SimplySend

Factuur- en schattingen-app, betalingstracker en klantendatabase voor sanitair, HVAC

Stay on top of your business and grow your profits with SimplySend’s fast and easy invoice app, payment tracker, and customer database. 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.

FEATURES

Create and send a detailed contractor estimate & invoice in seconds with SimplySend’s free invoice app and built-in payment calculator

Take payments and track them with our payment tracker

Sign documents free with the contract maker

Take your customer list everywhere with our CRM customer database

Create PDF files like contracts and sign documents free with the contract maker

Email contractor estimates & invoices with file and construction photo attachments to people on your customer list directly inside the integrated client CRM app

Available on iOS, Android, Tablet, and Web browser

Syncs with bookkeeping apps like Quickbooks & Xero

WHAT’S INSIDE

■ Contractor Estimate & Invoice Maker App

- 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.

- 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

- 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. For example, use the integrated electrician calculator feature while creating an electrician invoice & estimate

- Auto-generate PDFs to print, share in-person, or email directly from the app

- View open invoices and get notifications when emails are open with the built-in payment tracker.

- Easily convert the accepted service work estimate to an invoice by changing its status

■ CRM - Mobile Customer Relationship Management

-Access your customer list anywhere with SimplySend’s customer database

- Automate time-consuming tasks with customer management tools like the sales tracker, email templates, and automated emails. For example, plumbers can enter their customer list into the app, monitor them with the sales tracker, and easily create plumbing estimates

- Import your customer list from Excel, bookkeeping apps like QuickBooks and Xero, or another CRM app into SimplySend’s customer database

■ Payment Calculator & Payment Tracker

- Request payments through the FieldPulse WebApp or in person via our mobile payment app

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

- Mark partial or full payments, document payment records and automate payment reminders

- Set up recurring invoicing or set up a payment plan and financing for customers

■ Attach & Sign PDF Documents & Contracts

- Create multiple contracts, store them inside SimplySend’s contract management system, and attach a default contract to invoices and estimates with SimplySend’s contract maker

- Sign documents free including PDFs, contracts, and custom forums via your phone or email

- Upload files like HVAC maintenance agreements and procedure lists for employees to quickly reference or attach to HVAC estimates and invoices or store inside job records.

- Take and upload photos with our construction photo app directly from the app or from your phone’s library with custom titles and descriptions and attach them to emails

■ Profit Tracker: Sales & Profits

- The profit tracker lets you track sales and profit breakdown by job, revenue over time, line items, or products vs. services

- Offer cost visibility to managers or the whole team