'How To' Articles

All of our guides and tutorials.

FieldPulse avatar Vanessa avatar Lauren Martin avatar +1
79 articles in this collection
Written by FieldPulse, Vanessa, Lauren Martin and 1 other
Job Scheduling

Creating a New Job

This guide will teach you how to create a new job in FieldPulse.
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Written by FieldPulse
Updated over a week ago

'On My Way' Job Status

Learn how to track travel time and automate customer communications with the 'On My Way' job status through FieldPulse
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Written by Lauren Martin
Updated over a week ago

Creating a Job 'Task' on the Schedule

Need something other than a job to appear on the calendar? Look no further than Job Tasks.
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Written by Lauren Martin
Updated over a week ago

Setting Up Job Templates for Faster Scheduling

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Written by FieldPulse
Updated over a week ago

Creating Unassigned or Unscheduled Jobs

Learn how to create jobs that are not scheduled or assigned to a particular team member.
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Written by FieldPulse
Updated over a week ago

Setting Up Recurring Jobs

Learn how to create recurring jobs - save time when you have multiple visits to one customer
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Written by FieldPulse
Updated over a week ago

Custom Fields on Job Records

How to create custom fields on your job records
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Written by FieldPulse
Updated over a week ago

Setting a Reminder For a Job

Learn how to set up a reminder for a job you have scheduled.
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Written by FieldPulse
Updated over a week ago

Using Custom Forms

Learn how to use custom forms on your job records
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Written by FieldPulse
Updated over a week ago

Using Job Tags and Color Coding

Learn how to tag your jobs and apply color coding to organize your schedule.
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Written by FieldPulse
Updated over a week ago

Subtask Templates and Series

This guide will show you how to create a new subtask series and use subtask templates.
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Written by FieldPulse
Updated over a week ago

Understanding the Relationship Between Jobs and Subtasks

The difference and relationships between Jobs and Subtasks
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Written by FieldPulse
Updated over a week ago

Dispatch Availability Scheduling

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Written by FieldPulse
Updated over a week ago

Route Optimization with the Job Route Scheduling Feature

Learn how to optimize daily job routes for your service techs
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Written by FieldPulse
Updated over a week ago

Syncing Your Schedule with Google Calendar

Learn how to connect FieldPulse to Google Calendar so that your jobs are added to Google Calendar in real time.
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Written by FieldPulse
Updated over a week ago
Customer Management

Creating a Customer Profile

This guide will teach you how to create new customers.
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Written by FieldPulse
Updated over a week ago

Tracking the Customer Lifecycle

Learn about the different Customer Statuses in FieldPulse to better manage your customer lifecycle
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Written by FieldPulse
Updated over a week ago

How to Track and Manage Your Leads Through FieldPulse

Learn how you can better measure, plan and optimise your marketing efforts through FieldPulse
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Written by Lauren Martin
Updated over a week ago

Custom Fields on Customer Profiles

How to create custom fields for customer profiles
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Written by FieldPulse
Updated over a week ago

Custom Tags for Customers

This guide will teach you how to use custom tags to organize your customers.
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Written by FieldPulse
Updated over a week ago

Creating and Sending Customer Communications

Learn how to create email and SMS templates and send to customers.
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Written by FieldPulse
Updated over a week ago

Using Automatic Triggers to Send Customer Emails and Texts

Learn how to set up automated customer emails using 'triggers'.
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Written by FieldPulse
Updated over a week ago

Importing Customers

This guide will teach you how to mass import customers from a spreadsheet.
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Written by FieldPulse
Updated over a week ago

Exporting Customers

This guide will teach you how to export your customer information as a .CSV
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Written by FieldPulse
Updated over a week ago

Setting up a Customer with Multiple Service Locations

Learn how to use related customers to service multiple locations for one company.
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Written by FieldPulse
Updated over a week ago

Connecting FieldPulse with Zapier

How to Connect Your FieldPulse Account to Another App Through Zapier.
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Written by FieldPulse
Updated over a week ago

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

Learn how to send an 'On the way' text that a customer can use to track your current location and ETA
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Written by FieldPulse
Updated over a week ago

