CREATE SPECTACULAR QUOTES, IN THE FIELD
iPad, iPhone, or Android device... we've got you covered!
Business starts with creating an amazing quote. With FIELDPAY, you can create beautiful quotes, get your customer's signature, and collect a down payment, all right there in the field!
HERE'S THE PROCESS
Drive the Process
FIELDPAY holds your sales team accountable for driving the sales process, from initial inquiry right through to the sale.
Schedule the Quote
Do you ever get backed up with quotes during your busy season? Never fear, FIELDPAY will find you the perfect time slot to schedule new business. We use artificial intelligence to suggest the perfect time slot, eliminating drive time and wasted mileage. This results in more completed quotes, which in turn results in more DEALS!
Objective-Based Sales
With FIELDPAY, you can stay on top of your quotes and drive them to the finish line. We have a section dedicated to the sales cycle. When you open a quote, you can immediately see your last communications, and the next objective. So simple, yet brilliant!
Price Books and Item Groups
Create your own item groups that allow you to instantly create a quote with many line items, all sorted and priced appropriately.
Then, take it up another notch and create your own price books. Why pay a recurring fee for 5,000 line items in a third party price book when you only ever use 200-300? FIELDPAY allows you to create multiple price books for YOUR business!
Track Equipment
While you're creating the quote, you can add any equipment that's on site. FIELDPAY has fields for location, manufacturer, model, part number, serial number, and status. There's also warranty expiration, last service date, and next service date. Don't have the fields you need? You can easily create your own custom user fields!
Fillable Forms
FIELDPAY allows you to import your custom PDF forms and use them as interactive, LIVE documents! If you have a special authorization or acceptance form, FIELDPAY can inject the quote data and pre-fill certain fields.
Get Acceptance Signatures
Once the quote is accepted, you can quickly get a customer's acceptance signature right there, in the field.
Collect a Deposit
With FIELDPAY, we're ALL about helping businesses get PAID in the field. The ability to take a payment is built right into our software platform. There's no additional app to download and keep up to date. There's no card swiper to break or lose. Just hold the credit card up to your device's camera and BAM! It's magic. PLUS, payments get deposited next-day, and we could save you up to 40% against your current payment processing fees!