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To export your estimates or invoices, select Estimates or Invoices in the left-side menu, then click Export. You will receive an email to your FieldPulse account email address with the report. Click on Export The spreadsheet will contain the following fields:
  • Number
  • Status
  • Team Member
  • Customer
  • Project
  • Job title
  • Sent date
  • Due date
  • Amount
For more detailed reporting on estimates and invoices, visit the Reporting Collection.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.