FieldPulse

Vanessa

Lauren Martin

'How To' Articles

This guide will teach you how to create a new job in FieldPulse.

Creating a New Job

Learn how to track travel time and automate customer communications with the 'On My Way' job status through FieldPulse

'On My Way' Job Status

Need something other than a job to appear on the calendar? Look no further than Job Tasks.

Creating a Job 'Task' on the Schedule

Setting Up Job Templates for Faster Scheduling

Learn how to create jobs that are not scheduled or assigned to a particular team member.

Creating Unassigned or Unscheduled Jobs

Learn how to create recurring jobs - save time when you have multiple visits to one customer

Setting Up Recurring Jobs

How to create custom fields on your job records

Custom Fields on Job Records

Learn how to set up a reminder for a job you have scheduled.

Setting a Reminder For a Job

Learn how to use custom forms on your job records

Using Custom Forms

Learn how to tag your jobs and apply color coding to organize your schedule.

Using Job Tags and Color Coding

This guide will show you how to create a new subtask series and use subtask templates.

Subtask Templates and Series

The difference and relationships between Jobs and Subtasks

Understanding the Relationship Between Jobs and Subtasks

Dispatch Availability Scheduling

Learn how to optimize daily job routes for your service techs

Route Optimization with the Job Route Scheduling Feature

Learn how to connect FieldPulse to Google Calendar so that your jobs are added to Google Calendar in real time.

Syncing Your Schedule with Google Calendar

Job Scheduling

This guide will teach you how to create new customers.

Creating a Customer Profile

Learn about the different Customer Statuses in FieldPulse to better manage your customer lifecycle

Tracking the Customer Lifecycle

Learn how you can better measure, plan and optimise your marketing efforts through FieldPulse

How to Track and Manage Your Leads Through FieldPulse

How to create custom fields for customer profiles

Custom Fields on Customer Profiles

This guide will teach you how to use custom tags to organize your customers.

Custom Tags for Customers

Learn how to create email and SMS templates and send to customers.

Creating and Sending Customer Communications

Learn how to set up automated customer emails using 'triggers'.

Using Automatic Triggers to Send Customer Emails and Texts

This guide will teach you how to mass import customers from a spreadsheet.

Importing Customers

This guide will teach you how to export your customer information as a .CSV

Exporting Customers

Learn how to use related customers to service multiple locations for one company.

Setting up a Customer with Multiple Service Locations

How to Connect Your FieldPulse Account to Another App Through Zapier.

Connecting FieldPulse with Zapier

Learn how to send an 'On the way' text that a customer can use to track your current location and ETA

Send a Text to a Customer with Location Tracking and Your ETA

Learn how to export your data from FieldPulse

Reporting and Exporting Data

Customer Management

Create a Quote/Invoice and Sync to Xero

Learn how to create a new estimate and share it with a customer.

Creating an Estimate

Learn how to use the Hourly Cost Rate and Billing Rate on your User Profiles

Hourly Billing Rate vs Hourly Cost Rate

Learn how to create a new invoice and share it with a customer.

Creating an Invoice

Learn how to create a purchase order and send it to the supplier.

Creating a Purchase Order

Learn how to use dynamic preview for estimates and invoices

Creating Custom Estimate and Invoice Themes

Getting Your Item Descriptions to Show on Your PDF

Branch Quotes (Australia)

Learn how to automatically add items from the Reece Catalogue

Creating a Quote and PO with Reece Catalogue Items

Learn how to create a Reece purchase order and track it on MaX.

Create a Reece Purchase Order

Learn the various methods to send your estimates and invoices to 
customers.

Sending Estimates and Invoices to Customers

Setting Up Your Invoice Item Repository

Learn how to add all of your line items in bulk.

Importing Invoice Items

Learn about the default estimate and invoice settings and how to change the settings if desired.

Default Estimate and Invoice Settings

Learn how to upload your logo to display on your estimates and invoices.

Adding a Logo to Your Estimates and Invoices

Learn how to adjust advanced settings to customize your PDF invoices and estimates.

Estimate & Invoice Default Settings

Learn how to attach files to the estimate or invoice you're sending to a customer

Attaching Photos and Files to Estimates and Invoices

Learn how to create contracts and add them to your PDF estimates and invoices.

Creating and Attaching Contracts to Estimates and Invoices

Learn how your customers can e-sign your estimates and invoices through email.

Requesting an E-Signature for an Estimate or Invoice Through Email

Learn how to create bundles of common invoice items to save time.

Invoice Item Bundles

Learn how to use cost basis tracking to determine invoice profitability.

Cost Basis and Invoice Profitability

Learn how to set up automatic commission calculations on your invoices and estimates.

Automatic Sales Commission Calculations

Learn how to apply standard markups to your invoice items, automatically.

Invoice Item Price Markups - Applying Individual and Mass Markups

How to export your invoice data to keep track of your finances

Exporting your Invoice Data

Learn how to generate a work order from the estimate or invoice you've already created.

Generating a Work Order

Learn how to take partial payments on invoices as a job progresses

Taking Progress Payments, Deposits, and Partial Payments for Invoices

Recording Payments for Invoices

Learn how to integrate Square payments with FieldPulse

Square Payments Integration

Estimates, Invoices and Purchase Orders

Employee Timesheets

Employee Timesheets: Clocking In and Out to Record Time

Time Tracking

Learn how to setup your dashboard and configure it how you prefer.

Using and Configuring the Dashboard

This guide will teach you how to create and add team members to your account.

Adding New Users

This guide explains how team structure works in FieldPulse and how to set up new teams and users

Teams and Team Member Structure

A guide to what the four user roles in FieldPulse mean and how to use them.

User Roles

Learn how to troubleshoot push notifications not sending in FieldPulse

Troubleshooting Push Notifications

Learn how to troubleshoot issues with loading speed.

Troubleshooting Connectivity Issues and Slow Loading

Learn how you can use our mobile app to still work in no cell service areas

Offline Mode

Learn how to use notes to keep track of personal or company-wide information

Using the Notes Feature

Company Setup, User and Team Management 

Learn how to set up a longer-term project in FieldPulse.

Managing Projects

Learn how to turn on Projects to manage longer-term work.

Enabling the Projects feature

Projects

Teams & Team Member Structure

Learn how to keep tabs on the location of your team

Checking the 'Last Known Location' of Your Team Members

Managing Team Members

How to use the FieldPulse mobile app, for Service Agents.

Getting Started on the Mobile App

Learn how to add a new customer on the mobile app.

Creating a New Customer on the Mobile App

Learn how to create and send an estimate on mobile.

Creating an Estimate on the Mobile App

Learn how to set up PO's on your iPhone or Android app

Creating Purchase Orders on the Mobile App

Learn how to create and send an invoice on mobile.

Creating an Invoice on the Mobile App

Learn how to create and assign a job on the mobile app.

Creating a Job on the Mobile App

How to capture a customer signature on the mobile app

Getting a Signature on an Estimate or Invoice on the Mobile App

Learn how to create Reece PO's and place your order in the mobile app.

Creating Reece Purchase Orders on the Mobile App (Australia)

App cache and app data on apple and android devices

Delete Application Data on iOS and Android

Mobile App How To's (FieldPulse 1.0) 

Files a mess? Create a digital filing cabinet within records via folders!

File Folders

Saxon Want

Organisation/ Reporting

Find answers and get help from Intercom Support and Community Experts