# 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)
- [Getting Started](https://help.fieldpulse.com/api-reference/getting-started.md): Base URL, authentication, HTTP methods, response format, status codes, and rate limits.
- [Glossary](https://help.fieldpulse.com/api-reference/glossary.md): Definitions of FieldPulse record types and terminology used throughout the API.
- [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)
- [Overview](https://help.fieldpulse.com/api-reference/overview.md): Introduction to the FieldPulse API, common use cases, and how to get support.
- [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)
- [Webhooks](https://help.fieldpulse.com/api-reference/webhooks.md): Outbound webhook payload envelope and event schemas for Jobs, Estimates, and Invoices.
- [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): Build guided, step-by-step workflows that tell techs exactly what to do at each job stage, all on one…
- [ClearPath Widgets: Customer Details](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-customer-details.md): Add widgets that put customer name, contact info, and arrival details on the tech's job Focus View.
- [ClearPath Widgets: Job Details](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-job-details.md): Reference for every Focus View job-detail widget, from job title to status, and what techs can view or…
- [ClearPath Widgets: Related Project](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-related-project.md): Surface a job's parent-project estimates, invoices, sibling jobs, files, and purchase orders inside Fo…
- [ClearPath Widgets: Related Records](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-related-records.md): Let techs open, review, and create a job's estimates, invoices, material lists, POs, assets, and forms…
- [ClearPath Widgets: Scheduling & Team](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/clearpath-widgets-scheduling-team.md): Show techs the scheduled time, job address, assigned crew, and tracked hours as Focus View widgets on…
- [ClearPath Widgets](https://help.fieldpulse.com/features-add-ons/clearpath/clearpath-widgets/index.md): ClearPath Widgets — FieldPulse Help Center
- [ClearPath](https://help.fieldpulse.com/features-add-ons/clearpath/index.md): ClearPath — FieldPulse Help Center
- [Setting Up Workflow Foundations](https://help.fieldpulse.com/features-add-ons/clearpath/setting-up-workflow-foundations.md): Copy ready-made Custom Status Workflows for installations, standard service calls, and emergency jobs…
- [Understanding Workflows in FieldPulse](https://help.fieldpulse.com/features-add-ons/clearpath/understanding-workflows-in-fieldpulse.md): Learn what a workflow is and how mapping your service steps end to end can lift revenue by as much as…
- [Creating a Custom Form](https://help.fieldpulse.com/features-add-ons/custom-forms/creating-a-custom-form.md): Turn the paper checklists and inspection sheets your crew still fills by hand into digital forms techs…
- [Custom Form Settings](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-form-settings.md): Name a form, set font size, choose which records it attaches to, set permissions, and preload email an…
- [Custom Forms Linked to Job Records](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-forms-linked-to-job-records.md): Pick a job's own assets, line items, and other related records from dropdowns while filling a linked f…
- [Custom Forms Overview](https://help.fieldpulse.com/features-add-ons/custom-forms/custom-forms-overview.md): Build or import checklists and forms, attach them to jobs, estimates, or invoices, and fill them in th…
- [Import and Export Custom Form Templates](https://help.fieldpulse.com/features-add-ons/custom-forms/import-and-export-custom-form-templates.md): Export a finished form and import it into another account in one click instead of rebuilding 50-plus f…
- [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): Import your existing PDF forms, then fill and sign them on web or mobile and attach the results to cus…
- [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): Embed Image-field photos directly into generated Custom Form PDFs so proof-of-work shots ship inside t…
- [Engage Overview](https://help.fieldpulse.com/features-add-ons/engage-phone-system/engage-overview.md): Stop losing customer conversations to personal cell phones and give managers a way to review, join, an…
- [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): Route desk-phone and direct-dial calls through Engage using SIP and DID so hardware handsets place and…
- [Hardware & Advanced Setup](https://help.fieldpulse.com/features-add-ons/engage-phone-system/hardware-advanced-setup/index.md): Hardware & Advanced Setup — FieldPulse Help Center
- [Yealink VoIP Phone Set Up](https://help.fieldpulse.com/features-add-ons/engage-phone-system/hardware-advanced-setup/yealink-voip-phone-set-up.md): Connect a Yealink VoIP desk phone to Engage, including the admin access and backup steps our team need…
- [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): Build custom call reports by date range, agent, outcome, and duration to see how your team handles eve…
- [10DLC Compliance](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/10dlc-compliance.md): Register your Engage numbers with The Campaign Registry to keep business texts from being blocked by m…
- [Audio Samples](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/audio-samples.md): Record or upload custom voicemail greetings in Engage and assign them to any phone line.
- [Connecting Email to Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/connecting-email-to-engage.md): Link your email account to Engage with an app password so customer email threads show up alongside cal…
- [Engage Notifications](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/engage-notifications.md): Control incoming call and message tones and silence the ringer on your device when a line is shared ac…
- [Engage User Roles](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/engage-user-roles.md): Match each Engage role to the right FieldPulse role so techs and managers get exactly the call permiss…
- [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): Name each phone line, turn call recording on or off, and assign the users and managers who staff it.
- [Phone Number Format for Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/phone-number-format-for-engage.md): Format customer numbers in E.164 so contacts sync to Engage and calls and texts connect the first time.
- [Purchasing & Porting Phone Numbers](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/purchasing-porting-phone-numbers.md): Buy a new Engage number or port your existing business line over, and know the LOA steps and 30-day ti…
- [Setting Up Call Routing](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-call-routing.md): Direct incoming calls per line with a phone tree, call forwarding, or sequential ring so callers reach…
- [Setting Up Caller ID](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-caller-id.md): Resubmit your 10DLC details for Twilio approval so your own business name shows on outbound Engage cal…
- [Setting Up Ring Duration](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-ring-duration.md): Set how many seconds an Engage call rings before it rolls to voicemail, per phone line.
- [Setting Up Voicemail](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-voicemail.md): Record or type-to-speech a default greeting and give each Engage phone line its own voicemail message.
