Prepare Professional Quotes and Invoices

Full Customization of Quotes and Invoices

Field Service Invoice Software

Powerful Quotes and Invoicing System

If you need to generate Quotes and Invoices, our Field Service  software provides excellent capabilities to generate quotes and invoices.  It can generate professional quotes and invoices for your field service clients.

There are many options to customize many aspect of quotes or invoices in the system. Our Service Management Software includes ability to collect payment and sync data with QuickBooks or Sage 50 accounting software.

  • Easy to generate Quotes and invoices
  • Numerous ways to customize quotes and invoices
  • Fully Integrated with work orders and service contracts
  • Mobile application supported software
  • Multiple interfaces to generate professional looking quotes and invoices
  • Extensive reports for financial data

Professional Quotes and Sales Follow Ups

If your business generates job quotes, you can use system interface in our field service system to generate simple and fast quotes to the customers.

The quote module in our Field Service software is packed with features to help your business generate great looking quotes and get more business.

  • Generate Quotes with your own logo.
  • Many options to Customize quotes layout
  • Quotes can be generated in the back office and emailed to the customer.
  • Tasks can be added to the quote to generate pricing in real time.
  • Establish a standard percentage markup markup for parts.
  • Tax computed automatically based on the set tax rates
  • Quotes can easily be converted to jobs and then scheduled.
Field Service Software Quotes
Field Service Software for Invoicing

Versatile and Powerful Invoicing System

Our powerful Field Service Software supports sales invoice, recurring invoices for contracts and or work orders. You can use pre-set data or  invoice any items without pre-set prices in the system.

You can use  Time sheets, labor or parts/ products to invoice the client. Convert single or multiple jobs to invoices in a single click, and receive check, cash, or credit card payments with a built-in, free payment gateway—no third-party application needed. It is an amazing invoicing system that can meet all your needs.

  •  Generate invoices with your own logo.
  •  Many options to Customize invoice layout
  •  Invoices can be generated in the field or the back office and emailed to the customer.
  •  Tasks can be added to the invoices to generate pricing in real time.
  •  Establish a standard percentage markup markup for parts.
  •  Tax computed automatically based on the set tax rates
  •  Too many other options to deal with various scenarios

 Managing Invoice Payments

Invoice electronically, integrate your accounting system, and improve your cash flow. You can generate an invoice as soon as the job is complete, then transfer it to Accounting or send it to the Customer. We offer QuickBooks desktop and online synchronizations with several countries (USA, Canada, Australia, UK etc.).

For most field service companies, invoicing is often a tedious manual process that involves:

  • Waiting for completed work orders to be returned to the office,
  • Re-keying the details into another system, and then
  • Mailing out the invoice

Field Force Tracker allows you to invoice electronically within seconds of completing the job, cutting days or even weeks out of your service-to-cash cycle. With Field Force’s accounting export feature, you can seamlessly send your invoice data to systems such as QuickBooks, Easy Accounting, Sage or Peachtree with a few clicks of the mouse.

 

Field Service Software QuickBooks

Integrated Sales CRM System

We have custom  developed Sales CRM to manage your sales.  You can manage complete sales cycle from within our best of the breed Field Service Software.

HVAC companies can enjoy our powerful estimation presentation system that works with all US HVAC vendors (Lennox, Rheem, American, Trane, Amana, Ameristar, Carrier and Bryant furnances and ACs). Call us see the full demo of the software.

Close More Sales in the Field

Now you can quickly build estimates to show your customers pictures and descriptions of what you’re selling. You’ll win more deals rather than leaving the customer waiting for a follow-up.

Boost Your Ticket Size

Provide Good, Better, Best options so your customers can compare and contrast price points — opening the door to easier up-sells.

 

Highlighted Features

  • Fully-customizable Invoices
  • Add your logo and terms and conditions
  • Works on mobile and desktop
  • Integrates with QuickBooks Desktop ® & QuickBooks Online ®
  • Faster estimates using templates (item groups)
  • Automated online customer approvals
  • Simple 1-click invoicing
  • Send custom designed invoices from out in the field with just 1-click.
  • Invoices flow directly from the field to the office so you never lose another one
  • Office and techs can spend more time serving customers and less on mountains of unnecessary paperwork
  • When a job changes techs can update invoices from the customer’s location  without having to get in touch with the office
  • Email invoices right to the customer or use a mobile printer to print on the spot
  • Make payment easy for your customers through integrated payment solutions
  • Collect any payment type (credit, debit, check, etc) before leaving the driveway
  • Stay flexible by allowing customers to use multiple types of payments for a single invoice

 

Frequently Asked Questions

Do you integrate with Quickbooks Or Sage for my country?

Most likely yes – we have integrated the Quickbooks for the US, Canada, Australia, South Africa, UK and many other international variants.

Field Force Tracker’s comprehensive field service platform  and its accounting module works seamlessly with QuickBooks—the most prominent accounting software on the market—and empowers home service businesses to sync daily transactions in real-time, leverage granular control over their finances, and eliminate hours of tedious bookkeeping work.

Our Sage Software releases are changing every week call us to understand those.

What are the differentiating capabilities of Field Force Tracker Quotes Management?

Our Field Service Software offers extensive customizations, and in addition, we have a full optional sales lead management module to manage your entire sales cycles and sales teams.

This means you have a system to not only generate custom quotes but follow them and plan next actions to win new business.

All these advanced sales and customization features are not available in low end field service software.

How can we collect payment in the field or in the office?

You can use internal payment built in the mobile app from our partner Credit Card processing provider or use your own merchant provider. You can accept credit card or check or cash.