Opiniones de FieldPulse

I finally found what I was searching for!

Comentarios: So far so good!

Puntos a favor:

The features are great and they actually work! After trying every software on capterra and more, FieldPulse allowed me to stop looking and get back to business. As an owner/operator I'm able to access the features I need in the field as well as the desktop. All the features are there in addition to many customization options. And the support is second to none. I've been able to get a human at all hours of the day and they are dedicated to customer satisfaction. Getting set up was a breeze and the support team guided me every step of the way (when needed). A slick gui AND good functionality? I'll take it.

Puntos en contra:

It could be more customizable, but isn't too limited. There are certain features that I'd like to see that aren't currently present, but then again no one does it all. And any software that had these features certainly lacked in most others. The team is also very responsive and interested in user feature requests. Sure, it's got it's bugs here and there. But when I mention one, the team usually knows about it and are on it already. That, or it was user malfunction.

Great features at a great price

Comentarios: My intended purpose for Field Pulse is to be able to manage 90% of my business from the field. I take calls, create clients, create estimates, complete work, invoice, and take payment all from my phone or tablet from the field. I want to minimize how much time spent on data entry on my computer in the office. With Field Pulse, I will primarily only need to work on complex estimates, back-up of data, and accounting audits from my computer at home. That will cut my workload down significantly. With the new Pricebook feature I may not even need to use my workstation pc to work on complex estimates. Time will tell on that one.

Puntos a favor:

I love the amount of features you get for the price. I am coming from Jobber which I use as the gold standard for small to medium sized field service business software. Compared to Jobber I feel that Field Pulse offers a very comparable set of features at half the price of Jobber. While improvement and new features are always welcome, I feel that Field Pulse is on par or better that their competition.

Puntos en contra:

The work flow is quite a bit different from what I would like. The best example is only having the ability to set one visit for each job. While the obvious workaround is to update the date each time a new date is needed or create multiple jobs under the project tabs, but, honestly, the easier solution is to have the ability to attach multiple visits to a single Job. That I believe is a more natural workflow for most users in my industry. In fact, Field Pulse, is the only field service management software that doesn't allow for this. All the big names like Jobber, Housecall Pro, Workiz, all use this workflow model with great success. I would also like the ability to view my client database alphabetically by last name. The current model is the alphabetize it by first name which is very backwards from any other CRM type solution on the market. I am not on a first name basis with many of my clients and when searching for them in my master list, I have to hunt for the last name.

Key to Organization!

Puntos a favor:

FieldPulse has been a life saver for my company when it comes to orginazation. Instead of having job folders and a bunch of antiquated paperwork, it has allowed us to store all job info, pictures, customer contact info, scheduling, on the job hour tracking and a host of other things! Along with that, comes a very eager to help and knowledgeable support team to help with any issues with the app, big or small!

Puntos en contra:

I am not using this app to its full potential just yet so i honestly havent ran into anything that i dont like. I feel like i've barely scratched the surface on the capabilities at my fingertips but can genuinely say that i have nothing negative to say!

Good Enough For Price

Comentarios: Overall it is ok for field invoices and payments, but for an overall solution to help your business run better it lacks in some areas. Probably worth paying more for others, after using a different software for my other business for the last 5 years I expect more out of this software, however Field pulse is considerably less expensive than the other software we use. They will probably continue to improve this though so with the cost effectiveness may be worth it in the long run.

Puntos a favor:

It made it easy to invoice and take payment in the field to avoid chasing money after the service call. Does ok for the cost.

Puntos en contra:

There are several features that are missing and or do not work well for our company. The reporting could be better, but there is no customer statement function and if you have related customers(which is for a customer with multiple service locations) they are not tracked together and there is no way to send an easy to read statement of all invoices for a particular customer with multiple locations. The Quick Books syncing is terrible and is mostly related to QB online but they keep claiming they will make it compatible with QB desktop but have yet to, to my knowledge. The app has issues as well I have to post date my invoices so the correct date shows up when sent to the customer. Deleting and changing invoices is a pain and when the QB sync screws up with payment it sometimes still says invoiced when it has been paid and there is no way to manually change the status.

FieldPulse 5* Review

Comentarios: Our overall experience with FieldPulse has been very positive. We are currently growing as a small business and we hope that this software can aid us in our growth to automate things we do not need to spend time on, allowing us to focus our time & attention on important matters.

