FieldPulse

'How To' Articles

User Roles

Teams & Team Member Structure

Adding New Users

Checking the Location of Your Team Members

Two-Factor Authentication (2FA)

Master Account Franchise: Multi-Business Management & Reporting

Google Single Sign On

Users & Teams

Creating a Customer

Custom Fields on Customer Records

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

Custom Tags for Customers

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

Creating Related Customers

Customer Statuses

Multi-Location & Multi-Contact Customers

Tracking Lead Sources

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

Customer Merge

Customer Notification Preferences

Customers

Dispatch Availability Scheduling

Route Optimization

Schedule Visibility Settings

Default Starting Calendar Date

Schedule

Creating a Job

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

Custom Tags for Jobs

How to create custom fields on your job records

Custom Fields on Job Records

Custom Status Workflows

Job Templates

Save time when you have multiple visits to one customer with recurring jobs

Recurring Jobs

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

Unassigned & Unscheduled Jobs

Subtasks

Site Visits

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

Creating a Task

Customer Arrival Window

Dynamic Job Reports

This guide will teach you how to mass import jobs using a spreadsheet.

Importing Jobs

Work

Sales

Creating an Estimate

Creating an Invoice

Default Estimate & Invoice Settings

Learn how to use dynamic preview for estimates and invoices

Custom Estimate & Invoice Themes

Estimate & Invoice Templates

Estimate Options & Add-Ons

Sending Estimates & Invoices to Customers

Attaching Photos and Files to Estimates and Invoices

Requesting a Signature

Line Item Bundles & Groupings

Formula-Based Quantities

Adding Labor to Estimates & Invoices

Alternative Company Profiles

Exporting Estimates & Invoices

Tax Override (QuickBooks Online)

Estimates & Invoices

Material Lists

Custom Fields on Material Lists

Material Lists - Mobile App

Learn how to create material lists within FieldPulse

Setting Up Item List & Inventory

Importing Your Item List

Item Custom Fields

Inventory Hubs

Serialized Inventory

Inventory Item Custom Fields

Inventory Permissions

Inventory Count

Streamline Your Inventory Management with Our Bulk Transfer Feature

Bulk Transfer Serialized Inventory

Item List & Inventory

Marking Payments

Partial & Progress Payments

Payments

Markups & Margins

Automatic Commission Calculations

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

Cost Basis and Invoice Profitability

Commission, Markups, & Profitability

Contracts

Work Orders

Other

Raw Data Reporting

Custom Reporting Dashboard

Learn how to setup your dashboard and configure it to your preferences

Pulse Dashboard

Reporting

Job Reports

Estimate Reports

Invoice Reports

Payment Reports

Timesheet Reports

Project Reports

Maintenance Agreement Reports

Asset Reports

Customer Reports

Purchase Order Reports

Subtask Reports

Reminder Reports

Invoice Item Reports

Inventory Reports

Serialized Inventory Reports

Item Usage Reports

Inventory Count Reports

Inventory Audit Reports

Task Reports

Site Visit Reports

Raw Data Reporting Tutorials

Franchise Overview

Franchise: Royalty Reporting

Franchise: Roll-Up Reporting

Franchises

Self-Importing with Google Sheets

Internal Activity

Communications

File Management

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

Notes

Reminders

Search & Filter

Troubleshooting Push Notifications

Learn how to troubleshoot issues with loading speed.

Troubleshooting Connectivity Issues and Slow Loading

Tailor Your Display: A Guide to Screen Contrast and Theme Adjustments on Windows and macOS

Find answers and get help from Intercom Support and Community Experts

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