Estimate & Invoice Customer Experience Overview
See the branded email, PDF, and approval page your customer receives when you send an estimate or invoice from FieldPulse, and what you control on each.
Setting Up Automatic Tax Rates & Tax Override
Turn on Automatic Tax Rates in FieldPulse Company Settings so estimates and invoices pick up the rate for the job location, and override it on one record.
Setting Up Default Estimate & Invoice Settings
Set account-wide defaults in FieldPulse Company Settings for wording, currency, tax rate, due dates, your logo, and customer-facing PDF fields.
Setting Up Formula-Based Quantities
Save measurement formulas in FieldPulse Company Settings so a tech enters a few measurements on the estimate and the material quantity calculates itself.
Setting Up Record Locking on Estimates & Invoices
Turn on record locking in FieldPulse so converted estimates and finalized or paid invoices stop accepting edits, and give chosen users override access.
Setting Up Custom Estimate & Invoice Status Workflows
Create your own estimate and invoice statuses in FieldPulse Company Settings, set a default workflow, and keep your statuses mapped to QuickBooks.
Setting Up Bill to Parent
Bill a child location’s estimates and invoices to the parent account in FieldPulse, charge the parent’s card on file, and show parent details on PDFs.
How to Add Labor to Estimates & Invoices
Bill technician time on a FieldPulse estimate or invoice using each team member’s hourly billing rate and the hours clocked on the job record.
How to Attach Photos & Files to Estimates & Invoices
Attach job photos and files to an estimate or invoice email in FieldPulse, pulling them from the job record or uploading them from your computer.
How to Create an Estimate
Make an estimate from a customer, job, or the Estimates tab in FieldPulse, add line items, then send it and convert to an invoice once accepted.
How to Create an Invoice
Make an invoice from a customer, job, or the Invoices tab in FieldPulse, add line items, then send it and start collecting payment.
How to Use Line Item Bundles & Groupings
Save the parts and services you always sell together as a FieldPulse invoice bundle, and group line items under one title, price, and customer visibility.
How to Send Estimates & Invoices to Customers
Preview an estimate or invoice in FieldPulse, set what the customer sees on that one record, and email it from your own name so replies reach you.
How to Capture Line Item Images on Mobile
Take or upload a photo for a line item while building an estimate or invoice in the FieldPulse mobile app, add markup and notes, and keep it on the record.
Estimates & Invoices Offline Mode Details
See what your team can do with estimates and invoices in the FieldPulse mobile app with no signal, what’s capped, and how offline drafts sync back.