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Who uses this: Admins, Team Managers, and Service Agents, based on each person’s own FieldPulse permissions. Availability: FieldPulse Webapp.
Use Maverick to find, create, and edit estimates and invoices in plain language.
Ask Maverick about your estimates and invoices the way you’d ask a coworker. Every change shows up on a card for you to review, and nothing saves until you select Create or Save. For the basics, see Maverick Overview.

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Find

“Show me all unpaid invoices for the Alvarez account.”
“What changed on Invoice #2041, and who changed it?”
“What status was this invoice in before it was voided?”
“Which completed jobs don’t have an estimate attached?”
“What payments came in by check this month?”
Use your own names for records. If your company calls estimates “quotes,” Maverick uses that word back. Everyone can ask about their own changes, and Admins and Team Managers can also ask what other people changed. Changes made through Maverick carry a “via Maverick” tag.

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Create

Create an estimate.
“Quote Maria Reyes for an AC tune-up.”
“Add a new suite as a location under this customer and write a quote for it: permit, materials, and labor.”
Maverick builds a priced draft from your own Item List. Every line traces back to an item, its price, and its tax setting, and Maverick checks each line against the Item List again right before saving. An item that isn’t on your Item List won’t save, so a fuller Item List makes better drafts. For help building yours, see Setting Up Item List & Inventory.
Create an invoice or payment from whatever you have. Type it, paste it, or attach it.
“Convert Estimate #1187 to an invoice.”
(Attach a photo of a handwritten job log)
“Here’s a photo of my job log for the week. Make an invoice for each job.”
“Log a $450 check from the Alvarez account against Invoice #2041.”
If Maverick needs a detail, such as which labor rate to bill, it asks before it drafts.
Edit an estimate or invoice.
“Change Invoice #2041’s due date to 30 days after creation.”
“Add a trip charge line to Estimate #1187.”
“Change the tax rate on Estimate #1187 to 8.25%.”
Edits cover dates, tax rate, line prices, and the lines themselves. You can add a line, remove a line, or change quantities.
Set up recurring billing.
“Bill the Alvarez account $95 a month for their service plan.”
Maverick drafts the invoice series and doesn’t start it unless you ask it to begin billing now. An end date is the only way to stop recurring billing, so Maverick doesn’t delete a series.

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Report

“How much money did we collect this week?”
“Revenue by month this year.”
“How much of my revenue is sitting in unpaid invoices right now?”
“How many 50-gallon water heaters have we sold in the last two weeks?”
“Did I make money on these two invoices? Show me the full cost basis.”
Pin any report to your dashboard as a live widget, or save it in the Reporting tab. For more, see Maverick for Reporting.

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Help

How-to questions. Ask “How do I set up recurring billing?” and Maverick answers from the Help Center and opens the article it used.
A person. Ask to talk to support and Maverick connects you to a live rep in the same chat.

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FAQs

Can Maverick send an estimate or invoice to my customer? No. Maverick doesn’t send messages or email to customers. Review the draft, then send it from FieldPulse the way you normally do. See How to Send Estimates & Invoices to Customers. Can Maverick delete an estimate or invoice? No. Maverick doesn’t delete records of any type. Make that change directly in FieldPulse. Can Maverick refund a payment? No. Process refunds directly in FieldPulse. See How to Process a Refund. Why didn’t Maverick add the item I asked for? Maverick only adds items that are on your Item List. Add the item to your Item List first, then ask again.