CUSTOMERS
You can use these to organize your customers into lists.
What are tags?
This new shortcut for schedules allows you to do things like update the job status, add a comment, or create an estimate & invoice.
What is the right-click shortcut?
These can be used to keep your employees on task before, during, and after jobs by allowing them to fill out short answers to specific questions.
What are custom forms?
This competitor does not allow you to create contracts, teams or customize invoices within their system.
HouseCall Pro
To integrate Facebook or LinkedIn ads, a customer can utilize this third-party system to integrate with over 2,700 apps.
What is Zapier?
This function allows customers to book jobs from your own website.
You can now do this to PDF files to provide techs with easy access to them in the mobile app.
What is “favorite” them in the webapp.
Automatic triggers to customers are limited in that you cannot send them in this method.
What is text message?
Based in Canada, this competitor has a mobile app that is limited, does not offer site visits and struggles to handle long-term projects.
Jobber
Email marketing, review management and custom websites are all benefits of using this FieldPulse partner.
Who is ServiceRocket Pro?
This account status view refers to potential customers you believe have a good chance of purchasing your services.
What is an opportunity?
This new voicemail feature in Engage helps “personalize” your outgoing message.
What is the ability to leave audio recordings?
These are two types of information that can be imported into the system.
What are customers and line items?
This competitor will nickel-and-dime you for features like Variant Proposals, inventory management and tasks.
WorkIZ
Wisetack Consumer Financing allows our customers to offer financing on jobs between what two prices (U.S.)?
What is $500 and $25,000 (U.S.)
A customer that has multiple locations can be set up as this in the system.
What is a parent customer?
This new feature allows you to display financing options, discounted prices, or other important information on Dynamic Proposals & Variant Proposals.
What is the “small footnotes” section?
This method of communication used to alert team members of new jobs, subtasks or comments is only available on the app.
What is a push notification?
This competitor does not offer free trials and has an on-boarding process that lasts 6-12 months
ServiceTitan
This company provides FieldPulse users with the ability to track company vehicles in real-time.
Who is EZ Fleet?
Having this type of customer under one central customer allows you to set up individual jobs for several locations.
What is a related customer?
You can now do this to Maintenance Agreements in order to expedite your workflow.
What is create Maintenance Agreements templates?
Remaining balance, Set Amount, and % of Total represent the three options for what to be displayed?
What are progress payments?
This competitor forces you to create a job in order to create a quote, which can lead to confusion when you’re only bidding on a potential job.
FieldEdge
This third-party integration allows contractors to take out a line of credit with an easy online application.
What is Blue-Vine?