FieldPulse

I finally found what I was searching for!

Comments: So far so good!

Pros:

The features are great and they actually work! After trying every software on capterra and more, FieldPulse allowed me to stop looking and get back to business. As an owner/operator I'm able to access the features I need in the field as well as the desktop. All the features are there in addition to many customization options. And the support is second to none. I've been able to get a human at all hours of the day and they are dedicated to customer satisfaction. Getting set up was a breeze and the support team guided me every step of the way (when needed). A slick gui AND good functionality? I'll take it.

Cons:

It could be more customizable, but isn't too limited. There are certain features that I'd like to see that aren't currently present, but then again no one does it all. And any software that had these features certainly lacked in most others. The team is also very responsive and interested in user feature requests. Sure, it's got it's bugs here and there. But when I mention one, the team usually knows about it and are on it already. That, or it was user malfunction.

Plumber explains experience with FieldPulse

Comments: I was able to use all relevant features immediately.
My favorite features include knowing when the customers open the estimate or invoice, being able to send via email and text to the customers.

Pros:

It is easy to use. It lets you capture the photos(evidence) of your work and to easily document the issues left unresolved and why. My customers love getting professional invoicrs with lots of notes and explanations.

Cons:

With poor internet connections it can take a while to upload pictures on the invoice.

Beware of this software and company

Comments: Was never able to use the software and took over 6 months for the data migration to be completed. Management is very dishonest. They are more concerned with locking you into contracts than having a good product.

Pros:

Nice in the beginning stages until you need customer service.

Cons:

Very hard to use software and terrible customer service. Company is very deceitful and dishonest.

Excellent full-service CRM/Dispatch software for trade businesses!

Comments: Overall excellent experience, no plans to change software.

Pros:

FieldPulse is a state-of-the-art CRM/dispatch software that provides full-service integrated modules and two-way sync with Quickbooks. It is user-friendly and saves time with scheduling and payments.

Cons:

Difficult to get customer service representative on the phone. Need assistance with specific modules and cannot get help.

FieldPulse: A Game-Changer for Streamlined Operations and Communication

Comments: FieldPulse has significantly improved our operational efficiency and communication. Since adopting the platform, we've seen a 30% increase in job completion rates, largely due to streamlined scheduling and better task visibility. Our team has reduced time spent on administrative tasks by 25%, allowing us to focus more on fieldwork. Additionally, our customer satisfaction scores have improved by 15%, thanks to the prompt updates and smoother coordination enabled by the app.

Pros:

What I like best about FieldPulse is its all-in-one functionality that simplifies daily operations. The platform makes scheduling, dispatching, and tracking jobs seamless, while also providing real-time updates to our team in the field. Its integration with SMS and communication tools ensures that we're always connected with our customers and team members, improving responsiveness and reducing errors. The user-friendly interface has made onboarding new team members quick and easy, minimizing the learning curve. Implementation was smooth and efficient, with minimal disruption to our existing workflows. FieldPulse's customer support team was incredibly responsive during the setup process, addressing any concerns we had and providing helpful guidance. Even post-implementation, their support has been top-notch, ensuring that any questions or technical issues are resolved quickly. This combination of ease of use, robust functionality, and excellent support has made FieldPulse an invaluable tool for our organization.

Cons:

One area for improvement is the occasional lag when syncing data across devices, which can cause slight delays in real-time updates. Additionally, the mobile app could benefit from more customization options to better fit specific workflow needs. While these issues are minor, addressing them would enhance overall usability and efficiency even further.

Look no farther

Comments: I give it a 10 out of 10. Customer service along with the onboarding process and the continued follow up after becoming a customer, I give them a 11 out of 10. They have made the switch over to them seamless. I cannot say enough about how helpful everyone has been with Field Pulse.

Pros:

The team environment that customer service has with us. I like the ability to customize the forms to show what is needed and even to create our own forms to suit our needs. The ability to sent out contracts and take payments is another big aspect with Field Pulse. Once you understand how the Jobs and Invoices are tailored it makes keeping everything in place, nice and neat.

Cons:

When I have found something that did not work as efficient as it could the team at Field Pulse always has found a way to fix it. The ability to pull reports could be done better. The software is so detailed that sometimes pulling a simple report can be cumbersome.

