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.
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
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Automatically calculate subtotals, taxes, and discounts.
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Support for multi-currency and regional tax rules.
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Set invoice reminders or recurring billing for repeat clients.
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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
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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
We used to take notes of every visit in notebooks and then digitize them back at the office. Now, with FieldPie, I can record everything instantly regardless of whether I'm in the field or not. I can easily capture photos, chemical information, and customer notes. This system has significantly saved us time.
We have periodic maintenance agreements that require us to visit clients regularly each month. I used to rely heavily on a calendar to avoid missing appointments. Now, FieldPie sends us reminders, ensuring we arrive on time. Our customers are pleased, and we enjoy greater peace of mind.
FieldPie allows us to assign tasks, track representatives via GPS, and easily capture in-store data. The mobile app performs exceptionally well, even offline. Clients love the instant reports, and the dashboard provides us with real-time insights. It has simplified everything from forms to follow-ups.
We now manage quotes, bookings, and dispatch from a single platform. Our techs love the mobile app, especially its offline mode. Customers receive updates via text or email, and follow-ups are automated. The introduction of real-time reporting has made a significant difference.
FieldPie has taken a paper intensive business and streamlined every aspect. Efficiencies were created that I didn’t even know existed. We can take on so much more business, with our existing structure, all because of FieldPie.
As a sales organization, visibility is everything. FieldPie gives us a unified view of all visits, order history, photos, and store performance metrics. My reps walk into every meeting knowing exactly what happened last time and what to prioritize next. We’ve shortened our sales cycle and increased repeat orders across multiple regions.
