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.