- [Setting Up Working Hours](https://help.fieldpulse.com/features-add-ons/engage-phone-system/set-up-configuration/setting-up-working-hours.md): Set your time zone and business hours in Engage, then choose where calls route after you close for the…
- [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): Run the built-in diagnosis on web or mobile to test your connection and audio quality when Engage call…
- [Additional Contacts & Alternate Phone Numbers](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/additional-contacts-alternate-phone-numbers.md): Switch between a customer's contacts and saved alternate numbers to view calls and texts under the rig…
- [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): Assign a dedicated Engage number to each ad or campaign to see which marketing channels actually drive…
- [Blocking a Phone Number](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/blocking-a-phone-number.md): Stop unwanted calls and texts by blocking contacts, customers, or unknown numbers for you and your who…
- [Creating Custom Tags in Engage](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/creating-custom-tags-in-engage.md): Create color-coded tags for calls, conversations, and voicemails to organize and filter your Engage co…
- [Do Not Disturb](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/do-not-disturb.md): Send your own calls straight to voicemail for meetings or holidays without changing anyone else's avai…
- [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): Clear every unread call, conversation, and voicemail for all users at once with this admin-only page a…
- [Putting a Caller on Hold](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/putting-a-caller-on-hold.md): Park a live call with hold music, juggle several active and held calls at once, and keep working in En…
- [Transfers in Engage (Non SIP)](https://help.fieldpulse.com/features-add-ons/engage-phone-system/using-engage/transfers-in-engage-non-sip.md): Hand off a live call to another team member instantly with the Transfer button, no need to speak with…
- [Chat AI](https://help.fieldpulse.com/features-add-ons/field-intelligence/chat-ai.md): Add an AI chatbot to your website that answers visitors instantly, captures leads, and turns browsing…
- [Field Intelligence](https://help.fieldpulse.com/features-add-ons/field-intelligence/index.md): Field Intelligence — FieldPulse Help Center
- [Operator AI](https://help.fieldpulse.com/features-add-ons/field-intelligence/operator-ai.md): Put an AI phone agent on your inbound line that answers in a natural voice and books callers onto your…
- [Features & Add-Ons](https://help.fieldpulse.com/features-add-ons/index.md): Features & Add-Ons — FieldPulse Help Center
- [Geofences in Pulse Fleet Tracking](https://help.fieldpulse.com/features-add-ons/pulse-fleet-tracking/geofences-in-pulse-fleet-tracking.md): Draw virtual boundaries around job sites and offices to auto-log vehicle arrivals and departures, trig…
- [Pulse Fleet Tracking](https://help.fieldpulse.com/features-add-ons/pulse-fleet-tracking/index.md): Pulse Fleet Tracking — FieldPulse Help Center
- [Pulse Fleet Tracking](https://help.fieldpulse.com/features-add-ons/pulse-fleet-tracking/pulse-fleet-tracking.md): Track every vehicle by live GPS, flag hard braking and speeding, and pull reports that cut fuel and ma…
- [Dimensional Pricebook](https://help.fieldpulse.com/features-add-ons/sales-suite/dimensional-pricebook.md): Price glass, fencing, flooring, and drywall by unit of measure and customer dimensions for accurate qu…
- [Dynamic Proposals](https://help.fieldpulse.com/features-add-ons/sales-suite/dynamic-proposals.md): Build branded proposals with cover pages, About Us sections, and good-better-best options that win mor…
- [Importing a Pricebook](https://help.fieldpulse.com/features-add-ons/sales-suite/importing-a-pricebook.md): Upload an existing pricebook from Excel, Google Sheets, or CSV straight into FieldPulse so you skip re…
- [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): Build flat-rate pricebooks with good-better-best options, capture signatures and payments on-site, and…
- [Supplier Chat](https://help.fieldpulse.com/features-add-ons/supplier-chat.md): Keep every supplier conversation in one shared thread so your whole team sees the discussion instead o…
- [Contracts](https://help.fieldpulse.com/getting-started/account-setup-access/contracts.md): Build reusable contracts, attach them to estimates and invoices, and collect customer e-signatures in…
- [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): Enable Sign in with Google and whitelist your company email domain so your team logs in without a sepa…
- [Setting Up Two-Factor Authentication (2FA)](https://help.fieldpulse.com/getting-started/account-setup-access/setting-up-two-factor-authentication-2fa.md): Add a second login check to lock down your account, meet security requirements, and keep unauthorized…
- [Setting Up Your Account](https://help.fieldpulse.com/getting-started/account-setup-access/setting-up-your-account.md): Configure company info, logo, users, and core defaults from Company Settings so the rest of your setup…
- [Welcome to FieldPulse](https://help.fieldpulse.com/getting-started/account-setup-access/welcome-to-fieldpulse.md): Follow the first-day checklist: log in, install the mobile app, set notifications, and get your accoun…
- [Customers & Scheduling: Quick Start](https://help.fieldpulse.com/getting-started/core-features-first-tasks/fieldpulse-foundations/customers-scheduling-quick-start.md): Add customers three ways and start booking jobs, keeping profiles, notes, records, and schedules in on…
- [Estimates & Invoices: Quick Start](https://help.fieldpulse.com/getting-started/core-features-first-tasks/fieldpulse-foundations/estimates-invoices-quick-start.md): Send quotes and bills to customers without duplicate data entry, since one shared record layout covers…
- [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): See what admins and team managers can run from the mobile app across iPhone, iPad, and Android on one…
- [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): Know exactly which mobile features a Limited Agent can reach so field staff work within the right perm…
- [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): See which mobile tools Service Agents can use in the field and how permissions shape what shows up on…
- [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): Browse and turn on the features, plugins, and partner integrations that fit your business from Company…
- [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): Get to a FieldPulse rep by phone, live chat, or email, with US and Australia support lines.
- [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): Go deeper with the Help Center, live FieldPulse360 training, and support once your account setup is do…
- [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,…
- [Accounting](https://help.fieldpulse.com/integrations-partners/accounting/index.md): Accounting — FieldPulse Help Center
- [Automatic Deposit Invoices](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-applies-to-both-quickbooks-desktop-quickbooks-online/automatic-deposit-invoices.md): Auto-generate a separate deposit invoice so collected deposits sync to QuickBooks and land correctly o…
- [Default Customer Name Preference](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-applies-to-both-quickbooks-desktop-quickbooks-online/default-customer-name-preference.md): Pick which name field shows as the primary name on customers, estimates, and invoices without rewritin…
- [QuickBooks (applies to both QuickBooks Desktop & QuickBooks Online)](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-applies-to-both-quickbooks-desktop-quickbooks-online/index.md): QuickBooks (applies to both QuickBooks Desktop & QuickBooks Online) — FieldPulse Help Center
- [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): Check sync stats and find which QuickBooks Desktop records failed to transfer, with the reason each on…
- [Pre-Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/pre-sync-quickbooks-desktop.md): Get your books ready so the first QuickBooks Desktop import lands clean and you avoid version mismatch…
- [Purchase Order Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/purchase-order-sync-quickbooks-desktop.md): Push new and updated purchase orders one way into QuickBooks Desktop so POs land in your books without…
- [QuickBooks Desktop Errors](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/quickbooks-desktop-errors.md): Look up any QuickBooks Desktop sync error and the exact fix for it, from customers to invoices to paym…
- [Sync Examples: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/sync-examples-quickbooks-desktop.md): See side-by-side examples of how customers, tax items, and invoices map between FieldPulse and QuickBo…
- [Sync: QuickBooks Desktop](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-desktop/sync-quickbooks-desktop.md): Set up the QuickBooks Desktop connection step by step, from requesting access to turning on the integr…
- [Canadian Dual Tax Rates in QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/canadian-dual-tax-rates-in-quickbooks-online.md): Show GST and PST correctly on invoices synced to QuickBooks Online so Canadian tax stays compliant.
