Close More Jobs Faster with Quotes That Convert

Showcase clear scope, transparent pricing, and professional visuals—so prospects approve quickly and you turn estimates into scheduled work.

Create compelling, accurate quotes that make it easy for customers to say yes—then turn approvals into scheduled jobs with a click.

Quotes That Turn Into Jobs

Transform requests into itemized, professional quotes using templates so you respond faster and win more work.

Stand Out with Visual, Detailed Quotes

Attach photos, files, and up-to-date reviews to your quotes so customers see proof of your work and approve with confidence.

Win Bigger Jobs Without Sacrificing Margins

Offer packages and optional add-ons while auto-applying markups and costs—so you can close high-value jobs profitably.

Stay Top of Mind with Automated Follow-Ups

Schedule follow-ups based on triggers (viewed quote, X days later) so you win more work without manual chasing.

Fast Approvals via SMS, Email & Client Hub

Send quotes where customers are—let them approve or request changes instantly in the Client Hub to speed booking.

Draft Quotes in Seconds with AI Assistance

Fieldified suggests quote drafts from requests and templates, reducing time spent writing and increasing time spent winning jobs.

Act Fast on High-Value Opportunities

Get instant alerts for big-ticket quotes so you can follow up while customer interest is high and close more deals.

Convert Approved Quotes to Scheduled Jobs

With one click, move approved quotes into your schedule—carrying over scope, attachments, and pricing to dispatch and invoicing.

Quote Performance & Margin Insights

Track quote-to-win rates, average quote value, and margins so you can optimize pricing and focus on the most profitable work.

Why Quotes Stall—and How to Fix It

Slow creation, unclear scope, pricing errors, and weak follow-up turn good leads into lost jobs. Fieldified fixes each step so quotes become booked work.

✅ Challenge 1: Slow, Manual Quoting Kills Momentum

❌ Hand-built estimates and spreadsheet quotes take too long to produce and send—customers move on while you’re still drafting.

Fieldified Solution:
  • Fast Quote Templates
  • Use reusable templates to create professional quotes in minutes and send them while interest is hot.

✅ Challenge 2: Quotes Lack Clarity and Proof

❌ Vague descriptions, no photos, and missing itemization leave customers uncertain—so they delay decisions or choose a competitor.

Fieldified Solution:
  • Visual, Itemized Quotes
  • Attach photos, line-item materials, and clear descriptions so customers instantly understand scope and value.

✅ Challenge 3: Pricing Mistakes and Margin Leakage

❌ Manual markups and forgotten costs lead to underpriced jobs or surprise invoices that damage trust and profit.

Fieldified Solution:
  • Automated Cost Controls
  • Apply costs, markups, taxes, and discounts automatically to keep pricing consistent and margins protected.

✅ Challenge 4: Slow Follow-Ups and Lost Approvals

❌ Quotes sit unseen in inboxes and approving them is a multi-step hassle—so deals stall or disappear entirely.

Fieldified Solution:
  • Auto Follow-Ups & Client Hub
  • Send automated reminders, allow quick approvals in the Client Hub, and get notified the moment customers act.
Close Jobs Faster in the Field

Quote On-Site, Get Approval, Start the Job — All From Your Phone

The Fieldified app lets field agents create quotes, collect approvals, and convert them to scheduled jobs without ever going back to the office.

faster quote-to-job conversion
40%
more same-day job starts
2+ hrs
saved per tech, daily
0
jobs lost to slow follow-up
  • Create on-site quotes and collect client approval in minutes
  • Convert approved quotes to booked jobs with a single tap
  • Notify office and schedule the job instantly from the field
  • Capture digital signatures as proof of client agreement
  • Follow up on open quotes with push reminders automatically
9:41
Fieldified

Good morning, Alex 👋

3 Jobs Today

1 of 3 done
En Route 9:00 AM

HVAC Maintenance

📍 142 Oak Street, Suite 3

Upcoming 11:30 AM

Plumbing Repair

📍 87 Maple Avenue

Scheduled 2:00 PM

Electrical Inspection

📍 55 Pine Blvd

Home
Schedule
Chat
Profile

Job Complete

Invoice sent ✓

Today's progress

2 / 3 jobs

What Fieldified Customers Say

" Our quote-to-book rate jumped after we started sending clearer, visual quotes. Approvals happen faster and scheduling follows immediately. "


Vikram

Owner, Apex Roofing

" Automated follow-ups saved us hours and increased wins. Clients appreciate the quick approvals in the portal. "


Meera

Manager, PureFlow Plumbing

" AI draft quotes mean we spend less time typing and more time closing. Big jobs now get immediate attention from our team. "


Samir

Owner, BrightFix Services

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Turn More Quotes into Scheduled Jobs

Speed up quoting, improve clarity, and automate follow-ups—so more estimates convert and you focus on doing the work that grows your business.