We’re proud to offer top-of-the-line mobile estimating software for busy tradesmen. As one of the first materials your customers will see, it’s important that your estimates are clean, mathematically accurate, and up-to-date. With FieldPulse’s contractor estimating software, the days of estimates getting lost in the shuffle or accidentally thrown away by customers are over.
With the FieldPulse app, you can quickly create and sync your estimates, quotes, bids, or proposals from your phone, tablet, or computer. Our app offers pre-made estimate templates that easily let you import customer information directly from your records, and even auto-fill common jobs, so you can spend less time worrying about the details and more time taking on new work.
Once you’ve created your estimate, FieldPulse lets you use that estimate to seamlessly schedule new jobs, or link with existing jobs. You can also view open estimates and get notifications when your emails are opened so nothing gets passed over or forgotten.
We know that explaining pricing to customers can be difficult, especially when they don’t understand the details of exactly what each job requires.
With this new feature, easily store and categorize invoice item templates of labor rates, common supplies used, and equipment installed. Adjust prices on the fly and easily insert items into your estimates without repetitive manual entry. You can even bundle products, materials, and labor rates for common services and re-use templated groupings of items and services.
Our Good, Better, Best feature allows you to offer service bundles to your customers with three options: one value-priced, one mid-range, and one premium. We’ve made it easy to upsell by adding high-end materials and features to your offerings. The Pricebook also comes with simple task descriptions, and images you can upload to help your techs clearly communicate the value of the service to the customer.
Easily create, edit, and upload your contracts directly from the FieldPulse app. From there, you can attach them to your invoices or estimates, and start accepting payments quickly by allowing your customers to complete and sign contracts via our e-Signature feature.
Take e-signatures on contracts, custom forms, and uploaded PDFs. Once you’ve accepted one or multiple signatures, upload documents to customer records and jobs as a PDF for easy and efficient storage.
After the job is finished, it’s important to end on a high note with a clean, accurate invoice. Our invoice app offers easy customization, and integrated product and service bundles for quick and seamless invoice creation. Short on time? Use FieldPulse to auto-generate invoices for common jobs with speed and precision.
You can easily convert estimates into invoices when the job is finished with FieldPulse. All your invoices will be kept neat, organized, and accessible at a moment’s notice.
Our Custom Invoicing feature lets you easily customize your invoices, while also integrating product and service bundles. You can even utilize our integrated markup calculator for speedy inputs, so you can spend less time calculating and more time booking new jobs.
Instantly view costs and profits per invoice, and keep track of all your important files like notes, forms, and maintenance agreements.
With FieldPulse Payments, you can easily request full or partial payments and deposits from your customers via email or SMS with a payment link. If you like being paid on the spot, you can also process your payment directly through FieldPulse on our mobile or web platforms without ever leaving the app.
Quickly sync your invoices with your business’s accounting records with our QuickBooks Online integration feature. With this feature, you can mass import invoice items from QuickBooks or Excel, and add tags that can be filtered by service or product. You can even tag based on taxed or untaxed items.
Once the payment has been made, it’ll show up in QuickBooks as a credit card transaction. Use our contractor invoice app’s e-signature feature to get your customer’s stamp of approval quickly, and easily check in on a payment’s status through the app.
Instantly view costs and profits per invoice and report on revenue over time. If you want to see your profits by week, month, quarter, or year, you can easily select specific date ranges and export customized reports through our Profit Tracking and Reporting feature.
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