FieldInsight

Sales Resource Calculator - How Does it Work?

Calculate the quantity for items using coverage

Coverage - Add items by measurement

Setup your quoting workflow in FieldInsight

Getting started with Quoting

How to create a quote and send it to your customer from the office

How to create a Quote

Add optional upgrade options to your quotes

Show a package as optional upgrade option on a quote

Is there an Account customer contact that needs to be on your quote?

Add a contact to a Quote for Account Customer

Learn how to quote quickly and efficiently with packages.

Create a quote quickly with Item Packages

How to use quote sections and create POs, invoices and jobs from quotes

Quote sections

Create beautiful quotes with inventory images. Make your business stand out. Turn your quote into a sale.

Add images to packages

Add a button for your customer to click to accept quotes

Accept Quote button workflow

There is a system field that allows you to easily see when quoted works are due to start.

Manage your quote pipeline

How to take a deposit from your accepted quote and split your quotes into part payments over several invoices in percent (%)

Turn your quote into one or more Invoices

FieldInsight makes it easy to manage the statuses of all your quotes

How to manage Quote Statuses

How to set custom rates for an account customer

Custom rates for Account customers

Assign a sale rep to a contact customer owner field to specify the Sales rep

Sales rep owner field

Add your logo, add job photos, and change the job information on your quotes

Quoting: How to create and customise your quote templates

How to add template customer notes that you can edit before sending the quote, or checking in on invoices and reports

Customer notes on Quotes, Invoices and reports

Item sales price including or excluding tax

Sales price including or excluding tax

Natasha Tyrrell

Paul Tyrrell

Quoting

JOB MANAGEMENT SOFTWARE

FIELD SERVICE MANAGEMENT SOFTWARE

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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