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What tools do you use alongside FieldPulse that aren't integrated yet?

Teresa Lund

hi all — quick question from the dispatch desk

we're running FieldPulse for scheduling and work orders but honestly there's still like 5 other things we're juggling in parallel. wondering if anyone else has this patchwork situation and what you're using

for us it's:

  • google sheets for parts inventory (i know i know)
  • whatsapp groups for tech-to-tech communication
  • a shared calendar in outlook for PTO and truck maintenance schedules
  • some random pdf editor for customer quotes that didn't come through FieldPulse

none of it talks to each other. every morning i'm copy-pasting between three windows

what's your stack look like. anything you wish would just connect already

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  • Oh my gosh yes! We have so many parallel systems and it drives me crazy but I can't figure out how to consolidate without losing something important

    Our list:

    • Canva — for making nice-looking customer proposals because the FieldPulse quote template is too basic and our sales team wants branding
    • Monday.com — for big commercial projects that have like 40 phases and FieldPulse treats everything as one work order
    • Stripe for deposits — FieldPulse invoicing is fine but customers want to pay a deposit to book and we couldn't figure out how to make that flow right
    • Dropbox for photo backups because the FieldPulse photo limit makes me nervous and also we need high-res for insurance claims

    Thanks so much for starting this thread! Really seeing I'm not alone here. Does anyone have a workflow where they actually reduced the number of tools? That's my dream but every time I try something breaks

  • in reply to Deja Washington

    Deja, I love this honest inventory — we want to make sure you're set up for success and this kind of feedback is exactly what helps us prioritize.

    A few things worth mentioning:

    Photo storage: We're actively exploring higher-resolution exports and longer retention options. The current limits are indeed designed for operational efficiency, not archival — totally understand the insurance use case.

    Deposits: This is a known gap. Some customers are using the "payment on account" feature plus manual invoice creation, but that's clearly a workaround, not a solution. I'll make sure this gets added to the voice-of-customer deck.

    Commercial project phases: Have you looked at the custom checklist templates we released? Not a full project management replacement, but might help break complex jobs into trackable stages.

    Happy to set up a time to review your workflow if that would help — sometimes there are features that can close these gaps that aren't immediately obvious.

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  • in reply to Deja Washington

    Deja, I love this honest inventory — we want to make sure you're set up for success and this kind of feedback is exactly what helps us prioritize.

    A few things worth mentioning:

    Photo storage: We're actively exploring higher-resolution exports and longer retention options. The current limits are indeed designed for operational efficiency, not archival — totally understand the insurance use case.

    Deposits: This is a known gap. Some customers are using the "payment on account" feature plus manual invoice creation, but that's clearly a workaround, not a solution. I'll make sure this gets added to the voice-of-customer deck.

    Commercial project phases: Have you looked at the custom checklist templates we released? Not a full project management replacement, but might help break complex jobs into trackable stages.

    Happy to set up a time to review your workflow if that would help — sometimes there are features that can close these gaps that aren't immediately obvious.

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