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Who uses this: Admins and Team Managers hold the Create & send Estimates/Invoices permission, it is configurable for Service Agents, and Limited Agents do not have it. Availability: All regions.
You send an estimate or invoice to a customer from the record itself in FieldPulse, with no exporting and no separate email program. The steps are the same for both documents — this article uses an invoice as the example, so follow the same steps to send an estimate.

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Overview

To send an estimate or invoice, you open the record, preview it, adjust what appears on that one document, and email it to the customer. FieldPulse puts your name in the From Name field of the email, so the customer can reply directly to you. If you use FieldPulse Payments, the same email window also carries a signature request, a payment request, and a text message to the customer’s phone.

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Video walkthrough

Video walkthrough: sending an invoice to a customer

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Before you begin

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On web

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Preview the estimate or invoice

  1. Open the estimate or invoice you want to send, then select Preview on the record. The Invoice Record Info tab for Invoice #1120 with the Preview button highlighted, next to Finalize Invoice, Actions, and Edit
  2. Customize what appears on this one document using the checkboxes on the right side of the preview screen, such as Attach Contract to Invoice, Display Line Items, and Display Line Item Unit Price on Invoice. The invoice preview in the Laptop view with the per-document settings panel highlighted on the right, showing Amount Due Displayed, Attach Contract to Invoice, Contract Signature Lines, and the Display Line Item checkboxes
    These changes apply to this document only and do not change your default settings. Edit the defaults in Company Settings under the Estimates & Invoices tab.
  3. Review the document in the Mobile, Tablet, Laptop, and PDF views so it reads clearly no matter how the customer opens it.
The Mobile tab of the invoice preview highlighted, with the invoice rendered inside a phone frame
The Tablet tab of the invoice preview highlighted, with the invoice rendered inside a tablet frame
| The Laptop tab of the invoice preview highlighted, showing the full-width invoice with the Invoice Summary and line item table | The PDF tab of the invoice preview highlighted, showing the invoice PDF with Download PDF and Save PDF To Record above it |

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Email the estimate or invoice

  1. Select Email To Customer at the top of the preview. The invoice preview with the green Email To Customer button highlighted at the top, beside Toggle Full Screen Preview and More Actions
  2. In the Email Invoice window, check the recipient details and adjust the Subject and the Body. FieldPulse fills the From Name field with your name, so the customer can reply directly to you. The Email Invoice window with the From Name, To, BCC, From Email, and CC fields filled in and the Subject and Body fields highlighted
  3. Scroll past the subject and body to the attachments section and add any files you want to send. You have three options:
    • Visible Files — files already uploaded to the original job or estimate.
    • Email Attachments — other files already on record.
    • Upload Additional Files — new files from your device.
The Email Invoice window scrolled to the highlighted Visible Files and Email Attachments dropdowns and the blue Upload Additional Files button

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Payment, signature, and text options for FieldPulse Payments users

If you use FieldPulse Payments, the email window includes options to:
  • Request a signature on the document with Include Signature Request. See How to Request a Customer Signature.
  • Include a payment request, and set the Payment Request Amount as a dollar amount or a percentage.
  • Accept specific payment methods, such as credit and debit cards or bank transfers (ACH).
  • Offer the customer a loan through Acorn. See Setting Up Acorn Finance.
  • Attach a voice-over audio recording, which walks the customer through the estimate or invoice when an in-person conversation or a phone call is not an option.
The Email Invoice window with the payment options highlighted — Include Signature Request, Include Payment Request, Credit/Debit Card, Bank Transfer (ACH), Include Customer Loan Offer Through Acorn, Payment Request Amount, and Attach Voiceover Audio Recording To send a text message along with the email, select Simultaneously Send SMS To Customer, enter the customer’s Phone Number, and write your SMS Text. The Email Invoice window with Simultaneously Send SMS To Customer checked and the Phone Number and SMS Text fields highlighted
The text message is one-way. Customers cannot reply to that number.

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Send the email

Once everything in the email window looks right, select the green Send button. The bottom of the Email Invoice window with the green Send button highlighted next to Cancel

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FAQs

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Can I stop repeated estimate emails from grouping into one thread?

Grouping is controlled by the customer’s email provider, not by FieldPulse. To have each message arrive as a separate email, turn off conversation view in the email client.

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Still need help?

Reach the FieldPulse support team at support@fieldpulse.com or through the chat feature in the bottom-right corner of your screen. Your send is working when the preview reads clearly in every view, the email goes out with your name in the From Name field, and the customer opens the estimate or invoice and replies straight to you.