# FieldPulse Docs

> Product documentation for the FieldPulse field service management platform.

## Docs

- [Create an asset category](https://help.fieldpulse.com/api-reference/assets-category/create-an-asset-category.md)
- [Delete asset category by ID](https://help.fieldpulse.com/api-reference/assets-category/delete-asset-category-by-id.md)
- [Retrieve asset categories list](https://help.fieldpulse.com/api-reference/assets-category/retrieve-asset-categories-list.md)
- [Retrieve asset category by ID](https://help.fieldpulse.com/api-reference/assets-category/retrieve-asset-category-by-id.md)
- [Update asset category by ID](https://help.fieldpulse.com/api-reference/assets-category/update-asset-category-by-id.md)
- [Create an asset](https://help.fieldpulse.com/api-reference/assets/create-an-asset.md)
- [Delete asset by ID](https://help.fieldpulse.com/api-reference/assets/delete-asset-by-id.md)
- [Retrieve asset by ID](https://help.fieldpulse.com/api-reference/assets/retrieve-asset-by-id.md)
- [Retrieve assets list](https://help.fieldpulse.com/api-reference/assets/retrieve-assets-list.md)
- [Update asset by ID](https://help.fieldpulse.com/api-reference/assets/update-asset-by-id.md)
- [Create a comment](https://help.fieldpulse.com/api-reference/comments/create-a-comment.md)
- [Delete comment by ID](https://help.fieldpulse.com/api-reference/comments/delete-comment-by-id.md)
- [Retrieve comment by ID](https://help.fieldpulse.com/api-reference/comments/retrieve-comment-by-id.md)
- [Retrieve comments list](https://help.fieldpulse.com/api-reference/comments/retrieve-comments-list.md)
- [Update comment by ID](https://help.fieldpulse.com/api-reference/comments/update-comment-by-id.md)
- [Retrieve company profile by ID](https://help.fieldpulse.com/api-reference/company-profile/retrieve-company-profile-by-id.md)
- [Retrieve company profiles list](https://help.fieldpulse.com/api-reference/company-profile/retrieve-company-profiles-list.md)
- [Retrieve contract by ID](https://help.fieldpulse.com/api-reference/contracts/retrieve-contract-by-id.md)
- [Retrieve contracts list](https://help.fieldpulse.com/api-reference/contracts/retrieve-contracts-list.md)
- [Create a custom field](https://help.fieldpulse.com/api-reference/custom-fields/create-a-custom-field.md)
- [Delete custom field by ID](https://help.fieldpulse.com/api-reference/custom-fields/delete-custom-field-by-id.md)
- [Retrieve a custom field by ID](https://help.fieldpulse.com/api-reference/custom-fields/retrieve-a-custom-field-by-id.md)
- [Retrieve custom fields list](https://help.fieldpulse.com/api-reference/custom-fields/retrieve-custom-fields-list.md)
- [Update custom field by ID](https://help.fieldpulse.com/api-reference/custom-fields/update-custom-field-by-id.md)
- [Create a customer](https://help.fieldpulse.com/api-reference/customers/create-a-customer.md)
- [Create a customer contact](https://help.fieldpulse.com/api-reference/customers/create-a-customer-contact.md)
- [Delete customer by ID](https://help.fieldpulse.com/api-reference/customers/delete-customer-by-id.md)
- [Delete customer contact by ID](https://help.fieldpulse.com/api-reference/customers/delete-customer-contact-by-id.md)
- [Retrieve customer by ID](https://help.fieldpulse.com/api-reference/customers/retrieve-customer-by-id.md)
- [Retrieve customer contact by ID](https://help.fieldpulse.com/api-reference/customers/retrieve-customer-contact-by-id.md)
- [Retrieve customer contacts list](https://help.fieldpulse.com/api-reference/customers/retrieve-customer-contacts-list.md)
- [Retrieve customers list](https://help.fieldpulse.com/api-reference/customers/retrieve-customers-list.md)
- [Update customer by ID](https://help.fieldpulse.com/api-reference/customers/update-customer-by-id.md)
- [Update customer contact by ID](https://help.fieldpulse.com/api-reference/customers/update-customer-contact-by-id.md)
- [Create an estimate](https://help.fieldpulse.com/api-reference/estimates/create-an-estimate.md)
- [Delete estimate by ID](https://help.fieldpulse.com/api-reference/estimates/delete-estimate-by-id.md)
- [Get Estimate QB Classes](https://help.fieldpulse.com/api-reference/estimates/get-estimate-qb-classes.md)
- [Retrieve estimate by ID](https://help.fieldpulse.com/api-reference/estimates/retrieve-estimate-by-id.md)
- [Retrieve estimates list](https://help.fieldpulse.com/api-reference/estimates/retrieve-estimates-list.md)
- [Update estimate by ID](https://help.fieldpulse.com/api-reference/estimates/update-estimate-by-id.md)
- [Create an invoice](https://help.fieldpulse.com/api-reference/invoices/create-an-invoice.md): Create an invoice
- [Delete invoice by ID](https://help.fieldpulse.com/api-reference/invoices/delete-invoice-by-id.md): Delete an invoice
- [Get Invoice QB Classes](https://help.fieldpulse.com/api-reference/invoices/get-invoice-qb-classes.md)
- [List invoices](https://help.fieldpulse.com/api-reference/invoices/list-invoices.md): List invoices
- [Retrieve invoice by ID](https://help.fieldpulse.com/api-reference/invoices/retrieve-invoice-by-id.md): Retrieve an invoice by ID
- [Update invoice by ID](https://help.fieldpulse.com/api-reference/invoices/update-invoice-by-id.md): Update an invoice
- [Update Invoice Prices](https://help.fieldpulse.com/api-reference/invoices/update-invoice-prices.md)
- [Create item](https://help.fieldpulse.com/api-reference/items/create-item.md): Create an invoice item
- [Retrieve item by ID](https://help.fieldpulse.com/api-reference/items/retrieve-item-by-id.md): Retrieve an invoice item by ID
- [Retrieve items list](https://help.fieldpulse.com/api-reference/items/retrieve-items-list.md): List invoice items
- [Update by Id](https://help.fieldpulse.com/api-reference/items/update-by-id.md)
- [Create a job](https://help.fieldpulse.com/api-reference/jobs/create-a-job.md): Create a job
- [Delete job by ID](https://help.fieldpulse.com/api-reference/jobs/delete-job-by-id.md): Delete a job
- [Get Job QB Classes](https://help.fieldpulse.com/api-reference/jobs/get-job-qb-classes.md)
- [Retrieve job by ID](https://help.fieldpulse.com/api-reference/jobs/retrieve-job-by-id.md): Retrieve a job by ID
- [Retrieve job status workflow statuses list](https://help.fieldpulse.com/api-reference/jobs/retrieve-job-status-workflow-statuses-list.md): List job status workflow statuses
- [Retrieve job status workflows list](https://help.fieldpulse.com/api-reference/jobs/retrieve-job-status-workflows-list.md): List job status workflows
- [Retrieve jobs list](https://help.fieldpulse.com/api-reference/jobs/retrieve-jobs-list.md): List a collection of jobs
- [Update job by ID](https://help.fieldpulse.com/api-reference/jobs/update-job-by-id.md): Update a job
- [Retrieve lead sources list](https://help.fieldpulse.com/api-reference/lead-source/retrieve-lead-sources-list.md): List all lead sources
- [Create a location](https://help.fieldpulse.com/api-reference/locations/create-a-location.md): Create a location
- [Delete location by ID](https://help.fieldpulse.com/api-reference/locations/delete-location-by-id.md): Delete a location
- [Retrieve location by ID](https://help.fieldpulse.com/api-reference/locations/retrieve-location-by-id.md): Retrieve a location by ID
- [Retrieve locations list](https://help.fieldpulse.com/api-reference/locations/retrieve-locations-list.md): List locations for an object
- [Update location by ID](https://help.fieldpulse.com/api-reference/locations/update-location-by-id.md): Update a location
- [Connect Material List item to entity](https://help.fieldpulse.com/api-reference/material-lists/connect-material-list-item-to-entity.md)
- [Connect Material List to entity](https://help.fieldpulse.com/api-reference/material-lists/connect-material-list-to-entity.md)
- [Create Material List](https://help.fieldpulse.com/api-reference/material-lists/create-material-list.md)
- [Delete Material List by ID](https://help.fieldpulse.com/api-reference/material-lists/delete-material-list-by-id.md)
- [Disconnect Material List from entity](https://help.fieldpulse.com/api-reference/material-lists/disconnect-material-list-from-entity.md)
- [Get list of Material Lists](https://help.fieldpulse.com/api-reference/material-lists/get-list-of-material-lists.md)
- [Get Material List by ID](https://help.fieldpulse.com/api-reference/material-lists/get-material-list-by-id.md)
- [Update Material List by ID](https://help.fieldpulse.com/api-reference/material-lists/update-material-list-by-id.md)
- [Create a payment](https://help.fieldpulse.com/api-reference/payments/create-a-payment.md): Create a payment
- [Delete payment by ID](https://help.fieldpulse.com/api-reference/payments/delete-payment-by-id.md): Delete a payment
- [Retrieve payment by ID](https://help.fieldpulse.com/api-reference/payments/retrieve-payment-by-id.md): Retrieve a payment by ID
- [Retrieve payments list](https://help.fieldpulse.com/api-reference/payments/retrieve-payments-list.md): List payments
- [Update payment by ID](https://help.fieldpulse.com/api-reference/payments/update-payment-by-id.md): Update a payment
- [Retrieve pipeline statuses list](https://help.fieldpulse.com/api-reference/pipeline-status/retrieve-pipeline-statuses-list.md): List all pipeline statuses
- [Create a project](https://help.fieldpulse.com/api-reference/projects/create-a-project.md): Create a project
- [Delete project by ID](https://help.fieldpulse.com/api-reference/projects/delete-project-by-id.md): Delete a project
- [Retrieve project by ID](https://help.fieldpulse.com/api-reference/projects/retrieve-project-by-id.md): Retrieve a project by ID
- [Retrieve projects list](https://help.fieldpulse.com/api-reference/projects/retrieve-projects-list.md): List projects
- [Update project by ID](https://help.fieldpulse.com/api-reference/projects/update-project-by-id.md): Update a project
- [Create a puchase order](https://help.fieldpulse.com/api-reference/purchase-orders/create-a-puchase-order.md): Create a puchase order
