FieldPulse

FieldPulse checks 90% of all the boxes in almost any industry you are working.

My work flow is different So it took an understanding of the software operations to make it work for me. And I'm being nit picky.

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.

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.