Field Service & Trades

From Dispatch to Deposit   One Platform for Your Crew.

FieldPulse gives HVAC, electrical, plumbing, and field service businesses a complete operations hub: mobile estimates, job tracking, technician dispatch, and on-site payments — all from one app.

HVAC technician with service truck

Key Benefits

What FieldPulse Fixes in Your Field Operation

Mobile

Estimates & Invoices in the Field

Technicians build and send professional estimates on-site from their phone. Customers approve and pay before the truck leaves the driveway.

Live

Real-Time Job Tracking & Dispatch

See every technician's location and job status on a live map. Dispatch the right person to the right job in seconds.

Automated

Customer Communication & Reminders

Appointment confirmations, on-the-way notifications, and follow-up requests go out automatically. Your customers always know what's happening.

Integrated

QuickBooks Sync & Job Costing

Every invoice and payment syncs to QuickBooks automatically. Track labor, materials, and margins by job without manual data entry.

The Process

How FieldPulse Runs Your Service Business

01

Team & Service Setup

Add your technicians, define your service catalog, and set your pricing. FieldPulse is configured for your specific trade in under an hour.

02

Dispatch & Schedule

Book jobs, assign technicians, and send automated appointment reminders from the office or your phone.

03

Technicians Work in the App

Your crew accesses job details, captures photos, builds estimates, and collects payment — all from the FieldPulse mobile app.

04

Close Out & Get Paid

Invoices are sent the moment the job is complete. Payments process on-site. QuickBooks syncs automatically.

Side by Side

FieldPulse vs. Running Your Business on Spreadsheets

Most field service businesses are losing 5–10 hours per week to administrative work that FieldPulse automates entirely.

MetricSpreadsheets / Legacy ToolsFieldPulse via ClearBridge
Estimate creation time30–60 min per estimateUnder 5 minutes on-site
Dispatch visibilityPhone calls & guessworkLive map, real-time status
Customer communicationManual calls & textsAutomated at every stage
Payment collectionInvoice & wait 30+ daysCollected on-site at job close
QuickBooks reconciliationManual, error-proneAutomatic, real-time

Free Consultation

Ready to Run a Tighter Field Operation?

Book a 15-minute operations audit. We'll map your current workflow gaps and show you exactly how FieldPulse closes them.

  • 15-minute call, no commitment
  • We review your current dispatch workflow
  • Custom FieldPulse setup recommendation
  • Transparent pricing & onboarding plan

No commitment. We'll follow up within one business day.