product features

Best Estimating and Invoicing Software for Growing Business

FieldPulse’s Estimates and Invoices feature streamlines the process of generating estimates, sending invoices, and collecting payments. The software can be customized to meet specific business needs, allowing users to tailor invoices and contracts to fit their unique requirements, thereby enhancing professionalism and streamlining billing process. Provide your customers with professional, accurate quotes and ensure timely payments with ease.

Generic service icon representing business software tools and features.

Estimates in a single click

FieldPulse’s Estimates tool allows you to build and send accurate quotes quickly by using data-driven insights from pre-set service prices and job details.

Icon representing automated invoicing for field service businesses.

Get Paid Faster

Automatically generate invoices with clear due dates, send them to customers in real-time, and reduce delays in getting paid.

Illustration of a technician preparing a service estimate using digital tools.

On-the-Spot Payments

Whether it’s a deposit or full payment, customers can pay via credit card or mobile payment, making transactions quick and convenient.

Explore the Platform

Estimate Software

Easy Estimates On The Go

Create detailed estimates directly from the field from any device. With FieldPulse, you can add labor, materials, and services in real-time, ensuring that customers get a professional and accurate quote. The software manages various documents, streamlining your workflow.

  • Pre-Set Service Pricing: Use pre-defined service pricing to build estimates quickly and consistently across all jobs.

  • Customizable Estimates: Customize quotes to reflect specific customer needs or job requirements, ensuring transparency and professionalism.

  • Instant Estimate Delivery: Send estimates to customers via email or SMS as soon as they’re ready, improving response times and winning more bids.

Mobile dashboard showing customer requests and completed jobs

Flat-Rate Estimate Software

Add Upsells and Add-Ons

Increase your revenue opportunities and enhance sales by offering customers additional services and products directly within your estimates. FieldPulse’s integration with the Pricebook allows you to quickly add upsells and extras, giving your customers a clear, itemized view of all options.

  • Seamless Pricebook Integration: Use your pre-set prices from the Pricebook to effortlessly include additional services, materials, or upgrades in your estimates.

  • Flexible Add-Ons: Customize each estimate with optional add-ons, allowing customers to select extra services that fit their needs and budget.

  • Transparent Pricing: Ensure clarity and transparency by displaying itemized pricing for all add-ons, helping customers make informed decisions and increasing the likelihood of upselling.

Real-time job tracking and customer communication in a field service app

Invoice Software

Faster Payments

FieldPulse’s invoicing tool lets you automatically create and send invoices as soon as a job is completed, ensuring that you get paid on time without the hassle of manual billing.

  • Convert Estimates to Invoices: Turn approved estimates into invoices with one click, streamlining the process from start to finish.

  • Customizable Invoices: Personalize invoices with your branding, terms, and conditions to maintain a professional appearance.

  • Automated Reminders: Set up automated payment reminders for customers to avoid delays and ensure timely payments.

Technician scanning inventory to update stock levels in a service app

FAQs

Estimates and Invoicing software is designed to optimize and streamline various aspects of estimates and invoices. Estimate software helps reduce time creating manual estimates and delivering them to customers by offering a mobile or web app that allows you to create an estimate in seconds. In FieldPulse, you can create estimates with various options for your clients to choose from, include add-ons and maintenance service agreement options. Clients can then accept the estimate digitally with a legally binding signature.

Then, create an invoice directly from the accepted estimate. Gone are the days of sorting through papers to figure out what the customer wanted. Reduce errors and keep your customers happy. Finally, you can program your invoice software to automatically send invoices and keep a clear record of payments that are outstanding. Stop wasting time chasing customers and make it easier than ever for your business to get paid.

With FieldPulse, use estimates and invoices software to improve efficiency, reduce manual tasks, and enhance overall business operations.

Explore Resources

Learn more about how FieldPulse helps field service teams streamline their business, provide better customer service, and get paid faster.

All Blogs

How much will you grow?

See how FieldPulse can take your business further.

Estimate and Invoice Management Software for Field Service Teams