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Features

Invoices

FieldPie makes invoicing easy. Once a job is completed, it converts it into an invoice complete with accurate products, costs, and customer information.

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Instant Invoicing

  • Convert completed jobs or approved reports directly into invoices.
  • Job details, materials used, and hours worked are automatically added, meaning no more retyping and fewer errors.
  • Instantly create professional invoices with your company logo, tax information, and customer information.
  • Then, send them via email or a secure online link.

Smart Billing Automation & Follow-Ups

  • Automatically calculate subtotals, taxes, and discounts.

  • Support for multi-currency and regional tax rules.

  • Set invoice reminders or recurring billing for repeat clients.

  • Integrates seamlessly with accounting systems like QuickBooks Online.

  • Track paid, pending, and overdue invoices in real time.
  • Receive notifications when customers pay or are overdue.
  • Send reminders with one click to expedite collections.
  • Keep clean and up-to-date financial records without needing additional tools.

Customizable Templates

  • With FieldPie, you can use our invoice templates or create your own to suit your brand.
  • It’s easy to add payment information, notes, discounts, and even custom information like order numbers or project codes.
  • Set taxes and currencies for customers anywhere in the world.
  • You can also save different invoice designs for different services or customers.

Billing Files & Exports

  • Download invoices in PDF, Excel, or CSV format.
  • Organize records by date, job, or customer.
  • Simplifies reporting and connecting to external finance tools.

QuickBooks Integration

  • Keep financial records accurate without manual data entry

  • Automatically sync invoices, payments, and customer information

  • Reflect completed field jobs instantly in your accounting system

  • Reduce administrative workload and minimize financial errors

  • Use two-way synchronization to track revenue and reconcile transactions faster

  • Maintain full financial visibility across teams and departments

Other Features

Communication
Keeps all team messages and announcements together.
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Real-Time Reporting & Analytics
Provides instant insights with customized reports.
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KPI & Target Tracking
Sets clear goals and measures performance against them.
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Workflow Automation
Automates business processes with smart rules that keep everything running.
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Inventory Management
Controls stock levels, warehouses, and movements.
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Scheduling
Easily schedules jobs, repetitive tasks, and routes for your team.
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Job & Task Management
Makes it easy to assign, manage, and complete every task from one place.
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Activity
Defines, tracks, and reports on all field activities.
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