FAQs

Is FieldPulse software, an app, or both?

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Can I use FieldPulse on my iPhone, iPad, or Android? Which devices are supported?

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My business has a complex team structure. Can we operate in teams?

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I don’t have any other employees. Will I benefit from using FieldPulse?

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What if I get a new phone or computer?

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Can I import my customers?

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Can I import invoice items?

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Can I export my data?

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Are my team members notified when I schedule jobs assigned to them?

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Is the duration of the job recorded? Can I track how long my jobs last?

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Can I add jobs to my own native calendar?

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Can I attach notes and files to job records?

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Can I send appointment confirmation e-mails or other communications to my customers?

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Can FieldPulse tell me the location of my team members?

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Can I assign jobs to one or more team members? Will they be notified?

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How do I track my time and my employees' time with timesheets?

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Can I print my schedule?

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How do I best manage jobs or projects that span multiple days or weeks?

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What information do customer profiles contain?

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Can I import my existing customers?

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Can I export my customers from FieldPulse?

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Can I manage customers with multiple locations or related customers?

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How can I communicate with my customers?

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Can I store secondary contacts and contact methods for customer profiles?

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Can I create company customer profiles in addition to individual customer profiles?

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Can I create custom fields for my customer profiles?

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Can I create custom tags for my customers?

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Can I add my logo to my estimate or invoice?

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Can I store common invoice line items and equipment used for invoices for faster invoicing?

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Can I import my existing invoice items into FieldPulse?

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Updated over a week ago

How do I sync my invoices and payments to Quickbooks?

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Can I limit certain team members from seeing invoices and financial related information?

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Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?

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Can I customize the invoice or estimate PDF? Can I hide line item price, quantity, or tax from the PDF?

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Can I attach a contract to an estimate?

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Can I record partial payments or down payments on invoices?

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Can I change the invoice numbering system to start at a specific number?

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Can I send estimates/proposals/quotes in addition to invoices?

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Can I change the term 'Estimate' to something else?

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Can I track profit margins and costs on estimates and invoices?

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Can I track employee commissions on invoices?

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Does FieldPulse integrate with Square Mobile Payments?

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Does FieldPulse integrate with QuickBooks?

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How much does FieldPulse cost?

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Can I cancel at anytime?

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