Pulse guides for connected business operations

Start with a workflow

Follow a practical path through the parts of Pulse that work together.

• Run a project from setup to deliveryCreate a project, connect the client, assign the team, and keep delivery work organised.
• Invoice clients and collect paymentCreate an invoice, send a payment request, and configure PayFast for online payments.
• Build an accurate inventory foundationUnderstand items, stock on hand, units, opening balances, and reorder levels.
• Manage internal work with TicketsCreate boards, route work across branches, and gate decisions with approval columns.

Browse all Pulse guides

Detailed tutorials and feature explanations based on the workflows available inside Pulse.

• ▶

  ▶ Playlist6 parts

  Feature deep-dive

  Branches in Pulse - Managing Multiple Locations From One HQ AccountHow the Pulse Branches feature works: what a branch is, how to create one, how HQ staff access branch data, how cross-branch inventory visibility works, how to route tickets between locations, and what the group dashboard shows.Show 6 parts
  • 1Understanding Branches in Pulse
  • 2How to Create and Manage a Branch in Pulse
  • 3Accessing and Switching Between Branches in Pulse
  • 4Cross-Branch Inventory in Pulse
  • 5Cross-Branch Tickets in Pulse
  • 6The Branch Group Dashboard in Pulse
• ▶

  ▶ Playlist5 parts

  Feature deep-dive

  Commissions in Pulse - How Rep Earnings Are Calculated, Tracked, and PaidHow the Pulse commission system works end to end: setting up revenue or GP-based tiers, what triggers a commission, how periods move from open to paid, how reps track their earnings, and how admins manage attribution and disputes.Show 5 parts
  • 1How to Set Up Commission Tiers in Pulse
  • 2How Commission Is Triggered in Pulse
  • 3Commission Periods, Approval, and Disputes in Pulse
  • 4Reading Your Commission Dashboard in Pulse
  • 5Managing Commissions as an Admin in Pulse
• ▶

  ▶ Playlist5 parts

  Feature deep-dive

  Leads in Pulse - Pipeline, Scoring, Enrichment, and Email SequencesHow the Pulse Leads module works from first contact to client conversion: pipeline stages, automatic lead scoring, enrichment, activity logging, email outreach, and automated sequences.Show 5 parts
  • 1Understanding Leads and the Pipeline in Pulse
  • 2Lead Scoring and Enrichment in Pulse
  • 3Lead Activities and Email Tracking in Pulse
  • 4Turning a Lead into a Client in Pulse
  • 5Email Sequences in Pulse
• ▶

  ▶ Playlist3 parts

  Feature deep-dive

  Expenses and Profit in Pulse - Recording Costs and Analysing Your BusinessHow to record business expenses, organise them by category and supplier, link them to purchase orders, and use the Company Analysis dashboard to see your real revenue, gross profit, expenses, and net profit.Show 3 parts
  • 1How to Record Expenses in Pulse
  • 2Expense Categories and Reporting in Pulse
  • 3Company Analysis and Profit Dashboard in Pulse
• GuideHow the Pulse Calendar WorksWhat events appear on the Pulse calendar, how the calendar fills itself from projects, milestones, payments, and Quick Jobs, and how to add your own calendar events.
• ▶

  ▶ Playlist4 parts

  Feature deep-dive

  Projects in Pulse - Milestones, Files, Collaboration, and PaymentsEverything you need to run client projects in Pulse: create and track projects, manage milestones, share files, invite collaborators, and connect project work to invoices and payments.Show 4 parts
  • 1How to Create a Project in Pulse
  • 2Project Milestones and Progress Tracking in Pulse
  • 3Project Files and Collaborators in Pulse
  • 4Project Quick Links and Payment in Pulse
• ▶

