FieldPulse automation at a glance
| Does FieldPulse have an API? | Yes. FieldPulse documents a REST API for creating, reading and updating data. You request a token from FieldPulse support, and access may depend on your plan. |
|---|---|
| Connects with | Google Sheets, QuickBooks, Gmail, Twilio, HubSpot, Zapier |
| Used by | HVAC, Plumbing, Electricians |
| What we build | Lead intake; Estimate follow-up; Job dashboard; Visit reminders |
Sound familiar?
What trade contractors on FieldPulse tell us before a project starts.

- Web and phone leads are typed in by hand.
- Open estimates are chased one by one.
- Revenue by job type is worked out in a spreadsheet.
- Technician numbers come from separate reports.
- Customers get no reminder before a visit.
What we build
Each one is a working piece you can open and check when it's done.
Lead intake
Form and call leads added to FieldPulse as customers and jobs.
API integrations and data syncEstimate follow-up
Open estimates listed each week, with a reminder to the customer.
n8n, Make and Zapier automationWhat we connect it to: Google Sheets, QuickBooks, Gmail, Twilio, HubSpot, Zapier.
Industries that use it: HVAC, Plumbing, Electricians.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Form to job
Example: an HVAC company gets website requests as FieldPulse jobs.
Website form, FieldPulse APIExample project
Estimate chase
Example: estimates still open after a week go on a follow-up list.
FieldPulse, Google SheetsExample project
Weekly numbers
Example: an owner sees revenue by technician each Monday.
FieldPulse, Looker StudioNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does FieldPulse have an API?
Yes. FieldPulse documents a REST API for creating, reading and updating data. You request a token from FieldPulse support, and access may depend on your plan.
Will this replace FieldPulse?
No. FieldPulse stays the system of record. We build the intake, reports and follow-ups around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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