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Recently Updated Articles
Seasonal Scheduling Patterns and Recurring Templates
Building Annual Scheduling Frameworks That Actually Work After running dispatch for a 40-tech HVAC operation through three full seasonal cycles, I've got strong opinions on this one. Most teams treat every week like it's any other week — then wonder…
Zapier Integration Guide
So you want to hook FieldPulse up to Slack when a job completes, or dump new customers into Mailchimp without writing a line of code? Zapier's your friend here. Yeah, this one tripped me up too when I first looked at it — turns out the "Work Order" trigger…
Setting Up Webhooks
Setting Up Webhooks Webhooks in FieldPulse let you push real-time event notifications to your own systems — think "hey, something happened, here's the details." No polling, no checking every five minutes to see if a work order updated. The event comes…
Using the FieldPulse API
Using the FieldPulse API So you want to build something with the FieldPulse API — cool. I've been down this road a few times (yeah, the OAuth flow tripped me up the first time too), and this doc should get you from zero to your first successful API…
Connecting FieldPulse to Salesforce
So you want to wire FieldPulse into Salesforce. Yeah, this one tripped me up too when I first looked at it — the field mapping screen isn't exactly intuitive, and there's some stuff the docs don't mention until you're already halfway through and wondering…
Most Helpful Articles
Installing the FieldPulse Mobile App (iOS)
Hi there! Happy to help you get the FieldPulse mobile app installed on your iPhone or iPad. The process is straightforward, and most users are up and running in just a few minutes. Before You Begin Make sure your device meets these requirements…
Understanding Labor and Parts Markup
Understanding Labor and Parts Markup Labor and parts markup is a pricing configuration that automatically applies a percentage increase to the base cost of materials and hourly labor rates when generating quotes and invoices. This article describes…
SLA Compliance Reporting
SLA Compliance Reporting provides visibility into how well your team meets the service level commitments defined in your account. This report tracks on-time arrival, job completion within window, and resolution time against configured thresholds. Accessing…
Scheduling a Job: Step by Step
Scheduling a Job: Step by Step In my experience, the scheduling workflow is where most teams either find their rhythm or start accumulating delays. What I typically recommend is taking a deliberate approach to each step rather than rushing through…
Tracking Parts Used on a Job
Tracking Parts Used on a Job Accurate part consumption tracking ensures inventory levels reflect actual usage and supports cost analysis by job, technician, and service type. This article covers how to record parts consumed during work order execution…