Best CRM

We are an electrical service business and Fieldpulse has a been a huge deal in helping us manage our business activities on a daily basis. We are able to track all customers, projects, jobs, money. We are able to create estimates and invoice.

Pros

Fieldpulse is a robust CRM that has many useful functions and the team continues to add to it. I have used other CRM's including jobber and none are as good as Fieldpulse. The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software. I believe this is something I have not seen in any other CRM.

Cons

It can be quicker at loading pages. Would like to see estimate function be stronger such as integrating an estimate program or create one internally that would streamline for anybody to be able to use in the field and not just experienced users. Would like to see Fieldpulse integrate with many other apps like other softwares such as Zapier, Waveapps, Mailchimp.

All in one customer and project management solution for service industry businesses, no scope creep

Field Pulse has provided huge value to me in that I have eliminated multiple data silos, streamlining the administrativia of handling customer details, invoices, communications, and so much more. On top of that, their support department provides amazing response time. I am so glad I found Field Pulse for my business, it has helped us increase our revenue and track a wider array of clients and scheduling, easily paying for itself.

Pros

Simplicity, cross platform, excellent support. The UI allows you to enable and disable exactly the features you need. There is a desktop web app and a mobile phone app for iPhone and Android. They both work well where there is internet (which let's admit is most places now). The features don't scope creep, in other words, there aren't so many features that you feel overwhelmed (like I did with Zoho). Everything is designed to work together. Plus, they have a new phone system that has transformed the way I keep track of calls and phone numbers, no other solution has this at this very reasonable price point (Salesforce did not provide me with any realistic expectation of Voip integration, only a multi thousand dollar price tag). It also has an excellent and easy to use payment processing and invoicing system. You can even setup automated email responses for scheduling and for when a customer pays their invoice.

Cons

Performance of the user interface is sometimes not as fast as what I might be used to from other web app experiences, but it certainly isn't bad enough to make me want a change...so I try to practice patience.

I finally found what I was searching for!

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.

Great value but misses the mark on some aspects

FieldPulse allows our electrical contracting business to operate smoothly, communicate effectively and schedule customers and employees.

Pros

Great financial value, easy to use, has the ability to maintain the team on the same page by using customer and job notes as well as pictures.

Cons

App can be very slow, does not work without internet connection, and can be glitchy. Address auto population sometimes works and other times doesn’t. Search fields for materials are not very intuitive. Pictures take a very long time to upload to app extended the time it takes for estimates. Phone notifications will display improperly when changing the status of jobs.

FieldPulse - The all around software solution for contractors and service providers!!!

Overall, I think FieldPulse is one of the biggest contenders out there. Even up against Co-Construct and BuilderTrend which are priced way out of the hands of single person or small businesses to be able to incorporate and try and they don't even trial their software. FieldPulse has pretty much the features to be able to run a successful contracting or field service company.

Pros

What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business.

Cons

Wish they had estimating options as well as item/service database features, but after talking to a rep, it looks that they are continually working on it and puts my expectancy on these features at ease knowing that they are improving all the time.

Great choice for service call management

Fieldpulse has allowed us to streamline our work order scheduling and invoicing/payment acceptance processes. The ability to send uploaded files and photos to the customer as part of an estimate or invoice helps to convey information more fully than a simple typed description.

Pros

Quickbooks Integration makes for easier bookkeeping.

Cons

It would be nice for real-time GPS tracking via the app to be included instead of an add-on partner integration.

Great Product

Pros

I am no genius when it comes to electronics and computer software programs. But, this program is simple to operate and works well for my small HVAC business. I am able to book and schedule the call, it has a map function that routes me to the address, it stores all the invoices for warranty information etc..and I am also able to bill my customers through it or use quikbooks. All and all I have been using this product for 2-3 years and only had minimal problems that were resolved quickly by the staff at Fieldpulse.

Cons

I dont have any negative feedback about the product. They always continue to improve it and make it better and more user friendly if anything.

