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Overview

When you send an Estimate or Invoice from FieldPulse, your customer receives more than just a number. They get a branded, professional experience that reflects your business. This article covers what that looks like, from the email they receive to the PDF, and the approval and signature page.

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Estimate & Invoice Emails

When you send an Estimate or Invoice from FieldPulse, your customer receives an email with a link to view their estimate/invoice. If you’ve added your logo in your Company Settings, it will display in the header. Customer estimate or invoice email with company logo in the header What’s configurable: Email body text, subject line, from name, from email address, logo display, and CC address. Estimates and Invoices PDF email default settings in Company Settings The email body text, from name, from email address, and CC address can be defaulted by going to Company Settings > Estimates & Invoices > PDF Emails. Estimate or invoice email view as received by the customer
To learn more about Sending Estimates and Invoices to Customers, click the guide to sending estimates and invoices.

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Estimate & Invoice PDFs

When you send an Estimate or Invoice from FieldPulse, you can choose to send your customer a PDF version. To view the PDF, go to your Estimate/Invoice record > View Estimate/Invoice > PDF Estimate or invoice PDF opened from the record view To send your Estimate/Invoice PDF, press Email to Customer and toggle on Attach Estimate/Invoice PDF Email to Customer dialog with Attach Estimate/Invoice PDF toggle What’s configurable: Estimate/Invoice theme (colors, fonts, layout), logo, company info, contract attachments, and what line item details are shown.
To learn more about Estimate & Invoice Themes, click the estimate and invoice themes guide. To learn more about Estimate & Invoice Preview Settings, click the estimate and invoice preview settings.

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The Approval and Signature Page

If you’ve requested a customer signature, customers can approve their estimate/invoice directly from the dynamic link. They’ll see the record details and a green button to accept, no account or login required. Customer approval page with a green button to accept and sign What’s configurable: Whether a signature is required.
To learn more about Requesting a Customer Signature, click the customer signature request guide
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.