Field Service Estimating Software
Create accurate, professional estimates in minutes. Impress clients with clear proposals and close deals faster with instant digital e-signatures.
A connected way to manage the work
In a competitive market, the business that provides a fast, professional, and clear estimate is usually the one that wins the job. Slow, handwritten quotes or vague email pricing make your operation look unprofessional and delay the sales cycle.
Our estimating tools allow you to build detailed, branded proposals directly from your customized service catalog. Whether you're in the office or standing in the customer's driveway, you can generate an accurate price, send it instantly, and secure a binding digital signature on the spot.
Operational challenges this workflow addresses
Slow Quote Turnaround
Taking days to build and send an estimate gives competitors the opportunity to swoop in and steal the job.
Unprofessional Formatting
Scribbling prices on a duplicate pad diminishes the perceived value of your premium services.
Lost Signatures
Relying on verbal approvals or physical paper makes it difficult to enforce contract terms.
Inaccurate Pricing
Guessing at material costs and labor rates in the field leads to unprofitable jobs.
Manual Data Entry
Typing an estimate in Word, then re-typing it into an invoice later wastes hours of administrative time.
How the workflow connects
Select Service Items
Quickly pull pre-priced line items, labor rates, and materials from your service catalog into a new estimate.
Add Context
Attach photos from the job site and detailed notes explaining the proposed scope of work.
Send to Customer
Email or text a secure link to the branded estimate directly to the customer's phone.
Digital Approval
The customer reviews the details and provides a legally binding e-signature online.
Convert to Job
With one click, turn the approved estimate into a scheduled job, transferring all line items instantly.
How FieldCommandOS helps
Service Catalog
Build estimates rapidly using your pre-populated catalog of standardized services.
Instant E-Signatures
Customers can review and sign estimates digitally from their phone or on site.
Photo Attachments
Provide visual proof of necessary repairs by attaching photos directly to the proposal.
Frequently asked questions
Can customers approve estimates online?
Yes, you can email or text a link to the estimate where customers can review and approve digitally.
Can I convert an estimate into a job?
Once approved, you can convert any estimate directly into a scheduled job with one click.