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This article is your guide to navigating the FieldPulse Mobile App as a Limited Agent. You’ll discover exactly what features and functionalities are available to you to help you excel in your role. To get started, simply download the FieldPulse Mobile App from your device’s app store:
  • iPhone or iPad users: Download from the Apple App Store.
  • Android phone or tablet users: Download from the Google Play Store.
Once downloaded, log in to FieldPulse using your provided credentials.

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Your Access as a Limited Agent

As a Limited Agent, your access within the mobile app is different from managers or full-service agents. If you find certain features or information unavailable, it’s likely due to your specific permissions. Please reach out to your manager if you have any questions about your access.

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What You Can Do:

  • General App Use:
    • Use the mobile app
    • Be assigned to a team
    • View your schedule
    • Use both general and job timesheets
      • Ability to add notes to timesheets
  • Job Management:
    • View customer names, locations, job details, dates, times, assigned team members, status, notes, and field notes on job records that you are assigned to
    • View job files
    • Upload files

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What You Cannot Do:

  • Change Job Status: You are not permitted to update the status of a job.
  • Access Web App: You cannot use the computer-based version of FieldPulse.
  • Schedule Customization: You cannot customize your schedule view.

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Mobile App Tour

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Dashboard

Once you log in, you will see your schedule. Here, you can view any jobs that are assigned to you. The My Schedule dashboard showing assigned jobs for a limited agent There are several actions you can take from the “My Schedule” dashboard:
  1. You can edit your profile, view notifications/Reminders, or log out by clicking the round icon in the top left corner.
  2. You can see your jobs for the day.
  3. You can clock in and clock out.
Profile icon, daily jobs, and clock in/out on the mobile dashboard

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Navigating Your Schedule

From the Schedule tab in the bottom left corner, you’ll see a list of your assigned jobs. We offer four different ways to view your schedule.

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List View

  • This view displays your assigned jobs in a clear, organized list. You can easily sort your services by day, week, or month. Tapping on any job will reveal it’s full details, including customer information and options to clock in or our directly from that job.
List View of assigned jobs sortable by day, week, or month

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Calendar View

  • The Calendar View presents your jobs in a weekly calendar format. Similar to the List View, you can tap on a job to access its details, customer information, and clock in/out options.
Calendar View showing jobs in a weekly calendar format

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Dispatch View

  • The Dispatch View offers a visual way to see your schedule and job assignments throughout the week. It shows a clear timeline of when you are out in the field on jobs. You can easily tap on any listed job to access its full details, including customer information and options to clock in or out.
Dispatch View showing a weekly timeline of scheduled jobs

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Map View

  • The Map View plots your jobs directly on a map, offering a geographical overview. From here, you can tap on a job to view its details, including customer information and clock in/out options directly from that job.
Map View plotting assigned jobs on a map If you want more information to display on the job tile for quick and easy viewing on the schedule, try customizing your tile. When on one of the schedule views mentioned above, click on the three dots in the upper right hand corner of your screen. Tapping the three dots to customize the job tile on a schedule view Then click, Customize Job Tile. Selecting Customize Job Tile from the schedule menu Select Custom Job Tile Layout then click on Select Fields to Display. Selecting Custom Job Tile Layout then Select Fields to Display Utilize the check boxes to select which information you wish to display on your job tiles moving forward. When you are done, ensure you press the green Save Fields button. When it redirects you back to the original screen ensure you press the green Save Settings button. Check boxes for choosing which fields display on job tiles Pressing the green Save Fields button after selecting tile fields

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Timesheets

Under the Timesheets tab, you’ll find the functionality to clock in and out for the day. You can utilize both general and job-tracking timesheets. Here, you have the option to select Day or Week if you need to view or edit an entry.
  • General Timesheets are used to track your entire workday, logging your time from the moment you clock in until you clock out.
  • Job Timesheets are for tracking the time you spend completing a particular job or service.
To review your past timesheets, simply select the specific day or week you wish to view. General and Job Timesheets with day or week selection on mobile

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Video Tutorial

Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.