- [Delete purchase order by ID](https://help.fieldpulse.com/api-reference/purchase-orders/delete-purchase-order-by-id.md): Delete a purchase order
- [Retrieve purchase order by ID](https://help.fieldpulse.com/api-reference/purchase-orders/retrieve-purchase-order-by-id.md): Retrieve a purchase order by ID
- [Retrieve purchase orders list](https://help.fieldpulse.com/api-reference/purchase-orders/retrieve-purchase-orders-list.md): List purchase orders
- [Update puchase order by ID](https://help.fieldpulse.com/api-reference/purchase-orders/update-puchase-order-by-id.md): Update a puchase order
- [Create a subtask](https://help.fieldpulse.com/api-reference/subtasks/create-a-subtask.md): Create a subtask
- [Delete subtask by ID](https://help.fieldpulse.com/api-reference/subtasks/delete-subtask-by-id.md): Delete a subtask
- [Retrieve subtask by ID](https://help.fieldpulse.com/api-reference/subtasks/retrieve-subtask-by-id.md): Retrieve a subtask by ID
- [Retrieve subtasks list](https://help.fieldpulse.com/api-reference/subtasks/retrieve-subtasks-list.md): List subtasks
- [Update subtask by ID](https://help.fieldpulse.com/api-reference/subtasks/update-subtask-by-id.md): Update a subtask
- [Create a tag](https://help.fieldpulse.com/api-reference/tags/create-a-tag.md): Create a tag
- [Delete tag by ID](https://help.fieldpulse.com/api-reference/tags/delete-tag-by-id.md): Delete a tag
- [Retrieve tag by ID](https://help.fieldpulse.com/api-reference/tags/retrieve-tag-by-id.md): Retrieve a tag by ID
- [Retrieve tags list](https://help.fieldpulse.com/api-reference/tags/retrieve-tags-list.md): List tags
- [Update tag by ID](https://help.fieldpulse.com/api-reference/tags/update-tag-by-id.md): Update a tag
- [Retrieve company teams list](https://help.fieldpulse.com/api-reference/teams/retrieve-company-teams-list.md): List company teams
- [Create a timesheet](https://help.fieldpulse.com/api-reference/timesheets/create-a-timesheet.md): Create a timesheet
- [Delete timesheet by ID](https://help.fieldpulse.com/api-reference/timesheets/delete-timesheet-by-id.md): Delete a timesheet
- [Retrieve timesheet by ID](https://help.fieldpulse.com/api-reference/timesheets/retrieve-timesheet-by-id.md): Retrieve a timesheet by ID
- [Retrieve timesheets list](https://help.fieldpulse.com/api-reference/timesheets/retrieve-timesheets-list.md): List timesheets
- [Update timesheet by ID](https://help.fieldpulse.com/api-reference/timesheets/update-timesheet-by-id.md): Update a timesheet
- [Retrieve users list](https://help.fieldpulse.com/api-reference/users/retrieve-users-list.md): List company users
- [Retrieve vendor by ID](https://help.fieldpulse.com/api-reference/vendors/retrieve-vendor-by-id.md): Retrieve a vendor by ID
- [Retrieve vendors list](https://help.fieldpulse.com/api-reference/vendors/retrieve-vendors-list.md): List vendors
- [Get version](https://help.fieldpulse.com/api-reference/version/get-version.md)
- [What's New](https://help.fieldpulse.com/changelog/index.md): Every new feature and improvement we ship at FieldPulse, newest first.
- [ClearPath by FieldPulse](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-by-fieldpulse.md): With ClearPath, you, as a business owner, can customize the instructions and actions available to your technicians during each s…
- [ClearPath Widgets: Customer Details](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-customer-details.md): The Customer Information widgets surface key details about your Customer associated with your Job. Having this front-and-center…
- [ClearPath Widgets: Job Details](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-job-details.md): The widgets in this article are the core building blocks of the Focus View experience. They display essential Job information an…
- [ClearPath Widgets: Related Project](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-related-project.md): The Related Project widgets display records from the project that the current job is associated with. If your job is tied to a l…
- [ClearPath Widgets: Related Records](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-related-records.md): The related records widgets give technicians access to all records tied to a job like estimates, invoices, material lists, purch…
- [ClearPath Widgets: Scheduling & Team](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-scheduling-team.md): These widgets give you the logistical details you need like when and where the Job is, who else is assigned, and time tracked on…
- [Setting Up Workflow Foundations](https://help.fieldpulse.com/features-add-ons/clearpath/setting-up-workflow-foundations.md): To set yourself up for success, please first review this article where we dive deep into what a workflow is, what key steps/stat…
- [Understanding Workflows in FieldPulse](https://help.fieldpulse.com/features-add-ons/clearpath/understanding-workflows-in-fieldpulse.md): Think about how your business operates. What services do you provide to generate revenue? Whether you focus on residential or co…
- [Creating a Custom Form](https://help.fieldpulse.com/features-add-ons/custom-forms/creating-a-custom-form.md): Click here to find out how it can save you time and streamline your workflow.
- [Custom Form Settings](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-form-settings.md): Custom Form Settings is where you configure the core behavior of each custom form you create in FieldPulse. From here, you can n…
- [Custom Forms Linked to Job Records](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-forms-linked-to-job-records.md): With Custom Forms, you have the ability to select related records directly within the form when it is attached/linked to a job.…
- [Custom Forms Overview](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-forms-overview.md): Custom Forms let you create or import professional, easy-to-use forms and checklists for any routine task. Share them with your…
- [Import and Export Custom Form Templates](https://help.fieldpulse.com/features-add-ons/custom-forms/import-and-export-custom-form-templates.md): Building a great Custom Form takes time. Once you've nailed the fields, sections, and conditional logic, you shouldn't have to r…
- [Custom Forms](https://help.fieldpulse.com/features-add-ons/custom-forms/index.md): Custom Forms — FieldPulse Help Center
- [PDF Form Filler](https://help.fieldpulse.com/features-add-ons/custom-forms/pdf-form-filler.md): FieldPulse's PDF Form Filler allows you to design and fill out complex forms within the FieldPulse platform. When it comes time…
- [Viewing Photos and Files on Custom Form PDFs](https://help.fieldpulse.com/features-add-ons/custom-forms/viewing-photos-and-files-on-custom-form-pdfs.md): Your team takes photos for a reason — proof of work, compliance records, before-and-afters, equipment shots. When you generate a…
- [Engage Overview](https://help.fieldpulse.com/features-add-ons/engage-phone-system/engage-overview.md): Engage is a fully-integrated phone system to manage your customer interactions including: phone calls, text messages, voicemails…
- [Connecting Engage via SIP (Session Initiation Protocol) &  DID (Direct Inward Dialing)](https://help.fieldpulse.com/features-add-ons/engage-phone-system/hardware-advanced-setup/connecting-engage-via-sip-session-initiation-protocol-did-direct-inward-dialing.md): FieldPulse Engage - SIP currently supports the following features:
- [Yealink VoIP Phone Set Up](https://help.fieldpulse.com/features-add-ons/engage-phone-system/hardware-advanced-setup/yealink-voip-phone-set-up.md): To get started, you will need to ensure you have administrative access to your VoIP phone. If you purchased your phone through a…
- [Engage Phone System](https://help.fieldpulse.com/features-add-ons/engage-phone-system/index.md): Engage Phone System — FieldPulse Help Center
- [Engage Reporting](https://help.fieldpulse.com/features-add-ons/engage-phone-system/reporting-in-engage/engage-reporting.md): Use the Reporting tab to create reports based on Engage data including: user who answered, call outcome, duration, and more.
- [10DLC Compliance](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/10dlc-compliance.md): Whether you are purchasing a new number through Engage or porting in an existing number from an outside carrier, all numbers for…
- [Audio Samples](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/audio-samples.md): Audio Samples are custom audio messages that can be used for voicemail greetings. To record or upload an audio sample, go to Eng…
- [Connecting Email to Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/connecting-email-to-engage.md): Begin by opening a conversation in Engage. Make sure the customer has an email address listed.
- [Engage Notifications](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/engage-notifications.md): Notifications allows you to toggle the incoming message tone on or off based on your preference.
- [Engage User Roles](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/engage-user-roles.md): FieldPulse users can be assigned to a maximum of one phone line, but can manage multiple phone lines, regardless of their role.…
- [Set Up & Configuration](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/index.md): Set Up & Configuration — FieldPulse Help Center
- [Phone Line Settings](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/phone-line-settings.md): Phone Line Settings let you name a phone line, control call recording, and assign users and managers to each line. To access the…
- [Phone Number Format for Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/phone-number-format-for-engage.md): For phone numbers to sync correctly with Engage, they must be formatted in E.164, the international standard for phone numbers.…
- [Purchasing & Porting Phone Numbers](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/purchasing-porting-phone-numbers.md): To add phone numbers to Engage, you can port in an existing phone number or purchase a new phone number.
