Quotes help you present scope, pricing, terms, deposits, optional work, and client-facing messages before a job is approved. Use quotes when a client needs to review pricing, request changes, approve work, or accept terms before your team starts the job.
Open Quotes to manage quote activity.
How quotes fit into the workflow
Quotes often start from requests and become jobs after approval.
A common workflow is:
- A client submits a request.
- Your team schedules an assessment or reviews the request.
- A quote is created with scope, pricing, and terms.
- The quote is sent to the client.
- The client approves, requests changes, or selects optional items.
- The quote is converted into a job.
- The job is scheduled, completed, and invoiced.
Quotes can also be created directly from a client or property when the work does not begin as a request.
What a quote includes
A quote can include:
- Client and property.
- Quote number, quote date, and valid-until date.
- Salesperson and opportunity details.
- Introduction, images, and attachments.
- Products and services.
- Optional line items.
- Text blocks.
- Costs, markups, prices, discounts, taxes, and totals.
- Required deposit or payment schedule.
- Client message.
- Contract disclaimer.
- Internal notes and custom fields.
- Client feedback and requested changes.
Set up reusable services in Products and Services so quote line items stay consistent.
Create a quote
You can create a quote from:
- The quotes list.
- A client profile.
- A property profile.
- A request.
- A reusable quote template.
When creating from a request, Fieldified carries over the client, property, service details, notes, and selected line items so the handoff from intake to sales stays clean.
See Quote basics for the full creation and editing workflow.
Build stronger quotes
Use quoting tools to make the proposal easier to approve:
- Use Quote templates for repeatable packages.
- Use Optional line items for add-ons and upgrades.
- Use Line item images for visual context.
- Use Adding text to quotes for scope explanations.
- Use Markups on quotes to protect margin.
- Use Advanced quote customization for polished proposals.
Before sending, preview as client and confirm the quote reads clearly.
Send and approve quotes
Send quotes by email or text message when they are ready for client review. Clients can approve, request changes, select optional items, sign, and pay deposits from the client-facing quote view.
Use Quote approvals to manage approval status, requested changes, manual approvals, and follow-up.
Convert quotes to jobs
When the quote is approved, convert it into a job. Fieldified pre-fills the job with the client, property, title, approved line items, selected optional items, salesperson, and deposit details.
See Converting a quote to a job for the conversion workflow.
Review quote performance
Use Quotes Conversion Report to review:
- Sent quote value.
- Converted quote value.
- Conversion rate.
- Salesperson performance.
- Deposits.
- Status movement.
- Archived or changes requested quotes.
Use Quote list page and key metrics for day-to-day sales pipeline review.