Sobre o FieldPulse

FieldPulse is an all-in-one field service management solution that helps mobile service businesses manage customer data, schedule jobs, create and send invoices and estimates, track payments, and get insight into business operations. The solution adapts to businesses of all sizes and industries, and can be accessed via desktop or the native mobile app for Android or iOS.

Job scheduling and dispatching features allow users to assign jobs to an individual or team using quick entry forms. Users are able to attach job notes, files, photos and comments to help field techs efficiently complete the job. FieldPulse’s built-in CRM enables users to view all customer related files including invoices, photos, payments, estimates, and more. Employees can create estimates, quotes, and proposals using their mobile device, with electronic signature functionality for immediate approval.

FieldPulse automatically logs all status updates to the activity feed, including a timestamp and a geotag of the user’s location. Job records can be divided into subtasks with individual due dates, descriptions, assigned members, due date/time, and more. All invoices can be stored in the repository, along with templates for commonly used invoice items. The platform helps users stay on top of estimates with payment status tracking features that remind users of open estimates and invoices, as well as overdue outstanding invoices.

FieldPulse sends mobile notifications with individually customized settings to assigned team members, alerting them about an upcoming job. The platform enables a variety of user roles and permissions that allow specific access and functionality based on a user’s job function. Integration with Square automatically links invoices and accepts payments from customers, whether at the office or in the field.

Preços a partir de:

US$ 65,00/mês

  • Teste Grátis
  • Versão grátis
  • Assinatura

Principais benefícios do FieldPulse

  • FieldPulse helps organizations cut down on paperwork and administrative tasks by sending proposals and invoices, scheduling jobs, and receiving payments via mobile phone.

  • Organizations are able to manage customer information with the built-in CRM, and keep track of payments, past jobs and invoices.

  • FieldPulse helps increase efficiency with automated scheduling and various schedule views ranging from daily agendas, map plots, and team gantt charts.

  • The platform keeps teams up-to-date and on track with job status updates, job assignment alerts, and reminder notifications.

  • With FieldPulse’s invoice status lists, users can view open estimates, invoices and overdue outstanding invoices, even while on the go.

  • Dispositivos

    Porte da empresa

    P M G

    Mercados

    Austrália, Canadá, Estados Unidos

    Idiomas

    inglês

    Preços a partir de:

    US$ 65,00/mês

    • Teste Grátis
    • Versão grátis
    • Assinatura

    Imagens

    FieldPulse is available for iOS, Android, and via computer WebApp
    View a daily agenda and attach job notes, comments, files, and photos
    Multiple schedule views including team gantt charts
    Keep a pulse on activities around the business with automatic update logs
    Create and manage customer profiles with the built-in CRM
    Create estimates and invoices for customers with PDF conversion
    Field agent geolocation tagging to confirm that team members reach or leave the job site
    Task management enables users to add task name, description, assign team members, due date/time, and status
    The invoice item repository allows users to insert pre-defined invoice line items
    View open estimates and invoices as well as overdue outstanding invoices
    Ver mais 11
    FieldPulse - Vídeo
    Captura de tela do FieldPulse: FieldPulse is available for iOS, Android, and via computer WebApp Captura de tela do FieldPulse: View a daily agenda and attach job notes, comments, files, and photos Captura de tela do FieldPulse: Multiple schedule views including team gantt charts Captura de tela do FieldPulse: Keep a pulse on activities around the business with automatic update logs Captura de tela do FieldPulse: Create and manage customer profiles with the built-in CRM Captura de tela do FieldPulse: Create estimates and invoices for customers with PDF conversion Captura de tela do FieldPulse: Field agent geolocation tagging to confirm that team members reach or leave the job site Captura de tela do FieldPulse: Task management enables users to add task name, description, assign team members, due date/time, and status Captura de tela do FieldPulse: The invoice item repository allows users to insert pre-defined invoice line items Captura de tela do FieldPulse: View open estimates and invoices as well as overdue outstanding invoices