- [Setting Up Call Routing](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-call-routing.md): Engage offers a variety of call routing options to direct your incoming phone calls to the right location. The call routing sett…
- [Setting Up Caller ID](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-caller-id.md): Your Caller ID is related to your companies business profile in Engage, which often times our team is creating for you during th…
- [Setting Up Ring Duration](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-ring-duration.md): This feature allows you to customize how long your calls ring before being sent to voicemail, tailoring it to the specific needs…
- [Setting Up Voicemail](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-voicemail.md): Engage allows you to set a default voicemail, as well as to create different voicemails for each of your phone lines.
- [Setting Up Working Hours](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-working-hours.md): Working Hours allows you to set the hours that your business is available to answer customer communications in Engage. You can a…
- [Troubleshooting](https://help.fieldpulse.com/features-add-ons/engage-phone-system/troubleshooting/index.md): Troubleshooting — FieldPulse Help Center
- [Running a Network Diagnosis in Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/troubleshooting/running-a-network-diagnosis-in-engage.md): Engage now offers an in-app network diagnosis feature, available on both web and mobile platforms. You can access this tool by
- [Additional Contacts & Alternate Phone Numbers](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/additional-contacts-alternate-phone-numbers.md): Beyond using the primary contact and phone number, Engage lets you view calls and SMS under each additional contact, or use the…
- [Assigning a Phone Number to a Lead Source](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/assigning-a-phone-number-to-a-lead-source.md): Use automatically designated lead sources in Engage to attribute calls to the correct marketing sources, offering insights for o…
- [Blocking a Phone Number](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/blocking-a-phone-number.md): Blocking numbers in the Engage system is a straightforward process that can help streamline your communication by filtering out…
- [Creating Custom Tags in Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/creating-custom-tags-in-engage.md): Within Engage, you have the ability to create custom tags for all of your Calls, Conversations, and Voicemails. By utilizing tag…
- [Do Not Disturb](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/do-not-disturb.md): Turning on Do Not Disturb will send your calls directly to voicemail without ringing on your device. For example, you may want t…
- [Using Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/index.md): Using Engage — FieldPulse Help Center
- [Marking All Notifications as Read](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/marking-all-notifications-as-read.md): Take control of your notifications! This admin-only feature will be available on the Conversations, Voicemails, and Calls pages…
- [Putting a Caller on Hold](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/putting-a-caller-on-hold.md): Engage users can now place calls on hold effortlessly through both the web and mobile apps. You can manage multiple calls at a t…
- [Transfers in Engage (Non SIP)](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/transfers-in-engage-non-sip.md): The FieldPulse Engage web application supports blind transfers. This is the only type of transfer currently available.
- [Chat AI](https://help.fieldpulse.com/features-add-ons/field-intelligence/chat-ai.md): In today’s dynamic digital landscape, your customers seek flexible communication options that suit their preferences. While phon…
- [Operator AI](https://help.fieldpulse.com/features-add-ons/field-intelligence/operator-ai.md): What if you could ensure that every customer call is answered, no matter the time or situation? Businesses like yours invest hea…
- [Features & Add-Ons](https://help.fieldpulse.com/features-add-ons/index.md): Features & Add-Ons — FieldPulse Help Center
- [Pulse Fleet Tracking](https://help.fieldpulse.com/features-add-ons/pulse-fleet-tracking.md): Our Fleet Tracking system is simple, cost-effective, and can handle fleets of any size. With live GPS tracking, you'll have eyes…
- [Geofences in Pulse Fleet Tracking](https://help.fieldpulse.com/features-add-ons/pulse-fleet-tracking/geofences-in-pulse-fleet-tracking.md): Geofences let you set virtual boundaries around locations like job sites, customer addresses, or your office. When a vehicle ent…
- [Dimensional Pricebook](https://help.fieldpulse.com/features-add-ons/sales-suite/dimensional-pricebook.md): The Dimensional Pricebook lets your business price products based on a unit of measure and the specific dimensions your customer…
- [Dynamic Proposals](https://help.fieldpulse.com/features-add-ons/sales-suite/dynamic-proposals.md): In today’s competitive business landscape, standing out from the crowd is essential! FieldPulse’s Dynamic Proposals feature tran…
- [Importing a Pricebook](https://help.fieldpulse.com/features-add-ons/sales-suite/importing-a-pricebook.md): Looking to import a pricebook you are currently utilizing? Simply export your existing pricebook to Excel, Google Sheets, or CSV…
- [Sales Suite](https://help.fieldpulse.com/features-add-ons/sales-suite/index.md): Sales Suite — FieldPulse Help Center
- [Pricebook](https://help.fieldpulse.com/features-add-ons/sales-suite/pricebook.md): Pricebook is a flat-rate sales tool that trade businesses can use to supercharge their sales process and increase revenue. Build…
- [Supplier Chat](https://help.fieldpulse.com/features-add-ons/supplier-chat.md): What if you could streamline your supplier communications and keep your entire team in the loop? Many businesses currently rely…
- [Contracts](https://help.fieldpulse.com/getting-started/account-setup-access/contracts.md): In FieldPulse, you have the ability to create contracts that can be attached to your estimates and invoices. Customers can conve…
- [Account Setup & Access](https://help.fieldpulse.com/getting-started/account-setup-access/index.md): Account Setup & Access — FieldPulse Help Center
- [Setting Up Google Single Sign On](https://help.fieldpulse.com/getting-started/account-setup-access/setting-up-google-single-sign-on.md): Google Single Sign On (SSO) simplifies the login process by allowing users to access FieldPulse securely with their existing Goo…
- [Setting Up Two-Factor Authentication (2FA)](https://help.fieldpulse.com/getting-started/account-setup-access/setting-up-two-factor-authentication-2fa.md): Two-factor authentication (2FA) provides an added layer of security by requiring two forms of identification to access FieldPuls…
- [Setting Up Your Account](https://help.fieldpulse.com/getting-started/account-setup-access/setting-up-your-account.md): Let's begin by setting up the basics of your FieldPulse account. Navigate to Company Settings in the left-side menu. (Note: Only…
- [Welcome to FieldPulse](https://help.fieldpulse.com/getting-started/account-setup-access/welcome-to-fieldpulse.md): Thanks for joining FieldPulse!
- [Customers & Scheduling: Quick Start](https://help.fieldpulse.com/getting-started/core-features-first-tasks/fieldpulse-foundations/customers-scheduling-quick-start.md): Now that you've setup your company settings and enabled features and plugins, it's  time to learn how to manage your customers i…
- [Estimates & Invoices: Quick Start](https://help.fieldpulse.com/getting-started/core-features-first-tasks/fieldpulse-foundations/estimates-invoices-quick-start.md): Once you've added customers, scheduled and set up some jobs, you're now ready to create your first estimate or invoice! Regardle…
- [FieldPulse Foundations](https://help.fieldpulse.com/getting-started/core-features-first-tasks/fieldpulse-foundations/index.md): FieldPulse Foundations — FieldPulse Help Center
- [In the Field Overview: Mobile Experience](https://help.fieldpulse.com/getting-started/core-features-first-tasks/in-the-field-overview-mobile-experience/index.md): In the Field Overview: Mobile Experience — FieldPulse Help Center
- [Mobile App Overview - Admins & Team Managers](https://help.fieldpulse.com/getting-started/core-features-first-tasks/in-the-field-overview-mobile-experience/mobile-app-overview-admins-team-managers.md): This guide will give you an overview of the Admin and Team Manager view on the FieldPulse mobile app.
- [Mobile App Overview - Limited Agents](https://help.fieldpulse.com/getting-started/core-features-first-tasks/in-the-field-overview-mobile-experience/mobile-app-overview-limited-agents.md): This article is your guide to navigating the FieldPulse Mobile App as a Limited Agent. You'll discover exactly what features and…
- [Mobile App Overview - Service Agents](https://help.fieldpulse.com/getting-started/core-features-first-tasks/in-the-field-overview-mobile-experience/mobile-app-overview-service-agents.md): This guide will provide an overview of the FieldPulse mobile app for Service Agents.
- [Core Features & First Tasks](https://help.fieldpulse.com/getting-started/core-features-first-tasks/index.md): Core Features & First Tasks — FieldPulse Help Center
- [Features & Plugins Overview](https://help.fieldpulse.com/getting-started/core-features-first-tasks/next-steps-support-options/features-plugins-overview.md): Now that you've set up your basic settings, it's time to take a deep dive into the features, plugins, and partners available for…
- [How to Reach FieldPulse Support](https://help.fieldpulse.com/getting-started/core-features-first-tasks/next-steps-support-options/how-to-reach-fieldpulse-support.md): Support@FieldPulse.com
- [Next Steps & Support Options](https://help.fieldpulse.com/getting-started/core-features-first-tasks/next-steps-support-options/index.md): Next Steps & Support Options — FieldPulse Help Center
- [Next Steps After Setup](https://help.fieldpulse.com/getting-started/core-features-first-tasks/next-steps-support-options/next-steps-after-setup.md): By now, you have learned the basics of FieldPulse, customized your settings, and explored features & plugins that meet your busi…
- [Getting Started](https://help.fieldpulse.com/getting-started/index.md): Getting Started — FieldPulse Help Center
- [FieldPulse Help Center](https://help.fieldpulse.com/index.md): Product documentation for the FieldPulse field service management platform — features, business rules, integrations, and API ref…
- [Accounting](https://help.fieldpulse.com/integrations-partners/accounting/index.md): Accounting — FieldPulse Help Center
- [MYOB [ANZ]](https://help.fieldpulse.com/integrations-partners/accounting/myob/myob-anz.md): We’re excited to share that a new integration with MYOB Business is in progress! This integration will enable seamless connectiv…
- [Automatic Deposit Invoices](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-applies-to-both-quickbooks-desktop-quickbooks-online/automatic-deposit-invoices.md): Currently, when you request and collect a deposit on an Estimate record, that payment is generated and applied to a converted in…
- [Default Customer Name Preference](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-applies-to-both-quickbooks-desktop-quickbooks-online/default-customer-name-preference.md): This feature will significantly benefit QuickBooks Online and QuickBooks Desktop users. Many companies often use different names…
- [QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/index.md): QuickBooks Desktop — FieldPulse Help Center
- [Post-Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/post-sync-quickbooks-desktop.md): Sometimes, you may also encounter a record that has not properly synced between FieldPulse and QuickBooks. To better understand…
- [Pre-Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/pre-sync-quickbooks-desktop.md): Customers, line items, estimates, invoices and payments created or edited in FieldPulse will be automatically created or edited…
- [Purchase Order Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/purchase-order-sync-quickbooks-desktop.md): Enable one-way syncing from FieldPulse to QuickBooks for your purchase order data. Once enabled, the sync will be triggered by n…
- [QuickBooks Desktop Errors](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/quickbooks-desktop-errors.md): For any record that fails to sync with QuickBooks Desktop—including customers, invoices, and payments—you can use the in-app tro…
- [Sync Examples: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/sync-examples-quickbooks-desktop.md): Use this guide to preview how your records will transfer between FieldPulse and QuickBooks Desktop.
