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Field Service · Configuration

Field Service on FieldPulse

For HVAC, plumbing, electrical and pest: dispatch, estimates, invoicing and the service agreements nobody was tracking.

The Stack

What Runs Where

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

Reasoned from the pattern; no field-service engagement has been delivered yet.

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
One number for the office and the trucks, with missed-call text-back.
Reviews
Review automation on invoice paid
Fires when the invoice is paid.
Visibility
Google Business Profile
Service areas and hours kept right; reviews answered from the record.
Accounting
QuickBooks
Invoices and payments 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

The call

A call becomes a job with a source and a technician.

The visit

Dispatched by skill and drive time; the customer told who is coming.

The estimate

Options priced on site, signed on the phone, followed up if left open.

The invoice

Paid at the door or online, posted to accounting once.

The agreement

Recurring work tracked with a renewal date, so it is renewed rather than forgotten.

Connections

What We Wire In

Phone line

Calls on the job, missed calls texted back

QuickBooks

Invoices posted once

Google Business Profile

Reviews answered from the record

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 Build and each connection. What each contains is on the Set Up and Connect pages.

The Build, Starter$3,000

Two weeks. CRM only, never discounted.

The Website$3,500

$2,500 on the Growth or Operate Plan. From the template, live in two weeks.

Typical first engagement$8,750

$7,750 on a plan. The website, this Build and the connections above.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with FieldPulse or any platform named here.

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