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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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  • Pro tip: If you're doing any commercial work, you can often skip the diagnostic fee and just build it into your proposal. Residential is where this gets messy because homeowners are price-shopping.

    We charge $125 for residential diagnostics, waived if they book within 30 days. FieldPulse handles it fine—we just create it as a standard job and use the invoicing workflow. The "convert to work order" feature is clunky but it works.

    What I actually came here to say: make sure you're capturing credit card info when they book the diagnostic. We hold it as a soft charge. Cuts down on the "oh I forgot my wallet" nonsense significantly.
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  • Pro tip: If you're doing any commercial work, you can often skip the diagnostic fee and just build it into your proposal. Residential is where this gets messy because homeowners are price-shopping.

    We charge $125 for residential diagnostics, waived if they book within 30 days. FieldPulse handles it fine—we just create it as a standard job and use the invoicing workflow. The "convert to work order" feature is clunky but it works.

    What I actually came here to say: make sure you're capturing credit card info when they book the diagnostic. We hold it as a soft charge. Cuts down on the "oh I forgot my wallet" nonsense significantly.
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