One of the few times that cheaper paid off.

Comments: It is a well rounded field management software that isn't as popular as it should be. There was a time the Pricebook didn't work right, you couldn't add multiple quantities of a service which made it unusable, but they have since updated that and is the biggest reason I made the switch from HCP.

Pros:

I like how it can do so much and you have the option to run your business how you would like. I like the Pricebook and creating options. There is a lot of customization. I love the pipeline and statuses of jobs, quotes, invoices, etc it's really helpful and of course all customizable.

Cons:

I was a little skeptical that I had to sign up for a year, something I wouldn't normally do, but having used it for a few months now, I'm really glad I did. With that said, I wish reporting was better and wish it looked more modern, it's definitely dated looking. I wish I felt like there was a bigger group of people using the software, like HCP, their Facebook group is large and very active. Always just relying on customer support is only one way to look at things. Overall I'm happy I'm with Fieldpulse, after having used Jobber and HCP for many years.

5 star product with 5 star support behind it

Comments: Everything has been a great experience working their team. From the sales team to the onboarding and support teams, they were more useful and knowledgeable than their Service Titan counterparts, or other apps we’ve tried.

Pros:

The onboarding and support teams with Field Pulse have been far superior to our experiences with Service Titan or other products. The mobile app is also a vast improvement from other products and has virtually no limitations from the website features.

Cons:

The lack of payroll features is really the only issue I have with this product. It’s a fairly large issue for us but the support and development team has been working with me on workarounds.

Fieldpulse review

Comments: Overall I have had a good experience with Fieldpulse other than the little glitches that happen. Some of these have been fixed and the Fieldpulse team is very good at communicating and working with you to diligently fix an issues that come up. I also really appreciated that the Fieldpulse team added some features that our business needs that are not normally part of the software.

Pros:

I deal with purchasing and creating purchase orders. I like that it is so easy to create PO's with the software and even easier to receive them. Just a matter of changing the status and updating the POs as necessary. It is also a lot easier to create invoices with Fieldpulse and collect payment. They recently added the feature to save credit cards for future payments and that saves a lot of time and hassle for the both our business and the customer as well. Lastly, The support that Fieldpulse provides is amazing! they are quick to respond and always keep you updated on all the changes happening.

Cons:

There is a glitch when searching up customers. I will search up a specific customer and click on that customer but the software will take me to a different profile. Its easy to work around as you just have to search again and it will be fine. But its something that you will have to pay attention when dealing with different profiles. Although I will say since we have started using fieldpulse and it has had a few updates it has happened significantly less. Still happens once in a blue moon but the frequency has decreased over time.

FieldPulse customer

Comments: I have enjoyed FieldPulse , it has made my job much easier from using pen and paper to inputting it all into a database. I do like that FieldPulse is always looking to the future.

Pros:

I like the fact that I can use it on my PC, my laptop, my telephone, and all the information is the same. I am a one person owner/office worker and it makes my job much easier.

Cons:

I would have to say some of the fees that are associated with some of the add-ons.

An upgrade from our previous CRM program

Comments: My experience overall with FieldPulse has been mostly positive. I think the software is a good fit for the company as it has improved productivity and is definitely an upgrade from our previous software. There are some small issues we run into here and there, but I have faith that the FieldPulse team will address and fix them, as they have done for us before.

Pros:

I like the automation and customer communication features. I also like that the software is relatively easy to use with no learning curve.

Cons:

I think the reporting feature could use a little improvement. I like the wide-range of reports you are able to pull, but it takes a little long to load larger reports.

Polk County Soft Wash

Comments: Listen other platforms customer service at best is less than mediocre. You don't get one person reaching out, you have several people reaching wit patience and understanding. They want to know the way that you do things and then they walk you through the way your process can work in the platform not ounce not twice. But as many times as you need. Your success is theirs. Truly.

Pros:

FieldPulse checks 90% of all the boxes in almost any industry you are working.

Cons:

My work flow is different So it took an understanding of the software operations to make it work for me. And I'm being nit picky.

Fieldpulse, software you can make your own.

Comments: Excellent customer service and support, easy to understand user interface.

Pros:

Flexibility and customization options to make it fit your workflow.

