Option-based proposals
Present packages, add-ons, optional work, upgrades, and phased recommendations in a clearer format.
Proposal software
Field Service Proposal Software
Present larger jobs with clear scope, options, photos, pricing context, approvals, deposits, and next steps your team can fulfill.
Fieldified proposal software helps service teams build customer-ready proposals, include scope and photos, present options, track approvals, collect deposits, and convert accepted work into jobs.
Front office
Help customers understand the work before they approve it
A proposal needs more context than a quick line-item estimate. Fieldified helps teams explain the scope, show proof, present options, and keep the accepted plan connected to scheduling and job execution.
Quick answer
Fieldified proposal software helps service teams build customer-ready proposals, include scope and photos, present options, track approvals, collect deposits, and convert accepted work into jobs.
What your team can do
Scope and proof
Include photos, notes, terms, service details, customer context, and recommended next steps.
Approval handoff
Track approval status, deposits, follow-up reminders, and conversion into scheduled work.
Everyday workflows
Good-better-best offer
Show customers several options so they can choose the service level and budget that fits.
Project scope proposal
Include site notes, photos, materials, labor context, exclusions, and expected timeline.
Approved proposal to job
Move accepted scope into work orders, scheduling, purchasing, and billing review.
Who this helps
Sales teams
Present clearer options and follow up before high-value work stalls.
Office admins
Convert approved scope into jobs without copying details by hand.
Owners
Improve close rates and protect scope clarity on larger work.
How setup works
1
Create proposal types
Define project proposals, repair options, upgrade packages, maintenance offers, and add-on recommendations.
2
Add customer-ready details
Prepare reusable sections for scope, photos, terms, timing, deposits, exclusions, and approval language.
3
Map acceptance workflow
Decide how approved proposals become jobs, purchase needs, recurring work, or invoice schedules.
Product FAQs
How is proposal software different from estimate software?
Estimate software is usually used for straightforward pricing. Proposal software adds richer scope, options, photos, terms, approvals, and handoff for larger or more consultative work.
Can Fieldified create option-based proposals?
Yes. Teams can present options, add-ons, upgrades, phased work, and recommended service packages.
Can approved proposals become jobs?
Yes. Accepted proposal details can move into scheduling, work orders, purchasing, and billing workflows.
Run cleaner field service workflows from one place
Fieldified helps service teams connect requests, schedules, jobs, customers, invoices, payments, and follow-up without adding more admin.