Mint Strategies

Construction  ·  FieldPulse

FieldPulse Setup for Construction Businesses

For the crew that needs dispatch and job costing as much as estimates: FieldPulse holds the job from call to invoice.

At a Glance

Platform
FieldPulse
Build
Starter, $3,000
Built In
About Four Weeks
First Engagement
$7,750

The Stack

What Runs Where

Nine layers, with FieldPulse holding the record. Everything else is either switched on inside it or connected to it.

Construction is one of two industries where this rests on delivered work rather than inference.

System of Record
FieldPulse
Customers, jobs, scheduling, dispatch, estimates, invoices and job costing.
Intake
Phone and Website Into FieldPulse
A call or a form becomes a job with a source, an owner and a next step.
Dispatch
FieldPulse Scheduling
Jobs assigned by skill, availability and drive time, visible to the office and the technician together.
Estimates and Invoices
FieldPulse
Quoted, sent, signed and paid from the truck.
Service Agreements
FieldPulse Recurring Work
The agreement base tracked, renewed and scheduled instead of living in a filing cabinet.
Phone
OpenPhone or CallRail
A company line that rings every owner, with the source on every call.
Photos
CompanyCam
Job photos filed against the job, not the camera roll.
Reviews
Review Automation on Job Close
Fires when the job closes, routed to one platform.
Accounting
QuickBooks
Costs and invoices posted once.

What We Switch On

Inside FieldPulse

  • Job types and pricing so the estimate is calculated, not recalled
  • Dispatch rules by skill and territory
  • The estimate follow-up for quotes that go quiet
  • Service agreements with renewal dates and the work they include
  • Job costing attached to every job
  • The review request on invoice paid

What it does not do. FieldPulse holds the job well and follows up lightly; where a longer follow-up or marketing is needed, a general CRM sits alongside it.

The Path

One Job, Start to Finish

  1. The Call

    A call or a form becomes a lead with a source and an owner, whoever was free.

  2. The Estimate

    Priced from history, sent from the phone, signed electronically.

  3. The Follow-Up

    The estimate that goes quiet is chased on a schedule, not from memory.

  4. The Job

    Scheduled, costed as it runs, change orders signed on site.

  5. The Review

    The request fires when the job closes; the photos become the gallery.

Connections

What We Wire In

Phone Line

Calls with the source attached, missed calls texted back

QuickBooks

Job costs and invoices posted once

CompanyCam

Photos on the estimate, the invoice and the review request

What It Costs

The Starter Build

Your platform holds the customer and just needs configuring properly, so this is the Starter Build.

Every line is priced on its own: the website, the CRM Build and each connection.

The CRM Build, Starter$3,000

About four weeks. CRM only, never discounted.

The Website$2,500

$1,500 with Growth and up. Designed for your trade, live in about two weeks.

Typical first engagement$7,750

$6,750 with Growth and up. The website, this Build and the connections above.

Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with FieldPulse or any platform named here.

Free Company Audit

Find Out Where You Stand

  1. 01
    Fill In the FormTwo minutes. No login, nothing installed.
  2. 02
    We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
  3. 03
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