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QuoteWerks vs FieldPulse Comparison (2026)

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Good recommendations?

QuoteWerks logo

QuoteWerks

FieldPulse logo

FieldPulse

Overview

QuoteWerks CPQ automates the sales process creating Quotes and Proposals integrating with CRM and Accounting Solutions. Know when quotes are viewed & e-Signed

Known for its ease of use, scalable functionality, and the best support in the industry, FieldPulse is an all-in-one application for field service companies to manage their business. Customer Management Scheduling Project Management Estimates & Invoices Timesheets Customer Portals And much more...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

50

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.6

192

5

4

3

2

1

133

47

8

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

4.6

502

5

4

3

2

1

359

106

20

5

12

  • Value for money
  • Ease of use
  • Features
  • Customer support
79%
would recommend this app

Pros

“QuoteWerks has helped me professionalize and accelerate my quoting process, especially since I do many quotes per month and need to integrate them with other systems.”
ZH

Zoe H.

Business Analyst

“I like that it makes my life easier with quotes by allowing me to automate prices, margins, and product configurations that I can send directly to clients.”
ZH

Zoe H.

Business Analyst

“I like that it offers different customizable templates along with a nice flexible user interface, We are able to create quotes and proposals w on the go which is just superb.”
MN

Moses N.

CEO

Pros

“FieldPulse addressed this directly through its centralized dashboard that brings scheduling, task management, and status tracking into one accessible place.”
Verified reviewer profile picture

Ghanshyam S.

JE Project Manager

“We also appreciate the mobile app functionality, real-time job updates, and the ability to streamline workflows, helping us operate more efficiently and provide better service to our customers.”
EM

Erica M.

Administrative

“Being able to assign tasks to the right team member, set timelines, and monitor progress without switching between spreadsheets and messaging apps made a noticeable difference in how organized our field operations felt.”
Verified reviewer profile picture

Ghanshyam S.

JE Project Manager

Cons

“The interface is outdated and the database management is cumbersome.”
TL

Tracey L.

Partner

“Additionally, we cannot afford the downtime it would take to migrate away from.”
TL

Tracey L.

Partner

“This solution offers versatile options to create quotes, the only thing I don't like is the price which is a bit high.”
Verified reviewer profile picture

Anthony A.

Software Engineer

Cons

“The workflow between job stages moving from work orders to task completion to reporting feels slightly disjointed in certain areas.”
Verified reviewer profile picture

Ghanshyam S.

JE Project Manager

“Bad customer service, if the technician looses reception on the job site nothing get safe, timing, pictures and comments.”
GH

Glen H.

HVAC

“Right now it seems like for we need to download files and forms from a work order to put it in an invoice which is a bit inconvenient.”
KG

Kaylah G.

Administrative Assistant

  • Vendor responds to reviews
  • Last review6 months ago
  • Vendor responds to reviews
  • Last review4 days ago

