top of page
Search

Why Field Service Contractors Love FieldPulse (and How Coastal Payment Systems Makes It Even Better)

  • mfindeisen6
  • Sep 23
  • 3 min read

What is FieldPulse?

FieldPulse is a modern field service management app built for small and mid-sized contractors. It replaces paper, spreadsheets, and scattered apps with one system for:

  • Job scheduling & dispatch

  • Estimates & proposals

  • Invoicing & recurring billing

  • Customer management (CRM)

  • Time tracking & payroll exports

  • Parts/products & simple inventory

  • Team messaging & job notes

  • Mobile app for iOS & Android

  • Integrations (e.g., accounting)


When you connect FieldPulse to Coastal Payment Systems, you can accept cards, ACH, text-to-pay, and stored payment methods directly from the job or invoice—no duplicate entry.


ree

Core Benefits You’ll Feel in Week One

  • Fewer no-shows: Automated reminders and technician ETAs keep customers ready and waiting.

  • Faster cash flow: One-tap payment links and on-site collection beat “I’ll mail a check.”

  • Cleaner books: Line-item pricing, taxes, and discounts flow straight to your accounting.

  • Happier techs: Clear schedules, job notes, and photos in one app reduce back-and-forth.

  • Happier customers: Professional estimates, branded invoices, and easy pay options.


How Different Trades Use FieldPulse (with Tips)


General Contractors

  • Build multi-phase projects with tasks, dependencies, and change orders.

  • Track subcontractors and materials on each job.

  • Pro tip: Use estimate templates for common scopes to speed up bid turnaround.

Heating & Air (HVAC)

  • Create flat-rate price books for diagnostics, repairs, and installs.

  • Offer memberships/maintenance plans with recurring invoices.

  • Pro tip: Pair scheduled maintenance with automated renewal emails and card-on-file via Coastal to cut churn.

Electricians

  • Capture panel photos and code notes in the job file.

  • Present good/better/best options with upsell kits.

  • Pro tip: Use deposits and progress payments on larger installs to improve cash position.

Janitorial Services

  • Set recurring schedules by site, track check-ins and time on task.

  • Bundle consumables into monthly invoices.

  • Pro tip: Enable ACH to reduce card fees on high-volume, contract billing.

Facilities & Property Maintenance

  • Centralize work orders from multiple locations/tenants.

  • Prioritize SLAs with color-coded scheduling.

  • Pro tip: Store equipment histories per site to speed troubleshooting and quoting.

Data Processing & IT Services

  • Dispatch by skill set; attach credentials and network diagrams.

  • Convert tickets to invoices with billable time and parts.

  • Pro tip: Use stored payment methods for monthly retainers and incident overages.

Appliance & General Repair

  • Create on-site estimates, convert to jobs, and collect on completion.

  • Track warranty vs. billable work.

  • Pro tip: Send tech-arrival texts with a pay link so customers are prepped to pay.


Payments: Stronger Together with Coastal Payment Systems

Here’s what you unlock when FieldPulse meets Coastal:

  • Pay anywhere: Tap-to-pay, mobile readers, hosted links, and secure customer portals.

  • Lower total cost: Interchange-aware pricing and ACH options reduce fees or eliminate processing altogether.

  • Fewer surprises: Real-time approvals, AVS/ZIP checks, and tokenized cards cut chargebacks.

  • Faster funding: Next-day deposits available (eligibility applies).

  • Less re-entry: Invoice totals sync with the payment—no manual matching.

  • Compliance & security: PCI-conscious workflows and encrypted storage.

Want both convenience and control? Use text-to-pay for residential jobs, ACH for commercial contracts, and deposits for materials-heavy work.

A Simple Day in FieldPulse

  1. Lead comes in → Auto-create a customer record.

  2. Estimate → Tech selects line items from a standardized price book.

  3. Approval → Customer signs digitally on phone or web.

  4. Dispatch → Scheduler assigns; customer gets ETA text.

  5. Work performed → Photos, notes, and time captured.

  6. Invoice → Convert estimate to invoice in one tap.

  7. Payment → Customer taps a link or pays on device (card or ACH).

  8. Bookkeeping → Payment and invoice sync to accounting.


Onboarding Checklist (Fast Setup)

  •  Import customers and items (CSV or via accounting integration)

  •  Build 3–5 estimate templates per service category

  •  Set taxes, fees, and deposit rules

  •  Connect Coastal Payment Systems for card/ACH and text-to-pay

  •  Configure automated reminders (scheduling, estimate follow-ups, renewals)

  •  Add your logo, colors, and email/SMS wording

  •  Train techs on mobile: checklists, photos, and payments


FAQs

Does FieldPulse work if I don’t have office staff? Yes—techs can self-manage view jobs, create estimates, capture signatures, and take payment.

Can I do deposits and progress billing? Absolutely. Take a deposit when the job is booked, then invoice milestones as you go.

What about memberships/contracts? Set up recurring invoices and auto-charge cards/ACH on schedule.

Will it integrate with my accounting? FieldPulse supports popular accounting platforms. We’ll help you map items, taxes, and payment tenders to keep books clean.

What does Coastal add that others don’t? Lower total payment costs, flexible funding, smart fraud tools, and field-friendly ways to pay—plus hands-on support that knows the trades.

Ready to tighten your operations and cash flow?

Coastal Payment Systems helps you launch FieldPulse the right way—templates, payment settings, and mobile workflows that fit your trade.

Let’s talk:

Coastal Payment Systems—built for the trades. Get organized, get paid, and get home earlier.

 
 
 

Comments

bottom of page