Custom Forms
FieldPulse lets you collect the information you need to do your job and keep everyone on the same page. Use custom forms for purchase orders, service reports, customer reports, change orders, and more!
With ultimate versatility, these forms can be created as standalone forms, or they can be attached to customer or job records. Additionally, forms can be assigned a status, have file and photo attachments, then be turned into beautiful PDF documents that can be sent to customers. This offers flexibility in creating and using forms to meet your needs.
Custom forms offer the power to organize your information any way you need it, and keep all of that information accessible in your CRM. To use custom forms, make sure to enable them in your administration settings.
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“I’ve used FieldPulse from day one of our HVAC business. Couldn’t be happier with the way it streamlines invoicing, estimates, customer linking to QuickBooks. I’m able to do everything from my smart phone in the field.” -
“I am really enjoying this program. My service tech used it for the first time today, and he enjoyed how he had all the information right in one spot. All the job info!” -
“Hey there, just wanted to say great job on the new invoicing system. Totally makes QuickBooks invoices obsolete for us.”
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