- [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): Adjust QuickBooks Online sync settings, tax defaults, and the correct order to sync customers, invoice…
- [Pre-Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/pre-sync-quickbooks-online.md): Know what two-way syncing covers and which QuickBooks Online plans and countries qualify before you co…
- [Purchase Order Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/purchase-order-sync-quickbooks-online.md): Sync purchase orders one-way or two-way with QuickBooks Online, triggered on every PO create and updat…
- [QuickBooks Online Errors](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/quickbooks-online-errors.md): Look up any QuickBooks Online sync error and the exact fix for it, from customers to invoices to payme…
- [Sync Examples: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/sync-examples-quickbooks-online.md): See side-by-side examples of how customers, line items, estimates, and invoices map between FieldPulse…
- [Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/sync-quickbooks-online.md): Connect FieldPulse to QuickBooks Online and turn on the integration in Company Settings so customers,…
- [Timesheets Sync: QuickBooks Online](https://help.fieldpulse.com/integrations-partners/accounting/quickbooks-online/timesheets-sync-quickbooks-online.md): See which timesheet fields flow from FieldPulse into QuickBooks Online automatically on clock-out, edi…
- [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): Split revenue by sales account per customer or job so residential, commercial, and service-type income…
- [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): Fix Xero sync errors in the right order, customer then line items then invoices, so one bad record sto…
- [Pre-Sync: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/pre-sync-xero.md): Set up the two-way Xero integration and import existing data so customer, invoice, and payment edits s…
- [Sync Examples: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/sync-examples-xero.md): See side-by-side screenshots of how customers, line items, estimates, and invoices appear once they tr…
- [Sync: Xero](https://help.fieldpulse.com/integrations-partners/accounting/xero/sync-xero.md): Request access, enable the Xero tile in Company Settings, and log in to link your account for two-way…
- [FieldPulse API](https://help.fieldpulse.com/integrations-partners/developer-api/fieldpulse-api.md): Push FieldPulse data into your other business apps and trigger cross-app actions using the developer A…
- [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): Build a Zap that links FieldPulse to thousands of apps and automates handoffs between the tools your o…
- [Zapier Integration Sample Walkthrough](https://help.fieldpulse.com/integrations-partners/developer-api/zapier-integration/zapier-integration-sample-walkthrough.md): Pull customer records from another app into FieldPulse as leads via Zapier, with the connection order…
- [Acorn Finance Integration](https://help.fieldpulse.com/integrations-partners/financing/acorn-finance-integration.md): Offer customers instant financing options from 12+ lenders at the point of sale to close more and larg…
- [FieldPulse Capital](https://help.fieldpulse.com/integrations-partners/financing/fieldpulse-capital.md): Get pre-approved business funding in as fast as one business day to cover cash-flow gaps, with flexibl…
- [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): Offer residential customers pay-over-time financing on estimates and invoices through the Wisetack int…
- [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): Connect Angi so new leads drop straight into FieldPulse, ending manual re-entry and lost prospects.
- [CHIIRP Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/chiirp-integration.md): Connect CHIIRP to automate text and email follow-up on every lead and dormant customer, keeping the ca…
- [Free2Grow Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/free2grow-integration.md): Connect Free2Grow's 24/7 AI voice agent to answer calls, book jobs, and capture leads into FieldPulse…
- [HighLevel Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/highlevel-integration.md): Set up the HighLevel integration for a two-way sync of customers and contacts, keeping both platforms…
- [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): Connect Mailchimp to build email campaigns from your FieldPulse customer list and track how they perfo…
- [Marketing 360 Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/marketing-360-integration.md): Push customer, address, lead-source, and pipeline data one-way from FieldPulse into Marketing 360 to p…
- [Signpost Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/signpost-integration.md): Connect Signpost to automate review requests and customer follow-up, turning finished jobs into repeat…
- [Thumbtack](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/thumbtack.md)
- [XAPPAI Integration](https://help.fieldpulse.com/integrations-partners/marketing-lead-generation/xappai-integration.md): Connect XAPPAI so its chat and form widgets create customer leads and pending jobs in FieldPulse autom…
- [CompanyCam Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/companycam-integration.md): Connect CompanyCam to attach geotagged, timestamped job-site photos and videos to FieldPulse jobs as d…
- [Google Calendar Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/google-calendar-integration.md): Enable the one-way sync so FieldPulse jobs post automatically to Google Calendar and your whole schedu…
- [HazardCo Integration (Australia)](https://help.fieldpulse.com/integrations-partners/partner-listings/hazardco-integration-australia.md): Connect HazardCo to complete a SWMS from templates and store it against the matching FieldPulse job, k…
- [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): Automate review requests to Google, Yelp, and HomeAdvisor after each job to build your online reputati…
- [QuickBooks Time Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/quickbooks-time-integration.md): Connect QuickBooks Time to sync employee timesheets into payroll and job costs alongside your FieldPul…
- [The Seal Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/the-seal-integration.md): Send customers verified tech background checks and ID before every visit so crews arrive already trust…
- [Trinity Warranty Integration](https://help.fieldpulse.com/integrations-partners/partner-listings/trinity-warranty-integration.md): Offer HVAC and plumbing customers extended equipment warranties that cover repairs after the manufactu…
- [City Electric Supply Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/city-electric-supply-integration.md): Pull live City Electric Supply pricing into estimates and invoices so material costs stay accurate in…
- [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/index.md): Reece Integration (US) — FieldPulse Help Center
- [Reece Integration (US)](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-integration-us/reece-integration-us.md): Check Reece inventory and pricing, place orders, and manage supplier invoices without leaving FieldPul…
- [Reece US Integration Product Categories](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/reece-integration-us/reece-us-integration-product-categories.md): Reference every Reece US product category to find and add the right items to material lists, estimates…
- [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): Set up and authenticate the Reece maX integration so your FieldPulse account connects to your supplier…
- [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): Pull pre-built Reece branch quotes into FieldPulse to price goods accurately without guesswork on marg…
- [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): Auto-apply Reece's Competitive Market Price to every maX item you import, so job costing uses trade ra…
