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Can I send estimates/proposals/quotes in addition to invoices?
Can I send estimates/proposals/quotes in addition to invoices?
Updated over 11 months ago

Yes, FieldPulse treats estimates and invoices as the same record type but with the ability to simply change the status from an estimate to an invoice. This allows you to create an estimate for a customer and then quickly transition the estimate to an invoice once the customer has approved the work. No need to recreate your estimate as an invoice.


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