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.
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
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.
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.
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.