- [Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/sync-quickbooks-desktop.md): To connect to QuickBooks Desktop, request access by contacting us at support@fieldpulse.com, or use the chat feature in the bott…
- [Canadian Dual Tax Rates in QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/canadian-dual-tax-rates-in-quickbooks-online.md): FieldPulse is excited to announce compatibility with Canadian dual-tax rates for users integrating with QuickBooks Online. This…
- [QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/index.md): QuickBooks Online — FieldPulse Help Center
- [Post-Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/post-sync-quickbooks-online.md): All options can be changed at any time on individual invoices and items or by navigating to Company Settings  Estimate & Invoice…
- [Pre-Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/pre-sync-quickbooks-online.md): Customers, line items, estimates, invoices and payments created or edited in FieldPulse will be automatically created or edited…
- [Purchase Order Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/purchase-order-sync-quickbooks-online.md): You can now sync your FieldPulse purchase orders with QuickBooks Online! This sync can be two-way or one-way, sending purchase o…
- [QuickBooks Online Errors](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/quickbooks-online-errors.md): For any record that fails to sync with QuickBooks Online—including customers, invoices, and payments—you can use the in-app trou…
- [Sync Examples: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/sync-examples-quickbooks-online.md): Use this guide to preview how your records will transfer between FieldPulse and QuickBooks Online.
- [Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/sync-quickbooks-online.md): To connect to QuickBooks Online, you will first need to request access by contacting us at support@fieldpulse.com or using the c…
- [Timesheets Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/timesheets-sync-quickbooks-online.md): FieldPulse timesheets sync directly to QuickBooks Online. This is a one-way sync (FieldPulse → QuickBooks Online), triggered aut…
- [Customer & Job Level Default Sales Account (Xero Integration)](https://help.fieldpulse.com/integrations-partners/accounting/xero/customer-job-level-default-sales-account-xero-integration.md): If your business works across different customer types (e.g. residential vs commercial) or service types (e.g. maintenance vs co…
- [Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/index.md): Xero — FieldPulse Help Center
- [Post-Sync: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/post-sync-xero.md): If you’re running into issues with syncing Xero to FieldPulse, there are 4 main areas to look at to resolve these issues. They s…
- [Pre-Sync: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/pre-sync-xero.md): FieldPulse offers a two-way integration with Xero to automatically sync your customers, quotes, invoices, payment records, and i…
- [Sync Examples: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/sync-examples-xero.md): Use this guide to preview how your records will transfer between FieldPulse and Xero.
- [Sync: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/sync-xero.md): To connect to Xero, you will first need to request access by contacting us at support@fieldpulse.com or using the chat feature i…
- [FieldPulse API](https://help.fieldpulse.com/integrations-partners/developer-api/fieldpulse-api.md): APIs, or Application Programming Interfaces, allow different software applications to communicate and share information with eac…
- [Developer & API](https://help.fieldpulse.com/integrations-partners/developer-api/index.md): Developer & API — FieldPulse Help Center
- [Zapier Integration](https://help.fieldpulse.com/integrations-partners/developer-api/zapier-integration/index.md): Zapier Integration — FieldPulse Help Center
- [Zapier](https://help.fieldpulse.com/integrations-partners/developer-api/zapier-integration/zapier.md): This integration brings together the best of both worlds, enabling you to seamlessly manage your operations while harnessing the…
- [Zapier Integration Sample Walkthrough](https://help.fieldpulse.com/integrations-partners/developer-api/zapier-integration/zapier-integration-sample-walkthrough.md): Zapier is used as a connection between applications. FieldPulse uses Zapier to pull in customer records as LEADS. These leads ar…
- [Acorn Finance Integration](https://help.fieldpulse.com/integrations-partners/financing/acorn-finance-integration.md): As businesses expand, the demand for flexible payment solutions grows more crucial and appealing to customers. Home improvement…
- [FieldPulse Capital](https://help.fieldpulse.com/integrations-partners/financing/fieldpulse-capital.md): Get your business moving and accelerate growth with quick and easy access to funding!  You can solve short-term cash flow gaps a…
- [Financing](https://help.fieldpulse.com/integrations-partners/financing/index.md): Financing — FieldPulse Help Center
- [Wisetack Consumer Financing Integration](https://help.fieldpulse.com/integrations-partners/financing/wisetack-consumer-financing-integration.md): As businesses grow, financing options become increasingly necessary and attractive to customers. On average, 75% of homeowners c…
- [Integrations & Partners](https://help.fieldpulse.com/integrations-partners/index.md): Integrations & Partners — FieldPulse Help Center
- [Angi Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/angi-integration.md): FieldPulse has teamed up with Angi to seamlessly send your leads directly into your FieldPulse account!
- [CHIIRP Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/chiirp-integration.md): Have a list of customers you haven’t communicated with for a while? Eliminate hundreds of wasted hours by using CHIIRP to automa…
- [Free2Grow Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/free2grow-integration.md): In today’s fast-paced service industry, effective communication and customer management are paramount for success. Free2Grow is…
- [HighLevel Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/highlevel-integration.md): The HighLevel integration with FieldPulse creates a two-way sync of customers/contacts between both platforms. Learn more about…
- [Marketing & Lead Generation](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/index.md): Marketing & Lead Generation — FieldPulse Help Center
- [Mailchimp Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/mailchimp-integration.md): Mailchimp is an email marketing platform tailored to a wide range of businesses (from small businesses and online stores to larg…
- [Marketing 360 Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/marketing-360-integration.md): The Marketing 360® integration allows for a one-way sync from FieldPulse to Marketing 360® of the following information:
- [Signpost Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/signpost-integration.md): Signpost empowers business owners with communications solutions tailored to their business. Serving as the direct line to custom…
- [XAPPAI Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/xappai-integration.md): The XAPPAI integration connects your FieldPulse account to automatically send leads from the XAPPAI chat and form widgets. The f…
- [CompanyCam Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/companycam-integration.md): Managing job site photos and videos just got easier using CompanyCam, a leader in photo and video management for field service b…
- [Google Calendar Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/google-calendar-integration.md): Follow the steps below to allow your FieldPulse jobs to automatically sync to your Google Calendar. Please note, only jobs creat…
- [HazardCo Integration (Australia)](https://help.fieldpulse.com/integrations-partners/partner-listings/hazardco-integration-australia.md): Connect HazardCo and FieldPulse to bring WHS and job management together. Complete a SWMS in HazardCo using the guided prompts a…
- [Partner Listings](https://help.fieldpulse.com/integrations-partners/partner-listings/index.md): Partner Listings — FieldPulse Help Center
- [NiceJob Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/nicejob-integration.md): FieldPulse’s NiceJob integration gives service businesses a quick and easy way to get more reviews and manage their business’ re…
- [QuickBooks Time Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/quickbooks-time-integration.md): QuickBooks Time is a powerful tool for tracking employee hours, managing payroll, and maintaining accurate job costs. It is a se…
- [The Seal Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/the-seal-integration.md): Reputation is everything in the service industry. That’s why we’ve partnered with The Seal, a leader in reputation management, t…
- [Trinity Warranty Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/trinity-warranty-integration.md): Trinity Warranty provides extended warranty agreements to Plumbing and HVAC service businesses. These agreements extend customer…
- [City Electric Supply Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/city-electric-supply-integration.md): With our City Electric Supply integration, you can get the most up to date material pricing within FieldPulse. Enable the integr…
- [Suppliers & Distributors](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/index.md): Suppliers & Distributors — FieldPulse Help Center
- [Reece Integration (US)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-integration-us/reece-integration-us.md): Ready to integrate Reece with your FieldPulse account? With this integration you can now check inventory and pricing in real tim…
- [Reece US Integration Product Categories](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-integration-us/reece-us-integration-product-categories.md): Below is a list of Reece US product categories. These are helpful to know when searching for items to add to material lists, est…
- [Reece maX Integration (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/index.md): Reece maX Integration (ANZ) — FieldPulse Help Center
- [Reece maX Integration (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/reece-max-integration-anz.md): In this article, we'll walk you through the steps to integrate FieldPulse with your Reece maX account.
