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What's the best way to onboard a new field technician in FieldPulse?

Carla Jimenez (Staff)

Hi everyone! Wave

We want to make sure you're set up for success when it comes to bringing new technicians onto FieldPulse. We've seen some really creative approaches from our customers, and I'd love to open up the floor to hear what's working for your teams.

Quick questions to get us started:

  • How long does your typical FieldPulse onboarding take?
  • Do you lead with mobile app training, or start with the web dispatch side?
  • What are the biggest sticking points new hires run into?

Looking forward to learning from this community — there's no one-size-fits-all here, and we know your real-world experience is the best guide.

Feel free to share any templates, timelines, or lessons learned! I'll follow up with some resources we often recommend once the conversation gets rolling.

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  • Thanks so much for all these insights! Our team is growing fast and we're trying to figure out how to scale our onboarding without losing quality.

    Quick question for Brandon and Sylvia — do you have different tracks for experienced techs vs. green hires? We've got some folks coming in with 10+ years in the field but zero app experience, and others who are fresh out of trade school and basically grew up on smartphones. Feels like they need different approaches but I'm not sure how to split it without creating too much process overhead. Really appreciate any thoughts!

  • in reply to Deja Washington

    Split it. Two half-day tracks. Experienced techs skip the 'how to be a technician' parts and go straight to app mechanics. Green hires get the full week.

    Process overhead is worth the time savings. A 15-year vet doesn't need to shadow for three days.

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