FieldPulse Reviews

Pros

Ease of use. The workflow is straightforward and logical. Love their mobile app, love the integrations with QuickBooks, Zapier and NiceJob. We are using the custom forms option, which is well-integrated.

Cons

Booking portal does not have enough options for our needs. We have different arrival time windows for different types of service calls. FieldPulse only offers 1 option for an arrival time window, so we have to use a 3rd party booking system, and use Zapier to send over the appointments. Would really appreciate it if the API allowed all fields to be addressable, so integrations could fully integrate.

Alternatives Considered

Syncro, Odoo, FieldPro, Zoho Desk and Workiz

Reasons for Choosing FieldPulse

Much better mobile app. Zapier integration for Booking portal. Odoo calendar, and accounting were a nightmare. We still use Syncor for RMM.

Switched From

Syncro, Odoo, FieldPro and Zoho Desk

Reasons for Switching to FieldPulse

Zapier integration, Mobile app, support, rich feature set. ease of use. QuickBooks integration.

Pros

Ease of use. Great for small companies down to a 1 man company. Helps streamline operations

Cons

3 small things. I wish we could add the 3% to an invoice or estimate even if were connected to QB. Secondly would be the ability to eithe integrate with a 3rd party price book. Its difficult/cumbersome for small companies to establish a full blown flat rate pricing book(s). lastly, subcontractor usage. Would like to see the ability to have sub oversight. Currently, they have to be a part of the platform which raises cost and they won't need consistent access to the platform. MAybe a hybrid that they have functionality only on assigned jobs...

Alternatives Considered

Housecall Pro, Jobber, Workiz and Service Fusion

Reasons for Switching to FieldPulse

Ease of use, onboarding was quick and seamless with FieldPulse's help and pricing was a good fit for us.

Pros

Honestly nothing. Other software does everything better. Without a year long contract

Cons

Customer service is non existent.
Misleading
Unethical
Software is not what they say it is
Integrations are terrible

Pros

It keeps us organized, as well as providing very good communication between our customers and our team!

Cons

Lack of automations. There’s some just not enough.

Alternatives Considered

JobNimbus

Reasons for Choosing FieldPulse

The previous software we were using was very limited. We also tried Accu links and Job Nimbus.

Switched From

FreshBooks

Reasons for Switching to FieldPulse

FieldPulse was overall the most user-friendly and easiest software to make a switch

Pros

I love that I can see the progress and status of jobs when the technicians are on site. The ease of being able to access information in the field that the office staff are able to upload is great!

Cons

It seems like the desktop version is easier to navigate. The mobile version however is as efficient as it can be with less screen space.

Pros

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.

Cons

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.

Alternatives Considered

FieldEdge and Field Service Management

Reasons for Choosing FieldPulse

The program was old and the Owner wanted a program that could do more than generate invoices and service orders. Also it was more efficient and less time consuming. I also believed that our program that we had was soon going to be obsolete .

Switched From

Microsoft 365

Reasons for Switching to FieldPulse

We chose Field Pulse because we had a great consultant working with us that knew what was better for us based on the dynamics of our business.

Pros

I like being able to have a smooth and consistent customer facing platform for my residential plumbing home service business. My branding and logo are part of every communication. I call display my options on job with my logo as well. When a customer pays a bill they get an email sent to the address on file. There is a lot of little features like that that make the process feel smooth and easy. Furthermore they have a much better pricing point compared to some of the systems. All in all FieldPulse is great it is going to get better and my company will be able to grow by using Fieldpuse.

Cons

There is some lag of features that are available in the United States that are not yet available in Canada, which is tough, but they are actively working on this issue and most have a timeline to be addressed in the near future. This is the only major fault I have experienced.

Alternatives Considered

Housecall Pro

Reasons for Switching to FieldPulse

housecall pro seemed a bit cheap and I had used it in the past with other companies and I found it underwhelming

Pros

Ease of use. Being able to just click & hold to move schedules.

Cons

Not being able to delete scheduled things permanently when accidently duplicating. The program only allows you to cancel or archive.

Pros

Scheduling purposes. Makes things easier

Cons

It didn’t convert all of the data from previous platform

Pros

The customer service has been top notch! So helpful every step of the way!

Cons

I haven't found anything I dislike so far.

Pros

I love the pricebook and being able to set up templates along with inventory capabilities. These things are much more makes my life a lot easier running this business by myself.

Cons

The only issue I had is that the customer interface portal for scheduling does not block off my already scheduled appointments automatically. The other software I was looking into did not have that capability either. But this is not a big complaint because there is a new update that will integrate exactly what I’m looking for coming in a few weeks.