- [Reece maX Integration Branch Quotes (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/reece-max-integration-branch-quotes-anz.md): Branch Quotes allows you to access any quotes that have already been put together by a Reece team member within the branch. This…
- [Reece maX Integration CMP Pricing (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/reece-max-integration-cmp-pricing-anz.md): CMP stands for Competitive Market Price — it’s an automated price designed to help you cost jobs more effectively.For more detai…
- [Reece maX Integration Credit Notes (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/reece-max-integration-credit-notes-anz.md): Reece ANZ Credit Notes are displayed and impact Job and Project costing. Previously, Reece credit notes were imported and shown…
- [Reece maX  Integration Purchase Orders (ANZ)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-max-integration-anz/reece-max-integration-purchase-orders-anz.md): Easily generate a Reece purchase order and submit it without leaving FieldPulse! Before continuing, be sure you have the Reece m…
- [The Granite Group Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/the-granite-group-integration.md): With our Granite Group integration you can get the most up to date material pricing all within FieldPulse.
- [Winsupply Costbook Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/winsupply-costbook-integration.md): Take advantage of our digital costbook that provides Winsupply customers with an interactive digital interface to get HVAC syste…
- [Custom Forms - Offline Mode](https://help.fieldpulse.com/offline-mode/custom-forms-offline-mode.md): If you lose internet connection while out in the field, you can continue using the FieldPulse mobile app in our Offline Mode. Th…
- [Customers, Jobs, & Projects - Offline Mode](https://help.fieldpulse.com/offline-mode/customers-jobs-projects-offline-mode.md): If you lose internet connection while out in the field, you can continue using the FieldPulse mobile app in our Offline Mode. Th…
- [Estimates & Invoices - Offline Mode](https://help.fieldpulse.com/offline-mode/estimates-invoices-offline-mode.md): Continue to stay productive no matter where you are! Whether you’re dealing with unpredictable internet connections or have your…
- [Offline Mode](https://help.fieldpulse.com/offline-mode/index.md): Offline Mode — FieldPulse Help Center
- [Material Lists - Offline Mode](https://help.fieldpulse.com/offline-mode/material-lists-offline-mode.md): If you lose internet connection while out in the field, you can continue creating and editing Material Lists using FieldPulse's…
- [Offline Mode Overview](https://help.fieldpulse.com/offline-mode/offline-mode-overview.md): A quick reference for what's available in the FieldPulse mobile app when you lose connection.
- [Timesheets - Offline Mode](https://help.fieldpulse.com/offline-mode/timesheets-offline-mode.md): If you lose internet connection while out in the field, you can continue clocking in and out using FieldPulse's Offline Mode. Th…
- [FieldPulse360: Building Your Brand](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-building-your-brand.md): Recorded on September 24th, 2024
- [FieldPulse360: ClearPath Best Practices](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-clearpath-best-practices.md): Recorded on October 14th, 2025
- [FieldPulse360: Customer Communications](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-customer-communications.md): Recorded on May 8th, 2024
- [FieldPulse360: Customers & Scheduling](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-customers-scheduling.md): Recorded on March 6th, 2024
- [FieldPulse360: Employee Management](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-employee-management.md): Recorded on May 22nd, 2024
- [FieldPulse360: Estimates & Invoices](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-estimates-invoices.md): Recorded on April 24th, 2024
- [FieldPulse360: Feature Enhancements](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-feature-enhancements.md): Recorded on June 5th, 2024
- [FieldPulse360: Feature Updates](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-feature-updates.md): Recorded on August 28th, 2024
- [FieldPulse360: Fintech for Future Growth](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-fintech-for-future-growth.md): Recorded on December 9th, 2025
- [FieldPulse360: From Request to Reality - Showcasing Features Built for You](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-from-request-to-reality-showcasing-features-built-for-you.md): Recorded on April 8th, 2025
- [FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 1: Subtasks & Record Templates](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-1-subtasks-record-templates.md): Recorded on July 8th, 2025
- [FieldPulse360: How to get FieldPulse to do the most for your workflows - Part 2: Automatic Customer Communications & Notification Settings](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-how-to-get-fieldpulse-to-do-the-most-for-your-workflows-part-2-automatic-customer-communications-notification-settings.md): Recorded on August 12th, 2025
- [FieldPulse360: Introducing ClearPath](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-introducing-clearpath.md): Recorded on September 10th, 2025
- [FieldPulse360: Inventory 101](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-inventory-101.md): Recorded on June 19th, 2024
- [FieldPulse360: Job Management](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-job-management.md): Recorded on April 10th, 2024
- [FieldPulse360: Make Your Data Make Sense](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-make-your-data-make-sense.md): Recorded on October 8th, 2024
- [FieldPulse360: Mastering Extended Timeline Work](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-mastering-extended-timeline-work.md): Recorded on October 22nd, 2024
- [FieldPulse360: Mobile App 101](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-mobile-app-101.md): Recorded on March 13th, 2024
- [FieldPulse360: Money Matters](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-money-matters.md): Recorded on July 16th, 2024
- [FieldPulse360: Organize Your Workflow](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-organize-your-workflow.md): Recorded on August 13th, 2024
- [FieldPulse360: Pricebook](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-pricebook.md): Recorded on March 27th, 2024
- [FieldPulse360: Raw Data Reporting](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-raw-data-reporting.md): Recorded on March 20th, 2024
- [FieldPulse360: Reporting Upgrades](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-reporting-upgrades.md): Recorded on July 2nd, 2024
- [FieldPulse360: Setting Up Workflow Foundations in FieldPulse](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-setting-up-workflow-foundations-in-fieldpulse.md): Recorded on June 10th, 2025
- [FieldPulse360: What is a Workflow?](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-what-is-a-workflow.md): Recorded on May 13th, 2025
- [FieldPulse360: Workflow Walkthroughs](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-workflow-walkthroughs.md): Recorded on September 11th, 2024
- [FieldPulse360 Archives](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/index.md): FieldPulse360 Archives — FieldPulse Help Center
- [FieldPulse360](https://help.fieldpulse.com/training-resources/fieldpulse360/index.md): FieldPulse360 — FieldPulse Help Center
- [Upcoming FieldPulse360 Sessions](https://help.fieldpulse.com/training-resources/fieldpulse360/upcoming-fieldpulse360-sessions.md): Level up with FieldPulse360, our live training series made just for FieldPulse users! Every month, we guide you through the prod…
- [Training & Resources](https://help.fieldpulse.com/training-resources/index.md): Training & Resources — FieldPulse Help Center
- [FieldEdge to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/fieldedge-to-fieldpulse-migration-guide.md): If you're moving from FieldEdge to FieldPulse, this guide covers the full transition. Both platforms are built for the trades an…
- [HouseCall Pro to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/housecall-pro-to-fieldpulse-migration-guide.md): If you're moving from HouseCall Pro (HCP) to FieldPulse, this guide walks you through every step. FieldPulse covers the same cor…
- [Migration Guides](https://help.fieldpulse.com/training-resources/migration-guides/index.md): Migration Guides — FieldPulse Help Center
- [Jobber to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/jobber-to-fieldpulse-migration-guide.md): If you're moving from Jobber to FieldPulse, this guide walks you through every step. FieldPulse covers the same core workflows y…
- [Service Fusion to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/service-fusion-to-fieldpulse-migration-guide.md): If you're moving from Service Fusion to FieldPulse, this guide covers the full transition. The two platforms share the same core…
- [ServiceTitan to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/servicetitan-to-fieldpulse-migration-guide.md): If you're moving from ServiceTitan to FieldPulse, this guide covers the full transition. ServiceTitan and FieldPulse share the s…
- [Customer Account Structures:  Parent/Child vs. Multi-Location](https://help.fieldpulse.com/training-resources/platform-best-practice-recommendations/customer-account-structures-parent-child-vs-multi-location.md): In this article, we’ll explore two important account structures in FieldPulse: the Parent/Child Relationship and our Multi-Locat…
- [Tracking Company Equipment and Assets in FieldPulse](https://help.fieldpulse.com/training-resources/platform-best-practice-recommendations/tracking-company-equipment-and-assets-in-fieldpulse.md): Managing your company's shared equipment—like excavators, specialty tools, or fleet vehicles—is just as important as dispatching…
- [$100 Gift Card- Capterra Review](https://help.fieldpulse.com/training-resources/review-referral-rewards/100-gift-card-capterra-review.md): We’d love to hear what you think about FieldPulse! Your feedback helps us improve and continue building the best experience for…
- [FieldPulse Live: Ask Us Anything!](https://help.fieldpulse.com/training-resources/weekly-q-a-session/fieldpulse-live-ask-us-anything.md): Got questions about FieldPulse? Join us every week for a live Q&A session with a FieldPulse expert. Whether you're just getting…
- [Booking Portal: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/booking-portal-what-your-customer-sees.md): The Booking Portal is often the first impression a new customer has of your business. This article walks through the full bookin…
- [Customer Portal: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/customer-portal-what-your-customer-sees.md): The Customer Portal gives your existing customers a place to view their history with you, access their documents, and stay up to…
- [Estimates & Invoices: What Your Customers See](https://help.fieldpulse.com/training-resources/what-your-customer-sees/estimates-invoices-what-your-customers-see.md): When you send an Estimate or Invoice from FieldPulse, your customer receives more than just a number. They get a branded, profes…
- [What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/index.md): What Your Customer Sees — FieldPulse Help Center
- [Job Confirmations: What Your Customers See](https://help.fieldpulse.com/training-resources/what-your-customer-sees/job-confirmations-what-your-customers-see.md): Keeping customers informed before you show up sets the tone for the whole job. This article covers what job confirmation message…
- [Maintenance Agreements: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/maintenance-agreements-what-your-customer-sees.md): When a customer has an upcoming maintenance visit, FieldPulse can send them an automatic reminder so nothing catches them off gu…
- [Payment Receipts: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/payment-receipts-what-your-customer-sees.md): When a payment is recorded in FieldPulse, whether it's taken through FieldPulse Payments, synced from QuickBooks, or logged manu…
- [Review Management: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/review-management-what-your-customer-sees.md): FieldPulse's Review Management feature lets you automatically send review requests at any point of your Job workflow. This artic…
- [Trip Tracking: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/trip-tracking-what-your-customer-sees.md): Nobody likes waiting around without knowing when their technician will arrive. This article covers what the trip tracking experi…
