FieldPulse

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

Customer Service, the amount of features included in membership

Cons

no month to month option, only annual contracts. Also, no contract for a husband and wife small business. We aren't a fan of having to pay for two users for a husband and wife combo.

Alternatives Considered

Housecall Pro and Jobber

Reasons for Choosing FieldPulse

More features that we needed. Specifically the PDF upload and signatures were not an additional cost on this platform like it was on jobber. The customer service and training was also superior

Switched From

Jobber

Reasons for Switching to FieldPulse

We also considered others that were not in the options list like Shop Monkey. We chose FieldPulse for the reasons listed as to why we switched from Jobber.

Pros

Clean interface, mapping of service calls

Cons

Salesperson [sensitive content hidden] promised system would work and had us sign up stating that the onboarding would help taylor the program to how we needed it and once we signed up and could not make it work he said he was just a salesman. Since then they have not been able to make it work and has become an administrative burden while we wait for someone to refund what we have paid so we can move on. Unauthorized credit card charge

Alternatives Considered

Jobber and Workiz

Reasons for Choosing FieldPulse

We needed a built in phone, mapping of our installs and repairs and a system that could have multiple parents for the child account.

Switched From

RepairShopr

Reasons for Switching to FieldPulse

The salesperson made us believe this was the system that would work with our niche market where our customer does not pay for the service it is paid by multiple payees. We were told this software could be modified to do just that and after we signed up they came back and said they could not make it work.

Pros

Portability. Able to use in office and field and info updates in real time.

Cons

Desktop vs mobile experience is not always the same. Some features are easier to use on either platform. Timesheets are clunky for work orders. Unable to see what dates field was on each work order.

Alternatives Considered

Service Fusion

Reasons for Choosing FieldPulse

Sage was not offering a product that was less than $20k a year. We have a small team and did not need their entire product.

Switched From

Sage Construction Suite

Reasons for Switching to FieldPulse

Cost. Fieldpulse was less than half the cost with of service titan when including the 40% discount offered.

Pros

Incredible process and company all around. From the sales experience to onboarding and support, they have taken care of everything and truly tailored my experience.

Cons

Can't thin of a single thing. The people at FieldPulse really stand out.

Alternatives Considered

ServiceTitan

Reasons for Switching to FieldPulse

It was more customizable to my business and how I run my teams. Better functionality and work flows over all.

Pros

FieldPulse has everything I need to keep my office and my field running smoothly. They truly thought of everything when they designed this product and are constantly improving, communicating and readily available to help whenever necessary.

Cons

It is a tad overwhelming at first with all the options but as time goes on, I am learning that it is extremely user friendly, and help is always available if needed.

Pros

Ease of use, frees up so much time during the week

Cons

The customer portal isn't very useful and very little search, filter capabilities all together.

The calendar view is hard to view and see open spots at a glance. A simple border around bookings would make this an amazing upgrade.

There are 2 different calendar views, makes it confusing and giving wrong dates to customers. 1 starts on Monday and the other starts on Sunday.

Pros

The depth of features. The integration of Engage phone services is very helpful.

Cons

There seems to be tech/coding glitches that pop up more than I would expect.

Alternatives Considered

Shopmonkey, Housecall Pro and Jobber

Reasons for Choosing FieldPulse

Shopmonkey was not built for people working in the field.

Switched From

Shopmonkey

Reasons for Switching to FieldPulse

Fieldpulse had the most robust features, plus it was the only product to offer an integrated phone service.

Pros

Customer support is awesome, they always go above and beyond to make sure your questions or problems are resolved

Cons

There are quite a few different ways to do things gets a little confusing at first

Alternatives Considered

Jobber

Reasons for Choosing FieldPulse

Customer Service and customization options

Switched From

Housecall Pro

Reasons for Switching to FieldPulse

Customer service is on point and always helpful

Pros

Ability to schedule and add customers and payments all from my phone in the field

Cons

Support can be difficult at times but when I do have a issue we can get it figured out even if it takes longer then I think it should

Pros

I deal with purchasing and creating purchase orders. I like that it is so easy to create PO's with the software and even easier to receive them. Just a matter of changing the status and updating the POs as necessary. It is also a lot easier to create invoices with Fieldpulse and collect payment. They recently added the feature to save credit cards for future payments and that saves a lot of time and hassle for the both our business and the customer as well. Lastly, The support that Fieldpulse provides is amazing! they are quick to respond and always keep you updated on all the changes happening.

Cons

There is a glitch when searching up customers. I will search up a specific customer and click on that customer but the software will take me to a different profile. Its easy to work around as you just have to search again and it will be fine. But its something that you will have to pay attention when dealing with different profiles. Although I will say since we have started using fieldpulse and it has had a few updates it has happened significantly less. Still happens once in a blue moon but the frequency has decreased over time.

Pros

The ease of dispatching and scheduling technicians.

Cons

There representatives are not always the most supportive. We hear a lot that "there is an issue, field pulse will be up and running shortly. Will reach out soon" They did not lie issues are normally resolved quickly however, we never actually get a resolution email stating what caused the shut down.

