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
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.
