FieldPulse Reviews

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.

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.

I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software. Compared to Jobber I feel that Field Pulse offers a very comparable set of features at half the price of Jobber. While improvement and new features are always welcome, I feel that Field Pulse is on par or better that their competition.

The work flow is quite a bit different from what I would like. The best example is only having the ability to set one visit for each job. While the obvious workaround is to update the date each time a new date is needed or create multiple jobs under the project tabs, but, honestly, the easier solution is to have the ability to attach multiple visits to a single Job. That I believe is a more natural workflow for most users in my industry. In fact, Field Pulse, is the only field service management software that doesn't allow for this. All the big names like Jobber, Housecall Pro, Workiz, all use this workflow model with great success. I would also like the ability to view my client database alphabetically by last name. The current model is the alphabetize it by first name which is very backwards from any other CRM type solution on the market. I am not on a first name basis with many of my clients and when searching for them in my master list, I have to hunt for the last name.

FieldPulse has been a life saver for my company when it comes to orginazation. Instead of having job folders and a bunch of antiquated paperwork, it has allowed us to store all job info, pictures, customer contact info, scheduling, on the job hour tracking and a host of other things! Along with that, comes a very eager to help and knowledgeable support team to help with any issues with the app, big or small!

I am not using this app to its full potential just yet so i honestly havent ran into anything that i dont like. I feel like i've barely scratched the surface on the capabilities at my fingertips but can genuinely say that i have nothing negative to say!

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.

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.

This software has been easy and efficient to use. It has so many features that make running our local business much easier. The support you receive from FieldPulse is excellent and they always listen to customer feedback. They are also constantly looking to innovate the product and are consistently adding new features! We have tried many booking software and this suits our service-based business best :)

I have always been given the opportunity to suggest new features and they are valued. On numerous occasions, my suggestions have been implemented into the software. The mobile app could be improved but it is a new software so I am sure it will only get better and better. The ability to have 2 way messaging would be beneficial.

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.

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.

The features I like most about this program is being able to have all of my information in one place. Being able to create customers into a service and make tags for reports. The ease of links everywhere to be able to click from any page is a real plus.

Linking a service with an invoice, having to 'load more' when trying to find a client instead of being able to just scroll, calendar needs to be more flexible the views of that are hard to navigate when you are in a hurry scheduling a client.

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.

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.

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.

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?

The FieldPulse program is great very easy to use with great support from all team personnel from FieldPluse

Currently i can't say i least like anything about the FieldPulse program

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

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)

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.

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.

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.

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.

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.

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.

■ Great support team! Very responsive and they always work toward a solution.■ All the features are there to run your business. They may not be the nirvana of CRMs, but you will be functional as a company.■ They are always improving the product. Spending R&D funds is a great sign that they are focused on improving, which is why we are a loyal customer.■ Can't beat the price. They did have a price increase this year which sucked, but overall they still bring good value for your money.

■ Reporting and Exporting of data could be better.■ Timesheets work ok, but there are some glaring holes in features that could be addressed.■ The Estimate process is very cumbersome for larger estimates. Would be nice if they could rework this module, keeping larger projects in mind.■ They do not partner with major material suppliers (Home Depot, Lowes, ACE Hardware, etc.) Would be nice if we didn't have to keep looking up material costs.■ Training videos are very generic and not well thought out, or even wrong in some cases. While they point you in the right direction, they could be a bit more robust.

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.

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

It is designed with the user in mind. The technology is smart and actually makes my job more enjoyable. I also have to mention customer service. They are available immediately, very friendly, and always find a solution to my concerns/issues.

NOTHING at all. Anything that I bring to customer service as a concern is quickly fixed and a solution is always available.

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.

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.

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.

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.

Quickbooks two-way sync, calendar view, estimation and invoicing are great. Work flow is easy to understand and very efficient.

A few small features are missing but they are in the programming of the software, and I know they are on the list of future potential updates.

Quickbooks Integration makes for easier bookkeeping.

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

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

wish we could upload more photos and larger photo sizes.

Out of the box we felt like we had a tremendous value. Honestly, price compared to all features we received at base level feels like a steal. Client portal was huge for us as was the amount of detail we can track within a job: photos, attachments, job costing, who did what and when.

Some features like the booking portal requests we felt were hidden and should be brought to the dashboard. That may be an option thought and we just haven't figured it out yet.

I really enjoy the over abundance of features and options available, and how almost every piece of the software is customizable to my business needs.

I haven't had it very long to have a list of cons, one thing I can think of though is it could get pretty pricey the more team mates you add on. Which could be a deciding factor for soem.

This software does everything we require- including cc processing.

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