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.
Branded PDF templates
Your logo, your terms, your colors. Looks like you, not like a generic form.
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
Pull live supplier cost so your margin never slips below your floor.
Auto-expiry & nudges
Quotes expire on schedule. Auto follow-ups land before the customer forgets.
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.
DocuSign
Use your existing e-sign workflow if you prefer.
Gmail
Quotes sent from your domain.
Twilio SMS / WhatsApp
Send the signing link where the customer lives.
QuickBooks / Xero
Approved quotes drop into your books as estimates.
HubSpot
Quote status syncs to your CRM pipeline.