- [Character Limits & Validations](https://help.fieldpulse.com/troubleshooting-technical-specs/character-limits-validations.md): This article outlines the character limits and validation rules for each major record type in FieldPulse. Use it as a reference…
- [Creating Custom Barcodes for Easy Scanning with the FieldPulse Mobile App](https://help.fieldpulse.com/troubleshooting-technical-specs/creating-custom-barcodes-for-easy-scanning-with-the-fieldpulse-mobile-app.md): We've had customers ask about creating barcodes that the FieldPulse mobile app can scan. While the FieldPulse platform does not…
- [Getting Help, Reporting Issues & Requesting Features](https://help.fieldpulse.com/troubleshooting-technical-specs/getting-help-reporting-issues-requesting-features.md): We'd love to hear from you! We encourage you to use our chat support to discuss your FieldPulse feedback requests. Providing cle…
- [A Comprehensive Guide to FieldPulse's Commission Structures](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/a-comprehensive-guide-to-fieldpulse-s-commission-structures.md): FieldPulse offers several commission options to support a variety of business structures. Below is an overview of each commissio…
- [Commission Templates](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/commission-templates.md): Create predefined Commission Templates to save time and minimize errors. Instead of entering commission details from scratch eac…
- [Cost Basis and Invoice Profitability](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/cost-basis-and-invoice-profitability.md): By recording the costs of your line items internally, you can easily track the cost basis and profit margins of your estimate or…
- [Flat Rate Job Commissions](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/flat-rate-job-commissions.md): This Flat Rate Job Commission feature simplifies how you manage sales incentives: flat-rate commissions. This model allows you t…
- [Commission, Markups, & Profitability](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/index.md): Commission, Markups, & Profitability — FieldPulse Help Center
- [Invoice-Level Commission](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/invoice-level-commission.md): Commissions can be tracked and automatically calculated on estimates and invoices. You can choose whether to calculate the commi…
- [Markups & Margins](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/markups-margins.md): By entering the cost of a product or service and a markup or margin, FieldPulse will automatically determine the price that the…
- [Customer Communications](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/customer-communications.md): With Customer Communications, you can build email and SMS templates that auto-fill with job details, set up automatic triggers f…
- [Customer Notification Preferences](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/customer-notification-preferences.md): When your customer receives an SMS (text message) from your business, they’ll see the option to reply STOP to unsubscribe. Once…
- [Communications & Notifications](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/index.md): Communications & Notifications — FieldPulse Help Center
- [Notifications Master Guide](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/notifications-master-guide.md): FieldPulse has three different notification settings, and which one you need depends on who you want to notify. Use the table be…
- [Creating a Customer](https://help.fieldpulse.com/using-fieldpulse/customers/creating-a-customer.md): FieldPulse offers a simple Customer Relationship Management system that makes storing and finding related customer information e…
- [Creating Related Customers](https://help.fieldpulse.com/using-fieldpulse/customers/creating-related-customers.md): If you have one customer with multiple locations that you service, you can set the customer up as a Parent Customer and set up t…
- [Custom Fields on Customer Records](https://help.fieldpulse.com/using-fieldpulse/customers/custom-fields-on-customer-records.md): You can create custom fields for your customer records to store and display any data you wish. With the ability to set the order…
- [Custom Sales Pipeline](https://help.fieldpulse.com/using-fieldpulse/customers/custom-sales-pipeline.md): FieldPulse's Custom Sales Pipeline is a tool that helps you manage your customers and stay organized throughout the entire sales…
- [Custom Tags for Customers](https://help.fieldpulse.com/using-fieldpulse/customers/custom-tags-for-customers.md): You can create custom tags for your customers to organize and segment your customers into lists. For example, if you have custom…
- [Customer Portal](https://help.fieldpulse.com/using-fieldpulse/customers/customer-portal.md): Our Customer Portal gives your customers the power to view all of their jobs, estimates, invoices and payments. This allows your…
- [Customer Statuses](https://help.fieldpulse.com/using-fieldpulse/customers/customer-statuses.md): FieldPulse offers a simple method of tracking the lifecycle of a customer as they move through different stages. A single field…
- [Customers](https://help.fieldpulse.com/using-fieldpulse/customers/index.md): Customers — FieldPulse Help Center
- [Merging Duplicate Customer Records](https://help.fieldpulse.com/using-fieldpulse/customers/merging-duplicate-customer-records.md): Merge duplicate customers without losing key details in FieldPulse! Begin by navigating to the customer record of a customer you…
- [Multi-Location & Multi-Contact Customers](https://help.fieldpulse.com/using-fieldpulse/customers/multi-location-multi-contact-customers.md): For some customer records, you may need to add additional contacts and/or additional locations under the same record. To do so,…
- [Price Tiers](https://help.fieldpulse.com/using-fieldpulse/customers/price-tiers.md): FieldPulse's Price Tiers offer a flexible way to manage customer-specific pricing by automatically applying markups or discounts…
- [Tracking Lead Sources](https://help.fieldpulse.com/using-fieldpulse/customers/tracking-lead-sources.md): A lead source is how a lead initially hears about a business. Tracking lead sources is essential as it allows businesses to bett…
- [Effortless Updates with Mass Import for Custom Fields](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/effortless-updates-with-mass-import-for-custom-fields.md): Efficiency is key. We understand that managing customer data can be a time consuming task, especially when dealing with multiple…
- [Exporting Customers](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/exporting-customers.md): You can export all of your customer information from FieldPulse as a .CSV. To perform an export, click on Customers in the left…
- [Exporting Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/exporting-estimates-invoices.md): To export your estimates or invoices, select Estimates or Invoices in the left-side menu, then click Export. You will receive an…
- [Importing Customers](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-customers.md): Looking to import an existing customer base? Simply export your customers to Excel, Google Sheets, or CSV file and use our mass…
- [Importing Data into FieldPulse](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-data-into-fieldpulse.md): FieldPulse offers three ways of bringing your existing records into your account: import the data yourself for free using our te…
- [Importing Jobs](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-jobs.md): Looking to import existing jobs? Simply export your jobs to Excel, Google Sheets, or CSV file and use our mass import tool to up…
- [Importing Serialized Inventory](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-serialized-inventory.md): You can easily import your serialized inventory items into FieldPulse for use when creating Estimates and Invoices by utilizing…
- [Importing Your Item List](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-your-item-list.md): You can easily import your items into FieldPulse for use when creating Estimates and Invoices by utilizing our mass import tool.
- [Data Imports & Exports](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/index.md): Data Imports & Exports — FieldPulse Help Center
- [Self-Importing Data with Google Sheets](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/self-importing-data-with-google-sheets.md): Within FieldPulse their are times when you can self-import information. This can be done for Customers, Line Items, and Custom F…
- [Adding Labor to Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/adding-labor-to-estimates-invoices.md): Before you get started, be sure that your team members have Hourly Billing Rate and Hourly Cost Rate set up in Company Settings.…
- [Alternative Company Profiles](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/alternative-company-profiles.md): In FieldPulse, you can create multiple company profiles that can be easily switched when sending estimates and invoices. For ins…
- [Attaching Photos and Files to Estimates and Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/attaching-photos-and-files-to-estimates-and-invoices.md): If you're sending an estimate or invoice to a customer and want to attach photos or files, you can do so with just a few clicks.
- [Automatic Tax Rates & Tax Override](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/automatic-tax-rates-tax-override.md): Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to…
- [Creating an Estimate](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/creating-an-estimate.md): Estimates pull together line items, materials, and labor into a single document you can send for review or present in person. Bu…
- [Creating an Invoice](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/creating-an-invoice.md): Invoices capture line times, materials, and labor and give your customer a clear bill they can pay online or in person. The fast…
- [Custom Estimate & Invoice Themes](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/custom-estimate-invoice-themes.md): To create a custom theme, navigate to Company Settings, then select Estimates & Invoices. Click on Themes in the sub-header. To…
- [Custom Estimate & Invoice Workflows](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/custom-estimate-invoice-workflows.md): Our Customizable Estimate & Invoice Workflows, allow you to run your sales process, your way! Recognizing the limitations that r…
- [Default Estimate & Invoice Settings](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/default-estimate-invoice-settings.md): FieldPulse had default settings for your estimates and invoices to ensure consistency and reduce redundancies. You can change th…
- [Estimate & Invoice Templates](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/estimate-invoice-templates.md): When creating a new estimate or invoice, users can effortlessly insert pre-built templates into the record. These templates act…
- [Estimate Options & Add-Ons](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/estimate-options-add-ons.md): When creating an estimate, many businesses want to offer customers multiple options. Some use a Good, Better, Best model, while…
- [Formula-Based Quantities](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/formula-based-quantities.md): By setting up Formula-Based Quantities, it will allow you to quickly calculate the materials needed for a job using those custom…
- [Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/index.md): Estimates & Invoices — FieldPulse Help Center
- [Line Item Bundles & Groupings](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/line-item-bundles-groupings.md): In FieldPulse you can set up invoice bundles for services and parts that are often added together on an estimate or invoice, to…
- [Locking Edits on Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/locking-edits-on-estimates-invoices.md): Record locking helps protect the integrity of your financial data by automatically restricting edits to estimates and invoices o…
- [Recurring Billing](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/recurring-billing.md): FieldPulse’s Recurring Billing allows you to generate recurring invoices on the fly, and save time by requesting or collecting p…
- [Requesting a Customer Signature](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/requesting-a-customer-signature.md): If you want to collect a customer's electronic signature on an estimate or invoice via email, you can do so directly in FieldPul…
- [Sending Estimates & Invoices to Customers](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/sending-estimates-invoices-to-customers.md): In this guide, we'll show you how to send an invoice to a customer. Follow the same steps to send an estimate.
