You can create, edit, and send estimates in the FieldPulse mobile app. Once an estimate has been accepted, convert it to an invoice with ease! Note that the process of creating an invoice is very similar if you choose to create an invoice instead of converting an estimate into an invoice.

To create a new estimate, navigate to the Sales tab in the bottom menu, then select Estimates. (Note: There are many ways to create a new estimate including from a job record, customer record, or the Actions button.)

Once here, you can sort your existing estimates using the menu at the top of the screen. Additionally, you can select the Create New button to build a new estimate.

You can select Import Template to build your estimate from an existing template, or fill out the details to start from scratch. If you expect to use this estimate frequently, toggle on Save as Template to save time in the future!

You can now select a customer to link to this estimate. If the estimate is connected to an existing job or project, search for and select the job/project in the Related Job/Related Project field.

Include internal notes and tags as needed on the estimate as well. You can also manually adjust the estimate expiration date. To change your default estimate settings, learn more here.

Now it's time to add items to your estimate. There are a variety of ways to do this, based on your business needs and your preferences.

Add Estimate Option allows you to create multiple estimate options for your customer to choose from.

Create Add-On Options allows you to create add-ons for your customer to select and add on to the standard items listed in the estimate. This may look like an extended warranty, upgraded parts, or an additional service.

Add Grouping allows you to organize your line items on the estimate, as well as control the visibility of the line item names and prices for your customer. Simply create a grouping then drag and drop line items into it to begin organizing your estimate!

Apply Markup/Margin allows you to apply a markup or achieve a margin, which will overwrite all the item prices in your estimate.

After saving your estimate, you can now view the estimate record. Use the top menu to add related material to the estimate or view recent changes. When you're ready, select View Estimate to show the estimate in person, or to email it to your customer.

If your customer accepts the estimate, select Convert to Invoice to transfer all the details from the estimate into an invoice record to save time.

You can also change the estimate status on this page in order to track the progress being made.

As you create and send estimates, FieldPulse makes keeping track of the statuses easy. On your Estimates page, notice the statuses listed on the right side of each estimate record. The Draft, Sent, and Accepted statuses are automatically updated by FieldPulse, while the remaining statuses can be manually updated to continue keeping track of your estimate long-term. You can also use the menu at the top of the Estimates page to sort your estimates by status.

To preview, send, or show an estimate, select View Estimate on the estimate record.

Once here, you can select the estimate view you'd like to use: Dynamic Estimate, PDF, or Variant Proposal. You can also send the estimate to your customer using the Send button, or select Present to show your customer the estimate in-person.

To change the estimate settings for this estimate, select Settings. If you want to change your default estimate settings, visit this article.

If you select Settings, you will be presented with these options.