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.

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.

Good Enough For Price

Overall it is ok for field invoices and payments, but for an overall solution to help your business run better it lacks in some areas. Probably worth paying more for others, after using a different software for my other business for the last 5 years I expect more out of this software, however Field pulse is considerably less expensive than the other software we use. They will probably continue to improve this though so with the cost effectiveness may be worth it in the long run.

Pros

It made it easy to invoice and take payment in the field to avoid chasing money after the service call. Does ok for the cost.

Cons

There are several features that are missing and or do not work well for our company. The reporting could be better, but there is no customer statement function and if you have related customers(which is for a customer with multiple service locations) they are not tracked together and there is no way to send an easy to read statement of all invoices for a particular customer with multiple locations. The Quick Books syncing is terrible and is mostly related to QB online but they keep claiming they will make it compatible with QB desktop but have yet to, to my knowledge. The app has issues as well I have to post date my invoices so the correct date shows up when sent to the customer. Deleting and changing invoices is a pain and when the QB sync screws up with payment it sometimes still says invoiced when it has been paid and there is no way to manually change the status.

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.

New user

I am solving the communication barrier between my field technicians and office administration. Providing one platform to use as a CRM and field management tool as well as a direct line of communication between all parties is definitely nice. Even with all the app glitches, and all the time spent trying to upload photos or dealing with no network service while in the field, i think it is promising and worth sticking with you guys while having faith that you will eventually perfect it and get the kinks worked out.

Pros

Scheduling features are nice and intuitive compared to your competitors software. Ability for team to easily access service history and customer equipment is also a huge benefit to us.

Cons

All the bugs on iOS. I have taken a dozen or so screenshots of all the glitches i have encountered just in the 2-3 weeks I’ve been using the app. Have to force close and restart app numerous times a day. Will try on other devices before we decide if we are going to roll this out or continue our search for CRM / field management software.

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?

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.

Money well spent!

Pros

Easy to schedule and manage jobs, easy to collect payments, great database to store customer information, ability to create templates and much more!

Cons

Little tricky dialing in differences between invoicing vs estimates vs collecting payments. I’m sure the step by step tutorial would be beneficial but I haven’t scheduled that yet.

Field Pulse- A+

For a small/ mid sized company, this does everything we need for daily operators of a 2 million dollar company.

Pros

This software does everything we require- including cc processing.

Cons

Once I realized you need to create the “job” first, life became easier.

Stoney Oaks Group Fieldpulse Review

Fair - Most support personnel were knowledgeable and helpful.

Pros

It had several features. Integrated billing, schedule, customer database, etc. All the basic core features one could expect from a SAS model service software.

Cons

All of the below are of my and my teams opinion. With over 30 years in construction and engineering we feel like some additional tweaking would make huge improvements in the usability of this product. The human interface and workflow was lacking, tremendously. The needed features are available, but the workflow to use the features are not intuitive, therefore confusing. The grouping of menu items are not logical and the use of projects and jobs are convoluted. The use of jobs is more like task's, as you can have multiple task (jobs) on one project. Currently the dashboard list on the left are: Customers Schedule Schedule Projects Jobs Subtask Sales Management Company Settings Looking at this from managing sales and managing projects point of view, a more logical list is as follows: Customers (should be filtered for current user, with a toggle for all, with permissions) Customer Details (add Create Project button and remove the Create Job button) (add Open Project button, with a list of projects for that customer. this takes you to the Project Management features below) Sales (all of the below should be filtered for current user, with a toggle for all, with permissions) Customers (goes to the customers page, filtered to only the current users customers) Estimates (Estimates get converted to projects "not jobs") Project Management (all of the below should be filtered for current user, with a toggle for all, with permissions)

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.

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.

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.

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.

Review

Pros

Easy setup and very user friendly. Product support and training were top notch

Cons

System does not integrate very well with quickbooks and when exported out, info is scattered everywhere in quickbooks. Software is not working well for us as we have single customers with alot of individual site and units to keep up with. There is nowhere to store unit info, and no easy way to open work orders to a unit instead of a customer location. It would also be nice to be able to generate purchase orders to a work order to track parts

Quick Startup

Fair wish it had a few more bells and whistles!

