Estimates & Quotes

Quotes built to your pricing and process. Signed on the spot.

Build a professional estimate in under a minute, priced and structured your way, not a fixed template, then send it by SMS or email, capture the signature, and turn it straight into a job. When your process changes, describe the change in plain English and it is live.

Get Demo See it change live

Estimate with good, better and best options side by side, each with its own lines and prices.

Branded PDFs and quote approval

Your documents, your brand, approved with a signature.

Every document goes out as a PDF with your logo and layout, and quotes come back approved and signed by link.

Job reports

The work done, photos and the customer's sign-off.

Invoices

From the completed job, with your terms and payment details.

Proposals

Quotes laid out as a proper proposal, with your options and prices.

Statements

Everything a customer owes, on one statement.

Certificates

Inspection and compliance certificates in your format.

Good, Better, Best

Three options on one quote; the customer picks one.

Quote approval with signature

The customer opens a link, chooses an option and signs to approve.

On the phone too

Technicians can open and show the PDFs on site.

Your layout

Logo, colours and fields set up to match your paperwork.

Quote approval link with options and a signature pad. — Quote approval with a signature.

Branded job report PDF. — A job report PDF.

Plain English

Describe the change. It goes live.

Estimates & QuotesPlain English

2 fields added

Deposit % + preferred install date

Pushed to all reps

Live on every new estimate

History preserved

Sent quotes untouched, new ones capture it

Live in

40 seclive, no rebuild

Built your way

Everything your sales motion needs.

From first draft to signed contract, no jumping tools and no re-entry.

Your Word document, filled in

Upload the quote template your business already uses (the real .docx, your layout, your terms) and it comes out as the PDF with the job's numbers dropped into it. Not a rebuild of your document in someone else's builder.

Line items & good-better-best

Tiered options with one click. Customers pick; the margin math stays right.

E-signatures

Sign from any device, instantly logged to the job with timestamp and IP.

Deposits on approval

Take a deposit at sign-off via Stripe. Funds in your account before the truck rolls.

Loyalty & discount rules

Remembered per customer. Applied automatically so reps don't have to negotiate.

Parts-aware pricing

Priced off your own cost book and truck stock, with a margin floor the quote can't drop below.

You see when they open it

Every quote carries a read beacon, so the follow-up fires on “opened twice and went quiet” instead of on a blind timer. Your rep calls the warm one first.

Auto-expiry & nudges

Quotes expire on schedule. Auto follow-ups land before the customer forgets.

Verified sign-off

For high-value work, send a one-time code to the customer's phone before the signature counts, so the approval is provably theirs.

One-click to job

Approved? Convert to a scheduled job with the same line items, parts, and pricing.

Win-rate reporting

See which reps, templates, and price points win. Optimize from data, not guesswork.

See it built around how your team already works.

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Faster to build

40%

Higher win rate

60 sec

From draft to send

Shaped to your trade

Your business doesn't run like the template. Neither does Fieldproxy.

HVAC

Good-better-best on replacements, same call.

Plumbing

Photo-backed quotes texted from the truck.

Roofing

Drone-photo estimates e-signed on the driveway.

Want it running on your jobs? We set it up around them.

Get Demo

Integrations

Plays nicely with the tools you already use

Stripe

Take deposits on approval.

Native e-sign

Signed on the device in front of the customer. No third-party seat to buy.

Gmail

Quotes sent from your domain.

Twilio SMS

Send the signing link to the phone in their hand.

QuickBooks / Xero

Approved quotes drop into your books as estimates.

HubSpot

Quote status syncs to your CRM pipeline.

AI agents

The AI agents that help you win the quote

From the photos on site to the follow-up nobody has time to make.

Vision Agent

Reads the site photos into a scope (what's there, what's failed, what it's going to take), so the first draft of the quote exists before the tech is back in the van.

Calling Agent

Works the unsigned pile. The follow-up fires on \u201copened twice and went quiet,\u201d not on a blind timer, so your rep spends the call on the warm one.

Document Intelligence

Turns a supplier quote or spec sheet into priced line items on your estimate, instead of someone rekeying a PDF into the pricing grid.

Explore all AI agents →

See it built around how your team already works.

Get Demo

Close quotes while the customer's still on site.

See a live quote-to-job demo with your pricing, your logo, and your workflow.

Get Demo See pricing

Also works from ChatGPT, Claude and Copilot in Teams

Fieldproxy's MCP server lets your team run the day and change the software itself from the AI assistant they already use, with a confirm step before anything changes.