- [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): See Reece returns as distinct credit notes that adjust job and project costs automatically, instead of…
- [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): Create and submit Reece purchase orders straight from FieldPulse, no separate maX login or re-keying r…
- [The Granite Group Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/the-granite-group-integration.md): Pull live Granite Group material pricing into FieldPulse so estimates quote current supplier costs wit…
- [Winsupply Costbook Integration](https://help.fieldpulse.com/integrations-partners/suppliers-distributors/winsupply-costbook-integration.md): Price HVAC systems and items from a Winsupply digital costbook that updates automatically across web a…
- [Custom Forms - Offline Mode](https://help.fieldpulse.com/offline-mode/custom-forms-offline-mode.md): Fill out and edit custom forms on jobs, projects, and customers from the field even with no signal, th…
- [Customers, Jobs, & Projects - Offline Mode](https://help.fieldpulse.com/offline-mode/customers-jobs-projects-offline-mode.md): View and edit cached customer, job, and project records from the field with no signal, syncing changes…
- [Estimates & Invoices - Offline Mode](https://help.fieldpulse.com/offline-mode/estimates-invoices-offline-mode.md): Create, edit, and manage estimates and invoices in the field with no signal, with drafts saved offline…
- [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): Build and edit material lists from the field with no signal, syncing changes automatically once you re…
- [Offline Mode Overview](https://help.fieldpulse.com/offline-mode/offline-mode-overview.md): See at a glance which mobile app features work without signal and how offline changes sync back once y…
- [Timesheets - Offline Mode](https://help.fieldpulse.com/offline-mode/timesheets-offline-mode.md): Keep clocking in and out when you lose signal in the field; entries cache locally and sync back to Fie…
- [FieldPulse360: Building Your Brand](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-building-your-brand.md): Watch the recorded FieldPulse360 session on using lead sources, reviews, and marketing integrations to…
- [FieldPulse360: ClearPath Best Practices](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-clearpath-best-practices.md): Recorded FieldPulse360 walkthrough of ClearPath and custom status workflows for cutting taps and confu…
- [FieldPulse360: ClearPath Deep Dive](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-clearpath-deep-dive.md): Recorded FieldPulse360 session diving deep into ClearPath — why it exists, how the three layers work t…
- [FieldPulse360: Customer Communications](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-customer-communications.md): Recorded FieldPulse360 session on setting up automated texts, emails, and notifications to keep custom…
- [FieldPulse360: Customers & Scheduling](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-customers-scheduling.md): Recorded FieldPulse360 walkthrough of creating customers, booking jobs, and managing your schedule fro…
- [FieldPulse360: Employee Management](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-employee-management.md): Recorded FieldPulse360 session on user roles, adding new users, and structuring teams for your field c…
- [FieldPulse360: Estimates & Invoices](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-estimates-invoices.md): Recorded FieldPulse360 walkthrough of building estimates and turning them into invoices to get paid fa…
- [FieldPulse360: Feature Enhancements](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-feature-enhancements.md): Recorded FieldPulse360 tour of dynamic job reports, bulk payments, comment tagging, and inventory perm…
- [FieldPulse360: Feature Updates](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-feature-updates.md): Recorded FieldPulse360 tour of custom forms, file management, inventory counts, site visits, and inter…
- [FieldPulse360: Fintech for Future Growth](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-fintech-for-future-growth.md): Recorded FieldPulse360 session on payments, card fee recovery, next-day funding, and consumer financin…
- [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): Walk through customer-requested features shipped in FieldPulse, including price tiers, asset scanning,…
- [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): Learn to speed up repeat work with subtasks and record templates for jobs, estimates, and invoices.
- [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): Set up automatic customer texts and emails and tune notification settings so updates go out without ma…
- [FieldPulse360: Introducing ClearPath](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-introducing-clearpath.md): See how ClearPath works and what it adds to your day-to-day FieldPulse workflow.
- [FieldPulse360: Inventory 101](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-inventory-101.md): Get inventory set up end to end: creating and importing line items, bundles, inventory hubs, and stock…
- [FieldPulse360: Job Management](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-job-management.md): Learn the job workflow from creation to scheduling, with a quick-start on tying customers and calendar…
- [FieldPulse360: Make Your Data Make Sense](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-make-your-data-make-sense.md): Organize job and customer data with custom fields, notes, files, and custom forms so records stay sear…
- [FieldPulse360: Mastering Extended Timeline Work](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-mastering-extended-timeline-work.md): Run multi-day and multi-visit work using projects, site visits, custom status workflows, and forms.
- [FieldPulse360: Mobile App 101](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-mobile-app-101.md): Get the field crew running in the mobile app, with role-based overviews for admins, service agents, an…
- [FieldPulse360: Money Matters](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-money-matters.md): Compare the money tools in FieldPulse: Wisetack and Acorn financing, FieldPulse Capital, and FieldPuls…
- [FieldPulse360: Organize Your Workflow](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-organize-your-workflow.md): Structure your pipeline with tags, custom fields, customer statuses, sales pipelines, status workflows…
- [FieldPulse360: Pricebook](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-pricebook.md): Build and import your Pricebook so techs quote consistent, ready-priced items in the field.
- [FieldPulse360: Raw Data Reporting](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-raw-data-reporting.md): Archived FieldPulse360 session on building raw data reports; see the current Raw Data Reporting guide…
- [FieldPulse360: Reporting Upgrades](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-reporting-upgrades.md): Archived FieldPulse360 walkthrough of reporting upgrades, custom dashboards, and visual reports; links…
- [FieldPulse360: Setting Up Workflow Foundations in FieldPulse](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-setting-up-workflow-foundations-in-fieldpulse.md): Archived FieldPulse360 session on laying the workflow foundation for your shop, with links to current…
- [FieldPulse360: What is a Workflow?](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-what-is-a-workflow.md): Archived FieldPulse360 primer explaining what a workflow is and how it moves jobs through your process…
- [FieldPulse360: Workflow Walkthroughs](https://help.fieldpulse.com/training-resources/fieldpulse360/fieldpulse360-archives/fieldpulse360-workflow-walkthroughs.md): Archived FieldPulse360 walkthrough tying forms, booking, subtasks, and projects into one job workflow;…
- [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): See the schedule for FieldPulse360 live monthly training and register for upcoming sessions.
