FieldPulse

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Plenty of options on where to create a job, fairly easy to click into the schedule to do that as well. | CLAUDE: Create Job form with tabs (Info, Comments, Subtasks, Estimates, Invoices, Files, Timesheets, Forms, POs). Fields: Customer link, Job Title (searchable), Assigned Users, Subtitle, Tags, Status Action Flow, Date/Time, Find Availability, Find By Map, Notes/Files, Billing. Also Import Template and recurring options.

Everything within the schedule was drag and drop, even the start and stop times. Some views limited it but in general it was available. | CLAUDE: Calendar with day view showing time blocks. Dispatch view shows team columns (Travis R., Dan F., Joe N., Joe M., Unassigned) with drag-capable job blocks. Visual drag-and-drop rescheduling across team members.

Had day, week, and month views that could be sorted by crew and by individual users. | CLAUDE: Four view modes: List, Calendar (day view with hourly blocks), Dispatch (multi-team Gantt-style), and Map (geographic job pins). Each accessible via tabs. Very complete range.

There were options for recurring jobs or maintenance plans. Seemed pretty easy to set up. | CLAUDE: Create Job shows 'Create recurring job' and 'Create recurring task' options. Recurring job scheduling directly accessible from job creation. Customer record shows Recurring Jobs and Recurring Billing tabs.

There was the option to use arrival windows and set that manually yourself as well as a default. I'm not sure how it displayed or how it worked in the SMS and email piece but it did look like all that functionality was there. | CLAUDE: Arrival Window Settings confirmed in administration. Job form includes Start/End Time fields. 'Find Availability' button for conflict checking. Standard implementation.

Assigned Users To Job' multi-select on job creation. Dispatch view shows multiple team members as swim lanes confirming multi-tech assignment. 'Modify and Assign Team' confirmed.

There were plenty of views to show tech availability and what jobs were there for each. There was plenty of filtering on the schedule. The thing that I didn't see was what it would do to prevent double booking. There was globally but at the individual tech level I couldn't find anything. | CLAUDE: Scheduling Conflicts screenshot confirms conflict detection. 'Find Availability' button on job form prevents double-booking. Team dispatch view makes availability visually clear.

Great job of using colors that can be configurable to set the status and the box shows up that way on the schedule so very nice use of color coding. There's also plenty of tagging that can change across users, across jobs, across invoices. | CLAUDE: Status Color Codes screenshot shows extensive configurable statuses. Status Action Flow configurable in settings. Calendar/dispatch views show color-differentiated blocks. More customizable than most.

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Full-page Create Customer form with tabs (Info, Related Customers, Comments, Projects, Jobs, Estimates, Invoices, Files, Recurring, Purchase Orders). Fields include Status, Account Type, Assigned To, Pipeline Status, Price Tier, Lead Source, Tax Exempt, Tags, Notes, Files. Comprehensive.

Edit customer mirrors create form with all fields editable. Same tabbed layout. Duplicate Customer Checker toggle visible. Easy to find and modify any field.

Customer record holds: company, contact info (alternate email/phone), address with billing option, account type, pipeline status, price tier, lead source, tax exempt, tags, due date defaults, notes, files. Tabs for Jobs, Estimates, Invoices, Material Lists, Recurring, POs, Assets, Maintenance Agreements. Very deep.

Additional Location' button visible on form. Separate billing address toggle. Multiple service addresses per customer with full address fields.

Customer tabs show Jobs, Estimates, Invoices, Recurring Billing, POs, Assets, Maintenance Agreements. History is tab-separated not a unified timeline. Comments tab for activity notes.

Tags field ('Add Tags') on customer form. Pipeline Status and Lead Source dropdowns for segmentation. Account Type (Residential/Commercial). Custom Fields available through administration.

Notes and Job Notes fields on customer form. Files section with drag-upload and Upload File button. Comments tab for internal notes. Coverage is good but spread across sections.

Confirmed: 'Duplicates' modal fires showing matching customer name, email, phone with 'Open Customer' action. 'Duplicate Customer Checker' toggle visible on edit form. Proactive detection.

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Estimate Board shows pipeline-style view. Create New form includes Customer link, Title, Reference, Items, Options/Grouping, line-item management. Good layout.

By far probably the best one I've used as far as adding items, grouping, and doing options. | CLAUDE: Modify Existing screenshot shows full edit with all fields accessible. Line items editable. Options/grouping changeable. Good action menu for status/sending.

Options and Grouping confirms tiered estimate options (Estimate 1/2 tabs). Good/better/best presentations to customers. Grouping organizes line items into sections.

There is a price book but I have to jump through hoops to get it enabled. I wasn't able to check but they do have the functionality. | CLAUDE: Item List shows SKU, Name, Type, Taxed/Untaxed, Cost, Price, Quantity. Items pulled into estimates via search. 'Add Item' and 'Insert Bundle' buttons available.

All the notes claimed that this was possible to get a signature and it creates a PDF. I'm not sure how you get to that. If you have to have another plugin implemented, it was possible. | CLAUDE: Send to Customer and Customer View confirm approval flow. Email with PDF delivery. Customer views/approves online. E-signature confirmed.

There is a single click with an estimate to convert something from an estimate to a job. | CLAUDE: Estimate-to-job conversion through Status Action Flow. Direct conversion from approved estimate to scheduled job confirmed.

On-site proposal generation via mobile. Quick estimate creation praised. 'Good quoting and invoicing' per Field Service Guide.

Multiple estimate options to customers. Sending multiple estimate options 'has been a real game-changer for close rates' per review.

