HVAC maintenance agreements are crucial for driving revenue, with a successful maintenance contract program easily accounting for 50% or more of your HVAC company’s annual revenue. Below, we’ve delved into
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.
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Features Made Just For "Plumbing"
Our plumbing Pricebook allows you to quickly and easily showcase prices for your service offerings and add them into a quote or invoice with just a tap.
We’ve built this feature specifically for Aussie plumbers, with downloadable Price Book data stored in the FieldPulse library that can be customised to fit your business’s needs.
This feature is available for both tablets and desktops, and is integrated with Reece for real time pricing updates on inventory.
Good, Better, Best
Our new ‘Good, Better, Best’ feature makes it easy to present tiered pricing options to your customers for side-by-side comparisons. With this tool, your technicians can instantly quote three different product or price offerings, so homeowners can easily visualise the differences, benefits, and features associated with each option.
Once a selection has been made, you can automatically track and calculate sales commissions and integrate them with your quotes and invoices using either a percentage of gross sales or profit.
With our Automatic Notifications feature, you can stay in the know with automated emails and push notifications every time a new job is booked, or your files like invoices and quotes were opened by a customer.
Keep in touch with your customers every step of the way with automated notifications for follow ups, feedback and review reminders, payment confirmations, and even servicing reminders. Our software allows you to create custom templates for your notifications, so you’ll only be notified about what’s most important to you.
We also offer SMS “I’m on my way” notifications with unique GPS tracking links so your customers can see your ETA.
Purchase Order Software
It goes without saying, dealing with piles upon piles of purchase orders will make just about any seasoned plumber want to pull their hair out. Thanks to our integration with Reece, you can browse inventory directly from their catalog on the FieldPulse web or mobile app and add it to a quote or invoice. You’ll be able to churn out clean and efficient purchase orders to send to your suppliers via email and have the inventory shipped directly to you or ready for pick-up at your local hardware store.
FieldPulse allows you to organise all your POs around a specific project, service, invoice, or quote. You can also create unique procurement processes for easy creation and distribution. Once your POs have been sent out, you can monitor deadlines and statuses directly from the app! All of this seamlessly integrates with software like Xero to make end of the year finances a breeze.
Stop doubling your workload with FieldPulse’s integrations. From Reece to Xero, FieldPulse connects them all (and more!) making sure your information stays accurate across all of your platforms.
Already using Xero? You might have read horror stories about connecting invoicing software with Xero, but we offer one of the most complete, seamless syncs with Xero. Syncing your customers, invoice items, quotes, invoices, and payments between your accounts has never been easier!
"I love that I can get FAST support from the FieldPulse team and I don’t even need to call."Margaret F.
"The software is super easy to use and by FAR the easiest I have tried to integrate with Quickbooks online."Cory W.
"The system is so easy to use! Even new technicians are flying through it – after only their first day!"Christy L.
"I love how easy it is to use for people of any age. We have technicians who hardly ever use their cell phones and they find it very convenient!"Laura K.
"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."Lou D.
"I’m able to do everything from my smart phone in the field."Luke P.
"By far, the best thing about FieldPulse is their customer service."Matthew W.