Just use FieldPulse!

Pros

Good bang for the buck, easy to set up, great customer service that is US based. very easy to customize to your small business

Cons

wish we could upload more photos and larger photo sizes.

Software for Tradesmen

I have had great response from customer service. Many options to get in touch with support.

Pros

The ease of use has been nice. Keeps my up to date with the app. Putting together estimates is a breeze.

Cons

Would be nice to customize the layout out of certain menus. Being able to customize the estimates would be nice. Maybe have the ability to drag and drop info on screens.

Helped!

I save time and am more organized very professional

Pros

This program kept me more organized I like having customer records and info also makes great looking invoices. I put in cons that sometimes the software glitches but I contact the developers and they fix it. Great customer service

Cons

Sometimes glitches but the customer service is great they answer back very quickly and let me know when it’s fixed

An easy to use software for technicians on the field

We have been able to solve multiple communication issues between the office and technicians and make sure no one slides through the cracks.

Pros

I love how easy it is to use for people of any age. We have technicians who hardly ever use their cell phones and they find it very convenient! It saves on paper and time so they don't have to come back to the shop and hand me paperwork. I can process payments quickly and I like having all the information of where my techs are at any point in the day and get updates easily.

Cons

The biggest challenge is scheduling. It is difficult to see at a glance what the schedule is for multiple techs. The second biggest complaint is how slow it can be. If I want to print something it can take a couple minutes to process.

Fieldpulse - Used Daily!

I believe that FieldPulse is quite wonderful compared to other products. It is really helpful. One space that I feel like could grow, too, is job tracking. The way that it works, isn't very conducive to our business.

Pros

My favorite part about Fieldpulse is the ability to see all my jobs on the go. It keeps me informed of where I need to be, as well as where my team is.

Cons

I like the status options least. The five options include: lead, opportunity, current customer, lost, and other. What about past customers? Generally speaking, we use other for things like vendors or subcontractors, whereas when a current customer's job is over--where do they go?

Awesome app for a company!

We went virtually paperless for our timesheets, and job sheets. This also helped us track our employees and their hours much easier, as well as account for their time on each job.

Pros

Ease of use is definitely a big one. It took no time to figure out what you were doing, and set up everything in there that you needed. Features is pretty extensive. We have tried other apps (cheaper ones) and found that they didn't really work for our company. We didn't need the full construction app like BuilderTrend, and needed something a bit more than for service calls, and this was the perfect in the middle app! Quality is pretty good! Has its own couple glitches, but customer service takes care of them right away! Previously, we had a system of all paper and had a gap in our communication on the jobs and such. This app helped us go virtually paperless in our timesheets, and job sheets because now everything is accessible to our users on their phones. The amount of data that it takes is next to nothing, which was a concern of our employees.

Cons

It is a bit slow at times uploading and updating your lists, especially if you have a larger list.

ProMAsters Review

Pros

Ease of use - very user friendly. Technician can be trained easily

Cons

When I have a project it wants to assign everyone to it and that isn't the case. I have jobs that are long term and would like to create the project so I can bill just one and not see several jobs that don't look like they have been billed. I also have customers with various locations and they seem to get unattached easily - integration with Quickbooks Online doesn't always work.

Great product from a great company!

Pros

By far, the best thing about FieldPulse is their customer service. It feels like they are more business partners sometimes, going above and beyond to tweak and improve their product to make my business run smoother and more efficiently.

Cons

Only thing I wish I could do is create custom customer statuses (categories). ex, 2017 customers, 2018 customers, ect. They kind of did this by creating customer tags, but it's not the same.

FieldPulse

It's been a great addition to our workflow. We've gotten rid our paper tickets and can take credit cards on-site. Our employees, even the older guys, have the app down pat. It's a must have!

Pros

This app boosted our efficiency in our small electrical company and the result was more profits.

Cons

The app can be slow to load at times but it's improved greatly since we started using it.

