A professional estimate the customer can approve before your tech leaves the driveway
Estimates & Proposals builds branded, itemized quotes with e-signatures and deposit requirements, then turns an approved estimate into a scheduled job in one click — no retyping, no waiting on a callback.
- Branded, itemized estimates built from your own price book
- Customers approve and sign from their phone in the driveway
- One click turns an accepted estimate into a scheduled appointment
Approved and signed before the truck left
A slow, sloppy quote loses the job to whoever answers faster
Customers are comparing three companies. A handwritten number on a business card or a follow-up call two days later reads as unprofessional — and unprofessional loses.
Every estimate looks like it came from a real company
Templates carry your logo, colors and terms, and line items pull straight from your price book so labor, materials and add-ons are broken out clearly. Customers see exactly what they're paying for, not a vague lump sum.
- Customizable templates that match your brand
- Line items pull pricing straight from your price book
- Good-better-best options presented side by side when useful
From e-signature to scheduled job without leaving the estimate
The customer signs on the tech's tablet or from a link on their own phone. A required deposit can be collected right there. Once it's approved, the estimate converts into an appointment with the customer, address and line items already attached.
- E-signatures capture approval on any device, on the spot
- Deposits can be required before the job gets scheduled
- Estimate tracking shows exactly when a customer opened it
What you get out of the box
Live in an afternoon, not a quarter
Build the estimate
Pull line items from your price book or add custom items for the job.
Send it to the customer
Deliver by text or email with a link they can open on any device.
Get it signed
The customer approves with an e-signature and pays a deposit if required.
Convert to a job
One click schedules the appointment with everything already attached.
Built for the people doing the work
Part of the same platform, not a bolt-on
Estimates & Proposals shares the same customers, jobs and money records as everything else in FieldOptimiz, so nothing needs syncing.
Included in your FieldOptimiz plan
Estimate building, e-signatures and deposit collection are included in every plan, with no cap on how many quotes you send.
Quote, invoice and get paid.
Start freeEverything a field service business runs on.
Choose CoreAutomate the busywork and grow.
Choose ProRun several businesses with a real call center.
Choose ScaleManage, brand and resell businesses for clients.
Choose AgencySend a quote that looks the part and closes the deal
Build, send and get estimates signed on the spot, then move straight to a scheduled job.