Switch from FieldPulse
Switching from FieldPulse to JobStack: a step-by-step guide.
You've decided to move off FieldPulse. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.
Why operators leave FieldPulse
- AI features lagged. Voice-to-estimate and AI auto-response became table stakes; FieldPulse hasn't shipped at the pace of AI-native competitors.
- Pricing crept up. Started on Starter, drifted to Professional for one feature, and the annual cost stopped feeling right.
- Wanted sharper solo-tier pricing. FieldPulse's $59 starter is reasonable but JobStack's $29 is materially lower.
- Wanted modern mobile UX. Both work; JobStack's mobile-first design wins on the small details.
What carries over, what changes
Carries over
- Customer list
- Job and visit history
- Open and historical invoices
- Payment records
- Basic equipment records
- Service location data
Needs setup or rethinking
- Inventory data (recreate at simpler depth in JobStack)
- Custom forms
- Recurring jobs (recreate manually)
- Email templates
- Pricebook items (rebuild as JobStack templates)
- Reports and saved views
The migration, step by step
- 1
Export your data
In FieldPulse, go to Settings → Export. Pull CSVs for Customers, Jobs, Invoices, and Payments. Inventory and equipment may need separate export.
- 2
Audit and clean
Standard cleanup pass — duplicates, test entries, stale records. 30 minutes.
- 3
Import into JobStack
Upload CSVs through Settings → Import. Standard field mapping.
- 4
Rebuild pricing templates
Convert your top 20–30 FieldPulse pricebook items into JobStack line item templates.
- 5
Reconnect QuickBooks, Stripe, calendar
Standard integrations, each under 2 minutes.
- 6
Recreate inventory at simpler depth
JobStack inventory is lighter. Set up your most-stocked SKUs; let the long tail go.
- 7
Test with real jobs
Run end-to-end flows; pay attention to invoicing and QB sync.
- 8
Parallel run for a week
FieldPulse stays for reference; JobStack handles new jobs.
- 9
Cancel FieldPulse and archive
Final exports, then cancel.
Common gotchas
-
Inventory data doesn't map cleanly — JobStack's inventory model is simpler. Recreate, don't migrate.
-
Custom forms built in FieldPulse don't have direct JobStack equivalents.
-
Recurring jobs exports are unreliable across most field service platforms; rebuild the top 10 manually.
-
Reports and dashboards reset; JobStack's reporting is different.
-
QuickBooks Desktop: migrate to QBO first if you're on Desktop.
Realistic timeline
- Day 1 Export, audit, sign up for JobStack, import customers/jobs/invoices.
- Day 2 Rebuild pricing templates, reconnect QB, recreate inventory.
- Day 3–7 Parallel run; JobStack for new work, FieldPulse for reference.
- Day 8 Cancel FieldPulse, archive exports.
Ready to start?
Get migration help, free at launch.
JobStack launches soon. Sign up to get early access plus white-glove migration from FieldPulse — we'll get on a screen-share and do most of the work with you.
Get notified + migration helpFrequently asked questions
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Guide verified as of May 2026. FieldPulse feature names and export workflows may change; if a step doesn't match what you see, check FieldPulse's current help documentation. FieldPulse is a trademark of its owner.