← FieldPulse
FieldPulse role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
All-in-one software for trades contractors to handle scheduling, invoicing, customer communication and team management.
Who you'd be calling
Owners and office managers of small HVAC, plumbing, electrical and other trades businesses
Your opener
“Hey [Name], it's [You] with FieldPulse. I know you're probably on a job or in the truck. We make software that handles scheduling and invoicing for contractors. Got 30 seconds to tell me how you're running that today?”
Problems you solve for them
- Scheduling jobs by phone, text and paper causes missed appointments
- Slow invoicing means slow payment
- Owners and techs don't have one place to see jobs, customers and who is where
Discovery questions to ask
- How do you schedule and dispatch your techs right now?
- How long does it usually take from finishing a job to getting paid?
- What do you use to keep track of customers and job history, if anything?
Objections they'll throw at you
“I'm busy, I'm on a job.”
→ Totally understand, I'll let you go. When's a better time today or tomorrow, maybe end of day, for a quick 5-minute call?
“Not interested.”
→ No worries. Out of curiosity, is the way you schedule and invoice working well enough that you don't see a need to change it?
“We already use Jobber or ServiceTitan.”
→ Those are solid tools. What do you like about it, and is there anything you wish it did better for your crew?
“Just email me something.”
→ Happy to. What would be the most useful thing to see, pricing or how scheduling and invoicing works?
Competitors worth knowing
Jobber, ServiceTitan, Housecall Pro
Interview tips for this company
- Use a tradesperson's tone: short, direct, no buzzwords. These buyers are often on a job site when you call.
- Know the problems of a small shop: paperwork at night, chasing payments, missed calls. Be ready to speak to them in plain words.
Written from public information about FieldPulse to help you practice. Ask an insider what their role play looked like; it's the best prep there is.