Default Estimate & Invoice Settings
FieldPulse had default settings for your estimates and invoices to ensure consistency and reduce redundancies. You can change these settings to…
Estimate Options & Add-Ons
When creating an estimate, many businesses want to offer customers multiple options. Some use a Good, Better, Best model, while others focus on Repair,…
Recurring Billing
FieldPulse’s Recurring Billing allows you to generate recurring invoices on the fly, and save time by requesting or collecting payments automatically…
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.
Automatic Tax Rates & Tax Override
Do you service areas that have different tax codes? Are you tired of having to manually look up their tax rate and apply that to each individual estimate…
Creating an Invoice
Invoices capture line times, materials, and labor and give your customer a clear bill they can pay online or in person. The fastest way to create one is…
Creating an Estimate
Estimates pull together line items, materials, and labor into a single document you can send for review or present in person. Build them on the web from…
Attaching Photos and Files to Estimates and Invoices
If you’re sending an estimate or invoice to a customer and want to attach photos or files, you can do so with just a few clicks.
Adding Labor to Estimates & Invoices
Before you get started, be sure that your team members have Hourly Billing Rate and Hourly Cost Rate set up in Company Settings. As a reminder, Hourly…
Requesting a Customer Signature
If you want to collect a customer’s electronic signature on an estimate or invoice via email, you can do so directly in FieldPulse. If you’d like to…
Estimate & Invoice Templates
When creating a new estimate or invoice, users can effortlessly insert pre-built templates into the record. These templates act as a solid foundation,…
Alternative Company Profiles
In FieldPulse, you can create multiple company profiles that can be easily switched when sending estimates and invoices. For instance, you might have a…
Custom Estimate & Invoice Themes
To create a custom theme, navigate to Company Settings, then select Estimates & Invoices. Click on Themes in the sub-header. To create a new theme, select…
Line Item Bundles & Groupings
In FieldPulse you can set up invoice bundles for services and parts that are often added together on an estimate or invoice, to save you time.