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Tips for rolling out FieldPulse to a team that's resistant to new software?

Paula Hendrix

We're getting ready to roll FieldPulse out to our 12-person field team, and honestly, I'm bracing for some pushback. A few of our senior technicians have been vocal about not wanting to learn another system — they know their current workflow (paper dispatch sheets and Google Calendar) and see no reason to change.

I've read the migration guide and the general rollout tips, but I'm hoping to hear from folks who've actually navigated this. What actually worked to get resistant team members on board? Did you find certain training approaches more effective than others? Any mistakes you'd avoid if you did it again?

Our team is split between tech-savvy younger techs and a few veterans who are excellent at their jobs but skeptical of anything that feels like extra overhead. I want to set them up for success without creating resentment.

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  • Hi Paula! Love this question — we see this come up a lot and want to make sure you're set up for success.

    A few resources that might help alongside the community wisdom here:

    • We published this piece on rolling out to 50+ person teams — some of the principles scale down well.
    • Your CSM can set up a "champions program" template if that's useful — just reach out.

    One thing I'd add: celebrate small wins publicly. When a resistant tech completes their first fully digital job, make sure their supervisor acknowledges it. We want to build positive associations with the new workflow.

    Happy to connect you directly with a customer in your industry who's been through this recently if helpful — just let me know!

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  • Hi Paula! Love this question — we see this come up a lot and want to make sure you're set up for success.

    A few resources that might help alongside the community wisdom here:

    • We published this piece on rolling out to 50+ person teams — some of the principles scale down well.
    • Your CSM can set up a "champions program" template if that's useful — just reach out.

    One thing I'd add: celebrate small wins publicly. When a resistant tech completes their first fully digital job, make sure their supervisor acknowledges it. We want to build positive associations with the new workflow.

    Happy to connect you directly with a customer in your industry who's been through this recently if helpful — just let me know!

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