FieldPulse

Using FieldPulse

Master Account Franchise: Multi-Business Management & Reporting

FieldPulse Account Structures

Franchise Overview

Franchise: Royalty Reporting

Franchise: Roll-Up Reporting

Franchises

User Roles

Teams & Team Member Structure

Adding New Users

Checking the Location of Your Team Members

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

Tracking Lead Sources

Merging Duplicate Customer Records

Price Tiers

Custom Sales Pipeline

Customer Portal

Multi-Location & Multi-Contact Customers

Customers

Setting the Default Calendar Start Date

Setting Working Hours for Multi-Day Jobs

Schedule Visibility Settings

Using the Schedule Map View

Dispatch Availability Scheduling

Tracking Lunch Breaks

Route Optimization

Scheduling & Dispatch

How to create custom fields on your job records

Custom Fields on Job Records

Setting a Customer Arrival Window

Custom Status Workflows

Subtasks

Creating a Job

Completing a Job

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

Managing Unassigned & Unscheduled Jobs

File Management

Job Costing

Site Visits

Job Templates

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

Custom Tags for Jobs

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

Recurring Jobs

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

Creating a Task

Dynamic Job Reports

Maintenance Agreements

Employee Timesheets

Comments

Booking Portal

Assets

Work

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 Customer Signature

Line Item Bundles & Groupings

Formula-Based Quantities

Adding Labor to Estimates & Invoices

Alternative Company Profiles

Custom Estimate & Invoice Workflows

Locking Edits on Estimates & Invoices

Recurring Billing

Make tax handling simpler and more accurate.

Automatic Tax Rates & Tax Override

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

Item Custom Fields

Inventory Hubs

Inventory Item Custom Fields

Deducting Inventory & Inventory Count

Inventory Permissions

Serialized Inventory

Streamline Your Inventory Management with Our Bulk Transfer Feature

Bulk Transfer Serialized Inventory

Item List & Inventory

Deciding when to use our different commission options effectively.

A Comprehensive Guide to FieldPulse's Commission Structures

Invoice-Level Commission

Commission Templates

Flat Rate Job Commissions

Markups & Margins

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

Cost Basis and Invoice Profitability

Commission, Markups, & Profitability

Payments

FieldPulse Payments

FieldPulse Payments Application

A Transparent Approach to Payment Processing

Card Fee Recovery

Start Here

Securely store a customer's card or bank (ACH) account in FieldPulse and use it for one-off invoices or recurring billing.

Saving a Payment Method on File

Collecting Payments: 3 General Methods

Partial & Progress Payments

Marking Payments

Refunds

How-To

Raw Data Reporting

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

Pulse Dashboard

Custom Reporting Dashboard

Reporting

Asset Reports

Commission Reports

Customer Reports

Estimate Reports

Invoice Item Reports

Inventory Audit Reports

Inventory Count Reports

Inventory Reports

Invoice Reports

Item Usage Reports

Job Reports

Maintenance Agreement Reports

Payment Reports

Project Reports

Purchase Order Reports

Reminder Reports

Review Management Report

Serialized Inventory Reports

Site Visit Reports

Subtask Reports

Task Reports

Timesheet Reports

Custom Forms Reports

Raw Data Reporting Tutorials

Notifications Master Guide

Customer Notification Preferences

Customer Communications

Communications & Notifications

Internal Activity

Communications

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

Notes

Reminders

Search & Filter

Other

Importing Data into FieldPulse

Self-Importing Data with Google Sheets

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

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

Importing Jobs

Exporting Estimates & Invoices

Importing Your Item List

Importing Serialized Inventory

Effortless Updates with Mass Import for Custom Fields

Data Imports & Exports

Project Management

Custom Fields on Project Records

Project Management 

Purchase Orders

Custom Fields on Purchase Orders

Review Management

Win Repeat Business

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