FieldPulse Review 2023: Best Software for Home Services?

FieldPulse's team management tools are second to none, making it easy to manage team members regardless of size.

With FieldPulse, you can easily do the following in one place:

• Track your team's time
• Schedule appointments
• Assign tasks
• Manage team members (roles, hours, etc.)

This means less time wasted on administrative work and more time spent on delivering better customer service to your customers.

But don't just take my word for it.

Here are some quotes from my clients who have loved using FieldPulse for team management:

• "FieldPulse's team management tool has completely revolutionized how we handle scheduling and task assignment. It's like having a personal assistant for each team member!"
• "The employee time tracking feature has been a game-changer. No more manually filling out timesheets and calculating hours—FieldPulse does it all for us."
• "FieldPulse has made our team more efficient and organized! We can now focus on what we do best —serving our customers."

These are just a few examples of how FieldPulse's team management feature can revolutionize how home service businesses operate (and why it's a favorite among clients I've managed).

The bottom line: If you're looking for a way to streamline your team management processes, FieldPulse could be the solution you've been looking for.

Regarding scheduling and dispatch, FieldPulse is powerful enough to make any home service business run more efficiently.

This feature came as a lifeline for one of my clients at the agency, an HVAC company that was struggling with scheduling issues (during a particularly sweltering July).

Their demand was high, but things could have easily spiraled out of control (without an efficient way to manage service requests).

However, with FieldPulse, they were able to streamline their scheduling, ensuring that no customer was left sweating it out.

Here are some of the features they appreciated most about FieldPulse:

• Smart scheduling: FieldPulse allowed them to quickly and efficiently schedule jobs, ensuring no requests were missed (or double-booked).
• Real-time updates: The team could receive real-time updates about job statuses, allowing for quick adjustments to the schedule if needed.
• Team assignments: FieldPulse made it easy to assign jobs to team members based on their availability, ensuring the optimal use of resources.
• Customer notifications: FieldPulse could also automatically notify customers about their appointment status, reducing the need for manual follow-ups.
• Mobile access: FieldPulse's mobile app allowed the team to access and update their schedules from anywhere, ensuring they were always on top of their game.

Here's a glimpse into the daily calendar view of my client (once they had everything sorted out).

FieldPulse's scheduling and dispatch feature proved invaluable in helping their business stay cooler than an air-conditioned home in the summer!

FieldPulse allows you to quickly create professional, accurate estimates, impressing clients (and saving you valuable time).

Let's break it down for you:

• Professional appearance: With FieldPulse, you can create impressive, professional-looking estimates that will wow your clients. Adding your logo, contact information, and even a personalized message is easy.
• Fast creation: Forget about spending hours handwriting estimates or struggling with complicated management software. FieldPulse's intuitive interface makes it simple to create an estimate, even if you're not a tech whiz.
• Accurate pricing: FieldPulse lets you easily input your pricing for different services, ensuring that your estimates are always accurate. You can also update your pricing anytime, so your estimates will always reflect your current rates.
• Customizable templates: With FieldPulse, you can create and save templates for different jobs. This means you can quickly create an estimate for a recurring service or a similar job without starting from scratch.

FieldPulse's estimate feature is another reason home service businesses love this software.

It's a great way to present your services and pricing in a professional, organized manner, impressing clients and helping you close more deals.

FieldPulse allows you to manage your jobs and tasks with ease.

The Small Business Bonfire team and I tested this feature (over three months) and found that it's incredibly intuitive to use.

I've also recommended FieldPulse to several clients (for this feature alone).

The ability to manage all your jobs, easily assign users, and create custom subtasks for each one is invaluable to any home service business.

Let's look at a specific example. I had a residential cleaning client who was able to scale her business (while staying organized) using FieldPulse.

She had struggled for years with their previous system, which was inefficient and cumbersome.

In fact, she was wasting hours manually entering job orders and trying to keep track of who was assigned what.

With FieldPulse, she was able to easily accomplish the following from each new job card:

• Create tasks
• Create templates
• Create recurring appointments

With FieldPulse's work management feature, my client was able to streamline her operations and increase efficiency overall.

Here's a look at one of her job cards with FieldPulse.

She saw a whopping 30% improvement in productivity once she started using FieldPulse to manage her work orders.

Our takeaway: When it comes to managing jobs, FieldPulse is an excellent choice for (just about) any home service business.

A major pain point for a roofing company client I managed was their invoicing system.

It was an outdated, tedious process that was causing them to lose out on potential profits because of delayed payments and mismanaged invoices.

Fortunately, FieldPulse's invoicing and payment capabilities were exactly what they needed.

With FieldPulse, they were able to:

• Create and send professional invoices: FieldPulse's feature allowed them to create visually appealing, detailed invoices that could be sent directly to the client via the platform. This reduced the time they spent on manual invoicing dramatically.
• Set up recurring invoices: Clients with ongoing contracts could set up recurring invoices to automate the billing process, eliminating the need to remember to send out invoices for each billing cycle.
• Accept multiple payment options: FieldPulse's platform integrates with several payment gateways, allowing clients to pay using a method most convenient for them, improving their payment collection rate.
• Automate payment reminders: Instead of manually following up for payments, the management software allowed them to automate payment reminders for their clients, ensuring they got paid on time.
• Streamline inventory management: FieldPulse asset management software allowed them to quickly track inventory levels from each invoice and purchase materials.

Let's look at the invoice creation process from their perspective.

They clicked "invoices" and then "create invoice."

From there, it was as simple as adding a client, adding relevant information, and sending it off!

They especially liked how each item could be added and customized within the invoice, such as the cost of individual asphalt shingles.

Here's a screenshot to give you some context.

FIeldPulse automatically calculated the cost based on the price of each item and quantity.

This left very little room for clerical errors while creating invoices.

Check out a finished invoice for a roof repair project that my client was able to create in just a few minutes.

The breakdown: FieldPulse's invoicing and payments feature enabled this roofing company to significantly streamline their billing process and offer their clients a much more professional and efficient payment experience.

The results? A more profitable and smoother-running business. If you've been grappling with invoicing issues, FieldPulse might just be the solution you need.