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Who uses this: Service Agents — what you can see and do depends on the permission settings your Administrator or Team Manager sets. Availability: FieldPulse mobile app on iOS (Apple App Store) and Android (Google Play Store).
If you’re a Service Agent, the FieldPulse mobile app is where you run your day in the field — see your schedule, work your assigned jobs, reach the customers tied to your work, create estimates and invoices, and clock your time.

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Overview

This overview is for Service Agents — the field role that works assigned jobs on the mobile app and can create customers, estimates, and invoices within the limits an Administrator or Team Manager sets.
As a Service Agent, your manager or admin sets your permission settings. If you don’t have access to something in this article, contact your manager to adjust your FieldPulse permission settings.
Here is how the Service Agent view compares with the other mobile roles:
  • Service Agents see the app scoped to their own work — the schedule, jobs, and customers tied to what they’re assigned. This article covers that view.
  • Administrators and Team Managers see the schedule for the whole team, and their Work and Sales tabs add projects, maintenance agreements, payments, purchase orders, and the company’s full customer list. See Mobile App Overview: Admins and Team Managers.
  • Limited Agents get a narrower view — they can view their schedule and the job records they’re assigned to and use timesheets, but they cannot change a job’s status. See Limited Agent Mobile App Overview.
For the full definition of each role and the permissions behind it, see User Roles and Permissions Details. To get the app, download FieldPulse from the Apple App Store (iPhone or iPad) or the Google Play Store (Android phone or tablet) and log in with your credentials. For a printable one-pager that walks through running a job from dispatch to getting paid in 6 steps, download the Mobile App Quick Start PDF.

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Video walkthrough

Watch a short video tour of the Service Agent view of the mobile app, then read the sections below for the details.

Video walkthrough: the Service Agent view of the FieldPulse mobile app

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How it works

The FieldPulse mobile app puts your day on five tabs in the bottom menu — Schedule, Work, Customers, Sales, and Timesheets. Full Menu opens the same areas along with your Pulse Dashboard.

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Dashboard

Open your dashboard by tapping Full Menu, then Pulse Dashboard at the top of the screen. The Full Menu navigation screen with Pulse Dashboard highlighted at the top and Full Menu highlighted in the bottom menu From the dashboard you can:
  • Edit your profile in the top right corner.
  • See your jobs for the day.
  • Clock in and clock out.
  • Jump to Schedule, Work, Customers, Sales, and Timesheets from the bottom menu.
The Pulse Dashboard showing jobs completed today, the Today's Jobs list, a Timesheets card with a Clock In button, and the bottom menu tabs

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Schedule

The Schedule tab shows a list of your jobs, with four ways to view them: From any view, tap a job to change its status, clock in, add a comment, or call or email the customer.
The List view of My Schedule showing the day's assigned jobs with times, statuses, and team members
The Calendar view of My Schedule showing the week's jobs in hourly time slots
The Dispatch view of My Schedule plotting the week's jobs on a timeline
The Map view of the Schedule tab showing a scheduled job's card with a View Job link on the map
Use the month picker to jump directly to any month and year in the List or Calendar view, instead of paging through one month at a time: tap the month and year shown at the top of the screen, then select the year and month you want to view. The Calendar view in Month format with the month and year picker highlighted at the top of the screen To show more detail on each job tile on your schedule, customize your tile:
  1. From the List view, tap the three dots in the top right corner of your screen. The List view of My Schedule with the three-dot menu highlighted in the top right corner
  2. Tap Customize Job Tile. The three-dot menu open, showing the Filter by Status and Customize Job Tile options
  3. Select Custom Job Tile Layout, then tap Select Fields to Display. The Customize Job Tile screen with Custom Job Tile Layout selected and the Select Fields to Display link highlighted
  4. Use the check boxes to select the fields to show on your job tiles, then tap the green Save Fields button. The Select Fields to Display screen with field check boxes on the left and the green Save Fields button at the bottom
  5. When the app returns you to the Customize Job Tile screen, tap the green Save Settings button.

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Work

The Work tab is where you view jobs and subtasks. The Work tab listing Jobs and Subtasks Tap Jobs to sort your jobs by All, Open, Closed, or Tasks, and tap any job to change its status, clock in, add a comment, or call or email the customer. Use the three dots in the top right corner of your screen to filter by service status or hide recurring jobs. The My Jobs list with the All, Open, Closed, and Tasks filters highlighted at the top and an arrow pointing to the three-dot menu

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Customers

The Customers tab shows only the customers you are assigned to or have a job for — not the company’s full customer list. Tap Create New to add a new customer. The My Customers tab with the Create New button highlighted

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Sales

The Sales tab is where you view or create estimates, invoices, and material lists, work with your pricebooks (add-on) and variant proposals, and build dynamic proposals (add-on). The Sales tab listing Estimates, Invoices, Material Lists, Pricebooks, Variant Proposals, and Dynamic Proposals

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Timesheets

The Timesheets tab is where you clock in and out for the day. Some teams have both general and job-tracking timesheets enabled. To review past timesheets, select the day or week you want to see. The My Timesheets tab showing General Timesheet and Job Timesheet side by side, each with its own Clock In button

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Availability

The FieldPulse mobile app runs on iOS — download it from the Apple App Store for iPhone or iPad — and on Android — download it from the Google Play Store for Android phones and tablets. The mobile app is currently available in English only, regardless of the country where it is used. What a Service Agent can see and do in the app is shaped by the permission settings an Administrator or Team Manager configures, including Setting Up Schedule Visibility, which restricts which assigned jobs appear on a Service Agent’s schedule.