- [Foundations in the Field](https://help.fieldpulse.com/training-resources/foundations-in-the-field.md): Join our weekly, classroom-style sessions to build a strong foundation in the FieldPulse fundamentals,…
- [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): Map FieldEdge terms to FieldPulse and move jobs, dispatching, flat-rate pricing, and agreements over w…
- [HouseCall Pro to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/housecall-pro-to-fieldpulse-migration-guide.md): Translate Housecall Pro terms to FieldPulse and carry scheduling, estimates, invoices, payments, and r…
- [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): Translate Jobber terms to FieldPulse and move scheduling, dispatch, estimates, invoices, and recurring…
- [Service Fusion to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/service-fusion-to-fieldpulse-migration-guide.md): Map Service Fusion terms to FieldPulse and carry customers, jobs, estimates, invoices, and recurring s…
- [ServiceTitan to FieldPulse: Migration Guide](https://help.fieldpulse.com/training-resources/migration-guides/servicetitan-to-fieldpulse-migration-guide.md): Map ServiceTitan terms and config to FieldPulse and move jobs, estimates, invoices, dispatch, and repo…
- [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): Compare Parent/Child accounts and Multi-Location so you pick the right structure for billing control v…
- [Platform Best Practice Recommendations](https://help.fieldpulse.com/training-resources/platform-best-practice-recommendations/index.md): Platform Best Practice Recommendations — FieldPulse Help Center
- [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): Set up the recommended way to track fleet vehicles, specialty tools, and shared gear, and keep company…
- [Projects vs. Jobs vs. Site Visits](https://help.fieldpulse.com/training-resources/platform-best-practice-recommendations/untitled-page.md)
- [$100 Gift Card- Capterra Review](https://help.fieldpulse.com/training-resources/review-referral-rewards/100-gift-card-capterra-review.md): Leave a FieldPulse review on Capterra, email support a screenshot, and get a $100 gift card sent after…
- [FieldPulse Live: Ask Us Anything!](https://help.fieldpulse.com/training-resources/weekly-q-a-session/fieldpulse-live-ask-us-anything.md): Bring your questions to a live expert every Tuesday 1-2pm CT, see features in action, and pick up work…
- [Booking Portal: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/booking-portal-what-your-customer-sees.md): See your customer-facing scheduling page as a client does, from picking a service to choosing a time s…
- [Customer Portal: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/customer-portal-what-your-customer-sees.md): Preview every tab a client sees in their self-service portal, from editing their info to viewing job h…
- [Estimates & Invoices: What Your Customers See](https://help.fieldpulse.com/training-resources/what-your-customer-sees/estimates-invoices-what-your-customers-see.md): Preview the branded email, PDF, and approval-and-signature page a client gets when you send an estimat…
- [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): See the email and SMS job confirmations clients receive, plus which parts you can customize and when t…
- [Maintenance Agreements: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/maintenance-agreements-what-your-customer-sees.md): Preview the automatic service reminder email clients get before a maintenance visit, and see which tex…
- [Payment Receipts: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/payment-receipts-what-your-customer-sees.md): See the payment confirmation email clients get after any recorded payment, and how the receipt is desi…
- [Review Management: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/review-management-what-your-customer-sees.md): Preview the review-request emails clients receive, both public review-site links and internal feedback…
- [Trip Tracking: What Your Customer Sees](https://help.fieldpulse.com/training-resources/what-your-customer-sees/trip-tracking-what-your-customer-sees.md): See the arrival text and live tracking map clients get so they can follow the tech's location and ETA…
- [Character Limits & Validations](https://help.fieldpulse.com/troubleshooting-technical-specs/character-limits-validations.md): Look up field character limits and validation rules by record type, including stricter caps for QuickB…
- [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): Generate Code-128 barcodes with a free web tool so the mobile app can scan your items, inventory, and…
- [Getting Help, Reporting Issues & Requesting Features](https://help.fieldpulse.com/troubleshooting-technical-specs/getting-help-reporting-issues-requesting-features.md): Report a bug or file a feature request through chat support, and get email updates as the product team…
- [Troubleshooting & Technical Specs](https://help.fieldpulse.com/troubleshooting-technical-specs/index.md): Troubleshooting & Technical Specs — FieldPulse Help Center
- [Supported Devices and Browsers](https://help.fieldpulse.com/troubleshooting-technical-specs/supported-devices-and-browsers.md): See which browsers and iOS or Android devices FieldPulse supports, and how your account syncs across m…
- [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): Compare every FieldPulse commission type and match the right structure to how your team gets paid.
- [Commission Templates](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/commission-templates.md): Build reusable commission templates so payouts apply the same way every time instead of being keyed in…
- [Cost Basis and Invoice Profitability](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/cost-basis-and-invoice-profitability.md): Track cost basis and profit margin on every invoice while keeping unit costs hidden from the techs who…
- [Flat Rate Job Commissions](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/flat-rate-job-commissions.md): Assign a fixed dollar spiff to a Pricebook job so techs earn a set bonus for selling a specific servic…
- [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): Auto-calculate commissions on each estimate and invoice by percentage of gross sales, gross margin, or…
- [Markups & Margins](https://help.fieldpulse.com/using-fieldpulse/commission-markups-profitability/markups-margins.md): Set a markup or margin on item costs and let FieldPulse price the customer's line automatically for a…
- [Customer Communications](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/customer-communications.md): Set up email and SMS templates, automatic triggers, and live trip tracking to keep customers updated w…
- [Customer Notification Preferences](https://help.fieldpulse.com/using-fieldpulse/communications-notifications/customer-notification-preferences.md): Control which automated texts and emails each customer gets, and see why a STOP reply blocks all futur…
- [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): Pick the right setting for customer alerts, personal alerts, or team alerts so the correct people hear…
- [Creating a Customer](https://help.fieldpulse.com/using-fieldpulse/customers/creating-a-customer.md): Add a customer profile so you can book jobs, send estimates, and bill invoices for them, with every no…
- [Creating Related Customers](https://help.fieldpulse.com/using-fieldpulse/customers/creating-related-customers.md): Link a customer's multiple service addresses under one parent record while still booking and tracking…
- [Custom Fields on Customer Records](https://help.fieldpulse.com/using-fieldpulse/customers/custom-fields-on-customer-records.md): Add your own fields to customer records, order them, and set role-based visibility to control what eac…
- [Custom Sales Pipeline](https://help.fieldpulse.com/using-fieldpulse/customers/custom-sales-pipeline.md): Set up custom pipeline stages and move leads through them so your team sees where every deal stands at…
- [Custom Tags for Customers](https://help.fieldpulse.com/using-fieldpulse/customers/custom-tags-for-customers.md): Tag customers by trade, service, or any category to filter your list and run targeted reports on each…
- [Customer Portal](https://help.fieldpulse.com/using-fieldpulse/customers/customer-portal.md): Give each customer a self-service portal to check jobs, estimates, invoices, and payments and request…
- [Customer Statuses](https://help.fieldpulse.com/using-fieldpulse/customers/customer-statuses.md): Mark each customer as Lead, Opportunity, Current, Lost, or Inactive to track where they sit in their l…
- [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): Combine two customer records into one and choose which details to keep, so no jobs, invoices, or histo…
- [Multi-Location & Multi-Contact Customers](https://help.fieldpulse.com/using-fieldpulse/customers/multi-location-multi-contact-customers.md): Add several contacts and service addresses to a single customer record to keep every point of contact…
- [Price Tiers](https://help.fieldpulse.com/using-fieldpulse/customers/price-tiers.md): Assign customers to pricing tiers that auto-apply markups or discounts, giving members and wholesale b…
- [Tracking Lead Sources](https://help.fieldpulse.com/using-fieldpulse/customers/tracking-lead-sources.md): Record how each customer found you and report on lead sources to see which marketing channels actually…
- [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): Bulk-edit custom fields across customers, estimates, invoices, work orders, and assets from one spread…
- [Exporting Customers](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/exporting-customers.md): Download your full customer list as a CSV in one click; requires Admin access and arrives when the exp…
- [Exporting Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/exporting-estimates-invoices.md): Pull a spreadsheet of estimate or invoice records, emailed to you with number, status, customer, amoun…
- [Importing Customers](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-customers.md): Move an existing customer base into FieldPulse in bulk using the mass import Excel or Google Sheets te…
- [Importing Data into FieldPulse](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-data-into-fieldpulse.md): Compare self-import, accounting sync, and paid Data Migration so you pick the right way to bring each…
- [Importing Jobs](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-jobs.md): Load existing jobs in bulk from an Excel or Google Sheets file with the mass job import template.
