SimplySend | FieldPulse Help Center

SimplySend

Learn how to use SimplySend to create and send powerful estimates and invoices.

13 articles in this collection
Written by FieldPulse

Creating Estimates and Invoices

Learn how to set up estimates and invoices and send them to your customers.

Written by FieldPulse
Updated over a week ago

Creating a new customer profile

Learn how to add a customer in SimplySend

Written by FieldPulse
Updated over a week ago

Importing Customers

Learn how to import your customers into SimplySend

Written by FieldPulse
Updated over a week ago

Managing Your Invoice Item Repository

Learn how to add invoice line items into the system

Written by FieldPulse
Updated over a week ago

Importing Invoice Items

Learn how to import line items you commonly add to your invoices.

Written by FieldPulse
Updated over a week ago

Adding Team Members

Learn how to add members of your team to create their own estimates and invoices.

Written by FieldPulse
Updated over a week ago

Send PDF Estimates and Invoices by Email

Learn how to email your estimates and invoices to customers.

Written by FieldPulse
Updated over a week ago

Send Online Payment Requests and Take Mobile Payments

Learn how to get paid in SimplySend.

Written by FieldPulse
Updated over a week ago

Sending Online Signature Requests

Learn how to get a signature on your estimate or invoice.

Written by FieldPulse
Updated over a week ago

Creating and Sending Customer Communications

Learn how to set up email templates and send them

Written by FieldPulse
Updated over a week ago

Calculating Invoice Profitability

Learn how to enter your costs and calculate profit on invoices.

Written by FieldPulse
Updated over a week ago

Attaching Contracts to Your Estimates and Invoices

Learn how to include contracts with your PDF estimates and invoices.

Written by FieldPulse
Updated over a week ago

Reporting and Exporting your Data

Learn how to generate powerful reports

Written by FieldPulse
Updated over a week ago