FAQs
101 articles
When and how can I reach the FieldPulse support team?
Is FieldPulse software, an app, or both?
Can I use FieldPulse on my iPhone, iPad, or Android? Which devices are supported?
My business has a complex team structure. Can we operate in teams?
What if I get a new phone or computer?
Can I export my data?
What data can I import into FieldPulse?
Can I add additional company locations?
How can I make a feedback request?
How can I make a technical support request?
What's the difference between a feature request and technical support request?
What devices and browsers are compatible with FieldPulse & Engage?
How can I reset or change a password?
Can I increase the font/text size?
Can I set up working hours for my technicians?
If a user is deactivated, will I still be able to view the records that user created/edited within the system?
When a Limited User clocks in or out, does it still capture a location stamp (geostamp)?
How can I change my timezone settings?
What is the maximum file size limit for the FieldPulse platform?
What is the file size limit for email attachments sent through FieldPulse?
What information do customer profiles contain?
Can I import my customers?
Can I export my customers from FieldPulse?
Can I manage customers with multiple locations or related customers?
Can I use FieldPulse to communicate with my customers?
Can I store secondary contacts and contact methods for customer profiles?
Can I have residential and commercial customers in FieldPulse?
Can I create custom fields for my customer profiles?
Can I create custom tags for my customers?
Can I use GPS coordinates as addresses?
When a customer is created in FieldPulse, is a unique customer ID assigned to each customer?
Are customer communications always tied to the main parent contact, even if a specific contact is selected for a job?
Are my team members notified when I schedule jobs assigned to them?
Is there a specific time that daily job emails are sent out?
Is the duration of the job recorded? Can I track how long my jobs last?
Can I add jobs to my own native calendar?
Can I attach notes and files to job records?
Can I send appointment confirmation e-mails or other communications to my customers?
Can FieldPulse tell me the location of my team members?
Can I assign jobs to one or more team members? Will they be notified?
How do I track my time and my employees' time with timesheets?
Can I print my schedule?
How do I manage jobs or projects that span multiple days or weeks?
Can I import my Jobs?
As an admin or team manager, will I receive notifications when my team marks a Job or Service status as complete?
Can I set working hours for my multi-day jobs / services?
Can we turn off the location stamps that are automatically generated when a technician advances through custom workflow statuses?
Can users clock in and out of tasks?
Will folders set up on a Job template be carried over to any Job created using that template?
Can I manually change the “next number” of my Job Records?
What is the best way to pull a report for deposits?
Is there a way to pull a report on closing rates per technician?
Can I generate a report to track reviews for each service technician?
Can I generate a report comparing estimated job duration to actual job duration, as well as a report on how often a technician is late?
Can I change the term 'Estimate' to something else?
Can I import invoice items?
Can I add my logo to my estimate or invoice?
Can I change the font size of my Estimate and Invoice PDF's?
Can I store common invoice line items and equipment used for invoices for faster invoicing?
Can I import my existing invoice items into FieldPulse?
How do I sync my invoices and payments to QuickBooks?
Can I limit certain team members from seeing invoices and financial information?
Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?
Can I customize the invoice or estimate PDF? Can I hide line item price, quantity, or tax from the PDF?
Can I record partial payments or down payments on invoices?
Can I change my estimate/invoice numbering system to start at a specific number?
Can I send estimates/proposals/quotes in addition to invoices?
Can I track profit margins and costs on estimates and invoices?
Can I track employee commissions on invoices?
When a user's name and email are updated, will the changes reflect on past estimates & invoices moving forward?
If I send my customer an Estimate with options via email and they do not select an option, what happens?
Will I receive a notification when my customer opens an estimate?
Are estimate emails that are sent multiple times always grouped in a thread, or can they be sent as separate emails?
What does the 'Order Date Offset' mean?
How do I remove the "(1 Total)" from the quantity display on invoices?
Can I reposition my notes in the Estimate/Invoice PDF?