Key features

  • Total features103
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Assembly and Approval Workflows
  • Attendance Management
  • Attendance Tracking
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Formatting
  • Availability Management
  • Barcode/Ticket Scanning
  • Bid Management
  • Billing & Invoicing
  • Bills of Material
  • Booking Management
  • Budgeting/Forecasting
  • CPQ Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Catalog Management
  • Change Order Management
  • Channel Partner Support
  • Client Portal
  • Clock In/Out
  • Collaboration Tools
  • Collaborative Creation
  • Color Codes/Icons
  • Commercial
  • Commercial/Industrial
  • Commerical Rules
  • Communication Management
  • Compliance Management
  • Configuration Ease of Admin
  • Configuration Rules
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Library
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Contracts
  • Cost Database
  • Cost Estimating
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Service Management
  • Customizability: Variables and Fields
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Discount Management
  • Discounting
  • Dispatch Management
  • Document Automation
  • Document Builder Interface
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Documentation Management
  • Drag & Drop
  • Driver ETA
  • Dynamic Pricing
  • Dynamic Quoting
  • ERP integration
  • Electrical Estimating
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Email Templates
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Facility Scheduling
  • File Storage
  • For AEC Industry
  • For Commercial and/or Industrial Electrical Contractors
  • For General Contractors
  • For HVAC Companies
  • For Handyman Industry
  • For Locksmiths
  • For Plumbing Industry
  • Forecasting
  • Forms Management
  • GPS
  • Generative AI
  • Group Scheduling
  • Grouping
  • Guided Selling
  • Historical Reporting
  • Industrial
  • Inspection Management
  • Interaction Tracking
  • Internationalization
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • KPI Monitoring
  • Knowledge Base Management
  • Labor Forecasting
  • Labor Rates
  • Lead Management
  • Location Tracking
  • Maintenance Management
  • Maintenance Scheduling
  • Material Ordering
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Mobile User Support
  • Monitoring
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Online Booking
  • Online Document Creation
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Order Management
  • Ordering
  • PDF Creation
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Personalized Sale Recommendations
  • Photo Capture
  • Prebuilt Assembly
  • Preventive Maintenance
  • Price Configuration
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Administration
  • Pricing Flexibility
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Product Identification
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Proposal Management
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Scheduling
  • Recurring Appointments
  • Reminders
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Scheduling
  • Response Management
  • Review Monitoring
  • Review Notification
  • Rich Media
  • Route Optimization
  • Routing
  • Rules Engine
  • Sales Automation
  • Scalability
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Single Page View
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce
  • Total features180
  • AI Copilot
  • AI Text Generation
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Approval Workflow
  • Assembly and Approval Workflows
  • Attendance Management
  • Attendance Tracking
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Formatting
  • Availability Management
  • Barcode/Ticket Scanning
  • Bid Management
  • Billing & Invoicing
  • Bills of Material
  • Booking Management
  • Budgeting/Forecasting
  • CPQ Integration
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Catalog Management
  • Change Order Management
  • Channel Partner Support
  • Client Portal
  • Clock In/Out
  • Collaboration Tools
  • Collaborative Creation
  • Color Codes/Icons
  • Commercial
  • Commercial/Industrial
  • Commerical Rules
  • Communication Management
  • Compliance Management
  • Configuration Ease of Admin
  • Configuration Rules
  • Confirmations/Reminders
  • Contact Database
  • Contact Management
  • Content Library
  • Contract/License Management
  • Contractor Database
  • Contractor Management
  • Contracts
  • Cost Database
  • Cost Estimating
  • Credit Card Processing
  • Customer Database
  • Customer History
  • Customer Management
  • Customer Portal
  • Customer Service Management
  • Customizability: Variables and Fields
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Discount Management
  • Discounting
  • Dispatch Management
  • Document Automation
  • Document Builder Interface
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Documentation Management
  • Drag & Drop
  • Driver ETA
  • Dynamic Pricing
  • Dynamic Quoting
  • ERP integration
  • Electrical Estimating
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Reminders
  • Email Templates
  • Employee Database
  • Employee Management
  • Employee Onboarding
  • Employee Scheduling
  • Engagement Tracking
  • Equipment Maintenance
  • Equipment Tracking
  • Estimating
  • Event Calendar
  • Facility Scheduling
  • File Storage
  • For AEC Industry
  • For Commercial and/or Industrial Electrical Contractors
  • For General Contractors
  • For HVAC Companies
  • For Handyman Industry
  • For Locksmiths
  • For Plumbing Industry
  • Forecasting
  • Forms Management
  • GPS
  • Generative AI
  • Group Scheduling
  • Grouping
  • Guided Selling
  • Historical Reporting
  • Industrial
  • Inspection Management
  • Interaction Tracking
  • Internationalization
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • KPI Monitoring
  • Knowledge Base Management
  • Labor Forecasting
  • Labor Rates
  • Lead Management
  • Location Tracking
  • Maintenance Management
  • Maintenance Scheduling
  • Material Ordering
  • Mobile Access
  • Mobile Alerts
  • Mobile App
  • Mobile Payments
  • Mobile Signature Capture
  • Mobile User Support
  • Monitoring
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Location
  • Multiple Projects
  • Online Booking
  • Online Document Creation
  • Online Invoicing
  • Online Payments
  • Online Time Clock
  • Order Management
  • Ordering
  • PDF Creation
  • Payment Collection in the Field
  • Payment Processing
  • Payroll Management
  • Performance Management
  • Performance Metrics
  • Personalized Sale Recommendations
  • Photo Capture
  • Prebuilt Assembly
  • Preventive Maintenance
  • Price Configuration
  • Price and Cost Calculations
  • Price/Margin Management
  • Pricing Administration
  • Pricing Flexibility
  • Pricing Management
  • Pricing and Cost Calculations
  • Product Catalog
  • Product Configurator
  • Product Identification
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Effectiveness Reporting
  • Proposal Generation
  • Proposal Management
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • RFP Management
  • Real-Time Data
  • Real-Time Monitoring
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Real-time Scheduling
  • Recurring Appointments
  • Reminders
  • Renewal Management
  • Renewals
  • Reporting & Statistics
  • Reporting and Dashboards
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Scheduling
  • Response Management
  • Review Monitoring
  • Review Notification
  • Rich Media
  • Route Optimization
  • Routing
  • Rules Engine
  • Sales Automation
  • Scalability
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Service History
  • Service Level Agreement (SLA) Management
  • Single Page View
  • Task Management
  • Template Management
  • Templates
  • Terms and Conditions
  • Third-Party Integrations
  • User, Role, and Access Management
  • Version Control
  • Visual Configuration
  • Workflow Management
  • eCommerce

Integrations

  • Total integrations25
  • Act!
  • Amazon EC2
  • Autotask PSA
  • Azuga Fleet
  • Clover
  • CompanyCam
  • ConnectWise PSA
  • FedEx Ship Manager
  • Gmail
  • Google Calendar
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Market360
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • NiceJob
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage 50 Accounting
  • Salesforce Sales Cloud
  • Stripe
  • Stripe Billing
  • Zapier
  • Zoho CRM
  • authorize.net
  • Total integrations7
  • Act!
  • Amazon EC2
  • Autotask PSA
  • Azuga Fleet
  • Clover
  • CompanyCam
  • ConnectWise PSA
  • FedEx Ship Manager
  • Gmail
  • Google Calendar
  • Google Contacts
  • HaloPSA
  • HubSpot CRM
  • Kaseya BMS
  • Market360
  • Maximizer CRM
  • Microsoft Azure
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • NMI Payments
  • NiceJob
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage 50 Accounting
  • Salesforce Sales Cloud
  • Stripe
  • Stripe Billing
  • Zapier
  • Zoho CRM
  • authorize.net

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