Field Service CRM
We’re proud to offer top-of-the-line CRM software that provides a centralised hub of easily accessible information about each of your customers. Keep detailed, customisable customer records that store comments, track job updates, and more. With FieldPulse, your entire team gets the insights they need to deliver a high-quality, personalised experience that helps you build and maintain relationships.
Customer Records
With FieldPulse Customer Records, you can sort customers by individual customer information or companies with multiple contacts. You can even associate certain customer profiles with one another.
Every profile provides multiple points of contact for customers with a detailed history for seamless communication across your team. Each profile links customers’ signed documents, previous jobs and projects, invoices, and quotes — even the ones they didn’t accept.
- Segment your customers into lists to refine your sales process and identify opportunities and track them as they move through the sales process
- Organise with custom fields and tags so you have the information you need for each customer — like lead sources and gate codes
- Upload and store photos, PDFs, and custom forms to quickly answer customer or technician questions
- Set user permissions so only managers can see full customer profiles
Customer Communications
FieldPulse’s Automatic Customer Communication Triggers ensure your customers remain up-to-date throughout every job stage. Customise your communication timeframes to fit your business’ workflow and check in on your communications quickly and easily through the FieldPulse desktop and mobile apps.
Integrations
By using FieldPulse’s integrations, running your business from anywhere has never been easier.
As a premier partner of Reece, FieldPulse users can search through the entire Reece product catalogue without ever leaving the FieldPulse app. Utilize Nicejob to collect reviews via FieldPulse after each job closes, increase your website’s search rankings, and generate more leads.
Quickly take payments on-the-go with our Square Payments integration. Sync FieldPulse with Xero to seamlessly integrate your invoices, payment records, customers, and invoice items to make accounting a breeze.
Booking
FieldPulse’s Customer Portal allows customers to send messages and book jobs with ease. Get a custom landing page you can link to or embed on your website or Facebook account with a custom URL, welcome text, and description.
Then, set up your booking portal to include availability, appointment duration, and time intervals between jobs — or just a simple contact form so visitors can send you a quick message.
Customer Portal
With FieldPulse’s Customer Portal, your customers can easily access their job details and related files. Customers can also book your services directly through the customer booking page within the portal, saving both your admin time and theirs.
FieldPulse’s Customer Booking Page allows customers to book your services directly, helping you avoid phone tag while keeping you in the know with notifications about new jobs.