    Recursos

    Total de recursos do FieldPulse: 182

    • Acesso para Celular
    • Acompanhamento da atividade do cliente
    • Acompanhamento de atividades
    • Agendamento
    • Agendamento automatizado
    • Agendamento de compromissos
    • Agendamento de grupo
    • Agendamento de manutenção
    • Agendamento de tarefas
    • Agendamento de trabalhos
    • Agendamento em tempo real
    • Alertas do celular
    • Alertas por e-mail
    • Alertas/notificações
    • Antecedentes profissionais
    • Análise de custos
    • Análise de lucratividade
    • Análise de tendências de vendas
    • Aplicativo móvel
    • Armazenamento de arquivos
    • Armazenamento de documentos
    • Arrastar e soltar
    • Assinatura digital
    • Assinatura eletrônica
    • Atualização em tempo real
    • Backup automático
    • Banco de dados de contatos
    • Banco de dados de custos
    • Banco de dados de empreiteiras
    • Banco de dados de funcionários
    • Banco de dados do cliente
    • Bate-papo/Mensagens instantâneas
    • CRM
    • Calendários de equipe
    • Campos personalizáveis
    • Captura de assinatura por celular
    • Captura de fotos
    • Catalogação/Categorização
    • Cobrança e faturamento
    • Coleta de pagamento no campo
    • Comercial
    • Compras e recebimento
    • Compromissos recorrentes
    • Comércio e indústria
    • Conjunto pré-montado
    • Contas de clientes
    • Controle de comparencimento
    • Controle de despesas
    • Controle de estoque
    • Controle de horas
    • Controle de horas e despesas
    • Controle do progresso de tarefas
    • Controle do tempo do projeto
    • Conversão de PDF
    • Convites e lembretes por e-mail
    • Criação de diagramas
    • Criação de ordem de serviço
    • Custos do trabalho
    • Dados em tempo real
    • Demonstrativo de lucros e perdas
    • Estimativa de custos
    • Estimativa de custos gerais
    • Estimativa de materiais
    • Estimativa de projetos
    • Estimativas
    • Formulários personalizáveis
    • GPS
    • Geração de propostas
    • Geração pontual de relatórios
    • Gerenciamento de arquivos
    • Gerenciamento de contatos
    • Gerenciamento de documentos
    • Gerenciamento de e-mails
    • Gerenciamento de faturas
    • Gerenciamento de pedidos de compra
    • Gestão da comunicação
    • Gestão da manutenção do solo
    • Gestão de atribuições
    • Gestão de calendários
    • Gestão de cartões de crédito
    • Gestão de clientes
    • Gestão de clientes
    • Gestão de conformidade
    • Gestão de contratos e licenças
    • Gestão de controle de qualidade
    • Gestão de descontos
    • Gestão de empreiteiras
    • Gestão de equipes
    • Gestão de estoques
    • Gestão de expedição
    • Gestão de funcionários
    • Gestão de impostos de vendas
    • Gestão de inspeções
    • Gestão de lances
    • Gestão de leads
    • Gestão de pedido de mudanças
    • Gestão de pedidos de trabalho
    • Gestão de preços
    • Gestão de projetos
    • Gestão de químicos
    • Gestão de tarefas
    • Gestão de taxas de cobrança
    • Gestão de terceirização
    • Gestão de trabalhos
    • Gestão do fluxo de trabalho
    • Gestão do quadro de horários
    • Gestão preventiva
    • Gestão técnica
    • Histórico de atendimento
    • Histórico do cliente
    • Imagem de marca personalizável
    • Importação/exportação de dados
    • Indicadores de desempenho
    • Integração da contabilidade
    • Integração de QuickBooks
    • Integração de site
    • Integrações de terceiros
    • Lembretes
    • Listas de tarefas
    • Manutenção de equipamentos
    • Mapas geográficos
    • Marcação
    • Mensagens de SMS
    • Mensagens instantâneas
    • Modelos de documentos
    • Modelos personalizáveis
    • Monitoramento
    • Monitoramento do progresso
    • Monitoramento em tempo real
    • Mão de obra variável
    • Notificações em tempo real
    • Orçamentos/estimativas
    • Pagamentos eletrônicos
    • Pagamentos móveis
    • Pagamentos parciais
    • Painel de atividades
    • Para contratantes em geral
    • Para empresas de climatização
    • Para instaladores comerciais e/ou industriais
    • Para serralheiros
    • Pedido de material
    • Permissões por função
    • Pesquisa e filtro
    • Planejamento de pessoal
    • Planejamento de tarefas
    • Portal de autoatendimento
    • Portal do cliente
    • Portal do cliente
    • Processamento de cartões de crédito
    • Processamento de pagamentos
    • Questionários e feedback
    • Rastreamento da localização
    • Rastreamento de e-mails
    • Rastreamento de equipamentos
    • Rastreamento de estoque
    • Rastreamento de garantias
    • Rastreamento de interações
    • Rastreamento de recomendações
    • Rastreamento de trabalho
    • Rastreamento do custo
    • Rastreamento do projeto
    • Registro de auditoria
    • Relatório de historiais
    • Relatórios de resumos
    • Relatórios de vendas
    • Relatórios e análise de dados
    • Relatórios e estatística
    • Relatórios em tempo real
    • Relatórios personalizáveis
    • Relógio de ponto
    • Relógio de ponto online
    • Reservas online
    • Respondedores automáticos
    • Roteamento
    • Segmentação de clientes
    • Seguimento de status
    • Segurança de SSL
    • Sincronização de calendários
    • Tarefas recorrentes
    • Tarifas de mão de obra
    • Visualização de Gantt/linha do tempo
    • Várias localizações

    Alternativas

    Jobber

    4,6
    #1 alternativa ao FieldPulse
    O Jobber é uma solução de gestão de trabalho de campo baseada na nuvem que permite que pequenas e médias empresas...

    simPRO

    4,2
    #2 alternativa ao FieldPulse
    simPRO is a powerful field service management software solution that helps trade contractors streamline operations to...