Puntos a favor:

This software has been easy and efficient to use. It has so many features that make running our local business much easier. The support you receive from FieldPulse is excellent and they always listen to customer feedback. They are also constantly looking to innovate the product and are consistently adding new features! We have tried many booking software and this suits our service-based business best :)

Puntos en contra:

I have always been given the opportunity to suggest new features and they are valued. On numerous occasions, my suggestions have been implemented into the software. The mobile app could be improved but it is a new software so I am sure it will only get better and better. The ability to have 2 way messaging would be beneficial.

Best CRM

Comentarios: We are an electrical service business and Fieldpulse has a been a huge deal in helping us manage our business activities on a daily basis. We are able to track all customers, projects, jobs, money. We are able to create estimates and invoice.

Puntos a favor:

Fieldpulse is a robust CRM that has many useful functions and the team continues to add to it. I have used other CRM's including jobber and none are as good as Fieldpulse. The Fieldpulse team also has great support that listens to you and actually supports you. They also have a feature called engage that integrates VOIP into their software. I believe this is something I have not seen in any other CRM.

Puntos en contra:

It can be quicker at loading pages. Would like to see estimate function be stronger such as integrating an estimate program or create one internally that would streamline for anybody to be able to use in the field and not just experienced users. Would like to see Fieldpulse integrate with many other apps like other softwares such as Zapier, Waveapps, Mailchimp.

Glad we switched to Field Pulse

Comentarios: We are getting so organized and leaving the paper behind. We are able to track everything in one place and access any information we need at a touch of a button. The customer support has been amazing for us. Any time I have an issue I can reach out and someone is there SUCH a great thing. They always solve my problems. They will even send a short video to walk you through something which is amazingly helpful.

Puntos a favor:

The features I like most about this program is being able to have all of my information in one place. Being able to create customers into a service and make tags for reports. The ease of links everywhere to be able to click from any page is a real plus.

Puntos en contra:

Linking a service with an invoice, having to 'load more' when trying to find a client instead of being able to just scroll, calendar needs to be more flexible the views of that are hard to navigate when you are in a hurry scheduling a client.

An easy to use software for technicians on the field

Comentarios: We have been able to solve multiple communication issues between the office and technicians and make sure no one slides through the cracks.

Puntos a favor:

I love how easy it is to use for people of any age. We have technicians who hardly ever use their cell phones and they find it very convenient! It saves on paper and time so they don't have to come back to the shop and hand me paperwork. I can process payments quickly and I like having all the information of where my techs are at any point in the day and get updates easily.

Puntos en contra:

The biggest challenge is scheduling. It is difficult to see at a glance what the schedule is for multiple techs. The second biggest complaint is how slow it can be. If I want to print something it can take a couple minutes to process.

Fieldpulse - Used Daily!

Comentarios: I believe that FieldPulse is quite wonderful compared to other products. It is really helpful. One space that I feel like could grow, too, is job tracking. The way that it works, isn't very conducive to our business.

Puntos a favor:

My favorite part about Fieldpulse is the ability to see all my jobs on the go. It keeps me informed of where I need to be, as well as where my team is.

Puntos en contra:

I like the status options least. The five options include: lead, opportunity, current customer, lost, and other. What about past customers? Generally speaking, we use other for things like vendors or subcontractors, whereas when a current customer's job is over--where do they go?

FieldPluse Review

Comentarios: FieldPulse overall is a great management program for my business which has been the reason for the successfully growth of my small business in the past few months.

Puntos a favor:

The FieldPulse program is great very easy to use with great support from all team personnel from FieldPluse

Puntos en contra:

Currently i can't say i least like anything about the FieldPulse program

Stoney Oaks Group Fieldpulse Review

Comentarios: Fair - Most support personnel were knowledgeable and helpful.

Puntos a favor:

It had several features. Integrated billing, schedule, customer database, etc. All the basic core features one could expect from a SAS model service software.

