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Are you charging for estimates? How do you handle it in FieldPulse?

Art Kowalczyk
been seeing a lot of talk about this lately. in my experience charging for estimates is a whole thing.

we started doing diagnostic fees about 3 years ago. $89 to show up and figure out what's wrong. if they hire us, it rolls into the job. if they don't, we're not eating the cost of the truck roll and my guys' time.

problem is FieldPulse doesn't really have a clean way to handle this. we been creating a "job" for the estimate then converting it if they bite. but that clutters up the schedule and my dispatchers hate it.

anyone figured out something better? or you just not charging for estimates at all and dealing with the tire kickers?
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  • Hi everyone! Great discussion here and we love seeing you share what's working in the field.

    I wanted to flag that we do have a feature in beta that might help with this workflow—it's essentially a native "estimate" job type with built-in conversion tracking. If anyone wants to test it out, shoot me a message and we'll get you added. Your feedback would be invaluable as we shape this for general release.

    We want to make sure you're set up for success here, so don't hesitate to reach out!
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  • Hi everyone! Great discussion here and we love seeing you share what's working in the field.

    I wanted to flag that we do have a feature in beta that might help with this workflow—it's essentially a native "estimate" job type with built-in conversion tracking. If anyone wants to test it out, shoot me a message and we'll get you added. Your feedback would be invaluable as we shape this for general release.

    We want to make sure you're set up for success here, so don't hesitate to reach out!
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