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Article Creating Your FieldPulse Account

Creating Your FieldPulse Account

This article covers the account creation process and initial organization setup. For subsequent steps, see Inviting Team Members and Setting Roles and Setting Up Your First Work Order.

Prerequisites

Before beginning, ensure you have:

  • A valid business email address
  • Your company name and primary service address
  • An estimate of your active technician count (used for plan selection)

Step 1: Start the Registration Process

  1. Navigate to the FieldPulse sign-up page.
  2. Enter your business email address in the provided field.
  3. Create a password meeting the complexity requirements displayed.
  4. Select your country from the dropdown menu. This setting determines available features and default time zones.
  5. Click Start Free Trial.

Note: The trial period provides full access to FieldPulse features for 14 days. No payment method is required to begin.

Step 2: Complete Organization Profile

After email verification, you will be prompted to configure your organization:

Field Description
Company Name Displayed on customer-facing communications and internal reports
Primary Service Address Used as the default origin point for route optimization
Industry Determines default checklist templates and terminology
Technician Count Used to recommend appropriate subscription tier

Step 3: Configure Initial Settings

The setup wizard presents three configuration categories:

Time Zone and Business Hours

Specify your primary operating time zone and default business hours. These settings affect dispatch scheduling and customer notification timing.

Notification Preferences

Define which events trigger email alerts to administrators. Options include new work order creation, technician status changes, and system alerts.

Mobile App Setup (Optional)

QR codes for iOS and Android app installation are provided. Team members may also be invited via email at this stage.

Step 4: Access Your Dashboard

Upon completion, the FieldPulse Dashboard loads. The default view displays:

  • Active work orders requiring attention
  • Technician status summary
  • Quick action buttons for common tasks

Next Steps

  • Invite team members and assign appropriate permissions
  • Configure inventory if parts tracking is required
  • Review available integrations for accounting or CRM systems

See Also

  • Navigating the FieldPulse Dashboard
  • Quick Start Guide for Dispatchers
  • Quick Start Guide for Field Technicians
  • Glossary of FieldPulse Terms