Pros

For starters, FieldPulse customer support is outstanding! My Customer Success Specialist, [sensitive content hidden], promptly responds to all my inquiries. To me, great customer support is a priority, especially regarding the software I use to run my business. I've had bad experiences with companies who don't care much about their customers. So, seeing how attentive [sensitive content hidden] is to my needs is very refreshing.

Secondly, the software is very easy to use. I was offered an onboarding/training call that I haven't done yet. But even without the training, I was able to hop in and start creating customers, estimates, and invoices in minutes. The very intuitive interface makes even a novice comfortable about using the system. I look forward to scheduling my training call to use all the features offered to help grow and manage my business.

Cons

I guess one negative would be having to purchase add-ons to utilize the system fully. Having a business phone number tied into the system is a necessity. For that to happen with FieldPulse, you must purchase the Engage add-on, increasing the monthly cost. But with that said, they give you 5 new phone numbers and unlimited minutes and texts. Every correspondence is attached to the client dashboard. So now I use only one phone number to communicate with my clients instead of using FB Messenger, Instagram DMs, and personal text messages. It is much easier to keep track of everything this way. You can also port your existing phone number into the system if needed. Even with the extra monthly cost of the Engage add-on, FieldPulse is still cheaper than most other field management/CRM services available. So I guess the small increase in cost really isn't a negative after all.

Pros

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

Cons

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

Pros

My company has been using field pulse since the start of the year and I have been impressed. A bit of a bumpy start as you would expect when a company switches applications but the Field Pulse team has been very responsive and helpful. Field pulse is continuously trying to add featured that make our job easier. Andrew on the field Pulse team has been really helpful.

Cons

At the moment I don't have and dislikes. There are the occasional bugs that can disrupt the work flow but they are short lived.

Pros

The overall organization. It has taken the guess work out of what needs to be done next

Cons

Nothing so far. They are great at doing updates.

Alternatives Considered

ServiceTitan

Reasons for Choosing FieldPulse

Payzer sucks. We may as well use pen and paper

Switched From

Payzerware

Reasons for Switching to FieldPulse

Price, location of headquarters, functionality, value, and the sales team

Pros

Its integration with my different applications including phones, credit card, finance, etc

Cons

THAT I CANF HAVE A CUSTOMER SIGN AN ESTIMATE IN PERSON!!! You have to email to them and have them sign. PLEASE CHANGE THIS

Alternatives Considered

Housecall Pro and Jobber

Reasons for Switching to FieldPulse

Price and integration with everything I needed

Pros

Very easy to use! Customer service is awesome! Quick responses and they're always so kind.

Cons

Nothing yet. Everything is running smoothly.

Alternatives Considered

ServiceTitan

Reasons for Switching to FieldPulse

Was recommended by others and the lower price.

Pros

Easy, organized, great customer service.

Cons

I haven’t found anything I dislike. It’s been a great five years for me.

Pros

The ability to track calls and communication when customers state they never received, the system shows if it’s been opened.

Cons

I would Like a notes section that time stamps each entry for techs/office to see an overview on opening a profile.
Not being able to set the addresses on invoices to fit in business window envelopes, it will not line up.

Pros

Makes scheduling really easy and the no double booking feature is fantastic Having the ability to make field notes through the app is a great feature as well

Cons

I have not really found much that I don’t like about this system

Pros

I liked the fact that [sensitive content hidden] my Customer Success Specialist, is so very kind and helpful. Whenever you need her she is right there to answer all of my question.

Cons

What I like the least is the fact that it's rather pricey for a small business just starting out. Plus they don't give you a trial to use first. We had to purchase it first and there was a 15-day refund policy in place. But I would have preferred a trial without committing first.

Pros

Everything to run a business is in one place. Competitors wanted to charge extra to add what you folks already offered as one price.

Cons

Additional charge for users. To pricey for each.

Alternatives Considered

ServiceTitan

Reasons for Switching to FieldPulse

You folks had everything for one set pri

Pros

FieldPulse is jam packed with features and is integrating more features over time. We left HousecallPro for FieldPulse and also considered Service Titan at one point, but don’t regret this decision.

Cons

The price book can use more services and/or items

Pros

ease of navigation, good communication with our account manager Holly.

Cons

the top columns need to stay as you scroll down in customer and in the invoice sections so you know what each column is. the down load for our customer file was an issue with how it intergrated. also the field payments messed up on the account set up which caused delays and issues. However a bright star with our account manager Holly Shelton really kept up on the issues and got them solved for me. thank you.

Pros

FieldPulse has a tone of great features that work very well. Overall I’m very pleased. The support is one of the best I’ve ever seen.

Cons

No major cons
I wish office staff were free.