FieldPulse review

FieldPulse documents its maintenance agreement workflow in more detail than any other vendor here. A tech adds the plan to the estimate or invoice already in progress, and FieldPulse creates the agreement once the customer accepts or pays, counting today's job as the first visit. Agreements can be saved as templates and can bundle services on separate schedules, such as a twice-a-year tune-up and a yearly inspection. Visits land on the dispatch board automatically, either in the first open slot or on a fixed day each cycle, and plans can sell a bank of on-demand visits. The office sees what is due, overdue or up for renewal, and automatic reminders go out before an agreement ends. Billing can run on its own cadence, with two-way QuickBooks Online sync. The Maverick AI assistant is included on all plans. The drawback is that pricing is seat-based and quote only.

Who it is for

HVAC companies whose growth depends on selling and scheduling maintenance agreements.

Price

See vendor pricing (USD check pending); seat-based custom quote.

US price check pending. See the vendor pricing page.

Key features

• Maintenance agreements created from the estimate or invoice the tech is already writing
• Agreement visits booked on the dispatch board automatically, including visit banks
• Renewal reminders to the team and the customer before an agreement ends
• Billing on its own cadence with two-way QuickBooks Online sync
• Maverick AI assistant on all plans, plus pricebook, asset management and fleet tracking

Strengths and weaknesses

• Strength: The most detailed agreement workflow among the tools we compared
• Strength: Can combine two services due the same month into one trip
• Strength: AI office assistant included on all plans
• Weakness: No published prices
• Weakness: Quote-based pricing makes comparison harder
• Weakness: Operator AI for call capture is a separate product

Key facts

• Pricing model: Seat-based, custom quote
• Agreements: Templates, multi-service bundles, renewals
• AI: Maverick office assistant on all plans
• Accounting: Two-way QuickBooks Online sync

Where it ranks

FieldPulse is No. 6 in our Best HVAC Software verdict.