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'How To' Articles
'How To' Articles
All of our guides and tutorials.
85 articles in this collection
Written by
FieldPulse
Job Scheduling
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
Creating a New Job Record
This guide will teach you how to create a new job or project.
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
Managing Projects
Using the 'Project Record' to better manage longer term work
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 this week
Gantt Chart Availability Scheduling
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
Using Custom Forms
Learn how to use custom forms on your job records
Written by
FieldPulse
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
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
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
Duplicate or Create the Next Occurrence for a Job
Learn how to set up jobs that repeat on a regular basis
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
Booking Time Off
Learn how to book time off in FieldPulse
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
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
Customer Management
Creating a Customer Profile
This guide will teach you how to create new customers.
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 this week
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 and Sending Customer Communications
Learn how to create email and SMS templates and send to customers.
Written by
FieldPulse
Updated yesterday
Using FieldPulse Engage to Call and Text Customers
Learn how to set up FieldPulse Engage to call or text customers right within FieldPulse.
Written by
FieldPulse
Updated over a week ago
Using Automatic Triggers to Send Customer Emails
Learn how to set up automated customer emails using 'triggers'.
Written by
FieldPulse
Updated over a week ago
Tracking the Customer Lifecycle
Written by
FieldPulse
Updated over a week ago
Using the Customer Portal
Learn how to use the customer portal to enable self-serve booking from your own website.
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
Custom Fields on Customer Profiles
How to create custom fields for customer profiles
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
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
Estimates, Invoices and Purchase Orders
Creating an Estimate
Learn how to create a new estimate and share it with a customer.
Written by
FieldPulse
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
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 an Invoice
Learn how to create a new invoice and share it with a customer.
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 Purchase Order
Learn how to create a purchase order and send it to the supplier.
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
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
Creating Reece Purchase Orders on the Mobile App
Learn how to create Reece PO's and place your order in the mobile app.
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
Recording Payments for Invoices
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
PDF Invoice Customization - Advanced 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
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
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
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
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
Automatic Item Price Markups
Learn how to apply standard markups to your invoice items, automatically.
Written by
FieldPulse
Updated over a week ago
QuickBooks Online Integration
Learn how to sync your invoices, customers and invoice items automatically to Quickbooks Online
Written by
FieldPulse
Updated over a week ago
Inventory Tracking
Learn how to track your inventory levels in FieldPulse
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
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
Getting Started With FieldPulse Payments
Learn how to accept credit card payments with FieldPulse Payments
Written by
FieldPulse
Updated over a week ago
Time Tracking
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
Company Setup & Administration
Customer Portal V2 - Getting Started Guide
Learn how to use our new and improved Customer Portal
Written by
FieldPulse
Updated over a week ago
Xero Integration
Learn how to sync Xero with FieldPulse
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 what you can do in Offline Mode on the mobile app.
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 Team Members
This guide will teach you how to create and add team members to your account.
Written by
FieldPulse
Updated over a week ago
Features and Plugins for FieldPulse
Learn how to enhance your FieldPulse experience with our advanced features and plugins.
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
Integrating FieldPulse with GPS Insight for Fleet Tracking
Learn how to set up the GPS insight integration
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
Projects
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
Managing Team Members
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
Mobile App How To's
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 Invoice on the Mobile App
Learn how to create and send an invoice on mobile.
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 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 Started on the Mobile App - Service Agents
How to use the FieldPulse mobile app, for Service Agents.
Written by
FieldPulse
Updated over a week ago