- [Importing Serialized Inventory](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-serialized-inventory.md): Bulk-load serialized inventory items with the mass import template so they're ready to add to estimate…
- [Importing Your Item List](https://help.fieldpulse.com/using-fieldpulse/data-imports-exports/importing-your-item-list.md): Bulk-load your product and service items from a template so they're ready to drop onto estimates and i…
- [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): Complete the four-step customer, line-item, and custom-field import using Google Sheets when you don't…
- [Adding Labor to Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/adding-labor-to-estimates-invoices.md): Bill technician labor on estimates and invoices using each team member's hourly billing and cost rates.
- [Alternative Company Profiles](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/alternative-company-profiles.md): Set up extra company profiles with their own logo and branding and switch between them when sending es…
- [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): Attach job photos and files to an estimate or invoice email so customers see the supporting documents.
- [Automatic Tax Rates & Tax Override](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/automatic-tax-rates-tax-override.md): Apply the correct tax rate by customer location automatically, cutting manual lookups and errors, with…
- [Bill to Parent](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/bill-to-parent.md): Link child estimates and invoices to a parent account's billing details and charge the parent's card o…
- [Creating an Estimate](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/creating-an-estimate.md): Build an estimate on web or mobile, share it for customer approval, and convert it to an invoice in on…
- [Creating an Invoice](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/creating-an-invoice.md): Bill a customer by converting an accepted estimate or building an invoice from scratch on web or mobil…
- [Custom Estimate & Invoice Themes](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/custom-estimate-invoice-themes.md): Set brand colors and styling for a reusable estimate and invoice theme under Company Settings, so ever…
- [Custom Estimate & Invoice Workflows](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/custom-estimate-invoice-workflows.md): Define your own estimate and invoice statuses to match your real sales pipeline, without breaking Quic…
- [Default Estimate & Invoice Settings](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/default-estimate-invoice-settings.md): Set account-wide defaults for currency, verbiage, and layout so new estimates and invoices come out co…
- [Estimate & Invoice Templates](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/estimate-invoice-templates.md): Save reusable line-item templates and drop them into any estimate or invoice, then tweak quantities, p…
- [Estimate Options & Add-Ons](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/estimate-options-add-ons.md): Offer tiered pricing options like Good-Better-Best plus optional add-ons on one estimate so customers…
- [Formula-Based Quantities](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/formula-based-quantities.md): Define custom measurement formulas so techs auto-calculate accurate material quantities for tile, fenc…
- [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): Bundle services and parts you always sell together, and group line items under one title and price to…
- [Locking Edits on Estimates & Invoices](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/locking-edits-on-estimates-invoices.md): Auto-restrict edits once an estimate converts or an invoice is finalized or paid, preventing accidenta…
- [Recurring Billing](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/recurring-billing.md): Set up recurring invoices for maintenance clients and auto-request or collect payment on a schedule fr…
- [Requesting a Customer Signature](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/requesting-a-customer-signature.md): Collect a customer's electronic signature on an estimate or invoice by email or in person, with an opt…
- [Sending Estimates & Invoices to Customers](https://help.fieldpulse.com/using-fieldpulse/estimates-invoices/sending-estimates-invoices-to-customers.md): Preview, customize per-record line items, and email estimates or invoices to customers straight from t…
- [Franchise Overview](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-overview.md): See every franchisee location in one list, then edit or log into any franchisee account from the franc…
- [Franchise: Roll-Up Reporting](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-roll-up-reporting.md): Pull consolidated reports across all franchisee locations to spot trends and compare performance side…
- [Franchise: Royalty Reporting](https://help.fieldpulse.com/using-fieldpulse/fieldpulse-account-structures/franchises/franchise-royalty-reporting.md): Review and approve every franchisee's monthly royalty report from one franchisor screen by date range.
- [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): Switch between all your businesses and see their data in one place on web or mobile, no logging in and…
- [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): Scan and move many serialized items to a new bin, truck, or warehouse in one transfer instead of one p…
- [Deducting Inventory & Inventory Count](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/deducting-inventory-inventory-count.md): Choose whether stock is deducted when a material list completes or an invoice finalizes, set per compa…
- [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): Set up hubs for each truck, van, or warehouse to track stock by location and know when to reorder or r…
- [Inventory Item Custom Fields](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/inventory-item-custom-fields.md): Add custom fields to inventory item records, order them, and control which roles can see each one.
- [Inventory Permissions](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/inventory-permissions.md): Set per-user inventory access by location so techs see only the vans or warehouses they work from.
- [Item Custom Fields](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/item-custom-fields.md): Add custom fields to every item in your item list, product or service, and set visibility by role.
- [Serialized Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/serialized-inventory.md): Assign a unique serial number to each unit so you always know which specific item landed on which job,…
- [Setting Up Item List & Inventory](https://help.fieldpulse.com/using-fieldpulse/item-list-inventory/setting-up-item-list-inventory.md): Build your catalog of services, products, and inventory items, then add them to estimates and invoices…
- [Custom Fields on Material Lists](https://help.fieldpulse.com/using-fieldpulse/material-lists/custom-fields-on-material-lists.md): Add custom fields to material lists to capture extra data, set their order, and control visibility by…
- [Material Lists](https://help.fieldpulse.com/using-fieldpulse/material-lists/index.md): Material Lists — FieldPulse Help Center
- [Material Lists](https://help.fieldpulse.com/using-fieldpulse/material-lists/material-lists.md): Track the materials a job needs versus what your crew actually used so you show up prepared and nothin…
- [Material Lists - Mobile App](https://help.fieldpulse.com/using-fieldpulse/material-lists/material-lists-mobile-app.md): Create, edit, and attach material lists to jobs and estimates from your phone, with access set by each…
- [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): Set your Windows or Mac to dark mode and higher contrast to cut eye strain while working in FieldPulse.
- [Communications](https://help.fieldpulse.com/using-fieldpulse/other/communications.md): See every message your team sends from one tab, filter by record type, and check each one's delivery s…
- [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): Track every change your team makes in FieldPulse, including who edited which record and when.
- [Notes](https://help.fieldpulse.com/using-fieldpulse/other/notes.md): Leave notes scoped to yourself, managers, or the whole company, and notify teammates so nothing slips…
- [Reminders](https://help.fieldpulse.com/using-fieldpulse/other/reminders.md): Attach reminders to jobs, customers, estimates, and invoices so follow-ups never fall off your radar.