Puntos en contra:

All of the below are of my and my teams opinion. With over 30 years in construction and engineering we feel like some additional tweaking would make huge improvements in the usability of this product. The human interface and workflow was lacking, tremendously. The needed features are available, but the workflow to use the features are not intuitive, therefore confusing. The grouping of menu items are not logical and the use of projects and jobs are convoluted. The use of jobs is more like task's, as you can have multiple task (jobs) on one project. Currently the dashboard list on the left are: Customers Schedule Schedule Projects Jobs Subtask Sales Management Company Settings Looking at this from managing sales and managing projects point of view, a more logical list is as follows: Customers (should be filtered for current user, with a toggle for all, with permissions) Customer Details (add Create Project button and remove the Create Job button) (add Open Project button, with a list of projects for that customer. this takes you to the Project Management features below) Sales (all of the below should be filtered for current user, with a toggle for all, with permissions) Customers (goes to the customers page, filtered to only the current users customers) Estimates (Estimates get converted to projects "not jobs") Project Management (all of the below should be filtered for current user, with a toggle for all, with permissions)

FieldPulse - The all around software solution for contractors and service providers!!!

Comentarios: Overall, I think FieldPulse is one of the biggest contenders out there. Even up against Co-Construct and BuilderTrend which are priced way out of the hands of single person or small businesses to be able to incorporate and try and they don't even trial their software. FieldPulse has pretty much the features to be able to run a successful contracting or field service company.

Puntos a favor:

What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business.

Puntos en contra:

Wish they had estimating options as well as item/service database features, but after talking to a rep, it looks that they are continually working on it and puts my expectancy on these features at ease knowing that they are improving all the time.

New user

Comentarios: I am solving the communication barrier between my field technicians and office administration. Providing one platform to use as a CRM and field management tool as well as a direct line of communication between all parties is definitely nice. Even with all the app glitches, and all the time spent trying to upload photos or dealing with no network service while in the field, i think it is promising and worth sticking with you guys while having faith that you will eventually perfect it and get the kinks worked out.

Puntos a favor:

Scheduling features are nice and intuitive compared to your competitors software. Ability for team to easily access service history and customer equipment is also a huge benefit to us.

Puntos en contra:

All the bugs on iOS. I have taken a dozen or so screenshots of all the glitches i have encountered just in the 2-3 weeks I’ve been using the app. Have to force close and restart app numerous times a day. Will try on other devices before we decide if we are going to roll this out or continue our search for CRM / field management software.

Great value but misses the mark on some aspects

Comentarios: FieldPulse allows our electrical contracting business to operate smoothly, communicate effectively and schedule customers and employees.

Puntos a favor:

Great financial value, easy to use, has the ability to maintain the team on the same page by using customer and job notes as well as pictures.

Puntos en contra:

App can be very slow, does not work without internet connection, and can be glitchy. Address auto population sometimes works and other times doesn’t. Search fields for materials are not very intuitive. Pictures take a very long time to upload to app extended the time it takes for estimates. Phone notifications will display improperly when changing the status of jobs.

Amazing Potential and Great Value

Comentarios: Overall our experience has been very good. Would highly recommend them.

Puntos a favor:

■ Great support team! Very responsive and they always work toward a solution.■ All the features are there to run your business. They may not be the nirvana of CRMs, but you will be functional as a company.■ They are always improving the product. Spending R&D funds is a great sign that they are focused on improving, which is why we are a loyal customer.■ Can't beat the price. They did have a price increase this year which sucked, but overall they still bring good value for your money.

Puntos en contra:

■ Reporting and Exporting of data could be better.■ Timesheets work ok, but there are some glaring holes in features that could be addressed.■ The Estimate process is very cumbersome for larger estimates. Would be nice if they could rework this module, keeping larger projects in mind.■ They do not partner with major material suppliers (Home Depot, Lowes, ACE Hardware, etc.) Would be nice if we didn't have to keep looking up material costs.■ Training videos are very generic and not well thought out, or even wrong in some cases. While they point you in the right direction, they could be a bit more robust.

Awesome app for a company!

Comentarios: We went virtually paperless for our timesheets, and job sheets. This also helped us track our employees and their hours much easier, as well as account for their time on each job.

Puntos a favor:

Ease of use is definitely a big one. It took no time to figure out what you were doing, and set up everything in there that you needed. Features is pretty extensive. We have tried other apps (cheaper ones) and found that they didn't really work for our company. We didn't need the full construction app like BuilderTrend, and needed something a bit more than for service calls, and this was the perfect in the middle app! Quality is pretty good! Has its own couple glitches, but customer service takes care of them right away! Previously, we had a system of all paper and had a gap in our communication on the jobs and such. This app helped us go virtually paperless in our timesheets, and job sheets because now everything is accessible to our users on their phones. The amount of data that it takes is next to nothing, which was a concern of our employees.