Pros

We enjoyed the easy startup and look of the software.

Cons

Not easy to create custom templates services we provide daily!

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.

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

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.

What I've been looking for

As I stated above, this program has resolved all my issues of scheduling, tracking, and organising. Love it !

Pros

This is perfect for my service company. I have zero problems with scheduling, organising, and keeping track of my company now that I have been using Field Pulse. Estimates and invoicing is done simply either from the office or the field.

Cons

I have NO cons for this program ! I have NO cons for this program ! I have NO cons for this program ! I have NO cons for this program !

Great for scheduling, customer information and CRM

This is the best program i have used over my 14 years of doing HVAC.

Pros

I love how we can keep all customers information and customers interactions in one place. Also the facts that our sales staff can update on where the customers are at in the bidding process. Hope to see changes in the future for more we can use this program for.

Cons

I wish there was a maintenance agreement system to use to allow customers to schedule there own days and time.

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

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.

My Perspective on FieldPulse

Building this system out for my business has been frustrating at times, but the FieldPulse team has been extremely cooperative and helpful throughout the process. Overall, the product has been an asset to my business, but I would like to see FieldPulse work more heavily with actual end users to work out the kinks and enhance some of the features.

Pros

The system is comprehensive, for the most part, in delivering field service functionality across the various processes of my business at a price point that a small company like mine can support. Customer service has been helpful and accommodating in finding work-arounds or making system updates to improve upon their product.

Cons

Some functions are not very intuitive and/or are extremely basic in their design. I would like to see some more functionality built in around effective scheduling, more complex form creation and Quickbooks timesheet integration.

Easy to use and affordable

It does what I need.

Pros

I needed a system I could operate from the field on mobile devices just as if I was in the office. This solved the problem. Is it perfect, no, but for the price it is great.

Cons

It is not easy to add multiple properties under one main contact.

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.

Still working out the kinks

Pros

The mobile app is intuitive and makes doing business and getting paid on-site easy.

Cons

The system is not a customizable as I would prefer and there seems to be a steady stream of bugs which don't hamper function but are a bit of an annoyance.

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.

Honest Review

I'm getting what I'm paying for which is sufficient to me.

Pros

It does what I need it to do. Scheduling invoicing, basically organizing the jobs

Cons

My biggest pet peeve is the manually entered clock-ins and clock-outs not showing whole hours when I manually choose whole hours. The reason I've been given is basically a case of the developer over-programming plus its irrelevant, Its not fixed. I would also like to color code the jobs on the calendar So when making schedules I can visually distinguish between the teams. I'm currently using the Status indicators for this.

Field Use

Pros

The ease of use in the field is a huge benefit to myself and my techs. For just starting out my business and coming from more expensive software it was the best descision I made to help keep everything organized and flowing. Great choice for any tech to use.

Cons

I wish I was able to add more than one form form the app when i'm in the field so I would not have to carry any paperwork.

Good overall software

Pros

We really enjoy the custom fields and tags as well as the ability to use projects to start multiple orders. Overall it’s a great service and really helped us organize our business flow

Cons

Updates have had spotty results. I haven’t noticed very many additional features in the app with the updates but I have had a recent issue occur where the app won’t even open anymore on iPhone 8

Rock Crest Review

It is helpful but missing some key features that are needed to use it in the field.

Pros

The live tracking of when the crew checks into a service and when it is complete.

Cons

When you don't have service, you can't use it. The offline mode isn't very useful and tablet apps don't have offline mode.

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.

Good overall software to run your business

Overall great software and enjoy using everyday.

Pros

Software is very visually appealing and makes scheduling and sending estimates easy. It is intuitive and can be learned quickly.

Cons

Wish there was an option to do fully customized forms such as an inspection.

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 product

Pros

Ease of use, cost, & functionality were all very good

Cons

Would like to see a little bit more customization

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

Efficient

Overall, it has made our business work more efficiently.

Pros

I like that everything revolving around a project/customer is under one program.

Cons

Nothing yet. So far so good. There have been no issues.

Useful tool for business growth

pleased it is helping manage my business activities and track customers.

Pros

The ability to keep track of data in the field and make changes on the fly.

Cons

hard to view all customers in database at a glance. Only displays a portion at a time.

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.