- [Search & Filter](https://help.fieldpulse.com/using-fieldpulse/other/search-filter.md): Narrow any record list by status, team member, tags, customer, and custom fields to find what you need…
- [Troubleshooting Connectivity Issues and Slow Loading](https://help.fieldpulse.com/using-fieldpulse/other/troubleshooting-connectivity-issues-and-slow-loading.md): Fix slow load times in FieldPulse with connectivity checks for the Android, iOS, and web apps.
- [Troubleshooting Push Notifications](https://help.fieldpulse.com/using-fieldpulse/other/troubleshooting-push-notifications.md): Diagnose the three common reasons push notifications stop arriving on the web and mobile apps, and tur…
- [Collecting Payments](https://help.fieldpulse.com/using-fieldpulse/payments/collecting-payments/index.md): Collecting Payments — FieldPulse Help Center
- [Tap to Pay on iPhone](https://help.fieldpulse.com/using-fieldpulse/payments/collecting-payments/tap-to-pay-on-iphone.md): Turn any supported iPhone into a card reader so techs collect contactless card, Apple Pay, and Google…
- [Collecting Payments: 3 General Methods](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/collecting-payments-3-general-methods.md): Take card payments three ways: email a payment link, charge on mobile in the field, or process it on t…
- [Managing Payments](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/index.md): Managing Payments — FieldPulse Help Center
- [Marking Payments](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/marking-payments.md): Record full or partial payments against an invoice to flip it to Paid or Partially Paid and keep balan…
- [Partial & Progress Payments](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/partial-progress-payments.md): Collect deposits, milestone draws, or partial payments on an estimate or invoice using any of three re…
- [Refunds](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/refunds.md): Return money to a customer straight from the invoice's Payments tab or the payment record, no separate…
- [Saving a Payment Method on File](https://help.fieldpulse.com/using-fieldpulse/payments/how-to/saving-a-payment-method-on-file.md): Store a customer's card or ACH account securely, then charge it for one-off invoices or recurring bill…
- [Payments](https://help.fieldpulse.com/using-fieldpulse/payments/index.md): Payments — FieldPulse Help Center
- [FieldPulse Payments Chargebacks](https://help.fieldpulse.com/using-fieldpulse/payments/managing-payments/fieldpulse-payments-chargebacks.md): Why chargebacks happen, how to prevent them, and exactly what to submit to win a dispute — a quick-ref…
- [Payment Provider Options](https://help.fieldpulse.com/using-fieldpulse/payments/payment-provider-options.md)
- [Card Fee Recovery](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/card-fee-recovery.md): Pass card processing costs on to customers as an upfront flat fee or percentage shown clearly on the i…
- [FieldPulse Payments](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/fieldpulse-payments.md): Accept card and ACH payments in one platform, with next-day funding and card fee recovery available to…
- [FieldPulse Payments Application](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/fieldpulse-payments-application.md): Apply for a FieldPulse Payments merchant account, including the credit check, to start accepting card…
- [Setup & Overview](https://help.fieldpulse.com/using-fieldpulse/payments/start-here/index.md): Setup & Overview — FieldPulse Help Center
- [Custom Fields on Project Records](https://help.fieldpulse.com/using-fieldpulse/project-management/custom-fields-on-project-records.md): Add your own fields to project records to capture lead installers, target dates, risk notes, or anythi…
- [Project Management](https://help.fieldpulse.com/using-fieldpulse/project-management/index.md): Project Management — FieldPulse Help Center
- [Project Management](https://help.fieldpulse.com/using-fieldpulse/project-management/project-management.md): Manage multi-week jobs as Projects that group tasks, work assignments, and staged invoicing under one…
- [Custom Fields on Purchase Orders](https://help.fieldpulse.com/using-fieldpulse/purchase-orders/custom-fields-on-purchase-orders.md): Add custom fields to purchase order line items to track vendor details, part specs, or job data unique…
- [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): Enable purchase orders, then create and email supplier POs, replenish stock, and roll several POs into…
- [Custom Reporting Dashboard](https://help.fieldpulse.com/using-fieldpulse/reporting/custom-reporting-dashboard.md): Build a live dashboard from your saved reports so key numbers stay current and you see only the metric…
- [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): Add, remove, and arrange widgets like today's jobs, unpaid invoices, and revenue so your dashboard sur…
- [Raw Data Reporting](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting.md): Build custom reports across jobs, invoices, payments, timesheets, and 14 other record types, then filt…
- [Asset Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/asset-reports.md): Build reports on installed assets by warranty, manufacturer, and type, then save and add them to your…
- [Commission Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/commission-reports.md): Report on flat-rate and per-user commissions, then save the results and turn them into dashboard widge…
- [Custom Forms Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/custom-forms-reports.md): Report on responses from any custom form template so field-collected data rolls up into one view.
- [Customer Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/customer-reports.md): Report on customers by pipeline status, lead source, location, tags, or invoice total to see where rev…
- [Estimate Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/estimate-reports.md): Track estimate conversion rate, payment status, and estimates by location to see which quotes turn int…
- [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): See who changed inventory and when across all hubs, catching discrepancies before they cost you stock.
- [Inventory Count Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/inventory-count-reports.md): Compare last counts against expected counts and values to spot shrinkage and stale stock across your h…
- [Inventory Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/inventory-reports.md): Report on stock by supplier, hub, tags, and unit cost to see what you carry and what it's worth.
- [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,…
- [Invoice Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/invoice-reports.md): Surface overdue invoices, profit margin, and commission by team member to see what's owed and what ear…
- [Item Usage Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/item-usage-reports.md): Break down item usage by job, customer, or part to see quantities, cost, and price on the work you bil…
- [Job Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/job-reports.md): Pull job data into custom reports segmented by lead source, profit margin, or duration, filtered to an…
- [Maintenance Agreement Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/maintenance-agreement-reports.md): Build maintenance agreement reports grouped by frequency, billing cycle, or customer to track annual f…
- [Payment Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/payment-reports.md): Break down collected payments by method, team member, or customer over any date range to reconcile and…
- [Project Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/project-reports.md): Report on projects by status, tag, or assigned team to see where work stands across your pipeline.
- [Purchase Order Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/purchase-order-reports.md): Track purchase orders by status, vendor, or received date to catch open orders and reconcile spend.
- [Reminder Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/reminder-reports.md): Report on reminders by related record, created date, or read status to confirm nothing slipped through.
- [Review Management Report](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/review-management-report.md): Measure review performance per technician over any interval to see who drives customer feedback.
- [Serialized Inventory Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/serialized-inventory-reports.md): Report on serialized inventory by hub with serial number, unit cost, and item name to track each unit'…
- [Site Visit Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/site-visit-reports.md): Report on site visits by status or assigned tech, with durations, to see field activity at a glance.
