FieldPulse

Field-service management software that provides scheduling, dispatching, customer relationship management (CRM), job tracking, estimating, invoicing, and workflow automation.

Small to mid-sized residential and commercial trade contractors, including HVAC, plumbing, electrical, septic, and specialty service businesses.

PE/VC-backed (Growth equity-backed, led by Fulcrum Equity Partners with participation from Catalyst Investors, Capri Ventures, and Superseed Ventures).

2015

Quote-only customized pricing based on a seat-based per-user model (differentiating full-access office seats from field-only technician seats across tiered packages like Essentials, Professional, and Enterprise).

Yes

REST API (HTTP requests authenticated via x-api-key header; also provides Webhooks for job status changes)

Gated access requiring manual activation; users cannot generate API keys self-serve and must contact FieldPulse support ([email protected] or in-app chat) to request an API key. Open API access is tied to higher-tier/enterprise packages.

Enforces a strict rate limit of 50 requests per second (returns HTTP 429 with RateLimit-Reset header when exceeded). Primary documentation is hosted via a Postman collection without a dedicated interactive sandbox portal. Some endpoints (e.g., teams, users, vendors, lead sources) are read-only.

CSV export functionality available from module list views (e.g., Customers, Estimates, Invoices) and through the Raw Data Reporting feature (covering jobs, timesheets, payments, assets, forms, and custom fields). Exports are generated as downloadable CSV files or emailed directly to account administrators.

FieldPulse provides native AI capabilities grouped under its 'Field Intelligence' product suite, introduced in mid-2025. Its primary native AI products are Operator AI (a 24/7 AI voice phone dispatcher and receptionist) and Chat AI (a website chatbot). These tools handle lead capture, answer customer questions, and book jobs directly into the FieldPulse calendar. FieldPulse does not provide native AI engines for estimating, invoicing, or financial AP/AR automation, relying instead on standard pricebooks, automated workflows (ClearPath), and accounting integrations.

FieldPulse offers native AI dispatching and call handling via 'Operator AI' and 'Chat AI' (shipped/GA in mid-2025; Operator AI received the 2025 NECA Innovator Award in October 2025). Operator AI operates as an automated 24/7 voice dispatcher that answers inbound calls in 30+ languages, qualifies customer requests, references the company's Booking Portal for real-time availability, and automatically logs jobs directly onto the dispatch schedule. Chat AI provides automated job booking and lead capture via website chat.

FieldPulse is a modern, cloud-based Field Service Management (FSM) software platform tailored for small to mid-sized trade contractors in sectors such as HVAC, plumbing, electrical, and general service installation. It provides end-to-end operational software including job scheduling and dispatching, estimates, invoicing, CRM, and AI-driven workflow automation (Field Intelligence). The product is positioned as a flexible, customizable platform that competes with solutions like ServiceTitan, Housecall Pro, and Jobber.