Phone Line
Calls on the job, missed calls texted back
Field Service · FieldPulse
FieldPulse Setup for Field Service Businesses
For HVAC, plumbing, electrical and pest: dispatch, estimates, invoicing and the service agreements nobody was tracking.
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.
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
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 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
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.