    AroFlo

    4,3
    #3 alternativa ao FieldPulse
    AroFlo is a full featured, mobile job management system for the field service and construction industries that...

    Housecall Pro

    4,7
    #4 alternativa ao FieldPulse
    Housecall Pro is a full-suite tool that enables service professionals to run their entire business from their...

    Avaliações

    Classificação geral

    4,6 /5
    (47)
    Relação qualidade/preço
    4,7/5
    Recursos
    4,2/5
    Praticidade
    4,5/5
    Suporte ao cliente
    4,7/5

    Já tem o FieldPulse?

    Ajude os compradores de software! As avaliações de programas ajudam outras pessoas a tomarem melhores decisões.

    Escreva uma avaliação!
    Exibindo 5 avaliações de 47
    Lou D.
    Classificação geral
    • Setor: Serviços ao consumidor
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 1 a 5 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    I finally found what I was searching for!

    Avaliado em 01/05/2020

    So far so good!

    So far so good!

    Vantagens

    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.

    Desvantagens

    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.

    Resposta do FieldPulse

    Lou, thanks for taking the time to leave that review! We're inspired by business owners like you. So it means a lot to us when you note that our product is feature rich and still getting better. Cheers to your success!

    --Dennis Behrman | Head of Marketing

    Jason S.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 1 a 5 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

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

    Avaliado em 04/12/2019

    Overall, I think FieldPulse is one of the biggest contenders out there. Even up against...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Resposta do FieldPulse

    Jason, thanks so much for the review. It's hard working entrepreneurs like you that keep us motivated to build a great contractor platform.

    We are always improving the platform, and your comment about item/service database is clutch. We will have some tremendous new features to announce in the coming months, so stay tuned.

    Please always let us know if we can help in anyway. Our customer success team all sits right next to me here in Dallas, Texas and we love hearing from you guys!

    --Gabriel Pinchev, CEO

    Ty D.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: Profissional autônomo
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 5.0 /10

    Good Enough For Price

    Avaliado em 09/12/2020

    Overall it is ok for field invoices and payments, but for an overall solution to help your business...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Tommy D.
    Classificação geral
    • Setor: Construção
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 6 a 12 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 10.0 /10

    Best CRM

    Avaliado em 25/01/2020

    We are an electrical service business and Fieldpulse has a been a huge deal in helping us manage...

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Resposta do FieldPulse

    Tommy, thanks so much for your great review. At the end of the day, our goal is to help you make more money and win back time. We're so glad that we can help your electrical business every day.

    Cheers,
    Gabe Pinchev, CEO

    Matt R.
    Classificação geral
    • Setor: Serviços ao consumidor
    • Porte da empresa: 2-10 funcionários
    • Usado Diariamente durante 1 a 5 meses
    • Fonte da avaliação

    Classificação geral

    • Relação qualidade/preço
    • Praticidade
    • Suporte ao cliente
    • Probabilidade de recomendação 6.0 /10

    New user

    Avaliado em 08/12/2020

    I am solving the communication barrier between my field technicians and office administration....

    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.

    Vantagens

    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.

    Desvantagens

    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.

    Exibindo 5 avaliações de 47 Leia todas as avaliações

    Perguntas frequentes sobre o FieldPulse

    Abaixo estão algumas perguntas frequentes sobre o FieldPulse.

    O FieldPulse oferece os seguintes planos de pagamento:

    • A partir de: US$ 65,00/mês
    • Modelo de preços: Gratuito, Assinatura
    • Teste Grátis: Disponível

    Não temos informações sobre os recursos do FieldPulse.

    Os clientes habituais do FieldPulse são:

    Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

    O FieldPulse está nos seguintes idiomas:

    inglês

    O FieldPulse é compatível com os seguintes dispositivos:

    Android (celular), iPhone (celular), iPad (tablet)

    O FieldPulse se integra com os seguintes aplicativos:

    NiceJob, Quickbooks Online, Square Point of Sale, Xero, Zapier

    O FieldPulse oferece as seguintes opções de suporte:

    Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

    Categorias relacionadas

    Veja todas as categorias de software encontradas para FieldPulse.