Invoice and estimate overload? Here’s how businesses are saving time with FieldPulse
- Whether out in the field or in the office, quickly create itemized estimates and invoices for customers
- Automatically calculate totals
- Keep pricing at your fingertips
- Attach photos, files, and contracts
- Take payments and signatures via phone/email
- Automate time-consuming parts of your day
- Stay on top of your costs/profit
- Integrate with Xero/QuickBooks
Keep pricing at your fingertips
With FieldPulse, even the most complex estimates and invoices can be drafted in the field by technicians and submitted on the spot or sent to managers for remote approval.
- Store invoice item templates of labor rates, common supplies used, equipment installed, easily insert them into your invoices without repetitive manual entry
- Bundle together products, materials, and labor rates for common services
- Adjust prices and descriptions on the fly
- Limit technicians’ exposure to invoices, payments, and business activity with user roles and permissions
Never open the calculator app again
- Automatically calculate subtotals, tax, and totals.
- Insert quantities based on square footage as well as job duration or timesheet totals.
- Include discounts by percentage or a set amount and automatically calculate the total discount and how much customers owe after discounts.
- Assign automatic mark-ups to line items on estimates and invoices.
Monitor costs and profit
- View your costs and profit breakdown by invoice, job, revenue over time, or products vs. services.
- Track job costs by line item, allowing you to look at overall job profitability and see which jobs (and which techs) are costing you money or are true profit centers.
- Track sales commissions for every project: Set up standard commissions, determine how commissions are tracked (gross sales or gross profits), and assign commissions to specific items.
Attach files, photos, contracts, and custom forms
- Upload files like warranty information, reports, or maintenance agreements
- Create custom forms and make them visible or editable by users’ role
- Take and upload photos directly from the app or insert photos from your phone’s library with custom titles and descriptions
- Create multiple contracts and attach a default contract to invoices/estimates that can be edited as needed
- Send files and photos as email attachments to customers alongside estimates and invoices
Take payments anywhere
- Collect payments on-the-spot with your phone and send online payment requests via email with FieldPulse’s integrated payment system.
- Easily run reports or filter invoices to see which payments are overdue.
- Mark partial or full payments and never lose track of payment history with documented payment records.
- Easily convert the accepted proposal to a customer invoice by changing its status. No more recreating estimates to invoice.
- Set reminders and get notifications when emails are opened to stay on top of opportunities and ensure nothing gets swept under the rug.
- Instantly fill out invoices with autofill and auto-generate basic invoices for common jobs.
- Automate time-consuming parts of your day, like reminding customers to approve estimates, pay invoices, and even schedule their next service with customizable emails.
Xero & QuickBooks Integration Done Right
FieldPulse offers the easiest, most complete sync with Xero and QuickBooks. Most programs just do a basic, limited integration and leave it. We do it right.
Get started in just a few minutes by registering for a free trial. No hardware setup. No maintenance costs. No hidden fees. All data hosting and data backup is managed for you in the cloud. Simply open the WebApp or mobile app and login with your credentials.
“I’ve used FieldPulse from day one of our HVAC business. Couldn’t be happier with the way it streamlines invoicing, estimates, customer linking to QuickBooks. I’m able to do everything from my smart phone in the field.”
“I am really enjoying this program. My service tech used it for the first time today, and he enjoyed how he had all the information right in one spot. All the job info!”
“Hey there, just wanted to say great job on the new invoicing system. Totally makes QuickBooks invoices obsolete for us.”
Try FieldPulse FREE for 14 Days
Contractors and small field service operators rave about FieldPulse, the simple and easy scheduling, job management, invoicing solution that is easy to use and makes running your business a piece of cake. All FieldPulse subscriptions include friendly, live, US-based support and a complementary membership to FieldPulse Academy where you can access a community of similar business operators sharing free tips and advice.