FieldPulse Sales Suite

Effective sales methods transform businesses and dramatically increase profits. The right tools put you and your team in the best position to close more business, increase margins, and exceed your customers’ expectations.

FieldPulse’s Sales Suite is an easy to use set of tools designed to make your sales process much faster, build trust with your clients, and price your work effectively.

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Good, better, best proposals.

Another way FieldPulse helps you level up your proposal game is through our Good, Better, Best proposals. Our Variant Proposals are a great way to show your company’s professionalism with clean, simple, and totally customizable proposals. Creating your proposals is easy and can be done in minutes with our template creation, service bundles, and autofill capabilities.

But you may be wondering, what is ‘Good, Better, Best’? Think of GBB as a clean and simple way to present tiered pricing options: the ‘good’ option, the ‘better’ option, and the ‘best’ option. Your ‘good’ option should offer the lowest possible price while maintaining your profit margin. The ‘better’ option should be one step up from ‘good’ in price, with an extra perk thrown in like a higher quality product or a maintenance guarantee.

The way you present information determines how customers will interpret it. If used effectively, your customers will appreciate your efforts in helping them understand how different options compare with each other, increasing the likelihood that they’ll utilize your products and services.

Customers oftentimes have difficulties determining the value of products and services, which can lead to price haggling. Using the ‘Good Better Best’ view, you can help them visualize these differences by giving them tiered options to choose from. This way, instead of cutting your pricing to beat your competitor, you can set higher prices and differentiate yourself by emphasizing the increasing value options of your services. Creating your proposals is easy and can be done in minutes with our template creation, service bundles, and autofill capabilities.

Dynamic proposals.

Proposals are the last chance you have to make an impression on a client before they choose who to work with. A poorly designed proposal can cause a client to second guess the value of your services, and even select another contractor over you. To avoid this, your proposals need to have the same attention to detail as your invoices while maintaining a clean, unique, and professional look and feel. FieldPulse’s proposal tool has everything you need to do just that.

FieldPulse’s Dynamic Proposal Tool turns ordinary estimates into professional proposals. Include cover pages, ‘About Us’ pages, information pages, multiple proposal offerings, photos, case studies, and more to showcase why your company is the right choice. You can save time and grow your revenue with the freedom to bid on more jobs using our intuitive editor, fully integrated into FieldPulse’s asset, CRM, and estimating tools for quick and easy creation. Edits can be made with just a few taps, so you can ensure that every proposal is custom-made for your prospective client.

In all your proposals, keep in mind that you are selling more than just a product or service, you’re selling yourself. Having a great proposal shows your client that you’re the best service provider to go with, helping them to visualize a future where their pain points have been taken care of and their needs have been met. It also shows that you understand and have accounted for the full scope of their needs, showcasing your expertise and professionalism while simultaneously increasing the prospect’s confidence and trust in your business.

Custom sales pipeline.

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.

What is a sales pipeline?

A sales ‘pipeline’ is an organized visualization of how your customers progress through the purchase process from the moment that contact is made til your invoice has been fulfilled, and is an essential tool for any business. Having a sales pipeline that’s been customized to your business’ unique workflow can yield valuable insights into the effectiveness of your sales process.

A pipeline also offers a layer of accountability within your organization and makes your technician’s goals more achievable by breaking down the end result into small, manageable tasks. This feature makes a night and day difference in the lives of busy technicians who not only have to complete the actual service but also manage multiple sales at the same time without letting any fall through the cracks.

FieldPulse harnesses the sophistication and segmentation capabilities of high-end sales tools and couples it with our full platform integration to bring you the Custom Pipeline. This feature allows you to fine-tune your sales process to maximize the results of your outreach. You can customize your pipeline to fit your business’ unique sales strategy, whether it’s by outreach, job status, or payments. Once you’ve set up your pipeline, you can drag and drop your leads into the various statuses, making on-the-fly edits quick and easy.

With the Custom Pipeline, you’ll be able to track the status of your new leads in a way that makes the most sense for your business. Any time that you want to check in on a new lead’s details, just click on the lead and all your information from any previous payment or job records will be instantly available.

Custom invoices & estimates.

While invoices and estimates are a standard component of every sale, they’re often overlooked when it comes to being utilized as a sales tool. Having clean, comprehensive, accurate, and professional estimates can be the deciding factor in whether or not the prospect chooses to utilize your services.

The better quality of information and presentation you give your customers, the more secure they’ll feel during the purchase process.

A core component of our sales suite, FieldPulse takes the stress out of creating perfect invoices with item details auto-fill, price calculation, and and customer profile integration. This means that with just a few taps, you can import all of your customer’s information, so there’s no need to go back and forth between your estimate and the customer profile. You can also utilize our estimating software’s calculation abilities to automatically generate your material quantities based on square footage, job duration, or timesheet totals, and generates subtotals, mark-ups, and taxes by either percentage or sums.

FieldPulse estimates are also totally customizable, with the ability to add and remove elements like a header and logo, job descriptions, work involved, timelines, itemized costs, terms, disclaimers, contact info, and estimated total cost.

To make your life even easier, FieldPulse allows you to convert your accepted estimates directly into invoices with just a few taps. Instantly view costs and profits per invoice, and keep track of all your important files like notes and forms in one centralized location.

Profit tracking and reporting.

Instantly view costs and profits per invoice and report on revenue over time. If you want to see your profits by week, month, quarter, or year, you can easily select specific date ranges and export customized reports through our Profit Tracking and Reporting feature.

Commission tracking.

Are you still tracking all your commissions on an excel sheet? Or worse, on separate pieces of paper that are all stuffed in a drawer? It’s time to upgrade with FieldPulse’s Commission Tracking software.

Track commissions for individual techs and employees. See who your top performers are each month, and tailor your service offerings to what your clients are asking for the most.

FieldPulse payments.

With FieldPulse Payments, you can easily request full or partial payments and deposits from your customers via email or SMS with a payment link. If you like being paid on the spot, you can also process your payment directly through FieldPulse on our mobile or web platforms without ever leaving the app.

Quickly sync your invoices with your business’s accounting records with our QuickBooks Online integration feature. With this feature, you can mass import invoice items from QuickBooks or Excel, and add tags that can be filtered by service or product. You can even tag based on taxed or untaxed items.

Once the payment has been made, it’ll show up in QuickBooks as a credit card transaction. Use our contractor invoice app’s e-signature feature to get your customer’s stamp of approval quickly, and easily check in on a payment’s status through the app.

Ready to upgrade your trade?

FieldPulse was created to help trade businesses achieve rapid growth through automating their operations and maximizing efficiency. With powerful integrations and features thoughtfully designed to support every trade, our unified software simplifies the daily work allowing field service owners to run their businesses whether they’re at the office or in the field.

On average, FieldPulse customers grow their annual revenue by 58% year over year. Want to learn more about how we help our customers achieve this rapid growth? Book a demo today for a one-on-one tour of the platform, or start a free 7 day trial to tour the platform at your own pace.

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