  ▶ Playlist8 parts

  Feature deep-dive

  Payments in Pulse - Invoices, Quotes, PayFast Links, and Manual PaymentsHow Pulse billing works: create invoices and quotes, send payment-ready documents, use PayFast when your credentials are configured, record offline payments, and track every active or historical payment from one place.Show 8 parts
  • 1Invoices, Quotes, and Payments in Pulse - What Each One Is For
  • 2How to Create and Send an Invoice in Pulse
  • 3How to Create Quotes in Pulse
  • 4PayFast Links and Credentials in Pulse
  • 5How to Record Payments Received Outside PayFast
  • 6Understanding the Payments Page in Pulse
  • 7Quick Job Payments in Pulse
  • 8Payment Statements and Records in Pulse
• ▶ Playlist4 parts

  Feature deep-dive

  Forms in Pulse — Custom Intake Forms for Any WorkflowHow Pulse Forms works: design custom intake forms, attach them to ticket categories, and share public links so anyone can submit a request that becomes a ticket automatically.Show 4 parts
  • 1Building Your First Form Part 1 - Fields, Options, and Publishing
  • 2The Form Library Part 2 - Managing and Assigning Forms to Categories
  • 3Filling a Form When Creating a Ticket part 3
  • 4Public Form Links Part 4 — Ticket Intake Without a Pulse Account
• ▶ Playlist6 parts

  Feature deep-dive

  The Complete Pulse Inventory GuideEverything you need to master inventory management in Pulse — from setting up items and stock levels through purchase orders, multi-branch SKUs, piece tracking, and yield reporting.Show 6 parts
  • 1Inventory in Pulse — Part 1: items & stock on hand
  • 2Inventory in Pulse — Part 2: suppliers, the catalog & purchase orders
  • 3Inventory in Pulse — Part 3: the stock ledger (receiving, issuing & movements)
  • 4Inventory in Pulse — Part 4: stock counts, adjustments & write-offs
  • 5Inventory in Pulse — Part 5: the catalog & cross-branch SKUs
  • 6Inventory in Pulse — Part 6: pieces, offcuts & the usage report
• ▶ Playlist6 parts

  Feature deep-dive

  Tickets in Pulse — Kanban for Internal Service TeamsHow Pulse Tickets works: a structured kanban system for routing internal work requests between team members, departments, and branches — with automation rules, custom forms, and structured intake.Show 6 parts
  • 1Getting Started with Tickets [Part 1] - Your First Board and Ticket
  • 2Organising Tickets [Part 2] - Categories, Priorities, Assignees, and Comments
  • 3Cross-Branch Ticket Routing [Part 3] - Sending Work Requests Between Branches
  • 4Ticket Approvals [Part 4] - Gatekeeping Decisions in Kanban
  • 5Automation Rules [Part 5] - Making Your Board Work for You
  • 6Forms and Named Intake Routes [Part 6] - Structured Ticket Intake
• GuideHow to add your PayFast credentials in PulseAdd your PayFast credentials in Pulse under PayFast Settings. Unlock with your PIN, accept the 1% platform fee, choose Sandbox or Live, enter your Merchant ID, Merchant Key and optional passphrase, then Save. This enables online payment links on invoices and payment requests.
• GuideHow to create an invoice in PulseCreate a detailed invoice in Pulse from Invoices → New Invoice. Choose Invoice or Quote, select the client under Bill To, add line items with quantities and prices, set the dates, then Send. Pulse generates a PayFast payment link you can email or copy.
• GuideHow to create a payment request in PulseTo request a payment in Pulse, open Payments and click Create Payment Request. Choose project-based or standalone, enter the amount, due date and description, then Create & Send. Pulse generates an invoice and a PayFast link your client can pay online.
• GuideHow to create a project in PulseCreate a project in Pulse by opening Projects and clicking New Project. Pick the client, give it a name, set the status and dates, then save. The project becomes the hub for milestones, files, chat, and payment requests.

About these guides

These guides document real Pulse workflows for service businesses. They explain how projects, billing, payments, suppliers, inventory, branches, and reporting connect, with each guide linking to the next useful step.