'How To' Articles

All of our guides and tutorials.

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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.
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Updated this week

Creating a New Job Record

This guide will teach you how to create a new job or project.
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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

Managing Projects

Using the 'Project Record' to better manage longer term work
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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

Gantt Chart Availability Scheduling

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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

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

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

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

Route Optimization with the Job Route Scheduling and Re-Assign Jobs Features

Learn how to optimize daily job routes for your service techs
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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
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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

Booking Time Off

Learn how to book time off in FieldPulse
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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

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

Creating a New Customer on the Mobile App

Learn how to add a new customer on the mobile app.
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Written by FieldPulse
Updated this week

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 FieldPulse Engage to Call and Text Customers

Learn how to set up FieldPulse Engage to call or text customers right within FieldPulse.
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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'.
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Written by FieldPulse
Updated over a week ago

Tracking the Customer Lifecycle

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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.
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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

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

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

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

Creating an Estimate on the Mobile App

Learn how to create and send an estimate on mobile.
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Written by FieldPulse
Updated this week

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 an Invoice on the Mobile App

Learn how to create and send an invoice on mobile.
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Written by FieldPulse
Updated this week

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 Purchase Orders on the Mobile App

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

Creating Reece Purchase Orders on the Mobile App

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

Recording Payments for Invoices

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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

PDF Invoice Customization - Advanced 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

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

How to capture a customer signature on the mobile app
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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

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

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

Automatic Item Price Markups

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

Using the Power Editor for Estimates and Invoices

Learn how to use the power editor to customize your estimates and invoices.
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Written by FieldPulse
Updated over a week ago

Inventory Tracking

Learn how to track your inventory levels in FieldPulse
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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

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

Getting Started With FieldPulse Payments

Learn how to accept credit card payments with FieldPulse Payments
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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
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Written by FieldPulse
Updated over a week ago

Xero Integration

Learn how to sync Xero with FieldPulse
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Written by FieldPulse
Updated over a week ago

Troubleshooting Push Notifications

Learn how to troubleshoot push notifications not sending in FieldPulse
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Written by FieldPulse
Updated over a week ago

Troubleshooting Connectivity Issues and Slow Loading

Learn how to troubleshoot issues with loading speed.
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Written by FieldPulse
Updated over a week ago

Offline Mode

Learn what you can do in Offline Mode on the mobile app.
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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.
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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.
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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.
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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.
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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
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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
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Written by FieldPulse
Updated over a week ago