FieldPulse Erfahrungen

What I liked most about Field Pulse is the notifications you get each time there is a service and it also let your clients know that you have received it.

The thing that I like least about Field Pulse is having to put my invoices on a usb drive to print multiple copies because my old system allowed for me to print them all at once without having to put them on a drive.

Nice in the beginning stages until you need customer service.

Very hard to use software and terrible customer service. Company is very deceitful and dishonest.

Organized, easy way to manage projects from estimate to completion.

I don't like the catalog of line items having to save every different line item that's edited.

FieldPulse is a state-of-the-art CRM/dispatch software that provides full-service integrated modules and two-way sync with Quickbooks. It is user-friendly and saves time with scheduling and payments.

Difficult to get customer service representative on the phone. Need assistance with specific modules and cannot get help.

What I like best about FieldPulse is its all-in-one functionality that simplifies daily operations. The platform makes scheduling, dispatching, and tracking jobs seamless, while also providing real-time updates to our team in the field. Its integration with SMS and communication tools ensures that we're always connected with our customers and team members, improving responsiveness and reducing errors. The user-friendly interface has made onboarding new team members quick and easy, minimizing the learning curve.

Implementation was smooth and efficient, with minimal disruption to our existing workflows. FieldPulse's customer support team was incredibly responsive during the setup process, addressing any concerns we had and providing helpful guidance. Even post-implementation, their support has been top-notch, ensuring that any questions or technical issues are resolved quickly. This combination of ease of use, robust functionality, and excellent support has made FieldPulse an invaluable tool for our organization.

One area for improvement is the occasional lag when syncing data across devices, which can cause slight delays in real-time updates. Additionally, the mobile app could benefit from more customization options to better fit specific workflow needs. While these issues are minor, addressing them would enhance overall usability and efficiency even further.

The team environment that customer service has with us. I like the ability to customize the forms to show what is needed and even to create our own forms to suit our needs. The ability to sent out contracts and take payments is another big aspect with Field Pulse. Once you understand how the Jobs and Invoices are tailored it makes keeping everything in place, nice and neat.

When I have found something that did not work as efficient as it could the team at Field Pulse always has found a way to fix it. The ability to pull reports could be done better. The software is so detailed that sometimes pulling a simple report can be cumbersome.

I like how it can do so much and you have the option to run your business how you would like. I like the Pricebook and creating options. There is a lot of customization. I love the pipeline and statuses of jobs, quotes, invoices, etc it's really helpful and of course all customizable.

I was a little skeptical that I had to sign up for a year, something I wouldn't normally do, but having used it for a few months now, I'm really glad I did. With that said, I wish reporting was better and wish it looked more modern, it's definitely dated looking. I wish I felt like there was a bigger group of people using the software, like HCP, their Facebook group is large and very active. Always just relying on customer support is only one way to look at things. Overall I'm happy I'm with Fieldpulse, after having used Jobber and HCP for many years.

Ease of use. Building price books was easy, and has worked out great for increasing sales with my customers.

Building forms was sort of clunky, think they could work on having prebuilt templates.

Fieldpulse was easy to set up and to get started. Fieldpulse is very flexible with the setup allowing us to customize our workflow for our industry. Our customers love the portal and the ease of making payment and tracking job history for their locations.

We have had a few issues with the engage phone system, but Fieldpulse is continually improving the software.

Easy setup. Amazing software for everything from invoicing, customer contact management, bookkeeping, and all organizational features that I need to run my heating and air company. Also haven't had any sort of bugs or anything on the software which I had with other similar applications.

This isn't a huge deal, but I would like to see more customization options for their forms. That is a big thing to be able to have and use on certain jobs, like estimates or tune-ups, and would be nice to be able to send to the customer as well. I would like to have the ability to have options on certain questions of the form, as well as being able to attach a file or picture to specific form questions. Similar to other software systems that I have used in the past.

Well, it didn't start great. My customer service rep was less than helpful. It almost felt like I had no customer service. But then [sensitive content hidden] came to the rescue and showed how great customer service can be.

I wish they had customizable work order numbers. I have my own numbers and I can't use them.