Alternatives Considered

ServiceTitan

Reasons for Choosing FieldPulse

We needed a more integrated experience. The dispatch tool was a major selling point

Switched From

Housecall Pro

Reasons for Switching to FieldPulse

It was a way better value comparatively speaking

Pros

It fit our company, has all the items we need plus a few we are going to start using. Also the chat feature has helped us tremendously.

Cons

One item I would like to add that is specific to my company. I think they are working on it!

Pros

It helps us stay so organized. I like having scheduling, customer tracking and communication, invoicing/estimating, and time tracking all in one place.

Cons

No cons. We love Fieldpulse and can't imagine doing business without it.

Alternatives Considered

Jobber and Salesforce Sales Cloud

Reasons for Switching to FieldPulse

Excellent customer service. Tons of info available on their website. Great feel when talking with them the first time. And lots of features we needed.

Pros

The ability to easily set up a customer and manage the job through multiple departments with ease.

Cons

While understandable since FP is designed for a wide area of businesses, I would like more customizable features to suit our needs. But we still make it work.

Alternatives Considered

Windward System Five

Reasons for Switching to FieldPulse

Winward was a complete bust. Over sold what they could do and when we pulled the trigger on it they did not meet expectations.

Pros

Flexibility and customization options to make it fit your workflow.

Cons

QBD syncing issues that cause some delays with our accounting process.

Alternatives Considered

Buildertrend

Reasons for Switching to FieldPulse

Fieldpulse is a better fit for our small team and focus on small projects.

Pros

Field Pulse is the lowest cost option in our industry and the simple setup is as quick and simple.

Cons

UI could use some improvement and I’d love more customizable options, like custom fields that could be used in report building.

Alternatives Considered

Jobber

Reasons for Switching to FieldPulse

FieldPulse price was the only one that felt like it provided real value

Pros

Having the ability to track every job and records

Cons

Sometimes app platform could be slow at times

Pros

The interface is very intuitive and user friendly with many customizations.

Cons

It did not entirely meet all of functional requirements but we were not expecting a custom solution.

Alternatives Considered

Salesforce Sales Cloud

Reasons for Switching to FieldPulse

Fieldpulse was easy to use and customize to our processes as well as being cost effective

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

Scheduling purposes. Makes things easier

Cons

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

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 UI is optimized on Mo Ike for tracking job status and communicating with clients.

Cons

Engage tends to be clunky and drop calls at times and we have struggled with push notifications for on-job comments.

Pros

Easy to use. Good features. Great for organizing work.

Cons

Just a few minor quirky items. Overall really like it

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

The FSM seemed promising for our plumbing & heating business upon the sales presentation. QuickBooks integration was nice which was a must for us.

Cons

The platform itself has glitches and is not that user friendly as Field Pulse sales rep made it seem. Was promised 3 training sessions to learn the platform but they only delivered on 1 training session with a fellow who's internet connection was so poor we didn't get much done. When I followed up on the other 2 training sessions I was told they would get back to me. I followed up on that, still nothing for the last 3 weeks. Now it has been over two weeks to hear back from their cancellation team. As a owner operator with only few employees, who has time to spent hours to learn a new system. My recommendation is keep looking.

Alternatives Considered

Housecall Pro, ServiceTitan, Jobber, Simpro and Service Fusion

Reasons for Switching to FieldPulse

For our short term needs it seemed sufficient and since it was more expensive than other options, we thought we would get more value and better service.

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

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

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.

Cons

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.

Alternatives Considered

Housecall Pro, ServiceTitan, FieldEdge and Workiz

Reasons for Choosing FieldPulse

We switched to FieldPulse because our previous system was disjointed and inefficient, requiring multiple platforms for scheduling, dispatching, and communication. This often led to miscommunication and missed appointments. FieldPulse has streamlined these processes into one cohesive platform, making our operations much more efficient. Compared to our previous system, FieldPulse offers real-time updates, easier task tracking, and better customer communication with SMS integration, significantly improving both team coordination and client satisfaction. The switch has saved us time, reduced errors, and increased overall productivity.

Switched From

Salesforce Service Cloud, Salesforce Field Service and Salesforce Sales Cloud

Reasons for Switching to FieldPulse

We chose FieldPulse because of its comprehensive features, ease of use, and strong customer support. Unlike other platforms, FieldPulse offered an all-in-one solution for scheduling, dispatching, and communication without the need for multiple systems. The user-friendly interface made it easy for our team to adopt quickly, and the competitive pricing provided great value for the features we needed. Additionally, the responsive customer support and seamless integration with SMS for client communication were major factors in our decision.

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

We have been using Fieldpulse for about years now, and the software gets better and better every day. Everyone in the company is very professional and highly qualified, and most of all, they make you feel like part of a family.

Cons

Honestly, there are no cons. The product improves constantly, in the past 6 years I had the opportunity to interact with customer service, tech support and the [sensitive content hidden] and my experience was superb, the same in every case which says a lot about the philosophy and the mission of this company.

