To export your estimates or invoices, select Estimates or Invoices in the left-side menu, then click Export. You will receive an email to your FieldPulse account email address with the report.
The spreadsheet will contain the following fields:
Number
Status
Team Member
Customer
Project
Job title
Sent date
Due date
Amount
For more detailed reporting on estimates and invoices, visit the Reporting Collection.
Have additional questions?
Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.