Welcome
My Pulse
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Pulse sorts it for you. Say "remind me Thursday 9am…" for a pop-up.
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What do you want to know?
Ask about the business, your email and Drive, or the web. Tell it how things work and it remembers for the whole team. Tap 💡 to suggest a change to Pulse.
Suggested questions
Try one
Recently asked by the team
Business pulse
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Lead sources
Everyone sets sources. Type in the source box to search, pick one, and tap Save. It counts in Pulse right away and gets sent to Housecall Pro.
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Estimate follow-ups
Open estimates over 30 days old, biggest first. Corporate estimates past 30 days are already counted lost, so they aren't here. Tap a button after you reach out. It saves who and when.
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Which corporate client owns this customer?
Corporate quotes count as lost 30 days after the estimate. Everyone else stays on the follow-up list. Your answer saves the moment you pick it.
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Make Pulse better
Want a new number, report, button, or a different way something works? Tap 💡 anywhere and say it in plain English. Ask checks whether someone already asked for it, files it, and you get an email when it's live.
Everyone's ideas
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🔐 Sign-in & security
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Company goals
Owners only. Change a goal here and the Dashboard, My Pulse, the Monday scorecard and Ask all use it right away.
Who changed what
Team logins
Tap Send invite. Your email app opens with the invite ready, so just hit send. They tap the link and pick their own password. Links work once and expire in 7 days.