Platform
How it's hosted, secured and connected
You get a working system and someone else's problem to run it. Underneath, it's built so your data stays yours, your margins stay private, and your history stays trustworthy.
Fully managed
You run a service business, not a server. We host the platform, keep it patched, take the backups and handle the upgrades. There is nothing for you to install and no IT contractor to keep on retainer.
- Your own isolated instance
- Every customer runs on their own application stack with their own database. Your data is never mixed into a shared table with another contractor's.
- Updates handled for you
- New features and fixes are deployed for you. Users are prompted to reload when a new version is ready rather than being interrupted mid-job.
- Backups as part of the service
- Because attachments live in the database alongside the records, a single backup is a complete backup: there's no separate file store to lose.
- Nothing to install
- The office works in a browser. Technicians install the app to their home screen from the same address. No app store approvals, no MDM rollout, no desktop client.
Your data stays yours
Managed hosting shouldn't mean a hostage situation. The data model is a single standard PostgreSQL database, and the interface exports from essentially every screen.
- Export from anywhere
- Every list (customers, work orders, invoices, payments, items, equipment, serialized units, stock locations) exports the current filtered, sorted view to CSV in one click.
- Import to get started
- Bring customers, catalog items, equipment and opening stock in from CSV, with downloadable column templates for each.
- Standard, portable storage
- One PostgreSQL database with a documented schema. No proprietary format, and no data held in a shape only we can read.
- Documents you keep
- Quotes, invoices, agreements and inspection forms all generate as PDFs you can download and archive yourself.
Security & access control
Field service software holds your pricing, your margins and your payroll. Access is controlled at a level of detail that lets you give people exactly what their job needs.
- 32 individual permissions
- Across 21 groups, editable per role from a matrix in the settings screen. Voiding an invoice, viewing pay rates, seeing financial reports and issuing parts to a job are separate keys you grant independently.
- Enforced on the server
- Costs, margins and pay rates are stripped from the response before it leaves the server. A technician's phone never receives a number they aren't cleared for, so there's nothing to find by inspecting the app.
- Changes take effect immediately
- Deactivating a user or changing their role applies on their very next action. No waiting for a session to expire.
- Microsoft 365 single sign-on
- Staff sign in with their existing work account. Sign-ins are restricted to your email domain, and an account created through SSO is always provisioned at the lowest privilege level.
- Complete audit trail
- Every successful change anywhere in the system is logged with the user, action, record, timestamp and IP. Passwords and secrets are stripped before the entry is written.
- Hardened by default
- Encrypted passwords, rate-limited sign-in and password changes, and standard browser security headers. The system refuses to start on an insecure default configuration.
Financial & inventory integrity
Anything touching money or stock is built to be correctable rather than editable, so your history stays trustworthy months later when someone asks what actually happened.
- Reverse, don't delete
- Payments and inventory movements are reversed with a linked entry that keeps the original on the record, the way a general ledger works.
- All-or-nothing operations
- Multi-step actions such as receiving a purchase order or paying an invoice from account credit either complete fully or don't happen at all.
- Guards against double-work
- The same maintenance visit can't be generated twice, and the same contract period can't be invoiced twice, enforced at the database level rather than by a warning message.
- No silent overwrites
- If two people edit the same work order at once, the second save is rejected instead of quietly discarding the first person's work.
- Self-healing receipt totals
- Received quantities are recalculated from the receipts themselves before any check runs, so a reversed receipt can never leave a purchase order showing a total that isn't real.
Integrations
What it connects to
A short list, deliberately. Each one is a real, working integration rather than a logo on a slide, and the scope of each is stated plainly.
QuickBooks Desktop
Customers, invoices and payments, one way, into QuickBooksA full Web Connector integration. Customers, invoices and payments sync from PulseService into QuickBooks Desktop, in dependency order so an invoice never arrives before its customer. You download the connector file from the settings screen, and there's a queue you can watch, with per-item retry when something needs attention. PulseService is the system of record; nothing is written back over your data.
Microsoft 365 email
Sending quotes, invoices, agreements and inspection formsDocuments are sent through your own Microsoft 365 tenant, so they come from your real company address and land in your sent items. A standard SMTP server can be used instead if you're not on Microsoft 365.
Microsoft Entra ID sign-in
Single sign-on for staffStaff sign in with the work account they already have. Access is restricted to your email domain, and accounts provisioned this way always start at the lowest privilege level.
Push notifications
Technician job assignmentTechnicians receive a notification on their device when they're assigned a work order, opted in per device.
Mapping & geocoding
Address plotting and directionsService addresses are placed on the map automatically, and directions hand off to the maps app already on the technician's phone.
Note: the QuickBooks integration is for QuickBooks Desktop. QuickBooks Online is not supported: see the full list of what's not included. For how the Desktop sync actually works, see QuickBooks Desktop sync.
Bring your IT person
Happy to go as deep as you want on hosting, backups, access control and the QuickBooks sync. There's nothing here we'd rather not explain.