HVAC companies have experienced a significant rise in crime rates in recent years, with criminals not only targeting precious materials and equipment, but also technicians. With volatile economic conditions fueling…
Job Estimating Software
We’re proud to offer top-of-the-line mobile estimating software for busy tradesmen. As one of the first materials your customers will see, it’s important that your estimates are clean, mathematically accurate, and up-to-date. With FieldPulse’s contractor estimating software, the days of estimates getting lost in the shuffle or accidentally thrown away by customers are over.
7-Day free trial // no credit card required.
With the FieldPulse app, you can quickly create and sync your estimates, quotes, bids, or proposals from your phone, tablet, or computer. Our app offers pre-made estimate templates that easily let you import customer information directly from your records, and even auto-fill common jobs, so you can spend less time worrying about the details and more time taking on new work. Once you’ve created your estimate, FieldPulse lets you use that estimate to seamlessly schedule new jobs, or link with existing jobs. You can also view open estimates and get notifications when your emails are opened so nothing gets passed over or forgotten.
Pricebooks & Good, Better, Best Proposals
We know that explaining pricing to customers can be difficult, especially when they don’t understand the details of exactly what each job requires.
With this new feature, easily store and categorize invoice item templates of labor rates, common supplies used, and equipment installed. Adjust prices on the fly and easily insert items into your estimates without repetitive manual entry. You can even bundle products, materials, and labor rates for common services and re-use templated groupings of items and services.
Our Good, Better, Best feature allows you to offer service bundles to your customers with three options: one value-priced, one mid-range, and one premium. We’ve made it easy to upsell by adding high-end materials and features to your offerings. The Pricebook also comes with simple task descriptions, and images you can upload to help your techs clearly communicate the value of the service to the customer.
Contracts & E-Signature
Easily create, edit, and upload your contracts directly from the FieldPulse app. From there, you can attach them to your invoices or estimates, and start accepting payments quickly by allowing your customers to complete and sign contracts via our e-Signature feature.
Take e-signatures on contracts, custom forms, and uploaded PDFs. Once you’ve accepted one or multiple signatures, upload documents to customer records and jobs as a PDF for easy and efficient storage.
Custom Status Pipelines
Create your own custom pipeline for your customer process and track opportunities throughout the lifecycle. From the initial touchpoint to the final sign off, never miss a step in the process with quick-fill ‘Next Steps’ and status updates.
With FieldPulse’s Purchase Order feature, you can easily create purchase orders that are instantly linked from your projects, jobs, quotes or invoices. The FieldPulse app lets you stay on top of everything. You can track materials from stored suppliers, schedule POs for delivery or pickup with specific dates and times, and even filter your POs by status (ordered, pending, en route, ready for pick-up, or canceled).
Add items to your purchase directly from your invoice item repository, mark payment status, and download or print those orders for your personal records directly via the FieldPulse app.