Create estimates and invoices while keeping customers, projects, tasks and follow-ups connected. Try FieldPad.io estimate and invoice software.
Estimate and Invoice Software Connected to Your Customers
Creating the document is only one part of estimating and invoicing. You also need to know which customer requested the work, what was discussed, whether the estimate was viewed, when to follow up, what project resulted from the approval and whether the invoice was paid. FieldPad.io connects estimates and invoices with customer management, projects, tasks and follow-up activity.
Create Estimates Without Re-Entering Customer Information
Select Existing Customers
Add the appropriate products or services and prepare a professional estimate from the same system used to manage your customer relationships.
Reduce Duplicate Records
Avoid repeated data entry and inconsistent contact details with our connected process.
Keep Every Estimate Organized
FieldPad.io associates estimates with the corresponding customer for better team understanding.
Follow Up at the Right Time
Create tasks or calendar reminders for consistent follow-up processes.
Organize Approved Work When an estimate moves forward, keep the resulting project or work connected to the same customer. FieldPad.io can help you coordinate customer requirements, project details, team tasks, deadlines, notes, files, and billing activity. Create and Track Customer Invoices Generate invoices using the customer information already stored in FieldPad.io. Keep billing activity associated with the related customer, estimate, and work so your team can see the broader history instead of opening several applications. Know When Customers View Important Items Where customer-view tracking is enabled, FieldPad.io can help indicate when customers have viewed supported items such as estimates or invoices. That visibility gives your team better context for follow-up.
Customer Management
Combine estimating and invoicing with customer management and contact records.
Lead Tracking
Manage leads alongside projects, tasks, and calendars for a holistic approach.
Team Workflows
Coordinate team workflows and maintain notes and activity records for seamless operations.
Useful for Contractors and Service Businesses
Support for contractors, remodelers, landscapers, and other small service providers.
More Than an Online Invoice Maker
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Step 1
Record the Inquiry
Add the prospect and document what they need.
Step 2
Prepare the Estimate
Use organized customer information and your products or services.
Step 3
Send and Follow Up