- [Subtask Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/subtask-reports.md): Report on subtasks by team member or parent job to track status across the work tied to each job.
- [Task Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/task-reports.md): Report on tasks by category or customer, with status and assignees, to see what is open across your cr…
- [Timesheet Reports](https://help.fieldpulse.com/using-fieldpulse/reporting/raw-data-reporting-tutorials/timesheet-reports.md): Report on logged hours by team member, job, or project, with notes, to verify time before you run payr…
- [Reporting Templates](https://help.fieldpulse.com/using-fieldpulse/reporting/reporting-templates.md): A library of pre-built FieldPulse report templates you can download and import into your account, from…
- [Dispatch Availability Scheduling](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/dispatch-availability-scheduling.md): Open the Team Schedule, spot which techs have an open slot, and book the job onto their calendar witho…
- [Find Availability](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/find-availability.md)
- [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): Plot filtered jobs on the map, set the crew, first-job time, and stop order, then have FieldPulse auto…
- [Schedule Visibility Settings](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/schedule-visibility-settings.md): Limit each service agent to only the jobs they're assigned, keeping the rest of the schedule private a…
- [Setting the Default Calendar Start Date](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/setting-the-default-calendar-start-date.md): Set your calendar week to begin on Sunday or Monday from your profile so the schedule matches how your…
- [Setting Working Hours for Multi-Day Jobs](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/setting-working-hours-for-multi-day-jobs.md): Define daily start and stop times for jobs that span several days so a service reads as scheduled hour…
- [Tracking Lunch Breaks](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/tracking-lunch-breaks.md): Account for tech lunch time in timesheets and reports using three methods: recurring tasks, unpaid clo…
- [Using the Schedule Map View](https://help.fieldpulse.com/using-fieldpulse/scheduling-dispatch/using-the-schedule-map-view.md): See jobs and techs plotted on a map to balance workloads, spot unscheduled work, and tighten routing a…
- [Adding New Users](https://help.fieldpulse.com/using-fieldpulse/users-teams/adding-new-users.md): Create user accounts and assign each the right role, from Administrator to Limited Agent, to control w…
- [Checking the Location of Your Team Members](https://help.fieldpulse.com/using-fieldpulse/users-teams/checking-the-location-of-your-team-members.md): Plot each tech's last known location and timestamp on a map from the Team Members page, pulled from th…
- [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,…
- [Teams & Team Member Structure](https://help.fieldpulse.com/using-fieldpulse/users-teams/teams-team-member-structure.md): Group users into one or more teams to organize assignments, delegation, and scheduling around how your…
- [User Roles](https://help.fieldpulse.com/using-fieldpulse/users-teams/user-roles.md): Compare Admin, Team Manager, Service Agent, and Limited Agent roles side by side and determine who has…
- [Review Management](https://help.fieldpulse.com/using-fieldpulse/win-repeat-business/review-management.md): Automate review requests to Google, Yelp, Facebook, and HomeAdvisor, and collect private feedback that…
- [Assets](https://help.fieldpulse.com/using-fieldpulse/work/assets.md): Track customer equipment and your own gear with model, install date, warranty, photos, and files to po…
- [Booking Portal](https://help.fieldpulse.com/using-fieldpulse/work/booking-portal.md): Let customers request and book appointments from your website, with Smart Scheduler time slots and int…
- [Comments](https://help.fieldpulse.com/using-fieldpulse/work/comments.md): Leave notes on any record so the office and techs stay in sync, and share updates with customers throu…
- [Completing a Job](https://help.fieldpulse.com/using-fieldpulse/work/completing-a-job.md): Close out jobs from your phone by updating status, logging notes, attaching photos, and tagging teamma…
- [Creating a Job](https://help.fieldpulse.com/using-fieldpulse/work/creating-a-job.md): Book a new job from web or mobile, link the customer, assign techs, and set a date so it lands on the…
- [Creating a Task](https://help.fieldpulse.com/using-fieldpulse/work/creating-a-task.md): Block off non-billable time like PTO, drive time, and meetings on the calendar with color-coded task c…
- [Custom Fields on Job Records](https://help.fieldpulse.com/using-fieldpulse/work/custom-fields-on-job-records.md): Add custom fields to job records to capture the data you need, ordered your way and gated by role perm…
- [Custom Status Workflows](https://help.fieldpulse.com/using-fieldpulse/work/custom-status-workflows.md): Build status stages for jobs, projects, and material lists to track time in each phase and trigger cus…
- [Custom Tags for Jobs](https://help.fieldpulse.com/using-fieldpulse/work/custom-tags-for-jobs.md): Tag and color-code jobs so your schedule is readable at a glance and easy to filter.
- [Dynamic Job Reports](https://help.fieldpulse.com/using-fieldpulse/work/dynamic-job-reports.md): Build a report or PDF from one job or several, choosing which details show so customers see only what…
- [Employee Timesheets](https://help.fieldpulse.com/using-fieldpulse/work/employee-timesheets.md): Review team timesheets by day, week, or month, edit entries, and verify clock-ins against geotagged lo…
- [File Management](https://help.fieldpulse.com/using-fieldpulse/work/file-management.md): Send files to customers from any record, estimate, or invoice, and set which team members can view eac…
- [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): Compare estimated versus actual revenue, cost, and margin on every job to price accurately and protect…
- [Job Templates](https://help.fieldpulse.com/using-fieldpulse/work/job-templates.md): Save recurring jobs as templates with prefilled details, forms, and material lists so a new one is one…
- [Maintenance Agreements](https://help.fieldpulse.com/using-fieldpulse/work/maintenance-agreements.md): Automate recurring service contracts end to end, from scheduled visits and reminders to billing and si…
- [Managing Unassigned & Unscheduled Jobs](https://help.fieldpulse.com/using-fieldpulse/work/managing-unassigned-unscheduled-jobs.md): Park jobs without a date or tech, then assign and schedule them later once your timing and crew availa…
- [Recurring Jobs](https://help.fieldpulse.com/using-fieldpulse/work/recurring-jobs.md): Set up repeat jobs on a fixed interval so weekly, monthly, or seasonal work auto-generates instead of…
- [Setting a Customer Arrival Window](https://help.fieldpulse.com/using-fieldpulse/work/setting-a-customer-arrival-window.md): Enable arrival windows on jobs and share a customer-facing time range in communications separate from…
- [Site Visits](https://help.fieldpulse.com/using-fieldpulse/work/site-visits.md): Group follow-ups and multi-day work as separate visits under one parent job, each with its own date, c…
- [Subtasks](https://help.fieldpulse.com/using-fieldpulse/work/subtasks.md): Break a job into a checklist of subtasks you can status and assign to different techs without them clu…
- [FieldPulse Feature Roadmap](https://help.fieldpulse.com/what-s-new/fieldpulse-feature-roadmap.md): See what FieldPulse is building next.

## OpenAPI Specs

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