'How To' Articles

Create a Quote/Invoice and Sync to Xero

Written by Vanessa
Updated over a week ago

Creating a New Job

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

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

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.

Written by Lauren Martin
Updated over a week ago

Setting Up Job Templates for Faster Scheduling

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.

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

Written by FieldPulse
Updated over a week ago

Custom Fields on Job Records

How to create custom fields on your job records

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.

Written by FieldPulse
Updated over a week ago

Using Custom Forms

Learn how to use custom forms on your job records

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.

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.

Written by FieldPulse
Updated over a week ago

Understanding the Relationship Between Jobs and Subtasks

The difference and relationships between Jobs and Subtasks

Written by FieldPulse
Updated over a week ago

Dispatch Availability Scheduling

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

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.

Written by FieldPulse
Updated over a week ago

Creating a Customer Profile

This guide will teach you how to create new customers.

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

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

Written by Lauren Martin
Updated over a week ago

Custom Fields on Customer Profiles

How to create custom fields for customer profiles

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.

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.

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'.

Written by FieldPulse
Updated over a week ago

Importing Customers

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

Written by FieldPulse
Updated over a week ago

Exporting Customers

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

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.

Written by FieldPulse
Updated over a week ago

Connecting FieldPulse with Zapier

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

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

Written by FieldPulse
Updated over a week ago

Reporting and Exporting Data

Learn how to export your data from FieldPulse

Written by FieldPulse
Updated over a week ago

Creating an Estimate

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

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

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.

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.

Written by FieldPulse
Updated over a week ago

Creating Custom Estimate and Invoice Themes

Learn how to use dynamic preview for estimates and invoices

Written by FieldPulse
Updated over a week ago

Getting Your Item Descriptions to Show on Your PDF

Adding Item Descriptions to Your PDF

Written by Lauren Martin
Updated over a week ago

Branch Quotes (Australia)

Branch Quotes for Reece Customers

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

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.

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.

Written by FieldPulse
Updated over a week ago

Setting Up Your Invoice Item Repository

Written by FieldPulse
Updated over a week ago

Importing Invoice Items

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

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.

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.

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.

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

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.

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.

Written by FieldPulse
Updated over a week ago

Invoice Item Bundles

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

Written by FieldPulse
Updated over a week ago

Cost Basis and Invoice Profitability

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

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.

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.

Written by FieldPulse
Updated over a week ago

Exporting your Invoice Data

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

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.

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

Written by FieldPulse
Updated over a week ago

Recording Payments for Invoices

Written by FieldPulse
Updated over a week ago

Square Payments Integration

Learn how to integrate Square payments with FieldPulse

Written by FieldPulse
Updated over a week ago

Employee Timesheets

Written by FieldPulse
Updated over a week ago

Employee Timesheets: Clocking In and Out to Record Time

Learn how to use timesheets

Written by FieldPulse
Updated over a week ago

Using and Configuring the Dashboard

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

Written by FieldPulse
Updated over a week ago

Adding New Users

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

Written by FieldPulse
Updated over a week ago

Teams and Team Member Structure

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

Written by FieldPulse
Updated over a week ago

User Roles

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

Written by FieldPulse
Updated over a week ago

Troubleshooting Push Notifications

Learn how to troubleshoot push notifications not sending in FieldPulse

Written by FieldPulse
Updated over a week ago

Troubleshooting Connectivity Issues and Slow Loading

Learn how to troubleshoot issues with loading speed.

Written by FieldPulse
Updated over a week ago

Offline Mode

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

Written by FieldPulse
Updated over a week ago

Using the Notes Feature

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

Written by FieldPulse
Updated over a week ago

Managing Projects

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

Written by FieldPulse
Updated over a week ago

Enabling the Projects feature

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

Written by FieldPulse
Updated over a week ago

Teams & Team Member Structure

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

Written by FieldPulse
Updated over a week ago

Checking the 'Last Known Location' of Your Team Members

Learn how to keep tabs on the location of your team

Written by FieldPulse
Updated over a week ago

Getting Started on the Mobile App

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

Written by FieldPulse
Updated over a week ago

Creating a New Customer on the Mobile App

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

Written by FieldPulse
Updated over a week ago

Creating an Estimate on the Mobile App

Learn how to create and send an estimate on mobile.

Written by FieldPulse
Updated over a week ago

Creating Purchase Orders on the Mobile App

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

Written by FieldPulse
Updated over a week ago

Creating an Invoice on the Mobile App

Learn how to create and send an invoice on mobile.

Written by FieldPulse
Updated over a week ago

Creating a Job on the Mobile App

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

Written by FieldPulse
Updated over a week ago

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

How to capture a customer signature on the mobile app

Written by FieldPulse
Updated over a week ago

Creating Reece Purchase Orders on the Mobile App (Australia)

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

Written by FieldPulse
Updated over a week ago

Delete Application Data on iOS and Android

App cache and app data on apple and android devices

Written by FieldPulse
Updated over a week ago