Sending Estimates & Invoices to Customers

Sending Estimates & Invoices to Customers

In this guide, we’ll show you how to send an invoice to a customer. Follow the same steps to send an estimate. 

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The simplest way to send an estimate or invoice in FieldPulse is directly through the platform. To do this, navigate to the invoice you want to send. On the Invoice record, click Preview.

After clicking preview, you will be able to see what the invoice looks like before sending it to your customer. To customize what appears on this specific invoice, use the checkboxes on the right side of the screen.

These changes are for this invoice only and won’t affect your default settings. You can edit your default invoice settings in Company Settings under the Estimates & Invoices tab.

Once you’ve selected your preview settings, review the estimate or invoice across mobile, tablet, laptop, and PDF views. This ensures that no matter how your customer sees it, the document is clear and appears exactly as you intended.

Mobile View:

Tablet View:

Laptop View:

PDF View:

Once you’ve confirmed the preview looks perfect across all views, click Email to Customer at the top of the page to send it.

On the next page, a window will pop up with the email details. Adjust the subject line and body as needed and double check the recipient details.

Note that FieldPulse uses your name in the “From” field and your customer can reply directly to you.

You can also attach files to share with your customers.

After scrolling past the subject and body of the email, you’ll see a section for attaching files. You have a few different options:

• Visible Files: Select files previously uploaded to the original job or estimate

• Email Attachments: Choose from additional files already on record

• Upload Additional Files: Click the blue button to add new files from your device

For FieldPulse Payments users only:

Customize how you send and receive payments! You’ll see options to:

• Request a signature

• Include a payment request

• Accept specific payment methods, such as credit/debit cards or bank transfers (ACH)

• Offer a customer loan through Acorn Finance

• Adjust the payment request amount by a specific dollar amount or percentage

• Attach a voice-over audio recording. This is a great option if you want to guide your customer through the estimate or invoice but don’t have time for an in-person conversation or phone call.

You can also send your customer a text message at the same time. Just check the box to enable the SMS option, enter the customer’s phone number and the message you want to send.

Please note, this is a one-way message. Customers won’t be able to reply to this number.

Once everything looks good, click the green Send button**.**

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FAQs

Are estimate emails that are sent multiple times always grouped in a thread, or can they be sent as separate emails?

To change your email thread (or conversation view) settings so that each message appears as a separate email instead of being grouped into a thread, follow these steps based on your email provider:

Gmail (Web):

1. Open Gmail.

2. Click the gear icon in the top right corner and select See all settings.

3. Under the General tab, scroll to Conversation View.

4. Select “Conversation view off”.

5. Scroll to the bottom and click Save Changes.

Outlook (Web - Outlook.com):

1. Open Outlook.

2. Click the gear icon in the top right.

3. In the search bar, type “conversation view”.

4. Choose “Off” under Conversation view.

Outlook (Desktop App):

1. Open Outlook.

2. Go to the View tab at the top.

3. Uncheck Show as Conversations.

4. Choose whether to apply it to just the current folder or all folders.

Apple Mail (Mac):

1. Open Mail.

2. Go to Mail > Settings (or Preferences).

3. Under the Viewing tab, uncheck “Include related messages” or “Organize by conversation”, depending on your macOS version.

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Video Tutorial

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.