Skip to main content

​
Overview

If you’re moving from HouseCall Pro (HCP) to FieldPulse, this guide walks you through every step. FieldPulse covers the same core workflows you rely on in HCP: scheduling, dispatching, estimates, invoices, payments, and recurring jobs. The terms and navigation differ, but the concepts map directly.

​
Terminology Reference

Everything you did in HCP has an equivalent in FieldPulse. Here’s how the terminology maps:
HouseCall ProFieldPulse
JobJob, Service, Project, or Work Order
Appointment (visit on a job)Site Visit
Job SegmentSite Visit
EstimateEstimate, Quote, Bid, or Proposal
Multi-Option EstimateEstimate Options
Sales ProposalDynamic Proposal
InvoiceInvoice
Service PlanMaintenance Agreement
Recurring JobRecurring Job
Price Book (item catalog)Item List
Visual Price Book / Flat Rate PricebookPricebook
ServiceService and Service - Labor
MaterialProduct - Inventory and Product - Non Inventory
CustomerCustomer
Property ProfileCustomer record
Service AddressLocation (on Customer record)
Sub-Customer (Parent/Child Relationship)Related Customer (Parent/Child Relationship)
Schedule TabSchedule/Calendar view/Dispatch view
RoutesRoute Optimization
HCP MapMap View
Team MemberUser
Employee GPS TrackingGeostamps
TimesheetTimesheet
HCP PaymentsFieldPulse Payments
InstapayNext-Day Funding
Pay by TextPayment request link by SMS and Email
Card on FileCard and ACH on File
ACH PaymentsACH / Bank Transfer
Wisetack and KlarnaWisetack and Acorn Finance
PipelineCustom Sales Pipeline
Online BookingBooking Portal
Customer PortalCustomer Portal
ChecklistsSubtasks
Custom FieldsCustom Fields
Job CostingJob Costing
Job TemplatesJob Templates
Voice (VoIP)Engage (VoIP)
Force Fleet TrackingPulse Fleet Tracking
ReviewsReview Management

​
Recreate Your Account Setup

These are the settings you configured in HCP that need to be set up in FieldPulse before you go live:
  • Company information: Company Settings > General tab (name, logo, contact information).
  • Tax rates:
    • To set a default tax rate: Company Settings > Estimates & Invoices > General tab.
    • To enable automatic tax rates: Company Settings > Features & Plug-Ins tab.
  • Estimate templates: Estimates tab under Sales > Templates > New Estimate (Make sure ‘Save as template’ is toggled on)
  • Invoice templates: Invoices tab under Sales > Templates > New Invoice (Make sure ‘Save as template’ is toggled on).
  • Custom Status Workflow: Company Settings > Jobs > Custom Status (create the job statuses that match your HCP setup; statuses can trigger automatic time tracking and customer notifications).
  • User roles and permissions: Company Settings > User Accounts (configure what each user can see and edit).
  • Payment processing: Company Settings > Features & Plug-Ins > enable FieldPulse Payments and start your application.
  • Booking Portal: Company Settings > Features & Plug-Ins > enable Booking Portal (generates an embeddable link for your website, replacing HCP’s Online Booking widget).

​
Your Daily Workflows in FieldPulse

​
Creating and Dispatching a Job

Step 1: Go to Jobs > Create New. Select or search for a Customer. If the Customer doesn’t exist yet, create a new one. Step 2: Fill in the Job title, assign a user or team, and set a date and time. Use Find Availability to see open time slots across your team before you commit to a time. Step 3: Save the Job. It appears on the Schedule page for the assigned technician. To schedule a second visit on the same Job without creating a new record, open the job and add a Site Visit. This is the equivalent of adding an Appointment in HCP.
To learn more about creating a Job record, click here.

​
Sending an Estimate

Step 1: Open the Customer or Job record and go to the Estimates tab. Select New Estimate. Step 2: Add Line Items from your Item List or create new Line Items. Step 3: To give the customer multiple pricing options, add Estimate Options. For upsells the customer can add themselves, use Add-On Options. These replace HCP’s Multi-Option Estimates and Sales Proposals. Step 4: Send the Estimate via email. Your customer receives a link to view and approve it. When they approve, the Estimate status updates automatically to Accepted. To convert an approved Estimate to an Invoice, open the Estimate and select Convert to Invoice.
To learn more about creating an Estimate record, click here.

​
Collecting Payment

Step 1: Open the Invoice and select Finalize Invoice to move it out of Draft status. Step 2: To collect payment immediately, select the Payment button. Choose to collect payment through card or ACH or mark payment with cash, check, or other. Step 3: To send a payment request to your customer, select the green Actions button and Send To Customer. With FieldPulse Payments, you can click to include a payment request with your Invoice. The Customer receives an email with a link to pay online. To collect a deposit before work begins, select the percentage or fixed amount you need before collecting payment or sending a payment request.
To learn more about Collecting Payment, click here.

​
What Your Techs Need to Know

The FieldPulse mobile app is available on iOS and Android. Here’s what changes for technicians coming from HCP:
  • To update a Job status, tap the Job, press the status dropdown, and select the next step in the workflow
  • To log time, techs clock in and out using Timesheets or statuses in the workflow can trigger time tracking automatically based on how your admin has it configured
  • To add photos and notes, open the Job and use the Notes or Files sections
  • To collect payment in the field, open the Invoice from the Job and tap Payment
  • FieldPulse works offline. The app switches to Offline Mode automatically when signal is lost and syncs everything once the connection is restored
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.