User Q&A - Recent Threads

Question: Verify FieldPulse mobile sync after offline work

FieldPulse Community Manager — Thu, 09 Jul 2026 19:02:24 GMT

When a technician completes a work order while offline and then reconnects, what checks should the dispatcher use to confirm the status update and notes synced correctly in FieldPulse?

Confirmed working: Offline status update sync resolved

Sam Kowalski — Wed, 22 Apr 2026 11:30:00 GMT

hey all just wanted to drop back in on that offline status update thread — the thing josh suggested actually works lol

so i was in a dead zone yesterday, updated like 4 jobs to "completed" while i was out there, got back to wifi range and boom they all synced up clean. no duplicates, no weird states, just worked

for anyone who missed it: basically just make sure you actually hit the status dropdown and select completed, don't just type notes and assume it saves. the app queues it proper if you do it through the status flow

anyway figured i'd confirm since i was skeptical ngl. working offline in fieldpulse is actually legit now

QuickBooks integration disconnecting daily — authentication issue?

Fatima Al-Rashid — Sun, 19 Apr 2026 16:15:00 GMT

From a governance perspective, we require stable integration connectivity for our financial audit trail. Since Thursday of last week, our QuickBooks Online connection has been terminating every 24 hours, necessitating manual re-authentication by an administrator with appropriate credentials.

It is worth noting that:

No configuration changes were made to either FieldPulse or QuickBooks Online prior to this behavior commencing
The disconnection occurs consistently at approximately 4:00 PM UTC daily
Our API usage has remained within documented rate limits
Refresh token rotation appears to be failing silently — no error notifications are generated

I have confirmed that our QuickBooks Online subscription is active and that third-party app permissions remain granted. The re-authentication flow completes successfully each time, suggesting the OAuth consent is not being revoked at the source.

Is this a known issue with the QuickBooks integration connector? We are evaluating whether to implement a manual token refresh workflow via API, but this would introduce operational overhead we had not anticipated.

Our current environment: FieldPulse 3.3.1, QuickBooks Online Plus, SSO not enabled for the integration account.

User invite emails not delivering — spam folder checked

Anita Sharma — Mon, 13 Apr 2026 10:50:00 GMT

I have confirmed that user invitation emails are not being delivered to recipients' inboxes. I have verified the following:

The email addresses are valid and properly formatted
Recipients have checked spam/junk folders — no emails present
Our corporate mail gateway shows no rejected or quarantined messages from FieldPulse
Invitations sent to addresses within our domain and external domains (Gmail, Outlook 365) are equally affected

This issue began on 2026-04-11. Prior to this date, invitations were delivered successfully. I can reproduce this consistently across multiple attempts.

Our organization has 47 pending invites that must be sent before the end of this week. I require either a resolution or a manual workaround to generate invitation links directly.

Account ID: FP-ENT-2847-8812

Please advise on next steps.

Report export timing out for large date ranges — workaround?

Rachel Nguyen — Tue, 07 Apr 2026 14:25:00 GMT

I have confirmed that the Work Order Summary Report is consistently timing out when attempting to export date ranges exceeding 90 days. This behavior is reproducible across multiple browsers (Chrome 124.0.6367.78, Firefox 125.0.3) and occurs for users with both Admin and Manager roles.

Environment Details:

Account: Enterprise Plan (500+ active technicians)
Approximate work order volume: 12,000–15,000 records per month
Target date range: January 1, 2025 – March 31, 2025 (Q1 reporting)
Error observed: "Request timed out" after ~120 seconds; HTTP 504 returned

Steps to Reproduce:

Navigate to Reports → Work Order Summary
Set Date Range to Custom: 2025-01-01 to 2025-03-31
Click Export to CSV
Observe timeout after approximately 2 minutes

I have verified that smaller date ranges (30 days) complete successfully in approximately 15 seconds. The issue appears to be related to the volume of data being processed rather than a specific filter or parameter.

From a governance perspective, we require quarterly exports for internal audit compliance. I am seeking either:

A supported workaround for bulk export (e.g., API-based retrieval with pagination)
Confirmation of known limitations and recommended maximum date ranges
Timeline for resolution if this is identified as a platform defect

I have reviewed the workaround article for API pagination but would prefer to confirm whether this is the recommended approach before developing a custom solution.

Inventory valuation reporting — FIFO or average cost?

Anita Sharma — Wed, 01 Apr 2026 11:30:00 GMT

I am preparing our inventory configuration for deployment and require clarification on the cost accounting methodology employed by FieldPulse.

