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Enterprise Layer Intelligence
Categories/CRM/FieldPulse
FieldPulse

FieldPulse

Founded 2015

Schedule jobs, dispatch technicians, create estimates, and collect customer payments in real time

You can use FieldPulse to run daily operations for trade and field service businesses. It allows office teams to schedule appointments, dispatch technicians to job sites, and monitor fleet locations on a map. Field technicians can view work orders, fill out custom inspection forms, and generate digital estimates or invoices from mobile devices. The system also includes an automated call dispatcher to capture after-hours job bookings, built-in payment processing, customer communication portals, and direct accounting synchronization to keep records accurate.

What FieldPulse does

Schedule and dispatch field service appointmentsCreate and send digital work orders to techniciansGenerate estimates and professional invoices on siteProcess credit card payments in the fieldTrack vehicle fleet locations in real timeManage customer service histories and equipment recordsSync transaction and billing data to QuickBooksClearPath custom workflow guidance for field techniciansOperator AI automated call answering and job bookingBuilt-in GPS fleet tracking dashboardDigital pricebook and estimate creation on mobile devicesOn-site payment processing and electronic invoicingTwo-way customer messaging and booking portalDirect integration with QuickBooks accountingCustomizable digital forms and checklists

Frequently asked

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FieldPulse, field service management, dispatching, job scheduling, work orders, invoicing, estimates, trade contractor, HVAC, plumbing, electrical, fleet tracking, payments