Cons:

QBD syncing issues that cause some delays with our accounting process.

Stop overpaying for software

Comments: Fantastic. Field Pulse gives me 90% of the functionality of other competing softwares, at 1/3 of the cost.

Pros:

Field Pulse is the lowest cost option in our industry and the simple setup is as quick and simple.

Cons:

UI could use some improvement and I’d love more customizable options, like custom fields that could be used in report building.

Front Office Staff

Comments: It's been a big improvement to our company but being the first year there are still improvements we'd like to see

Pros:

Real time data for every user to have access to

Cons:

Not able to customize as much as we would like to

Excellant software and user friendly

Pros:

FieldPulse is very user friendly and has great features and add-ons which is critical for a small business like mine. I have coaching with [sensitive content hidden] who is very friendly and professional and uses her time to answer questions and communicate effectively with me.

Cons:

There is nothing to dislike about FieldPulse

Field Pulse user review -Equip Heat & Air LLC

Comments: It has been great. I'm a newer, smaller company, and the amount they offer for the price that I am paying is extremely competitive. Their customer service, easy to use software, and price point have made it easy to run 90% of my company's administrative needs on just their application. I will be using them for the foreseeable future.

Pros:

Easy setup. Amazing software for everything from invoicing, customer contact management, bookkeeping, and all organizational features that I need to run my heating and air company. Also haven't had any sort of bugs or anything on the software which I had with other similar applications.

Cons:

This isn't a huge deal, but I would like to see more customization options for their forms. That is a big thing to be able to have and use on certain jobs, like estimates or tune-ups, and would be nice to be able to send to the customer as well. I would like to have the ability to have options on certain questions of the form, as well as being able to attach a file or picture to specific form questions. Similar to other software systems that I have used in the past.

FieldPulse Review

Comments: FieldPulse customer service is amazing. The platform is extremely user friendly and simple for all to use. FieldPulse keeps us organized in the office

Pros:

The ease of client intake, customer communication and scheduling of field techs.

Cons:

The reporting feature in FieldPulse can be cumbersome.

Review by Project Engineer

Comments: Overall good experience. The usability and ease of access to all business oriented facets requires less working hours to complete the expected tasks.

Pros:

Streamlined the quoting and billing process.

Cons:

Payments have delay/bounce issues occasionally and payment record is off by a few cents.

Introduction of FieldPulse

Comments: Excellent! I am technology challenged and the team has been extremely patient and supportive. I feel this system will be very beneficial to improving the quality and profitability of my business.

Pros:

The ease of dealing with the set-up team.

Cons:

For me I feel that sometimes there's a little too much information at one time.

Great product once the customer service was fixed.

Comments: It started very rocky, but thanks to [sensitive content hidden] help, things have been looking up, and I understand the program so much better. And if I do have questions, she is there to answer them.

Pros:

Well, it didn't start great. My customer service rep was less than helpful. It almost felt like I had no customer service. But then [sensitive content hidden] came to the rescue and showed how great customer service can be.

Cons:

I wish they had customizable work order numbers. I have my own numbers and I can't use them.

All in one package

Comments: I am very pleased with my experiences so far.

Pros:

The options to choose from to help you make your business thrive. The customer service is very helpful and eager to help you understand how to do things correctly.

Cons:

The charging of 3% for accepting credit cards from customers.

Best Customer Service and support Team

Pros:

The software is very friendly and easy to use, and what made our new venture so smooth was our Customer Success Specialist, Holly Shelton. She is professional, kind, responsive and posses great customer service ettique.

Cons:

We have been using FieldPulse for a couple of month, for now, I can say the only thing missing that our company needs is an online booking option.

FieldPulse is the CRM for you!

Pros:

I highly recommend FieldPulse to any business owner looking to improve their organization and efficiency! Our [sensitive content hidden], has played an integral part in helping us take full advantage of all the services and functionality that Field Pulse has to offer. Her and her team's attentiveness has been unmatched! We look forward to another year of great service as we continue growing our business.

Cons:

So far we have not run into any issues with the FieldPulse system nor with the customer service.

Feild Pulse

Pros:

It has a lot of great products within the system.

Cons:

I have not found any cons at this point.