# FieldPulse and Volty

> Homeowners on WhatsApp book an HVAC or plumbing visit into FieldPulse open slots through Volty, and customers ask by email what is left on an invoice.

HVAC, plumbing and electrical contractors on FieldPulse let Volty book repair visits into open slots from WhatsApp and tell customers what they still owe on an invoice.

Talk to Volty · Free trial

Updated 2 Nov 2026

## Warm air from the vents

Curtis's AC is running hot. Volty finds Tuesday slots in FieldPulse and books his pick.

CR

Curtis Reynolds

WhatsApp · Homeowner

Our AC quit this morning. It's running but blowing warm. Can someone come out?

Checked FieldPulse · Curtis Reynolds · 1180 Pecan St · Open slots Tue

Volty

Sorry about that, Curtis. We can get a technician to 1180 Pecan Street on Tuesday:

Tue Nov 3 · AC repair

8:00 to 10:00 am · 1:00 to 3:00 pm

Morning please

Volty Booked: Tuesday, November 3, between 8 and 10am. The diagnostic visit is $89, and it comes off the repair if you go ahead.

Google Calendar

FieldPulse schedule · Tue Nov 3

Tech: Andy

Tech: Mei

9a · 10a · 11a · 12p · 1p · 2p · 3p · 4p

AC repair · Reynolds · Furnace tune-up · Lopez

Install · Bishop · Maintenance · Hale

## What Volty does with FieldPulse

FieldPulse is field service software for HVAC, plumbing and electrical contractors, covering jobs, estimates, invoices and the dispatch schedule. Volty books a repair visit into an open FieldPulse slot from WhatsApp once the homeowner picks a time, and tells them the diagnostic fee. Customers who email about an invoice hear the balance after their deposit.

- Repair visits booked · Open slots shown as buttons, booked once the homeowner taps one.
- Diagnostic fee up front · Volty states your fee and how it applies to the repair.
- Balance after deposit · Invoice total, paid amount and due date.
- Homeowner confirms · No job is created until they choose a slot.

Connects with

FieldPulse API, key issued by FieldPulse support

Volty reads

Customers, jobs, schedule, estimates, invoices

Volty can change

New jobs, Off until switched on

Setup

The Volty team, after FieldPulse issues the key

Category

Field service & construction

The crew stays on the condenser while Curtis gets his answer.

### What's left on 4417

Nancy emails about her water heater invoice. Volty reads it.

ND

Nancy Delacroix

Gmail · Customer

Can you tell me the balance on the water heater invoice?

Checked FieldPulse · Invoice 4417 · $1,860 · $500 paid · Due Nov 15

Volty Hi Nancy, invoice 4417 for the water heater is $1,860. You paid a $500 deposit, so $1,360 is due by November 15.

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Tune-up season

- When · First of the month · Scheduled
- Step 1 · Finds maintenance due · Agreements this month
- Step 2 · Offers a visit · An approved template
- Step 3 · Books or hands off · To dispatch

Tuesday 8 to 10am, chosen by Curtis on WhatsApp.

## How Volty connects to FieldPulse

FieldPulse's API keys are issued by FieldPulse on request, and its webhooks cover job, estimate and invoice events. The Volty team gets the key with you and sets Volty up as a custom connection.

- 01 · Request a key from FieldPulse · Email support@fieldpulse.com or use the in-app chat.
- 02 · Share it with our team · The API allows 50 requests per second, plenty for chat lookups.
- 03 · Approve it once in Volty · A workspace admin does this.
- 04 · Set the switches · Creating jobs starts Off. Reading invoices can be On.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Find customer · Reads
- Read open schedule slots · Reads
- Read invoice balance · Reads
- Create job · Changes

Reading tools can be turned on straight away. Anything that changes FieldPulse starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### How do we get a FieldPulse API key for Volty?

FieldPulse issues API keys itself. You request one from FieldPulse support at support@fieldpulse.com or through the in-app chat, then share it with our team for setup. There is no screen in FieldPulse where you generate it yourself.

### Can Volty book a job straight onto a technician's schedule?

Once the job tool is on, yes. Volty reads open slots, offers them to the homeowner, and creates the job for the slot they pick. Dispatch can still reassign it in FieldPulse. The tool starts Off, and Check with staff makes each booking wait for dispatch.

### Does Volty take payment on a FieldPulse invoice?

No. Volty reads the invoice total, what has been paid and the due date. Payment stays in FieldPulse, for example by the invoice link your office already sends, and Volty can point the customer to it.

### How much does it cost to connect FieldPulse with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- Housecall Pro Field service & construction
- BuildOps Field service & construction
- QuickBooks Accounting & ERP
- WhatsApp Business API Messaging channels
- Gmail Email

All integrations

## Start your free trial

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## Not convinced? Hear more from our CEO and Volty

The Leonard and Volty Show · 8 October 2026

### Meta now charges for WhatsApp replies

The Leonard and Volty Show · 1 October 2026

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### Trust in the AI world

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### Does the AI model matter?

The Leonard and Volty Show · 19 August 2026

### What are AI agents?

Meta now charges for WhatsApp replies. Here's what it means for your business, 8 October 2026

## Links

- [Field service & construction](https://voltade.com/integrations?category=field-service)
- [Housecall ProField service & construction](https://voltade.com/integrations/housecall-pro)
- [BuildOpsField service & construction](https://voltade.com/integrations/buildops)
- [QuickBooksAccounting & ERP](https://voltade.com/integrations/quickbooks)
- [WhatsApp Business APIMessaging channels](https://voltade.com/integrations/whatsapp)
- [GmailEmail](https://voltade.com/integrations/gmail)
- [All integrations](https://voltade.com/integrations)
