FieldPulse

Create a Quote/Invoice and Sync to Xero

Learn how to create a new estimate and share it with a customer.

Creating an Estimate

Learn how to use the Hourly Cost Rate and Billing Rate on your User Profiles

Hourly Billing Rate vs Hourly Cost Rate

Learn how to create a new invoice and share it with a customer.

Creating an Invoice

Learn how to create a purchase order and send it to the supplier.

Creating a Purchase Order

Learn how to use dynamic preview for estimates and invoices

Creating Custom Estimate and Invoice Themes

Getting Your Item Descriptions to Show on Your PDF

Branch Quotes (Australia)

Learn how to automatically add items from the Reece Catalogue

Creating a Quote and PO with Reece Catalogue Items

Learn how to create a Reece purchase order and track it on MaX.

Create a Reece Purchase Order

Learn the various methods to send your estimates and invoices to 
customers.

Sending Estimates and Invoices to Customers

Setting Up Your Invoice Item Repository

Learn how to add all of your line items in bulk.

Importing Invoice Items

Learn about the default estimate and invoice settings and how to change the settings if desired.

Default Estimate and Invoice Settings

Learn how to upload your logo to display on your estimates and invoices.

Adding a Logo to Your Estimates and Invoices

Learn how to adjust advanced settings to customize your PDF invoices and estimates.

Estimate & Invoice Default Settings

Learn how to attach files to the estimate or invoice you're sending to a customer

Attaching Photos and Files to Estimates and Invoices

Learn how to create contracts and add them to your PDF estimates and invoices.

Creating and Attaching Contracts to Estimates and Invoices

Learn how your customers can e-sign your estimates and invoices through email.

Requesting an E-Signature for an Estimate or Invoice Through Email

Learn how to create bundles of common invoice items to save time.

Invoice Item Bundles

Learn how to use cost basis tracking to determine invoice profitability.

Cost Basis and Invoice Profitability

Learn how to set up automatic commission calculations on your invoices and estimates.

Automatic Sales Commission Calculations

Learn how to apply standard markups to your invoice items, automatically.

Invoice Item Price Markups - Applying Individual and Mass Markups

How to export your invoice data to keep track of your finances

Exporting your Invoice Data

Learn how to generate a work order from the estimate or invoice you've already created.

Generating a Work Order

Learn how to take partial payments on invoices as a job progresses

Taking Progress Payments, Deposits, and Partial Payments for Invoices

Recording Payments for Invoices

Learn how to integrate Square payments with FieldPulse

Square Payments Integration

Vanessa

Lauren Martin

Estimates, Invoices and Purchase Orders

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