Small business must have software

We use this software every day and it's great addition

Pros

Easy to use, cloud based crm We can use it from any computer

Cons

Sometimes maybe a bit longer to load but not a big deal. Most of the time it's pretty fast

Absolutely LOVE this software! Very easy to use and the support team is phenomenal!

This software helps me stay organized and keep up with everything going on out in the field!

Pros

I went through many other software trials looking for that perfect fit. I wanted a software that would keep up with multiple customers, multiple jobs, a great CRM, Invoicing, Payments, and an organized way to keep up with job comments and files. FieldPulse is the perfect fit for what i was looking for. The Support is amazing, they are always quick to respond with any questions that i have, and are always looking to make improvements!

Cons

The only Cons i have are that there isn't currently a sync with Xero accounting, and there is a way to currently do inventory tracking.

FieldPulse has really helped improve our invoicing, customer database, and job scheduling

Pros

Customer data base and google maps integration is nice to use while driving to location. Tech support has been spot on as well.

Cons

Not being able to see customers phone number from job record and not being able to email file attachments straight from app like you can invoice or estimates.

Incredible product, saved me so much stress of finding the right product to implement. Great app!

Collaboration, organization, streamlining operations, communication. Literally everything.

Pros

Easy to use right out of the box. The mobile app is very responsive and the web page looks just like the app. There appear to be no differences in the two. Our field salesman will be able to use this right away. The fields on the jobs and projects are customizable and form creation is very easy. I will discover more I am sure.

Cons

Inability to integrate with QB Desktop is the only thing I think that would be better. Also maybe making the estimates customizable to allow status tracking (Open, Accepted, Closed, Lost, etc.)

I have used it for a couples months for my HVAC company.

Pros

The responsiveness of the Fieldpulse support team is amazing. I usually have my questions answered and explained within minutes. The software is super easy to use and by FAR the easiest I have tried to integrate with Quickbooks online. It is also is very user friendly, If I was able to figure it out within a few hours of using it anyone can.

Cons

As of now I have no complaints. The app is very user friendly and even my service technicians who are not tech savvy have been able to easily learn the ins and outs of it.

Great Software, Amazing Support

The on boarding process has been easy due to the videos that guide you through each module. Any time we have questions, the web chat gives us helpful information quickly. We have never adopted and so thoroughly understood a complex software so soon after beginning to use it.

Pros

Combination of lights CRM and powerful project management which is very hard to find.

Cons

The CRM functionality isn’t as advanced as pure CRM systems, but it still has 90% of what we want.

Tried a Bunch Of These

I'm in IT first and work part time for a maintenance/repair service contractor who asked me choose an affordable, modern software for his team that works well on mobile. I tried a bunch of them, and settled on FieldPulse. They have a web based application and iphone/android apps that are basically full functionality. They're building new features, and they actually listen to our requests and have implemented them quickly. Support is really easy with them since they have an in-app chat on all three apps. Unlike many other solutions that look like they were designed and built in the 90s, FieldPulse has a very modern and common interface that's familiar, so training the guys to use the product has been easy for me.

Highly recommended

Very happy with FieldPulse it does everything I need it to do for my HVAC company without being overly complicated. Very easy to use and customize for my business needs.

Pros

Ease of use and adjustability to set up exactly how I want it

Cons

Would like to be able to give multiple options on a single estimate

Awesome

Excellent

Pros

Customer re odd management and scheduling have helped my business also the customer support was great

Cons

Apps have a few bugs but they are quick to respond and look into the

Great value, great features and best of all excellent customer service

Organization, business and customers information at my fingertips at all times.

Pros

Easy to use, packed with all necessary features for muy hvac business, I'll never get tired of mentioning the great customer service!!

Cons

I wish it would have pre made estimates templates where I could customize some words instead of me have it to create it from scratch. The discount feature does not work on my android devices

Great modern app for electricians

Moved over to fieldpulse from some old app that had a really bad mobile app. This is a great modern app that makes it much faster to get our work orders and make updates. we like it so far. We do electrical work.