Use Pricebook in the field to easily generate estimates, invoices, and variant proposals. Present your customer with clear pricing and offer add-ons all at once!
To begin, navigate to the Sales tab on the bottom of your screen and select Pricebooks.
Alternatively, you can select Full Menu > Sales > Pricebooks.
Once viewing your active pricebooks, click on the pricebook you'd like to use.
Select the category under which your desired job(s) are listed. At this point, click Multi-Select if you are selecting multiple flat-rate jobs from the Pricebook, or click the price listed if you are selecting a single flat-rate job.
FieldPulse will now present you with a few options: you can add your flat-rate job(s) to a new invoice, estimate, or variant proposal. For this example, we will select an invoice.
Once you select either invoice, estimate, or variant proposal, the pricing and item details will be auto-populated into your invoice/estimate/variant proposal! Simply add your customer details and any other key information you'd like to capture, then send it to your customer, show them on-site, or collect payment.
Have additional questions?
Contact us at firstname.lastname@example.org or use the chat feature in the bottom right corner of your screen.