resource: Make a copy of this spreadsheet and start filling it out! It will help you identify all the opportunities to communicate with your customers during each status/step of your workflow. Remember, transparency is key—keep your customers informed!
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.