Yes! Our team can walk you through the process of authenticating your Xero account to seamlessly integrate your Customers, Invoices, Quotes and Payments.

FieldPulse is supported on desktop computers, iPhones, iPads, Android phones, and Android tablets. Your account is synced across all devices, so you can use FieldPulse in the office or on the go.

To use FieldPulse on your computer, the WebApp can be accessed from any web browser (https://webapp.fieldpulse.com).

To use FieldPulse on an iPhone or iPad, simply download the FieldPulse mobile app from the App Store and log in with your credentials.

To use FieldPulse on an Android phone or tablet, download the FieldPulse mobile app from the Google Play Store and log in with your credentials.

Your team members can operate on different device types, i.e. iPhone or Android mobile phones. WebApp users can all be on the same team.

With FieldPulse, you only pay for the users you need — when you need them. We understand there may be times when you require more staff and other times when you may require fewer. Team members can be activated or deactivated as needed. Any applicable charges accrued will be prorated, so you only pay for the portion of the month that was actually used.

There are three types of user roles you can assign to team members, depending on their role in your business.
‍- Admin
- Manager
- Service Agent
- Assignment Role (free)‍

Each user role comes with different permissions and capabilities within FieldPulse.

Admin
Receives full access to all Company Settings.

Manager
Creates and edits customers, jobs, and subtasks. Creates, edits, and sends estimates and invoices. Can view team schedules, status updates, and invoices, as well as all customers, team member geolocation tags, and team timesheets.

Service Agent
Updates assigned jobs and subtasks. Creates and sends estimates and invoices. Changes job status, attaches files, and adds comments. Can view assigned customer profiles and invoices from assigned jobs. Tracks individual time and timesheets.

Assignment Role
Assigned work by managers — for management purposes. Cannot log into the app. This is used for managers to be able to see who is assigned to what job.