Hi there! Happy to help you get up and running with the FieldPulse mobile app. This guide covers everything you need for your first day in the field.
Step 1: Download and Install
- Open the App Store (iOS) or Google Play Store (Android)
- Search for "FieldPulse Field Service"
- Tap Install and wait for the download to complete
Pro tip: Make sure you're on Wi-Fi for the initial download — the app is about 45MB.
Step 2: Sign In for the First Time
- Launch the FieldPulse app
- Enter your work email address
- Enter your temporary password (your admin should have sent this to you)
- Tap Sign In
You'll be prompted to create a new password. Choose something you'll remember, but make it secure — you'll use this every day.
Step 3: Enable Critical Settings
Before you head out, let's make sure you're set up for success:
Push Notifications
Tap More → Settings → Notifications and enable:
- New work order assignments
- Schedule changes
- Urgent messages from dispatch
Location Services
This helps dispatch see where you are for emergency calls. Go to your phone's Settings → FieldPulse → Location and select While Using App.
Step 4: Download Your Work Orders
Great question we get all the time — "where are my jobs?" Here's how to sync:
- Tap the Sync icon in the top-right corner (two arrows in a circle)
- Wait for the spinner to complete — you'll see "Last synced: just now"
- Tap Work Orders to see your assigned jobs
Important: Always sync before you leave for the day, especially if you'll be in areas with poor cell coverage. See Using FieldPulse Offline for more on working without signal.
Step 5: Your First Work Order
Tap any work order to open it. You'll see:
- Customer details: Name, address, phone number
- Job description: What needs to be done
- Scheduled time: When you're expected
- Checklists: Any required forms to complete
Tap the address to launch your preferred navigation app — we support Apple Maps, Google Maps, and Waze.
Step 6: Update Your Status
Keeping dispatch in the loop is crucial. Use the Status dropdown to mark:
- En Route: When you leave for the job
- On Site: When you arrive
- In Progress: When you start working
- Completed: When you're finished
These updates trigger automatic notifications to customers if your company has that enabled.
Step 7: Complete Your First Checklist
Many jobs require a checklist or safety form. Here's how:
- Scroll down in the work order and tap Checklists
- Tap the checklist name to open it
- Answer each question — tap Next to move through sections
- Required fields are marked with a red asterisk (*)
- Tap Submit when finished
Need to add photos? Tap the Camera icon in any text field, or attach photos to the work order itself. See Capturing Photos and Signatures in the Field for detailed photo management tips.
Step 8: Get a Signature
Most jobs need customer sign-off:
- Scroll to the bottom of the work order
- Tap Customer Signature
- Hand your device to the customer
- They sign with their finger or stylus
- Tap Confirm
Step 9: Sync Before You Leave
Once you've:
- Updated your status to Completed
- Submitted all checklists
- Captured required photos
- Collected the signature
Tap Sync one more time to push everything to the office. You'll see a green checkmark when everything's uploaded.
Troubleshooting Your First Day
| Issue | Quick Fix |
|---|---|
| Can't log in | Double-check your email — no spaces, no typos. Password is case-sensitive. |
| No work orders showing | Ask your dispatcher to confirm you're assigned to jobs for today. |
| Sync keeps failing | Check you're on Wi-Fi or have at least 2 bars of signal. Try toggling Airplane Mode. |
| App feels slow | Close other apps running in background. Restart FieldPulse if needed. |
What's Next?
Once you're comfortable with the basics, explore these features:
- Using FieldPulse Offline — for rural or basement jobs with no signal
- Capturing Photos and Signatures — advanced photo tools
- Updating Work Order Status — status workflows and notifications
- Mobile App Battery Optimization Tips — make your phone last all day
Questions on your first day? Don't hesitate to reach out to your dispatcher or our support team. We want you to feel confident out there!
See also:
- Installing the FieldPulse Mobile App (iOS)
- Installing the FieldPulse Mobile App (Android)
- Syncing Data When You Reconnect
- Discussion: Best way to onboard a new field technician?