Features
Quoting
Build professional quotes with the right details, share them through a secure link, and track every view, approval, and update in one place.
Quote Design
- Easily create quotes by adding the products or services your client requires.
- Customize descriptions, notes, and the work order type so everything is clear and understandable.
- Automatically generate a clean, branded PDF so clients receive a professional document every time.
- Include payment terms, due dates, and additional notes without leaving the page.
Automatic Quote Follow-Ups
- FieldPie can automatically remind clients when a quote hasn’t been viewed or approved.
- Follow-ups are sent at the right time, keeping your sales process moving forward without manual follow-up.
- You can confidently track which proposals are pending, rejected, approved, or overdue.
Online Approvals & Deposits
- Customers receive a secure link via email or text message where they can view and approve the quote online.
- Track when the quote was submitted, opened, viewed, and approved; all of this is stored in the quote history.
- Monitor deposit status and easily track payments so nothing is missed.
- Approvals automatically convert to jobs or work orders, saving time and reducing back-and-forth processes.
Tracking and Visibility
- See customer name, proposal status, date, due date, amount, and user activity in one clear overview.
- Track view counts, approval history, and who changed the status.
- Keep customer notes and internal notes together so everyone is on the same page.
- Export your proposals as needed for reporting or internal reviews.
QuickBooks Integration
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Keep financial records accurate without manual data entry
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Automatically sync invoices, payments, and customer information
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Reflect completed field jobs instantly in your accounting system
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Reduce administrative workload and minimize financial errors
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Use two-way synchronization to track revenue and reconcile transactions faster
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Maintain full financial visibility across teams and departments
Other Features
What Our Clients Say About FieldPie
Award-winning FieldPie Built For You
Trusted for innovation and renowned ease of use in field operation.
