Setting Up Alternative Company Profiles
Add a second company profile in FieldPulse with its own logo and contact details, then switch an estimate or invoice to that brand before you send it.
Setting Up Estimate & Invoice Templates
Build a reusable estimate or invoice template in FieldPulse with saved line items, notes, files, and a contract so repeat jobs start prefilled.
Setting Up Custom Estimate & Invoice Themes
Build a theme with your brand colors in FieldPulse Company Settings, set it as your default, and switch a single estimate or invoice to another theme.
How to Use Estimate & Invoice Templates
Import a saved template into a new estimate or invoice in FieldPulse, then adjust the line items, quantities, and prices for the job in front of you.