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FAQs
Frequently asked questions about FieldPulse.
45 articles in this collection
Written by
FieldPulse
and
Lauren Martin
General
Is FieldPulse software, an app, or both?
Written by
FieldPulse
Updated over a week ago
Can I use FieldPulse on my iPhone, iPad, or Android? Which devices are supported?
Written by
FieldPulse
Updated over a week ago
My business has a complex team structure. Can we operate in teams?
Written by
FieldPulse
Updated over a week ago
I don’t have any other employees. Will I benefit from using FieldPulse?
Written by
FieldPulse
Updated over a week ago
What if I get a new phone or computer?
Written by
FieldPulse
Updated over a week ago
Can I import my customers?
Written by
FieldPulse
Updated over a week ago
Can I import invoice items?
Written by
FieldPulse
Updated over a week ago
Can I export my data?
Written by
FieldPulse
Updated over a week ago
Job Scheduling & Dispatching
Are my team members notified when I schedule jobs assigned to them?
Written by
FieldPulse
Updated over a week ago
Is the duration of the job recorded? Can I track how long my jobs last?
Written by
FieldPulse
Updated over a week ago
Can I add jobs to my own native calendar?
Written by
FieldPulse
Updated over a week ago
Can I attach notes and files to job records?
Written by
FieldPulse
Updated over a week ago
Can I send appointment confirmation e-mails or other communications to my customers?
Written by
FieldPulse
Updated over a week ago
Can FieldPulse tell me the location of my team members?
Written by
FieldPulse
Updated over a week ago
Can I assign jobs to one or more team members? Will they be notified?
Written by
FieldPulse
Updated over a week ago
How do I track my time and my employees' time with timesheets?
Written by
FieldPulse
Updated over a week ago
Can I print my schedule?
Written by
FieldPulse
Updated over a week ago
How do I best manage jobs or projects that span multiple days or weeks?
Written by
FieldPulse
Updated over a week ago
Customer Profiles
What information do customer profiles contain?
Written by
FieldPulse
Updated over a week ago
Can I import my existing customers?
Written by
FieldPulse
Updated over a week ago
Can I export my customers from FieldPulse?
Written by
FieldPulse
Updated over a week ago
Can I manage customers with multiple locations or related customers?
Written by
FieldPulse
Updated over a week ago
How can I communicate with my customers?
Written by
FieldPulse
Updated over a week ago
Can I store secondary contacts and contact methods for customer profiles?
Written by
FieldPulse
Updated over a week ago
Can I create company customer profiles in addition to individual customer profiles?
Written by
FieldPulse
Updated over a week ago
Can I create custom fields for my customer profiles?
Written by
FieldPulse
Updated over a week ago
Can I create custom tags for my customers?
Written by
FieldPulse
Updated over a week ago
Estimates & Invoices
Can I add my logo to my estimate or invoice?
Written by
FieldPulse
Updated over a week ago
Can I store common invoice line items and equipment used for invoices for faster invoicing?
Written by
FieldPulse
Updated over a week ago
Can I import my existing invoice items into FieldPulse?
Written by
FieldPulse
Updated over a week ago
How do I sync my invoices and payments to Quickbooks?
Written by
FieldPulse
Updated over a week ago
Can I limit certain team members from seeing invoices and financial related information?
Written by
FieldPulse
Updated over a week ago
Can I attach notes, files, or photos to estimates and invoices? Can they be sent to the customer along with the estimate or invoice?
Written by
FieldPulse
Updated over a week ago
Can I customize the invoice or estimate PDF? Can I hide line item price, quantity, or tax from the PDF?
Written by
FieldPulse
Updated over a week ago
Can I attach a contract to an estimate?
Written by
FieldPulse
Updated over a week ago
Can I record partial payments or down payments on invoices?
Written by
FieldPulse
Updated over a week ago
Can I change my estimate/invoice numbering system to start at a specific number?
Written by
FieldPulse
Updated over a week ago
Can I send estimates/proposals/quotes in addition to invoices?
Written by
FieldPulse
Updated over a week ago
Can I change the term 'Estimate' to something else?
Written by
FieldPulse
Updated over a week ago
Can I track profit margins and costs on estimates and invoices?
Written by
FieldPulse
Updated over a week ago
Can I track employee commissions on invoices?
Written by
FieldPulse
Updated over a week ago
Integrations
Does FieldPulse integrate with Square Mobile Payments?
Written by
FieldPulse
Updated over a week ago
Does FieldPulse integrate with QuickBooks?
Written by
FieldPulse
Updated over a week ago
Billing
How much does FieldPulse cost?
FieldPulse Pricing (Excluding Australia and New Zealand)
Written by
FieldPulse
Updated over a week ago
Cancel your subscription
How to cancel your FieldPulse subscription
Written by
Lauren Martin
Updated over a week ago