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Field Service CRM Integration

Book Every Service Job Straight Into FieldPulse

Marlie AI answers customer calls, qualifies the job, books the visit against crew availability, and pushes customers, estimates, and jobs into FieldPulse so field operations never miss a beat.

All-in-one phone coverage for field service businesses on FieldPulse

All-in-one phone coverage for field service businesses on FieldPulse

FieldPulse runs the full operation for field service businesses — customers, estimates, jobs, dispatch, invoicing, and payments in one app. The bottleneck is almost always the phone: techs are on jobs, the owner is in the truck, and customers calling for urgent service often go to voicemail.

Marlie AI plugs into FieldPulse as a 24/7 receptionist. Inbound callers are qualified, customers and estimates are created, jobs are booked against crew availability, and dispatch happens automatically — so field crews stay loaded and revenue calls stop slipping.

What You Get with Marlie + FieldPulse

Everything you need to connect your phone calls with FieldPulse — fully automated, zero manual work.

Customer Auto-Creation

New callers are created as FieldPulse customers with name, phone, email, address, and job notes captured.

Job Booking & Scheduling

Marlie checks crew availability and books service jobs directly into the FieldPulse calendar with the right service type and duration.

Estimate Creation

For quotable work, Marlie creates a FieldPulse estimate with line items, pricing, and notes ready for tech follow-up.

Service Area Routing

Marlie checks the customer's address against your service area and either books, defers, or politely declines per your rules.

Crew & Dispatch Routing

Jobs are assigned to the right crew based on service type, area, and availability — no manual dispatch required.

After-Hours & Urgent Service

Off-hours urgent service requests are qualified, routed to the on-call tech, and logged in FieldPulse without waking the office.

How It Works

Get up and running with FieldPulse in minutes — no coding required.

1

Connect FieldPulse

Authenticate FieldPulse from the Marlie dashboard. Marlie pulls in your customers, services, crews, and pricing.

2

Configure Booking & Dispatch

Set your service catalog, job durations, service area, crew availability, and on-call rules for off-hours requests.

3

Marlie Answers Every Call

Inbound calls are answered 24/7. Marlie qualifies the job, surfaces availability, and books the visit live with the customer.

4

FieldPulse Stays In Sync

New customers, estimates, jobs, and notes flow into FieldPulse in real time so dispatch and crews are always up to date.

Built for Real Scenarios

See how businesses use Marlie + FieldPulse to capture more leads and streamline operations.

HVAC & Plumbing

Scenario

An HVAC company gets urgent service calls during heat waves and the office can't keep up.

Outcome

Marlie qualifies the job, checks crew availability, books the visit, and dispatches the right tech via FieldPulse — without anyone touching the keyboard.

Electrical & General Trades

Scenario

An electrician runs solo on jobs all day and can't answer the phone.

Outcome

Marlie answers, qualifies the job, books the next opening, and creates the customer and estimate in FieldPulse for the day's wrap-up.

Cleaning & Recurring Service

Scenario

A cleaning company runs recurring residential and commercial routes.

Outcome

Marlie books one-off jobs and recurring services, applies your pricing, and the route is updated in FieldPulse so dispatch stays accurate.

Frequently Asked Questions

Common questions about the Marlie AI + FieldPulse integration.

Which FieldPulse plans work with Marlie?

Any FieldPulse plan with API access works. If your account can connect with other tools today, Marlie will work too.

Can Marlie book jobs against multiple crews?

Yes. Marlie checks each crew's availability in FieldPulse, applies your routing rules, and books the visit with the right team.

Will Marlie create duplicate customers in FieldPulse?

No. Marlie matches callers to existing FieldPulse customers by phone and email and updates the existing record instead of creating a duplicate.

Can Marlie create estimates during the call?

Yes. For quotable work, Marlie can create a FieldPulse estimate with line items and notes so your tech can follow up with a final quote.

How does Marlie handle off-hours urgent service requests?

Marlie qualifies whether it's truly urgent service or can wait, and either books the next opening or routes the call to your on-call tech per your rules.

Are call notes stored on the FieldPulse customer?

Yes. Call summaries and transcripts are written as notes on the matching FieldPulse customer and job, with a link to the full recording.

Ready to connect Marlie AI with FieldPulse?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

Restaurant Powered by Shopify
Easy onboarding

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Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

    Marlie AI + FieldPulse Integration | AI Receptionist For Field Service Operations