FieldPulse Engage Engage is a fully integrated VOIP phone system to manage your customer interactions, including phone calls, text messaging, voicemail, and more. Engage saves […]
Manage job status updates, comments, notes, files, photos, and more — from wherever your day takes you.
Keep detailed customer records that store comments, files, photos, specs, real-time job updates, & more.
With FieldPulse, the days of documents being lost in the shuffle, riddled with errors, or just out of date are over.
FieldPulse’s Project Management feature lets you quickly generate jobs and work orders from your invoices and attach them to your in-app projects. Keep detailed records with notes, service history, status updates, custom forms, and PDF files, and easily view your customer and payment information from the project management feature. Create team structures that can be as simple or complex as necessary to fit your business’s workflow.
You can also modify user permissions so your techs only see the information you want them to see. Keep your projects organised down to the finest details with subtasks that can be templated and re-used across common projects. Keep everyone on the same page with email or text notifications for new jobs and tasks.
With our Custom Fields & Forms feature, you can easily create custom forms to track information about jobs, clients, and even technician performance. Attach those forms to a job, customer profile, or project for quick and easy record keeping. Edit your forms anytime and anywhere via the FieldPulse app, and quickly generate PDF files that can be sent to your customer or team on-the-spot. Customise your job and customer records with our custom fields to keep information like gate codes and job notes easily accessible.
Our unique Profit Analysis software for electricians allows you to easily plan out your expenses on a per quote or invoice basis, but it doesn’t end there. Not only will this feature help you evaluate the value of individual jobs and technicians, but you’ll also be able to view your net profit reporting with just a few taps.
Our app also integrates with Xero, so you can seamlessly sync customers, line items, invoices, and payments without dealing with repetitive manual entry. View your profit margin per job or by revenue over time, and add automatic markups to your inventory with ease.
Stop doubling your workload with FieldPulse’s integrations. From Reece to Xero, FieldPulse connects them all (and more!) making sure your information stays accurate across all of your platforms.
Already using Xero? You might have read horror stories about connecting invoicing software with Xero, but we offer one of the most complete, seamless syncs with Xero. Syncing your customers, invoice items, quotes, invoices, and payments between your accounts has never been easier!
