FieldPulse

FieldPulse

All-in-one field service management solution

5/5 (13 avis)

FieldPulse - Présentation

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.

Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Australie, Canada, États-Unis

Langues

anglais

FieldPulse - Avis

Note globale
5/5
100% d'avis positifs
13
Excellent
0
Très bien
0
Moyen
0
Médiocre
0
Horrible
Brittany S.
Traduire avec Google Translate

Awesome app for a company!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 24/07/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Matthew W.
Traduire avec Google Translate

Great product from a great company!

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 24/07/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Mikey P.
Traduire avec Google Translate

FieldPulse

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 21/08/2018
Provenance de l'avis : 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!

Avantages

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

Inconvénients

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Christy L.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 24/07/2018
Provenance de l'avis : Capterra

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

Avantages

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!

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Justin N.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 26/07/2018
Provenance de l'avis : Capterra

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

FieldPulse - Prix

À partir de
39,00 $US/mois
Types de licence
version d'essai gratuite
Gratuit
Abonnement
Rapport qualité-prix

$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

FieldPulse - Fonctionnalités

  • Champs personnalisables
  • Données en temps réel
  • Gestion de la conformité
  • Gestion des factures
  • Gestion des flux de travail
  • Gestion des stocks
  • Importation et exportation de données
  • Intégration de tiers
  • Monitoring
  • Notifications automatiques
  • Piste d'audit
  • Rapports en temps réel
  • Rapports et statistiques
  • Rapports personnalisables
  • Stockage de documents
  • Suivi de l'inventaire
  • Suivi des activités
  • Tableau de bord d'activités

  • API
  • Audit

Plus d'informations sur FieldPulse

FieldPulse - Principales fonctionnalités

  • 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

Avantages

  • 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.

  • FieldPulse - FAQ

    Voici quelques-unes des questions fréquentes sur FieldPulse.

    Q. Quels sont les types de licence disponibles pour FieldPulse ?

    Types de licences disponibles pour FieldPulse :

    À partir de: 39,00 $US/mois

    Type de licence: Gratuit, Abonnement

    version d'essai gratuite: Disponible

    $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

    Q. Quelles sont les principales fonctionnalités du logiciel FieldPulse ?

    Fonctionnalités du logiciel 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

    Q. Qui utilise FieldPulse ?

    Utilisateurs habituels du logiciel FieldPulse :

    Grandes entreprises, Entreprises de taille moyenne, PME

    Q. Dans quelles langues FieldPulse est-il disponible ?

    Langues dans lesquelles FieldPulse est disponible :

    anglais

    Q. Quels sont les types de licence disponibles pour FieldPulse ?

    Types de licences disponibles pour FieldPulse:

    Gratuit, Abonnement

    Q. FieldPulse prend-il en charge les appareils mobiles ?

    Appareils pris en charge par FieldPulse :

    Android, iPhone, iPad

    Q. Avec quelles applications FieldPulse peut-il s'intégrer ?

    Applications s'intégrant à FieldPulse :

    NiceJob, QuickBooks Online, Square Point of Sale

    Q. Quelles sont les ressources d'aide disponibles pour FieldPulse ?

    Ressources d'aide disponibles pour FieldPulse :

    FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo

    Logiciels les + demandés