FieldPulse
Review of FieldPulse Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About FieldPulse
FieldPulse Screenshots
FieldPulse Features
FieldPulse Integrations
Customer Reviews
See why people love FieldPulse
Joshua R.
Verified UserConsumer Goods · 2-10 employees
Just getting warmed up.
Verified reviewer
- Very good onboarding and instructions for people just getting started
- They also assisted with imported my exported data from previous software
Seems a bit complicated getting going but they have plenty of help articles and live training as well as chat
Switched From
bugs and lack of features in Housecall Pro.
Shane R.
Verified UserElectrical/ Electronic Manufacturing · 11-50 employees
Comprehensive CRM and getting better
Overall a good experience, we are a 16 year service company and glad we made the effort to switch over.
- FieldPulse offers competitive features of some of the larger CRMs without breaking the bank
- The reporting is so much better than our previous CRM, and this has given us visibility we never had on our financials
- We also love that there is a weekly meeting with our Customer Success Manager where we can ask for workflow help, make feature requests, and stay in the loop on updates
- Also seems like they have a lot of goals in the coming months to keep improving the product
- Some product features are still incomplete or don't run smoothly - they have the feel of a rushed product
- In some cases it is better than nothing, but could use some UI/Quality of life improvement
Switched From
HCP had poor reporting, incomplete maintenance agreement buildout, and was not good for scheduling multi-day segmented jobs of which we have a ton.
Why they chose it
"Service Titan would have been our pick if it had more accessible multi-day project features. It is more geared for strictly residential jobs, but otherwise is a smoother more complete product. It is also a massive cost."
Toddy D.
Verified UserConstruction · 2-10 employees
Helped!
I save time and am more organized very professional
- This program kept me more organized I like having customer records and info also makes great looking invoices
- I put in cons that sometimes the software glitches but I contact the developers and they fix it
- Great customer service
Sometimes glitches but the customer service is great they answer back very quickly and let me know when it’s fixed
Jamisen B.
Verified UserConstruction · 11-50 employees
Give Field Pulse a chance to modernize your company and make everyone more efficient!
Verified reviewer
- Field Pulse has made our day to day operations much more organized and thorough
- It enables our techs and office staff to communicate better with each other and with our customers
- It has also made dispatching, invoicing, and estimates, all much easier to create and follow up on
- It is well worth the money and we more than get a full return on investment by using the product
- There isn't a payroll feature or section to the software yet
- However, they have worked with me to set up a custom sync to Quickbooks Tsheets which has worked for us while they develop that section of the software down the road
Switched From
Service Titan did not fulfil a few key items that they said they could handle for us. They were also more expensive for a worse product.
Why they chose it
"Field Pulse seemed to have the most user friendly vs powerful features ratio between all of the systems that I looked into and tested."
Davis M.
Verified UserEnvironmental Services · 2-10 employees
5/5 stars, highly recommend (Cross your fingers [sensitive content hidden] is assigned to you)
Our experience has been fantastic. Their approach is different from most companies. They’re seriously invested in making sure you understand the system AND can use it however best fits your business. They will literally implement it with you and make sure it’s working. They’re also willing to train staff on it which is a huge time saver. Our account rep [sensitive content hidden] has made it incredible!
- Their onboarding and support is unlike any other company we’ve ever worked with
- Our account rep, [sensitive content hidden], didn’t just troubleshoot things, he dove deep into our customer journey and helped us to create a process map that would help us organize everything else in FieldPulse
- I also liked how customizable it is
- We’re in a niche service, so we needed more customization options
- Some of the navigation is slightly clunky
- For example, if you click back on a quote or project you’re working on, instead of taking you to a main menu, it’ll take you back to the quote you were just building
- Definitely not a huge issue, just a slight inconvenience (I have loved FieldPulse so this is me really fishing for cons)
Why they chose it
"The main reason we chose FieldPulse is because of their great reviews. They were ranked highest on every platform for Field Service Management. I chose it over ServiceTitan because of the price and ease of implementation. FieldEdge didn’t have great reviews and seemed to be more of a legacy software. The others because FieldPulse was more robust and offered more features and customization."
Ryan W.
Verified UserConsumer Services · 2-10 employees
Field Pulse User Experience
Overall, the tool is still highly recommended. Majority of the features I feel like we are using but I know there's an opportunity to learn more about how we can maximize the tool.
Ease of use, self help articles, don't need to wait for a long time to talk to somebody from the CS team
- There are features that I think are simple and wish could be added
- Like the phone number on the customer account, there should be an option to check if it's a mobile (available for SMS) or not
- I also noticed that every time there's an "upgrade or update", an existing feature fails
- The last instance I noticed was the update in Engage where it prompts you to save or leave the existing interaction
- When that showed up, there were sync issues between FP accounts and Engage
Switched From
Workiz don't have the basic features that we need
Why they chose it
"Available features, no limitation is video uploads"
Carlie S.
Verified UserConstruction · 2-10 employees
Wonderful customer support and helpful resources
As a new user, I've been pleased with the transition team and the options to customize much of the software to meet our needs. It will take a bit of time to configure everything just right and learn how to make it as efficient with our workflow as possible. There are far more features
- The one-on-one training and technical support are amazing
- Anytime I have a question, someone is ready to help
- Noor has been a delightful help with our transition, and the chat feature is perfect for quick questions and help
- There are a few ways that Engage could be better integrated with the overall system
- If the connectivity for photos to sync with the customer records or the ability to get to conversations directly from the customer record, that would be great
- Also, transcriptions for live phone calls would be a great help
Switched From
Field Pulse had greater functionality and record-keeping as an all-in-one solution. We also appreciated the Engage platform.
Rozie A.
Verified UserConstruction · 11-50 employees
Great, user friendly system
I like Field pulse. It is easy to use. You can navigate the system easily and run reports with a simple click.
- I like that field pulse is very user friendly
- It is easy to use yet it yields great results
- Can give you data fast
- I least like the payment portal
- You can not click on transactions from the payment portal that automatically links the invoice to the transaction
- You have to do a complex search to figure out where the payment goes too
Switched From
The reporting features and cost. Needed something that was faster
Why they chose it
"The cost and simplicity. Easy to use. Cheaper product"
Kellie M.
Verified UserConstruction · 2-10 employees
Outstanding customer support
My experience with FieldPulse so far has been great! All the staff thus far has been outstanding! From sales ( [sensitive content hidden]), to onboarding [sensitive content hidden]), to customer support [sensitive content hidden]& more!) I've gotten the answers and assistance I needed in a timely manner. Since implementing FieldPulse, our productivity has become more efficient and sales have increased.
- With FieldPulse, I get outstanding customer support on demand
- Tracking work orders and invoices is more efficient with color and tags
- I started using FieldPulse less than 10 days, so there is much more to learn
- So far I have not found anything I don't like
Switched From
HCP is a very basic platform, and there were too many work-arounds for what we needed for our company. Customer support was inconsistent. Reports were not as detailed as we needed them to be.
Why they chose it
"FieldPulse suits our company's needs and capacity at this time."
Kaitie F.
Verified UserConstruction · 2-10 employees
Good for medium to large businesses
great! I have improved my work flow and income at the same time! and we are ready to scale as far as a crm goes.
- i like their customer support they are quick and through
- i also like the payment integration
- It has improved me productivity
i think it is a little pricey for the size business i am and i wish they would offer a smaller business suite plan
Switched From
needed more ability to see data and analytics
Why they chose it
"price for the amount of features and capability to expand the system"
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