- [Franchise Overview](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-overview.md): As the franchisor, you have access to the Franchises tab from the menu on the left hand side of the screen. Here you can see at…
- [Franchise: Roll-Up Reporting](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-roll-up-reporting.md): Roll-up reporting allows the franchisor to access and analyze consolidated data from every franchisee location. With access to a…
- [Franchise: Royalty Reporting](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-royalty-reporting.md): Royalty reports are automatically generated at the end of each month, granting each franchise immediate access. Franchisors can…
- [Franchises](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/index.md): Franchises — FieldPulse Help Center
- [FieldPulse Account Structures](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/index.md): FieldPulse Account Structures — FieldPulse Help Center
- [Master Account Franchise: Multi-Business Management & Reporting](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/master-account-franchise-multi-business-management-reporting.md): Our Master Account Franchise feature is designed specifically for users who wish manage multiple businesses or franchises all fr…
- [Using FieldPulse](https://help.fieldpulse.com/using-fieldpulse/index.md): Using FieldPulse — FieldPulse Help Center
- [Bulk Transfer Serialized Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/bulk-transfer-serialized-inventory.md): Our bulk transfer feature is designed to simplify and expedite the process of moving multiple products at once. Imagine the time…
- [Deducting Inventory & Inventory Count](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/deducting-inventory-inventory-count.md): To keep your stock counts accurate, FieldPulse lets you choose when inventory is deducted from your hubs: when a Material List i…
- [Item List & Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/index.md): Item List & Inventory — FieldPulse Help Center
- [Inventory Hubs](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/inventory-hubs.md): In FieldPulse, a hub serves as a designated location where you store your inventory. This could be a workshop, truck, van, offic…
- [Inventory Item Custom Fields](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/inventory-item-custom-fields.md): You can create custom fields for your Inventory Item Records to store and display any data you wish. With the ability to set the…
- [Inventory Permissions](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/inventory-permissions.md): FieldPulse allows you to customize and adjust inventory permissions for each user. This feature is valuable for teams that work…
- [Item Custom Fields](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/item-custom-fields.md): You can create custom fields for Items to store and display any data you wish. With the ability to set the order of your custom…
- [Serialized Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/serialized-inventory.md): Serialized Inventory is a powerful tool that allows for accurate tracking of individual items or equipment in your inventory by…
- [Setting Up Item List & Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/setting-up-item-list-inventory.md): When creating an estimate or invoice, line items are added from your Item List. Therefore, your Item List will include all of th…
- [Custom Fields on Material Lists](https://help.fieldpulse.com/using-fieldpulse/material-lists/custom-fields-on-material-lists.md): You can create custom fields for your material lists to store and display any data you wish. With the ability to set the order o…
- [Material Lists](https://help.fieldpulse.com/using-fieldpulse/material-lists/material-lists.md): Material lists are a way to keep track of what materials you need for a job and what you actually used. Material lists help you…
- [Material Lists - Mobile App](https://help.fieldpulse.com/using-fieldpulse/material-lists/material-lists-mobile-app.md): On the mobile app, Admin and Team Managers will have access to create, edit, view and/or attach material lists to any Job, Proje…
- [Adjusting Screen Contrast and Display Themes on Windows and macOS](https://help.fieldpulse.com/using-fieldpulse/other/adjusting-screen-contrast-and-display-themes-on-windows-and-macos.md): If you prefer a darker theme to reduce eye strain, both Windows and macOS offer settings that can help. While FieldPulse doesn’t…
- [Communications](https://help.fieldpulse.com/using-fieldpulse/other/communications.md): The communications tab allows you to oversee all communications sent from your team, as well as to sort them by record type and…
- [Other](https://help.fieldpulse.com/using-fieldpulse/other/index.md): Other — FieldPulse Help Center
- [Internal Activity](https://help.fieldpulse.com/using-fieldpulse/other/internal-activity.md): The internal activity tab allows you to oversee all updates made by your team members in FieldPulse, as well as when the changes…
- [Notes](https://help.fieldpulse.com/using-fieldpulse/other/notes.md): With the notes feature, you can add notes for yourself, your managers, or the whole business. You can even notify team members a…
- [Reminders](https://help.fieldpulse.com/using-fieldpulse/other/reminders.md): You can set reminders for jobs, customers, estimates, invoices, and more in FieldPulse. You will follow the same process regardl…
- [Search & Filter](https://help.fieldpulse.com/using-fieldpulse/other/search-filter.md): Using filters to narrow your searches in FieldPulse makes it easy to find what you need. While the available filters vary betwee…
- [Troubleshooting Connectivity Issues and Slow Loading](https://help.fieldpulse.com/using-fieldpulse/other/troubleshooting-connectivity-issues-and-slow-loading.md): If you're experiencing slow load times in FieldPulse, it may be a connectivity issue. Here are some troubleshooting steps to eli…
- [Troubleshooting Push Notifications](https://help.fieldpulse.com/using-fieldpulse/other/troubleshooting-push-notifications.md): There are three primary causes for push notifications not appearing in the FieldPulse WebApp or mobile app. Use the guide below…
- [Collecting Payments: 3 General Methods](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/collecting-payments-3-general-methods.md): Want to collect and track customer payments directly in FieldPulse? FieldPulse Payments makes the process seamless and saves you…
- [How-To](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/index.md): How-To — FieldPulse Help Center
- [Marking Payments](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/marking-payments.md): Once your customer has paid, you can mark their payment on the corresponding invoice record. Payment records are required in ord…
- [Partial & Progress Payments](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/partial-progress-payments.md): Using estimates and invoices, you can request partial payments, deposits, or progress payments. There are three methods outlined…
- [Refunds](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/refunds.md): To process a refund, click onto the Invoice Record that you would like to complete the refund for. When on the record, click on…
- [Saving a Payment Method on File](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/saving-a-payment-method-on-file.md): Running a service business means juggling jobs, customers, and paperwork. The last thing your team needs is to chase customers f…
- [Payments](https://help.fieldpulse.com/using-fieldpulse/payments/index.md): Payments — FieldPulse Help Center
- [Card Fee Recovery](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/card-fee-recovery.md): Card fee recovery is a transparent method that allows you to recover card processing fees by adjusting your pricing structure. I…
- [FieldPulse Payments](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/fieldpulse-payments.md): Want to collect and track customer payments directly in FieldPulse? FieldPulse Payments makes the process seamless and saves you…
- [FieldPulse Payments Application](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/fieldpulse-payments-application.md): FieldPulse Payments makes getting paid fast, simple, and secure so your team can focus on jobs, not chasing payments. Technician…
- [Start Here](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/index.md): Start Here — FieldPulse Help Center
- [Custom Fields on Project Records](https://help.fieldpulse.com/using-fieldpulse/project-management/custom-fields-on-project-records.md): You have the flexibility to create custom fields for your projects, allowing you to store and display any specific data that is…
- [Project Management](https://help.fieldpulse.com/using-fieldpulse/project-management/project-management.md): Although jobs can span multiple days, if you have longer-term projects with complex work assignments and specialized invoicing n…
- [Custom Fields on Purchase Orders](https://help.fieldpulse.com/using-fieldpulse/purchase-orders/custom-fields-on-purchase-orders.md): In the fast-paced world of project management and procurement, having the right tools at your disposal can make all the differen…
- [Purchase Orders](https://help.fieldpulse.com/using-fieldpulse/purchase-orders/index.md): Purchase Orders — FieldPulse Help Center
- [Purchase Orders](https://help.fieldpulse.com/using-fieldpulse/purchase-orders/purchase-orders.md): Purchase Orders lets you generate POs for suppliers, send them by email, track inventory replenishment, and even combine multipl…
- [Custom Reporting Dashboard](https://help.fieldpulse.com/using-fieldpulse/reporting/custom-reporting-dashboard.md): FieldPulse's Custom Reporting Dashboard puts all your business data in one place. It updates automatically, so you can see every…
- [Reporting](https://help.fieldpulse.com/using-fieldpulse/reporting/index.md): Reporting — FieldPulse Help Center
- [Pulse Dashboard](https://help.fieldpulse.com/using-fieldpulse/reporting/pulse-dashboard.md): You can use the dashboard in FieldPulse to see the business information that's important to you - at a glance. To make the dashb…
- [Raw Data Reporting](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting.md): FieldPulse's Raw Data Reporting feature allows you to generate and customize reports on your business. Reports can be created on…
- [Asset Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/asset-reports.md): Use the Asset tab to create reports based on asset data including warranty details, manufacturer, asset type, and more.
- [Commission Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/commission-reports.md): Within Reporting, use the Commissions tab to create reports that incorporate both flat-rate and user specific commissions. Save…
- [Custom Forms Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/custom-forms-reports.md): Within Reporting, use the Forms tab to create reports that incorporate any Custom Form Template in your account.
