Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
The customer service, especially [SENSITIVE CONTENT], has been SUPER helpful answering all my questions with promptness and accuracy. Very much appreciated, especially when you're a
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
Deleting and changing invoices is a pain and when the QB sync screws up with payment it sometimes still says invoiced when it has been paid and there is no way to manually change the status.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
For just starting out my business and coming from more expensive software it was the best decision I made to help keep everything organised and flowing. Great choice for any tech to use.
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
Software is not working well for us as we have single customers with a lot of individual sites and units to keep up with.
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
What I liked most about FieldPulse are the features that it has for the price of using the software. It is very reasonably priced for big companies all the way down to the single person business.
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
Wish they had estimating options as well as item/service database features, but after talking to a rep, it looks that they are continually working on it and puts my expectancy on these features at ease knowing that they are improving all the time.
Software Advice
The only redeeming side to this software is it works in conjunction with Quickbooks for payroll and billing. (At least at first) Customer service was always readily available even if they had no clue what was needed to solve an issue.
G2
I love the customization of bid forms for your own company layout. I also like the ease of creating proposals and how easy it is to reorganise or edit them. The template creator makes putting together big quotes less time consuming. This software is definitely helping our productivity!
G2
Do not work most of the time and in extremely busy times it fails us a lot.
G2
The biggest drawback for me, as an estimator, is the Line Items catalogue. Every single different line item I create has to be catalogued which ends up creating a huge catalogue of very similar line items. You should be able to create a line item from a standard line item in the catalogue and just make small changes to fit your proposal needs without having to save every little difference.
G2