FieldPulse

FieldPulse

All-in-one field service management solution

5/5 (13 avaliações)

Resumo do 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
$39/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Canadá, Estados Unidos

Idiomas

Inglês

Avaliações do FieldPulse

Classificação geral
5/5
100% avaliações positivas
13
Excelente
0
Muito bom
0
Média
0
Ruim
0
Péssimo
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Awesome app for a company!

Usado Diariamente durante Mais de um ano
Avaliado em 24/07/2018
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

9.0/10
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Great product from a great company!

Usado Diariamente durante Mais de um ano
Avaliado em 24/07/2018
Fonte da avaliação: Capterra

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Traduzir com Google

FieldPulse

Usado Diariamente durante Mais de um ano
Avaliado em 21/08/2018
Fonte da avaliação: Capterra

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!

Vantagens

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

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
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Absolutely LOVE this software! Very easy to use and the support team is phenomenal!

Usado Diariamente durante 1 a 5 meses
Avaliado em 24/07/2018
Fonte da avaliação: Capterra

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

Vantagens

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!

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
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FieldPulse has really helped improve our invoicing, customer database, and job scheduling

Usado Diariamente durante 6 a 12 meses
Avaliado em 26/07/2018
Fonte da avaliação: Capterra

Vantagens

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

Desvantagens

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Preço do FieldPulse

A partir de
$39/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

$39/month for the fist user, then additional users are based on roles:

Service Agent Role: $10 per user, per month

Manager Role: $20 per user, per month

Recursos do FieldPulse

  • Gerenciamento de faturas
  • Notificações automáticas

  • API
  • Acompanhamento de atividades
  • Armazenamento de documentos
  • Auditoria
  • Campos personalizados
  • Controle do acesso
  • Criação de relatórios personalizável
  • Dados em tempo real
  • Gestão de conformidade
  • Gestão de estoques
  • Gestão do fluxo de trabalho
  • Importação/exportação de dados
  • Integração de terceiros
  • Monitoramento
  • Painel de atividades
  • Rastreamento de estoque
  • Registro de auditoria
  • Relatórios e estatística

Mais informações sobre FieldPulse

Principais recursos do FieldPulse

  • Assign jobs based on relative location
  • Attach job notes and comments
  • Browser WebApp
  • Built-in CRM
  • Create and send estimates
  • Create estimates, quotes, or proposals for customers
  • Customer management
  • Customer profiles
  • Dispatch management
  • Electronic signature
  • File and photo attachments
  • GPS map view
  • Gantt based scheduling tools
  • Geolocation tagging
  • Invoice item repository
  • Invoice item templates
  • Invoice mangement
  • Mobile alerts
  • Mobile payments
  • Multiple schedule views
  • Notifications
  • PDF generation
  • Payment history
  • Payment status tracking
  • Quotes / estimates
  • Reminders
  • Scheduling
  • Send itemized proposals
  • Service history tracking
  • Status updates
  • Subtasks
  • Task management
  • User roles and restrictions
  • iPhone and Android apps

Vantagens

  • 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.

  • Perguntas frequentes sobre o FieldPulse

    Abaixo estão algumas perguntas frequentes sobre o FieldPulse.

    P: Que tipo de planos o FieldPulse oferece?

    O FieldPulse oferece os seguintes planos de pagamento:

    A partir de: $39/mês

    Modelo de preços: Assinatura

    Avaliação gratuita: Disponível

    $39/month for the fist user, then additional users are based on roles:

    Service Agent Role: $10 per user, per month

    Manager Role: $20 per user, per month

    P: Quais são os principais recursos do FieldPulse?

    O FieldPulse oferece os seguintes recursos:

    • Assign jobs based on relative location
    • Attach job notes and comments
    • Browser WebApp
    • Built-in CRM
    • Create and send estimates
    • Create estimates, quotes, or proposals for customers
    • Customer management
    • Customer profiles
    • Dispatch management
    • Electronic signature
    • File and photo attachments
    • GPS map view
    • Gantt based scheduling tools
    • Geolocation tagging
    • Invoice item repository
    • Invoice item templates
    • Invoice mangement
    • Mobile alerts
    • Mobile payments
    • Multiple schedule views
    • Notifications
    • PDF generation
    • Payment history
    • Payment status tracking
    • Quotes / estimates
    • Reminders
    • Scheduling
    • Send itemized proposals
    • Service history tracking
    • Status updates
    • Subtasks
    • Task management
    • User roles and restrictions
    • iPhone and Android apps

    P: Quem costuma usar o FieldPulse?

    Os clientes habituais do FieldPulse são:

    Grandes empresas, Empresas de médio porte, Pequenas empresas

    P: Em que idioma o FieldPulse está?

    O FieldPulse está nos seguintes idiomas:

    Inglês

    P: Que tipo de planos o FieldPulse oferece?

    O FieldPulse tem os seguintes planos de preços:

    Assinatura

    P: O FieldPulse é compatível com disponíveis móveis?

    O FieldPulse é compatível com os seguintes dispositivos:

    Android, iPhone, iPad

    P: O FieldPulse se integra com quais outros aplicativos?

    O FieldPulse se integra com os seguintes aplicativos:

    NiceJob, QuickBooks Online, Square Point of Sale

    P: Que nível de suporte o FieldPulse oferece?

    O FieldPulse oferece as seguintes opções de suporte:

    FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo