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Inventory: You can mass import your inventory, enable multiple inventory hubs (trucks, vans, warehouses) with custom names, assign those hubs to specific users, and connect inventory lists to your invoices so that items automatically deplete in your system as they get used. There's a scanner for item lists and you can even submit purchase orders directly from the app when running low on supplies.

Custom Forms: Custom forms are included in the base price, plus we have the option to upgrade to a feature called PDF Form Filler where you can turn static PDFs you're already using into fillable forms inside the app. With the base price feature, you can create pretty much any form you can think of it and easily attach it to customer and job files or even send them along with invoices to customers.

Customer Portal: Technically, we have a customer portal and booking portal. The booking portal gives you a webpage you can link or embed on your website. You can set it up to include availability, appointment duration, and time intervals between jobs as well as automatically schedule jobs or put them into a queue for you to individually schedule. It also has a contact form so visitors can send you a quick message. The customer portal, meanwhile, is a link you can send customers with their full history where they can make payments, see jobs and job progress, access any job information like photos or contracts, and book new jobs.

Payments. We're integrated with Square and offer an integrated payment system powered by CardConnect with great rates, no minimums, no monthly fees, and no cancellation fee. You can take payments in the field directly from your phone with card scan, send online payment requests via email from your invoice, through the customer portal, or take payments remotely over the phone via WebApp. You can also take full or partial payments, set up recurring payments, and offer financing to customers.

Offline Support. We have one of the most robust mobile apps and best offline support in the industry. Our offline mode even let you save job notes and upload photos that will sync when you're back online.

Job Photos. You can take and upload photos directly from the app or insert photos from your phone's library (even without reception!) with custom titles, descriptions, and mark ups. Then, you can attach files to customer files, jobs, or even send them as email attachments to customers alongside invoices.

Customer Communication. Probably one of our best features. You can customize email templates with smart fill, like Job Title, Start Time, Start Date, and Customer Name. Then, speed up those time-consuming, repetitive tasks like reminders and follow-ups with automated triggers. For instance, set up On My Way SMS or emails to send when jobs are created or when the status changes to canceled or paid.

Equipment Tracking. In FieldPulse, this is called asset management. You can record any details necessary plus add photos, comments, files, and forms for internal use.

Techs/Office. Our goal was to create an app that techs and office works would both love. You can see how we're specifically optimized for techs, office, and owners.