Win More Jobs with Smarter Quotes
Create accurate, professional quotes in minutes, price work confidently, and automate follow-ups so you close more jobs and protect your margins.
From fast on-site estimates to flexible pricing and seamless approvals—Fieldified gives you quoting tools that turn estimates into jobs.
Make Customer-Friendly Quotes in Less Time
Create and send polished quotes before you leave the site. Include itemized tasks, photos from the assessment, and clear line item descriptions that build trust and reduce questions.
Set the Right Price with Cost & Markup Controls
Define costs, apply consistent markups, and manage margins automatically—so every quote reflects your true profitability without manual calculations.
Sell More with Optional Line Items & Packages
Offer add-ons, premium packages, and optional services directly in the quote—customers toggle choices and watch the total update in real time.
Include Photos & Itemized Materials
Attach on-site photos, part numbers, and material lists to quotes so customers clearly see the value and scope of work.
Offer Financing & Flexible Payments
Integrate consumer financing and payment plans so customers can say yes to bigger jobs while you get paid quickly.
Automate Quote Follow-Ups
Fieldified automatically nudges customers who haven’t responded—reducing the time you spend chasing approvals and increasing close rates.
Faster Approvals with Client Self-Serve
Customers view, request changes, and approve quotes in the Client Hub. You’ll get notified the moment they act so scheduling can start sooner.
Turn Approved Quotes into Scheduled Jobs
Once a quote is accepted, convert it to a job with one click—carry over scope, pricing, and attachments to scheduling and invoicing.
Quote Performance & Margin Reporting
Track quote-to-win rates, average quote value, and margin by service so you can optimize pricing and focus on the most profitable work.
Why Old-School Quoting Loses Jobs and Profits
Manual estimates, inconsistent pricing, and long approval cycles waste time and leak revenue. Fieldified standardizes quotes, enforces pricing rules, and automates follow-ups so you keep more work and protect margins.
✅ Challenge 1: Slow, Manual Quote Creation
❌ Creating estimates by hand or in spreadsheets wastes time and often means you send quotes too late—customers move on before you follow up.
- Quick Quote Templates
- Fieldified provides pre-built, customizable templates so you can create professional quotes in minutes.
✅ Challenge 2: Pricing Errors & Hidden Costs
❌ Incorrect markups, forgotten line items, or manual math cause underpriced jobs or surprise invoices that hurt margins and trust.
- Built-in Cost & Markup Controls
- Maintain consistent margins with configurable cost, markup and pricing rules that automatically calculate totals.
✅ Challenge 3: Long Approval & Follow-Up Cycles
❌ Customers delay approvals and quotes get lost in inboxes—leading to missed jobs and wasted time chasing decisions.
- Automated Follow-Ups & Client Hub
- Auto-reminders, view/approve links, and client self-serve in the portal speed approvals and reduce follow-up work.
What is job quoting software?
Job quoting software helps contractors and field service businesses create professional, accurate estimates quickly and manage the entire quoting lifecycle — from proposal to approval to scheduling. It replaces spreadsheets and manual paperwork with templated quotes, automated pricing, and digital approvals so you can close more jobs faster.
How quoting in Fieldified works — 5 quick steps
- Create or use a template: Start with a reusable quote template tailored to your services so quotes stay consistent and fast.
- Add line items & images: Itemize labor, materials, and optional add-ons — attach photos from site assessments for clarity.
- Apply pricing rules: Fieldified auto-applies costs, markups, taxes, and discounts so totals and margins are accurate every time.
- Send & track: Deliver the quote via email or the Client Hub; get real-time notifications when customers view, approve, or request changes.
- Convert to job: When approved, convert the quote to a scheduled job and invoice with one click — no re-entry required.
How Smart Quoting Helps Teams Win More Work
" Fieldified’s quoting cut our estimate time in half. Clients appreciate the clarity and we close jobs faster. "
Rahul
Owner, CityFix Electrical
" Offering financing inside a quote let us win two major projects in one month that we otherwise would’ve lost. "
Sonia
Manager, PrimeRoofing Co.
" Automated follow-ups increased our quote-to-win rate. We spend less time chasing and more time doing work that pays. "
Karan
Owner, ClearFlow Plumbing
Sell Smarter with Accurate, Fast Quotes
Reduce quoting time, improve margins, and convert more estimates into booked jobs—try Fieldified’s quote management tools today.