Puntos en contra:

It is a bit slow at times uploading and updating your lists, especially if you have a larger list.

Very user friendly and incredible support team

Comentarios: I highly recommend this product to anyone in the field service business. I can't say enough good things about my experience. It grows along with me and my business. I anticipate using this product for many years to come.

Puntos a favor:

It is designed with the user in mind. The technology is smart and actually makes my job more enjoyable. I also have to mention customer service. They are available immediately, very friendly, and always find a solution to my concerns/issues.

Puntos en contra:

NOTHING at all. Anything that I bring to customer service as a concern is quickly fixed and a solution is always available.

My Perspective on FieldPulse

Comentarios: Building this system out for my business has been frustrating at times, but the FieldPulse team has been extremely cooperative and helpful throughout the process. Overall, the product has been an asset to my business, but I would like to see FieldPulse work more heavily with actual end users to work out the kinks and enhance some of the features.

Puntos a favor:

The system is comprehensive, for the most part, in delivering field service functionality across the various processes of my business at a price point that a small company like mine can support. Customer service has been helpful and accommodating in finding work-arounds or making system updates to improve upon their product.

Puntos en contra:

Some functions are not very intuitive and/or are extremely basic in their design. I would like to see some more functionality built in around effective scheduling, more complex form creation and Quickbooks timesheet integration.

Great Product

Puntos a favor:

I am no genius when it comes to electronics and computer software programs. But, this program is simple to operate and works well for my small HVAC business. I am able to book and schedule the call, it has a map function that routes me to the address, it stores all the invoices for warranty information etc..and I am also able to bill my customers through it or use quikbooks. All and all I have been using this product for 2-3 years and only had minimal problems that were resolved quickly by the staff at Fieldpulse.

Puntos en contra:

I dont have any negative feedback about the product. They always continue to improve it and make it better and more user friendly if anything.

I have tried a few of them and FieldPulse prevails....

Comentarios: It has been fantastic. From day one of the inquiry to launch and still to this day every part of the platform is great.

Puntos a favor:

Quickbooks two-way sync, calendar view, estimation and invoicing are great. Work flow is easy to understand and very efficient.

Puntos en contra:

A few small features are missing but they are in the programming of the software, and I know they are on the list of future potential updates.

Great choice for service call management

Comentarios: Fieldpulse has allowed us to streamline our work order scheduling and invoicing/payment acceptance processes. The ability to send uploaded files and photos to the customer as part of an estimate or invoice helps to convey information more fully than a simple typed description.

Puntos a favor:

Quickbooks Integration makes for easier bookkeeping.

Puntos en contra:

It would be nice for real-time GPS tracking via the app to be included instead of an add-on partner integration.

Just use FieldPulse!

Puntos a favor:

Good bang for the buck, easy to set up, great customer service that is US based. very easy to customize to your small business

Puntos en contra:

wish we could upload more photos and larger photo sizes.

Extreme value for the price point.

Comentarios: From initial reach out to implementation our experience has been 5 star. Our account rep (shoutout Matt) was information and patient getting us signed up. We didn't feel pressured or pushed. We felt heard and helped.

Puntos a favor:

Out of the box we felt like we had a tremendous value. Honestly, price compared to all features we received at base level feels like a steal. Client portal was huge for us as was the amount of detail we can track within a job: photos, attachments, job costing, who did what and when.

Puntos en contra:

Some features like the booking portal requests we felt were hidden and should be brought to the dashboard. That may be an option thought and we just haven't figured it out yet.

Great program!

Comentarios: The customer service, especially [SENSITIVE CONTENT], has been SUPER helpful answering all my questions with promptness and accuracy. Very much appreciated, especially when you're a "newb"!

Puntos a favor:

I really enjoy the over abundance of features and options available, and how almost every piece of the software is customizable to my business needs.

Puntos en contra:

I haven't had it very long to have a list of cons, one thing I can think of though is it could get pretty pricey the more team mates you add on. Which could be a deciding factor for soem.

Field Pulse- A+

Comentarios: For a small/ mid sized company, this does everything we need for daily operators of a 2 million dollar company.

Puntos a favor:

This software does everything we require- including cc processing.

Puntos en contra:

Once I realized you need to create the “job” first, life became easier.