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Create Invoice: Customer link, Title, Reference, Due Date, Commission Recipient, Add Item/Grouping/Bundle/PO Items/Markup-Margin. Tags, Notes, Files, Contract, Inventory deduct, CC Fee/Surcharge/Discount. Subtotal/Tax/Total. Very comprehensive.

Invoice Edit shows full edit with all line items and details modifiable. Status workflow visible. Good action menu.

Easy to add layout, can even select what items to show right before sending. I didn't have the custoemr forms enabled so I couldn't make a true customer invoice but its possible. | CLAUDE: Invoice Themes in administration. Preview Settings. PDF Email settings. Custom Status options. General/Advanced settings. Logo for branding. Good customization depth.

Invoice Custom Status workflow screenshots show configurable status flows. Auto-invoice not directly visible as one-click feature. Status workflow supports transitions but less obvious than competitors.

Partial Payments confirmed: record partial payments against invoices. Payment tracking with running balance. Deposit and progress billing through partial payment workflow.

You can manually enter a tax rate when you're delivering the quote but there is also the functionality to have this pulled from QuickBooks and set the tax rates in QuickBooks and then be pulled into FieldPulse. I've done it the other way where it's set within the product and pushed to QuickBooks so I'm not sure which way is better. | CLAUDE: Taxes Discounts confirmed. Tax rate config in Company Settings. Taxed/Untaxed per line item. Add Discount option. 8.25% tax rate visible. Good handling.

Yes these are all options. I think some of the other screen shots already captured that. | CLAUDE: Send to Customer: email with PDF. Preview settings. Customizable templates. Customer portal for viewing/paying. Standard delivery options.

Generate invoices on-site from mobile. Estimate-to-invoice conversion. Quick and functional for field teams.

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Mobile: full Create New from bottom nav. Dashboard quick-creates (Customer, Job, Estimate, Invoice). Schedule views (List/Calendar/Dispatch/Map) all accessible. Clean mobile-first interface.

Job cards show: title, customer, address, status (New/On The Way/In Progress), assigned team, time blocks. Calendar day view with hourly breakdown. Good clarity.

Offline mode documented as a named FieldPulse feature. 'Continue operating with limited connectivity' confirmed. Available but not heavily demonstrated.

File upload throughout platform. Job form has 'Drag files to upload' and Upload File. Customer Files tab. Photos attachable to jobs, estimates, invoices.

Mobile Time Clock: Date, Time, Method (Automatic), Related Job selector, Title, Notes, Tags. 'Save Clock-In' button. Timesheets in bottom nav. Clean with GPS capability.

Mobile payments: Cash/Check/Credit Card/Bank options. $120 example payment. Records against customer. E-signature documented. Clean in-field workflow.

Mobile Map shows geographic job pins. Navigation to Google/Apple Maps via address links. Filter by Team Members and Status. Strong map-first approach.

App v2.16.2 visible. Clean native interface with consistent bottom nav. No crashes in screenshots. Generally reliable per reviews with occasional lag.

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Multiple independent reviews (Field Service Guide, Research.com) explicitly call FieldPulse's reporting basic and "not suitable for data-driven operations." [Research-based: vendor docs + Capterra/G2/comparison reviews; not directly confirmed via screenshots.] Source: Capterra FieldPulse reviews; Field Service Guide review; FieldPulse.com job costing page & changelog.

G2 reviewers note that building highly customized reports is time-consuming and describe reporting customization as an area for improvement. [Research-based: vendor docs + Capterra/G2/comparison reviews; not directly confirmed via screenshots.] Source: Capterra FieldPulse reviews; Field Service Guide review; FieldPulse.com job costing page & changelog.

FieldPulse markets "advanced analytics and dashboards" for revenue projection and capacity planning, though independent reviewers still want more built-in dashboard options. [Research-based: vendor docs + Capterra/G2/comparison reviews; not directly confirmed via screenshots.] Source: Capterra FieldPulse reviews; Field Service Guide review; FieldPulse.com job costing page & changelog.

Cost-basis and invoice data export (CSV) is confirmed via FieldPulse's own changelog. [Research-based: vendor docs + Capterra/G2/comparison reviews; not directly confirmed via screenshots.] Source: Capterra FieldPulse reviews; Field Service Guide review; FieldPulse.com job costing page & changelog.

Reporting available but 'basic' per multiple reviews. Limited customization for data-driven operations.

Basic workload analysis. Revenue per job, gross profit per job trackable. But deep KPIs require workarounds per reviews.

Reporting and analytics are not suitable for data-driven operations.' No meaningful custom report builder.

Pulse Dashboard with customizable widgets. Can add KPI widgets but underlying data feeds are basic.

You can drive external review to outside websites but there isn't a review management capability. It provides good functional optoisn with the ability to both email and SMS users for reviews

Their is a portal for customers and there is a setup page for creating customer portals.

Automated appointment reminders. Engage tool (VoIP add-on) enhances communication. Basic on core platform.

Real-time customer updates on technician location and estimated arrival. GPS-based communication.

Engage VoIP available as add-on for communication. Core platform has basic messaging. Extra cost for phone features.

Basic email communication. Not a strong marketing/campaign tool compared to competitors.

Booking portals available. Customer-facing portal on higher tiers. Customer communication portals gated behind upgrades.

Reputation/review generation depends on the NiceJob integration rather than native tooling. [Research-based: vendor docs + Capterra/G2/comparison reviews; not directly confirmed via screenshots.] Source: Capterra FieldPulse reviews; Field Service Guide review; FieldPulse.com job costing page & changelog.