Specifically:

Does the Inventory Reporting module utilize First-In-First-Out (FIFO) or weighted average cost methodology for valuation?
If FIFO is used, how does the system handle part returns that were drawn from different cost layers?
For the Inventory Valuation Report (referenced in documentation as help-036), what is the exact calculation logic applied?

Our finance team requires this information for SOX compliance documentation. I have reviewed the available documentation but did not locate explicit methodology statements.

I am using FieldPulse version 3.3.1-web. Please advise.

SMS notifications sending duplicate messages — bug?

Deja Washington — Wed, 01 Apr 2026 09:00:00 GMT

Hi everyone! Our team started noticing this morning that customers are getting **two identical SMS messages** for every notification we send out — arrival alerts, job completion, everything. It's causing some confusion and a few annoyed customers calling back to ask why we spammed them. We haven't changed anything on our end that I know of. Is this a known bug? We're on the standard plan and using the default SMS templates. Thanks so much for any insight — really appreciate it!

Checklist photos not attaching on Android — anyone else?

Sam Kowalski — Thu, 26 Mar 2026 11:35:00 GMT

hey so been having this issue for like 3 days now. when i try to attach photos to a checklist on the android app they just... don't attach? like i select the photo, hit done, and nothing shows up in the checklist. sometimes it says "uploading" forever and then just disappears. tried on my galaxy s21 and also a coworker's pixel 7, same thing. both running latest app version (3.2.1 i think). works fine on iOS for some reason though so definitely android specific. anyone else dealing with this? kinda annoying since we need photos for safety compliance stuff lol

Dark mode availability in mobile app?

Sam Kowalski — Wed, 25 Mar 2026 10:15:00 GMT

yo quick question — does the mobile app have dark mode? working a lot of evening calls lately and the bright white screen is killing my eyes ngl. looked in settings but didnt see anything. on android if that matters

Inventory sync delays between mobile and web — normal?

Mike Dolan — Fri, 20 Mar 2026 15:10:00 GMT

We're seeing parts quantities that don't match between the mobile app and web dashboard. Tech shows 3 units on his phone, web shows 5. Which one's right? And is this normal or a bug? Happened twice this week. First time cost us a callback.

Obsolete parts archiving without deletion

Josh Mercer — Sun, 15 Mar 2026 09:00:00 GMT

Hey team — ran into something today that's probably come up for others. We've got a bunch of parts in our inventory that are discontinued by the manufacturer. Can't get them anymore, but we still have historical jobs where these parts were used. Don't want to delete them from the system since that breaks the record chain, but I also don't want them showing up as available when techs are adding parts to jobs. Right now I'm just renaming them with "OBSOLETE - " prefix, but that's hacky and techs still occasionally grab them by mistake. What I really want is a way to mark parts as inactive/archived so they stay in the database for historical reference but get hidden from active selection. Pro tip: This matters for warranty tracking too. If a customer calls back on a 3-year-old install and you deleted the part number, you're flying blind on what was actually used. Is there a proper way to handle this in FieldPulse? Looked through the inventory settings but didn't spot anything obvious.

Technician location tracking not updating in dispatch view

Teresa Lund — Sat, 14 Mar 2026 08:45:00 GMT

hey having an issue with the map view showing tech locations. their dots havent moved in like 20 mins even though i know they're driving between jobs. is this a known thing or do i need to check something on my end. using chrome if that matters. refresh didnt help one of my guys is already at the second job this morning and the map still shows him at the first location from 8am

iOS app crashes when opening large work orders — known issue?

Art Kowalczyk — Sun, 08 Mar 2026 13:20:00 GMT

In my experience this started happening last week after the 3.3 update. Any work order with more than 10-15 photos or a long checklist (think full electrical inspection) crashes the app 90% of the time when I try to open it. Just black screen then back to home screen.

I've seen this before with other apps when they load everything into memory at once. Is this a known issue or do I need to do something on my end? Using iPhone 12, iOS 17.4, app version 3.3.1.

Right now I'm having to call dispatch to get job details read out to me which is not sustainable.

Clarifying: Signature capture on tablet vs phone — differences?

Connor Burke — Thu, 05 Mar 2026 09:45:00 GMT

So basically I asked about this in another thread but wanted to clarify bc I'm trying to get our whole team sorted before we roll this out next week. We've got guys on iPhones and a couple guys with iPad Minis we want to use for the bigger screen when getting customer signatures. The question is — are there any actual differences in how signature capture works between phone and tablet? Like does the tablet version have more features or is it literally the same thing just bigger? And does orientation matter? One of my guys said he tried it in landscape and the signature box looked weird but idk if that was user error or what. Also side note if anyone's got a preferred stylus that actually works with FieldPulse on iPad lmk, we've tried like three and they're all kinda janky. Thanks!