- [Customer Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/customer-reports.md): Use the Customers tab to create reports based on customer data including location, tags, custom fields, and more. Some common cu…
- [Estimate Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/estimate-reports.md): Use the Estimates tab to create reports based on estimate data including invoice conversions, payment status, related jobs, and…
- [Raw Data Reporting Tutorials](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/index.md): Raw Data Reporting Tutorials — FieldPulse Help Center
- [Inventory Audit Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/inventory-audit-reports.md): Use the Invoices  Inventory Audit tab to create reports based on inventory changes in FieldPulse. Inventory auditing allows you…
- [Inventory Count Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/inventory-count-reports.md): Use the Invoices  Inventory Count tab to create reports based on inventory count data including last count/expected count, last…
- [Inventory Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/inventory-reports.md): Use the Invoices  Inventory tab to create reports based on inventory data including supplier data, tags, unit cost, and more. So…
- [Invoice Item Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/invoice-item-reports.md): Use the Invoices  Invoice Items tab to create reports based on invoice item data including item name, type, created date, and mo…
- [Invoice Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/invoice-reports.md): Use the Invoices tab to create reports based on invoice data including due date, invoice creator, profit margin, and more. Some…
- [Item Usage Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/item-usage-reports.md): Use the Invoices  Item Usage tab to create reports based on item usage data including item quantity, total cost, total price, an…
- [Job Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/job-reports.md): Use the Jobs tab to create reports based on job data including job durations, assigned users, invoice totals, and more. Some com…
- [Maintenance Agreement Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/maintenance-agreement-reports.md): Use the Maintenance Agreement tab to create reports based on maintenance agreement data including total annual fee, last job occ…
- [Payment Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/payment-reports.md): Use the Payments tab to create reports based on payment data including payment method, payment date/time, related invoice record…
- [Project Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/project-reports.md): Use the Projects tab to create reports based on project data including assigned teams, status, customer, and more. Some common p…
- [Purchase Order Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/purchase-order-reports.md): Use the Orders tab to create reports based on purchase order data including order number, payment status, received date, and mor…
- [Reminder Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/reminder-reports.md): Use the Reminders tab to create reports based on reminder data including related entity, created date, read date, and more.
- [Review Management Report](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/review-management-report.md): Within Reporting, use the Review Management tab to create reports that show each technician's review data per the time interval…
- [Serialized Inventory Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/serialized-inventory-reports.md): Use the Invoices  Serialized Inventory tab to create reports based on serialized inventory data including serial number, unit co…
- [Site Visit Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/site-visit-reports.md): Use the Jobs  Site Visits tab to create reports based on site visit data including site visit duration, status, assigned users,…
- [Subtask Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/subtask-reports.md): Use the Subtasks tab to create reports based on subtask data including status, assigned team members, parent job, and more. Some…
- [Task Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/task-reports.md): Use the Jobs  Tasks tab to create reports based on task data including task category, status, assigned team members, and more. S…
- [Timesheet Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/timesheet-reports.md): Use the Timesheets tab to create reports based on timesheet data including duration, parent job/project, user, and more. Some co…
- [Dispatch Availability Scheduling](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/dispatch-availability-scheduling.md): The team dispatch view can be used to find availability among team members and schedule a job around their availability. This ca…
- [Scheduling & Dispatch](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/index.md): Scheduling & Dispatch — FieldPulse Help Center
- [Route Optimization](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/route-optimization.md): Using the route optimization features in FieldPulse, you can ensure that your service agents are routing their jobs as efficient…
- [Schedule Visibility Settings](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/schedule-visibility-settings.md): As an administrator, you have the ability to restrict your service agent's schedule view. This can be beneficial for schedule si…
- [Setting the Default Calendar Start Date](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/setting-the-default-calendar-start-date.md): You are in control of your work calendar! You can customize your schedule to start on either Sunday or Monday, aligning your pla…
- [Setting Working Hours for Multi-Day Jobs](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/setting-working-hours-for-multi-day-jobs.md): When managing multi-day jobs, clarity in scheduling is essential to ensure both your team and customers have a clear understandi…
- [Tracking Lunch Breaks](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/tracking-lunch-breaks.md): The following article outlines how to track lunch breaks with Timesheets. Here are three simple, effective methods to account fo…
- [Using the Schedule Map View](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/using-the-schedule-map-view.md): The Schedule Map View provides a dynamic and intuitive way to access information about job allocations and team availability. By…
- [Adding New Users](https://help.fieldpulse.com/using-fieldpulse/users-teams/adding-new-users.md): Ready to expand your team? Add new users to your FieldPulse account. (Note: Only the company administrators have the ability to…
- [Checking the Location of Your Team Members](https://help.fieldpulse.com/using-fieldpulse/users-teams/checking-the-location-of-your-team-members.md): FieldPulse allows you to see your team's location on a map, so you can make sure everyone is where they're supposed to be throug…
- [Users & Teams](https://help.fieldpulse.com/using-fieldpulse/users-teams/index.md): Users & Teams — FieldPulse Help Center
- [My business has a complex team structure. Can we operate in teams?](https://help.fieldpulse.com/using-fieldpulse/users-teams/my-business-has-a-complex-team-structure-can-we-operate-in-teams.md): FieldPulse supports both simple and advanced team structures, with multiple teams, managers, members, and subcontractors.
- [Teams & Team Member Structure](https://help.fieldpulse.com/using-fieldpulse/users-teams/teams-team-member-structure.md): In FieldPulse, a user is an individual who has access to FieldPulse, while a team is a group of users who work together on speci…
- [User Roles](https://help.fieldpulse.com/using-fieldpulse/users-teams/user-roles.md): There are multiple user roles that you can assign to team members on FieldPulse depending on their role in your business. Each u…
- [Review Management](https://help.fieldpulse.com/using-fieldpulse/win-repeat-business/review-management.md): With the Review Management feature in FieldPulse, you can now get more reviews from customers and capture rating and feedback on…
- [Assets](https://help.fieldpulse.com/using-fieldpulse/work/assets.md): With our Asset Management feature, you’ll be able to track all of your information on customers’ assets for maintenance agreemen…
- [Booking Portal](https://help.fieldpulse.com/using-fieldpulse/work/booking-portal.md): Allow customers to contact you, submit requests, and book appointments through your website. Easily customize the time slots ava…
- [Comments](https://help.fieldpulse.com/using-fieldpulse/work/comments.md): The Comments feature in FieldPulse enhances collaboration among your team members and facilitates seamless communication with cu…
- [Completing a Job](https://help.fieldpulse.com/using-fieldpulse/work/completing-a-job.md): Wrapping up a job in the field is more than hitting "done." From the FieldPulse mobile app, you can update job status, log field…
- [Creating a Job](https://help.fieldpulse.com/using-fieldpulse/work/creating-a-job.md): Got a new job to schedule? You can create one in FieldPulse from anywhere, whether you're at your desk on the web app or out in…
- [Creating a Task](https://help.fieldpulse.com/using-fieldpulse/work/creating-a-task.md): Tasks are non-billable events that will appear on the calendar. These tasks do not need to be assigned to any specific customer,…
- [Custom Fields on Job Records](https://help.fieldpulse.com/using-fieldpulse/work/custom-fields-on-job-records.md): You can create custom fields for your job records to store and display any data you wish. With the ability to set the order of y…
- [Custom Status Workflows](https://help.fieldpulse.com/using-fieldpulse/work/custom-status-workflows.md): Custom statuses allow your team and your customer to know the current stage each job, project, or material list is in. You can e…
- [Custom Tags for Jobs](https://help.fieldpulse.com/using-fieldpulse/work/custom-tags-for-jobs.md): You can create custom tags for your jobs to organize and color code them to make the schedule even easier to read at a glance.
- [Dynamic Job Reports](https://help.fieldpulse.com/using-fieldpulse/work/dynamic-job-reports.md): Utilize the data from your job records to generate a dynamic report and/or PDF! Create an individual job report or combine multi…
- [Employee Timesheets](https://help.fieldpulse.com/using-fieldpulse/work/employee-timesheets.md): As an admin or manager, you can view your team member's timesheets on a daily, weekly, or monthly basis, as well as open the tea…
- [File Management](https://help.fieldpulse.com/using-fieldpulse/work/file-management.md): You can share files from FieldPulse straight from a record, a customer communication, or right inside an estimate or invoice. Pi…
- [Work](https://help.fieldpulse.com/using-fieldpulse/work/index.md): Work — FieldPulse Help Center
- [Job Costing](https://help.fieldpulse.com/using-fieldpulse/work/job-costing.md): Understanding the profitability of each job is crucial for any business owner.
- [Job Templates](https://help.fieldpulse.com/using-fieldpulse/work/job-templates.md): When the same kind of job comes up again and again, Job Templates let you pre-fill job details (title, location, notes, scheduli…
- [Maintenance Agreements](https://help.fieldpulse.com/using-fieldpulse/work/maintenance-agreements.md): When you have customers who need recurring service, Maintenance Agreements let you set the schedule once and FieldPulse handles…
- [Managing Unassigned & Unscheduled Jobs](https://help.fieldpulse.com/using-fieldpulse/work/managing-unassigned-unscheduled-jobs.md): You can create jobs in FieldPulse that are not assigned to a particular team member or scheduled ahead of time. For example, you…
- [Recurring Jobs](https://help.fieldpulse.com/using-fieldpulse/work/recurring-jobs.md): With our recurring jobs feature, you can create a job once, and then set it to re-occur on a regular basis at an interval you ch…
- [Setting a Customer Arrival Window](https://help.fieldpulse.com/using-fieldpulse/work/setting-a-customer-arrival-window.md): Let your customers know when to expect you! You can set a Customer Arrival Window date/time on jobs. This can be used in custome…
- [Site Visits](https://help.fieldpulse.com/using-fieldpulse/work/site-visits.md): We get it, running a service business means juggling a lot of moving parts. Site Visits let you schedule additional appointments…
- [Subtasks](https://help.fieldpulse.com/using-fieldpulse/work/subtasks.md): FieldPulse's main record type is called a Job. A job record requires a customer and a title, but it also commonly includes a sta…

## OpenAPI Specs

- [fieldpulse-api](https://help.fieldpulse.com/openapi/fieldpulse-api.json)