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

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?
Parents Reply
  • Mike, what market are you in if you don't mind? Curious if this is a regional thing. We had the opposite experience—leads stayed flat but quality went way up. Another way to think about it: you're not losing leads, you're filtering out the people who were never going to buy anyway.

    But I get it. If you're starving for volume, this feels risky.
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