Easily run reports or filter invoices to see which payments are overdue with the payment tracker

Request payments through the FieldPulse WebApp or in person via our mobile payment app Import your customer list from Excel, bookkeeping apps like QuickBooks and Xero, or another CRM app into SimplySend’s customer database For example, plumbers can enter their customer list into the app, monitor them with the sales tracker, and easily create plumbing estimates Automate time-consuming tasks with customer management tools like the sales tracker, email templates, and automated emails. Access your customer list anywhere with SimplySend’s customer database

■ CRM - Mobile Customer Relationship Management Easily convert the accepted service work estimate to an invoice by changing its status View open invoices and get notifications when emails are open with the built-in payment tracker. Auto-generate PDFs to print, share in-person, or email directly from the app For example, use the integrated electrician calculator feature while creating an electrician invoice & estimate Automatically calculate contractor estimate subtotals, mark-ups, discounts, tax, and totals and insert quantities based on square footage, job duration, or timesheet totals into the free invoice generator with the built-in estimation calculator. Store contractor invoice item templates of labor rates, common jobs, supplies, and equipment then easily insert them into the free invoice generator without repetitive manual entry SimplySend’s free invoice app gives plumbers, electricians, and other contractors an easy way to create and send customers a detailed, professional service work estimate, work quote, or contractor invoice. ■ Contractor Estimate & Invoice Maker App Syncs with bookkeeping apps like Quickbooks & Xero Take your customer list everywhere with our CRM customer databaseĬreate PDF files like contracts and sign documents free with the contract makerĮmail contractor estimates & invoices with file and construction photo attachments to people on your customer list directly inside the integrated client CRM appĪvailable on iOS, Android, Tablet, and Web browser Sign documents free with the contract maker Take payments and track them with our payment tracker SimplySend is a free version of FieldPulse’s all-in-one business management software designed specifically for small contractor businesses like plumbers, electricians, HVAC, roofing, pool maintenance, handyman, and cleaning.Ĭreate and send a detailed contractor estimate & invoice in seconds with SimplySend’s free invoice app and built-in payment calculator Stay on top of your business and grow your profits with SimplySend’s fast and easy invoice app, payment tracker, and customer database.

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