Pulse is a project management tool that allows businesses to have visibility on jobs across existing databases on a single platform. This means we can connect to external systems, and place the important information in the forefront to be easily managed and viewed. You can also add new projects directly into Pulse, and configure the fields to suit what type of project it is. You can do this by using the Pulse Admin portal, which you can learn more about here. 

Pulse v2 Homepage

You can search for projects or jobs on the left hand side of your page, or add new projects to Pulse using the "Add new project" button. Adding new projects will be necessary if you don't have any integrations set up with external systems. If you're not sure on when you should be manually creating a new project, contact your manager.

Action Buttons and Indicators

Your front-page of Pulse has some buttons and indicators that help you understand at a glance where each project is at. See below:

Actions Column: 

Pencil: Click on the pencil to edit the project
Eye: Click on the eye to view the project. The eye is also an indicator that the project has been completed, and can no longer be edited. 

Jobs Indicator Column:
You may notice that there is a combination of filled circles or circles with a colour outline but no fill. The colours will indicate different types of job. As the job colours are custom, the colours will be different for each organisation, however whether they are filled or "no fill" will be an indicator.
Filled Circle = the job has been completed
No fill Circle = the job has not been completed

In the above example, the first line has uncompleted jobs pending, the second line has one completed job, and the third has two completed jobs, and one job incomplete. 

Export to CSV
You can find the button in the top right hand corner of the Pulse homepage:

Google Maps, Tom Tom and Nearmaps Integrations
Understanding where your jobs are can help with resource allocation and managing the incoming jobs. We've integrated Google maps by default into Pulse to make this easy to visualise and plan - just use the "pin" icon in the top right hand corner of the page to view.

Clicking on this button will open Google maps on the right hand side of your page. We'll show you a heat-map of your job locations, but you can zoom in and out to see more detail. 

If you have a Nearmaps account, you may add your API key into Pulse via the Admin Portal. Click here to learn how to generate your API Key for your Nearmaps account.

To search Pulse for an existing project, first use the "Project Type" drop-down selection to choose what type of job you are looking for. 

You may also search for individual jobs - just select the tab for "Jobs" at the top of the search panel.  We recommend using the extra fields such as "Open" or "Status" to find jobs that need to be looked at based on status.

Adding New Projects

To get started on adding new projects, you must first select what type of project that you'd like to add. 

This will determine what kind of fields that you will be required to fill, but also automatically tag that project with that type. Follow the prompts to fill all required fields, then don't forget to hit "Create Project" in the top right hand corner of your page.

Viewing Projects

To view a project, hover your mouse over the address line so that it highlights, then click. This will open a snapshot of the project in the centre of your page. 

You can use the headers at the top of this panel to choose what you'd like to view. 

Click here to learn more about manually adding new jobs into Pulse.

For the full web site, click here.


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