Import job history from previous system?

Keiko Tanaka — Mon, 02 Mar 2026 09:55:00 GMT

We're evaluating FieldPulse as part of a broader platform consolidation. One requirement from our executive team is maintaining continuity of service history for active customer accounts. Our current system contains approximately 18,000 completed work orders across five years of operation. Are there established pathways to migrate this historical data into FieldPulse, or is the expectation that we begin with a clean slate? I am specifically interested in whether the API supports bulk work order creation with historical dates, or if a managed migration service is available through FieldPulse Professional Services.

Technician shift swap without dispatcher intervention?

Ray DeLuca — Wed, 25 Feb 2026 09:30:00 GMT

Quick question — can technicians swap shifts with each other without me having to manually move things around in the dispatch board? We've got a team of 12 and I'm fielding 3-4 "can you switch my Thursday to Friday" requests every day. Would be nice if they could handle it themselves.

Or is this one of those "technically possible but you'll regret it" situations...

Change company logo on customer notifications?

Brianna Simmons — Tue, 24 Feb 2026 16:30:00 GMT

Hi everyone! I'm so excited to be posting here — I just started as a Service Coordinator at my company about three weeks ago, and I've been tasked with getting our FieldPulse account set up properly for our team. I've been going through all the settings and trying to make everything look professional for our customers!

So far I've managed to get our technician schedules organized and I've been learning how to dispatch jobs, which has been going pretty well thanks to the help from my supervisor. But now I'm working on the customer-facing side of things, and I realized that when I set up a test customer notification (I sent one to my personal phone to see what it looks like), it has the FieldPulse logo at the top instead of our company logo.

I was wondering if there's a way to change that? I looked through the settings menu but I might have missed it — there are so many options! I want our customers to see our branding when they get the SMS and email notifications about their appointments, not the FieldPulse branding. It would look so much more professional that way, and I think it would help our customers recognize us immediately.

Has anyone done this before? Is it even possible? I'm not sure if this is something that requires a certain type of account or if it's available for everyone. Any help would be so appreciated! Thank you so much in advance!!!

Nested reply: Android notification fix didn't work for Samsung devices

Tyler Hatch — Fri, 20 Feb 2026 10:00:00 GMT

hey so i saw the fix in the other thread about android notifications

tried it on my samsung galaxy s23 and still nothing

went into settings > apps > fieldpulse > notifications and everything looks enabled

even turned off battery optimization like the post said

but im still not getting the push when dispatch assigns me jobs

idk if samsung does something different with their one ui thing

anyone else on samsung having this problem or am i just unlucky lol

Admin vs Manager role — what's the difference?

Lindsey Park — Wed, 18 Feb 2026 10:05:00 GMT

Hi everyone! I'm really sorry if this is a silly question, but I've been going through the setup process for our team and I'm feeling a bit overwhelmed by all the different permission levels. I'm the new office manager at a small HVAC company (we have about 12 technicians and 3 dispatchers), and I've been tasked with getting everyone set up in FieldPulse.

I've been reading through the documentation, and I keep seeing "Admin" and "Manager" roles mentioned, but I'm having trouble understanding exactly what the difference is between them? Like, if I want our lead dispatcher to be able to add new technicians but not be able to change billing settings or export all our data, which role would that be? And can a Manager still see all the reports, or is that Admin-only?

I tried looking at the user settings screen, but it seems like there's a lot of overlap and I'm worried about giving people too much access, especially since we're still learning the system and I don't want anyone to accidentally delete something important. We've had some issues in the past with our old system where people could see things they shouldn't have been able to see, so I'm being extra careful this time.

Any help would be so appreciated! I've already learned so much from this community just by reading through other posts. Thank you so much in advance!

Biometric login not prompting consistently

Sylvia Chen — Sun, 15 Feb 2026 15:45:00 GMT

Running into an issue with biometric login on our field team iPhones. Here's what we're seeing:

Works fine on most devices
On ~15% of devices, Face ID prompts only 3-4 times out of 10
No error message — just falls back to passcode silently
Users have to manually tap "Use Face ID" to trigger it

Devices are iPhone 12-15, iOS 18.2-18.3. FieldPulse app v3.3.1.

Anyone else seeing this? Is there a setting we're missing, or is this a known issue?

