FieldPulse review
Bottom line
FieldPulse is a field service platform for trades businesses that combines dispatch, estimates, invoicing, and QuickBooks Online syncing in one system. Its clearest strength is Maverick, the AI assistant included on every plan, which drafts records and answers questions from live company data. The main cost to watch is that pricing is seat-based and only available through a custom quote, and optional add-ons like Operator AI and Engage are billed separately. It suits small and mid-size trades companies that want office and field work in one place.
What is FieldPulse?
FieldPulse is field service management software for trades businesses. It covers the office work that comes with service calls: booking jobs, sending estimates, dispatching technicians, and collecting payment. It is built for companies in HVAC, electrical, plumbing, garage door, locksmith, and similar trades, and its main purpose is to replace paper forms, whiteboards, and repeated data entry between the office and the field. The company is based in Dallas, Texas, and has operated since 2015.
In daily use, office staff schedule and dispatch technicians with drag-and-drop scheduling, and technicians access their work through the mobile app. Estimates are built with custom pricing for each service and material, and an approved estimate can be converted into an invoice with one click. ClearPath lets the office guide technicians through each stage of a job so required details get collected, while custom forms and electronic signatures keep paperwork digital. Inventory is tracked across warehouses, trucks, and job sites, with low-stock alerts and purchase orders generated inside the platform. Engage, the built-in phone system, logs every call, text, and voicemail to the matching customer record.
FieldPulse is sold on a per-seat basis, and pricing is set through a custom quote after a conversation with the sales team. No free plan or free trial is offered, and no public price list is published. Typical customers are small and mid-size businesses, and the vendor also serves residential, commercial, and franchise operations. Onboarding includes setup, data migration, and training, with support available by email, phone, chat, and a knowledge base. Premium tools such as Operator AI, Engage, Fleet Tracking, and Pricebook are optional and priced separately from the core platform.
What sets FieldPulse apart is Maverick, its AI assistant, which is included on every plan and works from a company's own jobs, customers, and numbers. Users can ask for revenue figures or last month's unpaid invoices, have customers, jobs, and invoices drafted from plain language, and receive scheduled daily reports by email, with every created record waiting for approval. The QuickBooks Online integration is a two-way sync, so edits to customers, invoices, and payments update in both systems. Operator AI extends the same approach to the phone, answering after-hours and overflow calls and booking jobs directly into the schedule.
Who it's for
- Small and mid-size HVAC, electrical, and plumbing companies
- Trades businesses that invoice through QuickBooks Online
- Offices that take many inbound service calls
Who should look elsewhere
- Buyers who need published prices before talking to sales
- Businesses that want a free plan to test the software
Typical uses
- Dispatching technicians from a drag-and-drop schedule
- Converting approved estimates into invoices
- Tracking parts across trucks and warehouses
- Logging customer calls and texts to job records
- Answering after-hours calls with an AI dispatcher
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FieldPulse alternatives and comparisons
FieldPulse is the only appointment scheduling product we list so far. Browse the category as more are added.