Pros

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.

Cons

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

Alternatives Considered

FieldEdge Flat Rate Mobile

Reasons for Choosing FieldPulse

Service Titan is a rip-off - does not sync with Quickbooks (manual accounting input required daily/monthly). Housecall Pro has a common (see online reviews about this) issue with their third-party credit card processor -- they will suddenly reject your customer's credit card payments without explanation.

Switched From

Housecall Pro and ServiceTitan

Reasons for Switching to FieldPulse

User-friendly platform, cost, 2-way sync with Quickbooks integration

Pros

It is easy to use. It lets you capture the photos(evidence) of your work and to easily document the issues left unresolved and why.
My customers love getting professional invoicrs with lots of notes and explanations.

Cons

With poor internet connections it can take a while to upload pictures on the invoice.

Alternatives Considered

Microsoft Excel

Reasons for Switching to FieldPulse

It appeared to have to same, if not better, features. Additionally, I don't like seeing the software name competing with my brand name.

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

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

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

The onboarding and support teams with Field Pulse have been far superior to our experiences with Service Titan or other products. The mobile app is also a vast improvement from other products and has virtually no limitations from the website features.

Cons

The lack of payroll features is really the only issue I have with this product. It’s a fairly large issue for us but the support and development team has been working with me on workarounds.

Alternatives Considered

Payzerware, Housecall Pro and FieldEdge

Reasons for Choosing FieldPulse

Price. Functionality. Support. Service Titan also promised functions it could not provide.

Switched From

ServiceTitan

Reasons for Switching to FieldPulse

Overall quality and functionality seemed better with Field Pulse. The ui and features overall felt better.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

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.

Cons

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.

Pros

I like the fact that I can use it on my PC, my laptop, my telephone, and all the information is the same. I am a one person owner/office worker and it makes my job much easier.

Cons

I would have to say some of the fees that are associated with some of the add-ons.

Alternatives Considered

Plexus and Plexus

Reasons for Switching to FieldPulse

To be honest, it was the cost. Plexus was much more expensive at the time. And currently still.

Pros

You receive all of the core, required functionality up-front as part of your subscription, which was a huge factor in weighing options across various platform providers. Quote options and add-ons is one of the keys to my business and I have all the flexibility necessary to cater to every project.

Cons

As a super user, I commonly find issues that are first to market. Luckily the staff is happy to accept feature requests, but the time I've spent wading through support, being patient while they run through scripts and assumptions is tiresome.

Alternatives Considered

Epicor CPQ, Microsoft Project, Jobber, Salesforce Sales Cloud and Infor CRM

Reasons for Choosing FieldPulse

Pricing and functionality issues let me to FieldPulse.

Switched From

Jobber

Reasons for Switching to FieldPulse

Pricing and core functionality out of the box

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

The ease of data entry and communication with the customers is exceptional, our admin team loves how much time they save over our previous system.

Cons

If I am being hyper critical, I find the reporting could use a few more field options to increase the data points you can compare.
That being said the team at Fieldpulse has been exceptional at working with our organization to provide corrections and adjustments where necessary to make the program work more effectively for us. I am sure this is already on their radar, and will be enhanced.

Pros

It allowed me to pull my business into one software that helped me manage everything and intigrated seamlessly with QuickBooks.

Cons

there was a learning curve with FieldPulse, but the staff was amazing and were there whenever we needed them to help.

Alternatives Considered

ServiceTitan

Reasons for Switching to FieldPulse

More affordable and the staff at Fieldpulse was very accessable to me.

Pros

Easy to use, intuitive software and a great team behind it that is always ready to help.

Cons

The mobile app is slightly less intuitive than working at a computer, but I feel like that's just a problem for me. The app itself is really good, just has a few less features than the web version.

Pros

I’m a big fan of Field Pulse because it’s super user-friendly. The dashboard is also really attractive and easy to navigate.

Cons

No certificates for the UK market, but we’re working on it!

Alternatives Considered

Joblogic

Reasons for Switching to FieldPulse

Ease of use, was also more cost effective option at the time, but also had more features

Pros

The ease of client intake, customer communication and scheduling of field techs.

Cons

The reporting feature in FieldPulse can be cumbersome.

Pros

FieldPulse's all-in-one platform is its biggest strength. It simplifies scheduling, invoicing, customer management, and job tracking in a user-friendly way. The mobile app is great for our technicians, letting them update jobs and create invoices on the go. Plus, it integrates easily with other tools and offers responsive customer support.

Cons

Few options in the auto-trigger part, unable to modify how your auto-email would look like when sending out.

Pros

I think they have some of the best customer support out there.

Cons

Newer company still going through many growing pains and sometimes I feel like they are behind in the race.

Alternatives Considered

Housecall Pro and Jobber

Reasons for Switching to FieldPulse

Price was a lot lower than the leader in industry while still offer a lot of the features I really wanted.