Heads up — FieldPulse is constantly evolving, so the interface or features shown in this recording may look or behave a little differently today. For the most up-to-date information, check out:
Join us as we discuss
- What’s changing: A new guided flow to build recurring service for a customer, with the schedule or visit allowance, billing, and reminders all in one place.
- How agreements are built: The four levels of an agreement: the Maintenance Agreement, its Routines, each Occurrence, and the Linked Job.
- Scheduled and On-Demand routines: Calendar-based visits with automatic or manual job creation, or a bank of included visits that customers draw from.
- Tracking visits: Occurrence and visit statuses, so your team can see what still needs a job, what’s scheduled, and what’s done.
- Automatic agreement creation: Generating an agreement from a sold estimate or invoice line item, based on the trigger you choose.
- Reminders and contracts: Occurrence reminders, renewal reminders, and contracts your customers accept with an e-signature.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.