FieldPulse Reviews & Product Details

What I appreciate most about FieldPulse is how it simplifies our daily operations with its all in one functionality. Scheduling, dispatching, and tracking jobs are very easy to do, and having real-time updates keeps our entire team in the loop, whether they're in the office or the field. The integration with SMS and communication tools is extremely useful, helping us stay connected with customers and team members, which has brought down the amount of errors and improved our overall responsiveness.

FieldPulse also very user friendly. Training new team members has been very smooth, with a short learning curve, which saves us a lot of time and money. Implementation was quick and didn’t break our existing workflows much. The support team deserves a special mention: They were responsive and helpful during the setup process, answering our questions and resolving any issues right away. Even now, they continue to provide excellent support whenever we need it.

FieldPulse became a key part of our business and it is all thanks to its ease of use, great features, and dependable customer support. Review collected by and hosted on G2.com.

One thing I’d like to see improved is the occasional lag when syncing data across devices. While it’s not a major issue, it can cause minor delays in real-time updates, which is something we rely on heavily. The mobile app is generally solid, but I think it could be better with more customization options to better align with our specific workflows. These are actually minor points, but fixing them would definitely take usability and efficiency to the next level. Although I have to say that they're constantly working with us to improve their platform and make sure we are happy with their service. Review collected by and hosted on G2.com.

FieldPulse is very end user friendly for both our techs and admins. Review collected by and hosted on G2.com.

We are still quite new users with FieldPulse and nothing bad really sticks out at all, which is a great thing. We use tags as an internal review process to know when the next step of closing a job needs to happen and right now I can't find an easy view or notification to set up to trigger the next person in the step. Something I know I can reach out via the chat feature, though. Review collected by and hosted on G2.com.

It is amazing to create a service and utilize that for invoicing. Onboarding process was very thorough, we had to port over all of our previous invoice history with clients and FieldPulse assisted us with that portion very well. It is easy to see where your technicians are at any given time and Engage makes contacting and updating customers very easy! Our technicians love the app and mapping features and we appreciate all of the great support we have received from our onboarding team and customer service. Review collected by and hosted on G2.com.

I would like it if Azuga would clock in technicians when they arrive at a job automatically, instead of the technicians having to do it manually. I do feel that Engage is not as easy to set up with call forwarding and allowing 30 seconds of ringing between forwarding calls is way too long for customers. I would like to have the calls forward after the 3rd or 4th ring as we always answer by the second ring. I just had a customer hang up before it forwarded a call to me from my employee's line as the time was too long in between. Review collected by and hosted on G2.com.

I like that everything is all in one place. I like the call recording and the texting. I like how the profile info come up when a call is in place. Review collected by and hosted on G2.com.

Email chain could be easier to use. It was really nice in our zendesk app. I don't like how we have to chase down the emails. Geofencing would be nice as well. Review collected by and hosted on G2.com.

I switched over from Jobber. I am new to the platform but so far the QuickBooks sync seems to be working as needed. The quality of the estimate portion of the program allows me to put a better package together to allow the customer to make an informed decision. It is also a time saver in the field for the techs to invoice. The customer service has been great so far. Review collected by and hosted on G2.com.

As I am new to the program there are so many things to figure out it gets kind of daunting. Some options aren't a good fit for our workflow so they get in the way. I think with time and experience my opinion will change. Review collected by and hosted on G2.com.

I love how Engage allows me to communicate with customers and download it as an app. I also like how I communicate with team members by just tagging them and would no longer need to send them the details outside of Fieldpulse! Customer Service is excellent! I have suggested a feature they can add in Engage and quickly they got it already in the works! Can't wait to get it implemented! Review collected by and hosted on G2.com.

The only thing I can say that I don't like about Fieldpulse is the comments section- too small for me to read! - but not an issue! Review collected by and hosted on G2.com.

It provides you with a platform to manage your customers, jobs, scheduling, billing, filing documentation and timesheets while also providing the ability to create your own workflows that suit your line of business. This software was easy to learn and work with. Our workforce was up and running within 2 weeks of rollout. Review collected by and hosted on G2.com.

The ACH payments have a 5-7 business day delay. However, I was working with their finance department who was currently working and testing new banks with hope to change banks and change this to a 3-4 day turn around. I removed the ability to pay ACH and I have not had any compliments about CC only payment option. Review collected by and hosted on G2.com.

It helps me be as efficient as possible, and any time I have questions or concerns I get responses quickly. It keeps all of my customers organized with all of their information for potential warranty issues, and allows us to keep notes on customers to help assist them to the best of our abilities on any future service calls. Review collected by and hosted on G2.com.

The two things I currently would like to see improved with FieldPulse are. First the amount of available for use in offline mode, much of my service area is remote with no cell service and creating invoices, estimates or even accessing the pricebook is not possible while at these locations. Second is the search optimization in the items list, if the item isn't typed in exactly as it was when uploaded into the system it will not find the item and will automatically prompt to create a new item. Review collected by and hosted on G2.com.

Loves:

-Versatility

-User friendly without being cluttered

-Customer facing also user friendly

-Modern

-Great service (shoutout to Troy in sales, Keaton in onboarding, and Andrew in support!) Review collected by and hosted on G2.com.

-Text receiving option would be nice (IE "Text 1 to confirm, text 9 to cancel")

-Itemized discounts for specific groupings rather than a whole dollar or percentage off of the invoice

-You can't produce a Total product price and Total service price when running an Invoice report, only a Work Order report

-The message default is the same for when an invoice gets sent out versus a payment receipt, there's no option to create a separate template

-I can't edit the Invoice to display the work order date only, it's only "Date and Time" Review collected by and hosted on G2.com.

I work pretty late at night sometimes, and having around the clock nearly instant customer support chat is amazing. There are times where I just need a human to help me, and they never disappoint. Review collected by and hosted on G2.com.

Honestly, I haven't really experienced anything that I dislike. Review collected by and hosted on G2.com.