Dispatcher view all technicians but only edit own team?

Anita Sharma — Thu, 12 Feb 2026 14:40:00 GMT

I am configuring FieldPulse for a multi-region operations structure and require clarification on the granularity of role-based access control.

Configuration details:

We have 3 regional dispatch teams (North, Central, South)
Each team has 2 dispatchers
Dispatchers must coordinate scheduling across regions for resource sharing
Dispatchers should not modify technician assignments outside their assigned region

I have reviewed the Admin, Manager, and Dispatcher role definitions in the documentation. The Manager role permits editing of all technicians, which exceeds our requirements. The Dispatcher role does not appear to support hierarchical scoping by team or region.

Please confirm whether the following configuration is achievable:

View permission: All technicians (read-only visibility across organization)
Edit permission: Technicians assigned to the dispatcher's specific team or region only

I have confirmed that the Team field is populated for all technician records. I am operating on FieldPulse version 3.2.1.

Is this achievable through native configuration, or does it require a custom role configuration that must be escalated to FieldPulse support?

Serialized equipment tracking within inventory

Fatima Al-Rashid — Sun, 08 Feb 2026 15:00:00 GMT

We are evaluating FieldPulse for our field service operations, and a critical requirement from our compliance and warranty management perspective is the ability to track individual serialized equipment units within our inventory system.

From a governance perspective, we require the following capabilities:

Unique serial number assignment per physical unit at time of receipt
Association of specific serial numbers to individual work orders
Full chain of custody from warehouse through installation and return
Audit trail for warranty claims and regulatory inspection

Our current understanding is that FieldPulse inventory management operates at the SKU level. It is worth noting that this would be insufficient for our purposes, as we must distinguish, for example, between "two units of Model X pump" and "Unit SN-2026-0015847 and Unit SN-2026-0015848 of Model X pump."

Has any organization successfully implemented serialized equipment tracking within FieldPulse? If so, what is the recommended configuration approach? Alternatively, is there an established integration pattern with third-party asset management systems that preserves data integrity for audit purposes?

Thank you for your guidance on this matter.

Jobs that breached SLA last month — report available?

Nadia Petrov — Fri, 06 Feb 2026 08:15:00 GMT

The team is preparing our Q1 operational review, and we need to identify which jobs breached SLA commitments during January. From a governance perspective, this is critical for both internal accountability and our client retention discussions.

I can see the Work Order Summary Report and Technician Performance Report, but neither appears to surface SLA breach data directly. Is there a dedicated SLA compliance report, or should I be approaching this through custom filtering?

It is worth noting that we have custom SLA rules configured per service tier, so any solution would need to respect those configurations rather than default timing assumptions.

Filter work order report by job type?

Brandon Okafor — Sat, 31 Jan 2026 11:50:00 GMT

Need to break out our work order reports by job type for monthly review. Currently pulling everything into one sheet and manually sorting. Is there a filter option I'm missing, or do we need to export and manipulate externally? My team needs this for capacity planning and we can't move forward until we have segmented data.

Tablet vs phone feature parity — what's missing?

Josh Mercer — Wed, 28 Jan 2026 13:30:00 GMT

Been running FieldPulse on both tablets (iPad Pro) and phones (iPhone 14) out in the field for about 6 months now. Starting to notice some gaps between the two experiences and wanted to flag them for folks making device decisions. Here's what I've tracked so far: Works on both, no issues: - Work order viewing and updating - Photo capture and annotation - Signature capture - Offline mode sync - GPS check-in/check-out Tablet-only or tablet-works-better: - Split-screen view on iPad — can have work order open alongside maps or PDF manual. Huge time-saver. - Photo annotation precision — drawing boxes/arrows with Apple Pencil vs finger on phone is night and day - Checklist form layout — longer forms don't require as much scrolling, can see full sections at once Phone-only or phone-works-better: - Barcode scanning via camera — feels faster and more natural on phone, less awkward positioning - One-handed operation — obvious, but updating status while carrying gear matters - Pocket-friendly quick checks — pulling phone to confirm next job vs unzipping tablet case Actual gaps (phone missing entirely): - Landscape orientation lock on iPhone — app forces portrait, which is annoying when mounted in vehicle - External keyboard support — Bluetooth keyboard pairs but shortcuts don't work on phone app Unclear if it's missing or I'm missing something: - Customer portal preview — thought I saw this mentioned for tablet but can't find it Anyone else doing the dual-device dance? What am I missing? Especially curious if Android tablets have different gaps than iPad.