Quotes are professional estimates for proposed work. They help clients review scope, pricing, optional items, deposits, payment schedules, images, and terms before work becomes a job.
Open Quotes.
Where quotes fit in the workflow
Quotes usually sit between requests and jobs.
A common flow is:
- A client submits a request.
- Your team reviews or assesses the work.
- A quote is created with scope, pricing, and terms.
- The quote is sent to the client.
- The client approves, requests changes, or declines.
- An approved quote is converted to a job.
Quotes can also be created directly from the quote list, a client record, or a property record.
Create a quote
Create a quote from:
- The Quotes list.
- A client or property record in Clients.
- A request that is ready for pricing.
- The global create action in the app.
When creating a quote from a request, Fieldified carries over the client, property, requested services, and notes so the sales handoff stays clean.
Quote details
At the top of the quote, review the details that identify the work.
Include:
- Quote title.
- Client.
- Property.
- Quote date.
- Valid-until date.
- Quote number.
- Salesperson.
- Custom fields.
The quote title is useful internally and helps the team understand the proposed work later when reviewing jobs, invoices, and reports.
Use Custom Fields for structured quote details your team needs every time.
Salesperson
Assign a salesperson when you want sales attribution on quotes, jobs, invoices, and reports. The salesperson can be the person who created the quote, the person who sold the work, or the owner responsible for follow-up.
See Salesperson performance for reporting details.
Products and services
Line items explain what the client is buying.
Each line item can include:
- Name.
- Description.
- Quantity.
- Unit cost.
- Unit price.
- Taxable status.
- Total.
- Image.
- Optional item setting.
Use Products and Services for reusable items, standard descriptions, default pricing, costs, markups, and images.
Text on quotes
Use text blocks when you need to explain something without changing the quote total.
Text is useful for:
- Scope summaries.
- Package explanations.
- Warranty details.
- Exclusions.
- Terms of service.
- Instructions for optional line items.
See Adding text to quotes for examples.
Discounts, tax, and totals
Review the quote total before sending.
Check:
- Line item quantities.
- Unit prices.
- Discounts.
- Tax rate.
- Deposit amount.
- Payment schedule.
- Client-facing total.
Discounts and tax changes should be intentional because they affect the total the client approves.
Deposits and payment schedules
Add a deposit when you want the client to pay an upfront amount at approval. Use a payment schedule when larger work should be billed in stages.
See Deposits on quotes for deposit and payment schedule setup.
Client view
Before sending, review what the client will see.
Client view settings can control whether the client sees:
- Quantities.
- Unit prices.
- Line item totals.
- Overall total.
- Optional items.
- Deposits.
- Contract terms.
Preview the quote as a client so the scope, pricing, and approval path are clear.
Client message and contract disclaimer
Use the client message to explain the quote in plain language. This is where you can summarize the work, explain next steps, and make the approval process feel clear.
Use the contract disclaimer for terms, acceptance language, warranty details, cancellation language, or other agreement text.
Set default wording in Business Profile and update individual quotes when the work needs custom terms.
Save and send options
When saving a quote for the first time, choose the action that matches the next step.
Options include:
- Save quote: Save as draft while the quote is being prepared.
- Save and send email: Save and email the quote to the client.
- Save and send text message: Save and text the quote link to the client.
- Save and convert to job: Save and create a job when the work is already approved.
- Save and mark as awaiting response: Move the quote out of draft when the client already has a copy.
After a quote exists, the save button becomes an update action.
Edit an existing quote
Open a quote to edit sections such as:
- Quote title and number.
- Client and property.
- Salesperson.
- Custom fields.
- Products and services.
- Line item images.
- Optional line items.
- Client view.
- Discounts.
- Tax rate.
- Required deposit.
- Payment schedule.
- Client message.
- Contract disclaimer.
After editing, review the client view again before sending or resending.
More actions
The quote detail page includes more actions for common quote workflows.
Actions can include:
- Convert to job.
- Create similar quote.
- Collect or record deposit.
- Send email.
- Send text message.
- Mark as awaiting response.
- Mark as approved.
- Mark as archived.
- Preview as client.
- Collect signature.
- Print or download PDF.
Use create similar quote when the new quote should reuse line items, client message, client view settings, title, disclaimer, deposits, discounts, and advanced quote sections.
Archive quotes
Archive a quote when the work is not moving forward but you want to keep the quote for reference.
Add a note explaining why the quote was archived. This helps with future sales reviews and conversion reporting.
Quote PDFs
Download a PDF when you need a formal copy of the quote for the client, internal records, or offline review.
When emailing a quote, choose whether the PDF should be attached or whether the client should open the quote online. The online view is useful when clients need to approve, request changes, select optional items, or pay a deposit.
Quotes reporting
Use Quotes Conversion Report to review quote value, status movement, salesperson ownership, deposits, and conversion rate.
Use Quote list page and key metrics for day-to-day list management.