Reporting and Exporting Data

Learn how to export your data from FieldPulse
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Written by FieldPulse
Updated over a week ago
Estimates, Invoices and Purchase Orders

Creating an Estimate

Learn how to create a new estimate and share it with a customer.
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Written by FieldPulse
Updated over a week ago

Hourly Billing Rate vs Hourly Cost Rate

Learn how to use the Hourly Cost Rate and Billing Rate on your User Profiles
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Written by Lauren Martin
Updated over a week ago

Creating an Invoice

Learn how to create a new invoice and share it with a customer.
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Written by FieldPulse
Updated over a week ago

Creating a Purchase Order

Learn how to create a purchase order and send it to the supplier.
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Written by FieldPulse
Updated over a week ago

Creating Custom Estimate and Invoice Themes

Learn how to use dynamic preview for estimates and invoices
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Written by FieldPulse
Updated over a week ago

Getting Your Item Descriptions to Show on Your PDF

Adding Item Descriptions to Your PDF
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Written by Lauren Martin
Updated over a week ago

Branch Quotes (Australia)

Branch Quotes for Reece Customers
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Written by Lauren Martin
Updated over a week ago

Creating a Quote and PO with Reece Catalogue Items

Learn how to automatically add items from the Reece Catalogue
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Written by FieldPulse
Updated over a week ago

Create a Reece Purchase Order

Learn how to create a Reece purchase order and track it on MaX.
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Written by FieldPulse
Updated over a week ago

Sending Estimates and Invoices to Customers

Learn the various methods to send your estimates and invoices to customers.
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Written by FieldPulse
Updated over a week ago

Setting Up Your Invoice Item Repository

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Written by FieldPulse
Updated over a week ago

Importing Invoice Items

Learn how to add all of your line items in bulk.
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Written by FieldPulse
Updated over a week ago

Default Estimate and Invoice Settings

Learn about the default estimate and invoice settings and how to change the settings if desired.
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Written by FieldPulse
Updated over a week ago

Adding a Logo to Your Estimates and Invoices

Learn how to upload your logo to display on your estimates and invoices.
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Written by FieldPulse
Updated over a week ago

Estimate & Invoice Default Settings

Learn how to adjust advanced settings to customize your PDF invoices and estimates.
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Written by FieldPulse
Updated over a week ago

Attaching Photos and Files to Estimates and Invoices

Learn how to attach files to the estimate or invoice you're sending to a customer
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Written by FieldPulse
Updated over a week ago

Creating and Attaching Contracts to Estimates and Invoices

Learn how to create contracts and add them to your PDF estimates and invoices.
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Written by FieldPulse
Updated over a week ago

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

Learn how your customers can e-sign your estimates and invoices through email.
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Written by FieldPulse
Updated over a week ago

Invoice Item Bundles

Learn how to create bundles of common invoice items to save time.
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Written by FieldPulse
Updated over a week ago

Cost Basis and Invoice Profitability

Learn how to use cost basis tracking to determine invoice profitability.
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Written by FieldPulse
Updated over a week ago

Automatic Sales Commission Calculations

Learn how to set up automatic commission calculations on your invoices and estimates.
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Written by FieldPulse
Updated over a week ago

Invoice Item Price Markups - Applying Individual and Mass Markups

Learn how to apply standard markups to your invoice items, automatically.
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Written by FieldPulse
Updated over a week ago

Exporting your Invoice Data

How to export your invoice data to keep track of your finances
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Written by FieldPulse
Updated over a week ago

Generating a Work Order

Learn how to generate a work order from the estimate or invoice you've already created.
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Written by FieldPulse
Updated over a week ago

Taking Progress Payments, Deposits, and Partial Payments for Invoices

Learn how to take partial payments on invoices as a job progresses
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Written by FieldPulse
Updated over a week ago

Recording Payments for Invoices

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Written by FieldPulse
Updated over a week ago

Square Payments Integration

Learn how to integrate Square payments with FieldPulse
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Written by FieldPulse
Updated over a week ago