Estimates

Estimates your customers can approve from their phone

Build professional, branded estimates in minutes, send them by text or email, and collect legally-binding e-signatures — then convert to an invoice in one click.

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Fast, professional quotes

Line items from your saved catalog, per-item and whole-document discounts, taxes, and notes — assembled in minutes.

E-signature approval

Customers review and sign on any device. Signed documents lock automatically for a clean audit trail.

One-click conversion

Approved estimate becomes an invoice instantly — items, discounts, and taxes carry over exactly.

Estimates from the field

Technicians build and send estimates on-site from the mobile portal, with your saved item library.

What you can do with estimates in Fieldz AI

Saved item library with prices, SKUs, and categories

Percentage or flat discounts, per-line or per-document

Automatic tax calculation by service address

Public estimate links — no login needed to approve

PDF export with your logo and branding

Deposit requests on approved estimates

Estimates — frequently asked questions

How do customers approve an estimate?

They open a secure link (sent by SMS or email), review line items, and sign directly on their phone or computer. You're notified the moment they approve.

Can technicians create estimates on-site?

Yes — the technician portal includes the estimate builder with your saved item library, so quotes go out before the tech leaves the driveway.

What happens after approval?

Convert the estimate to an invoice in one click. You can also collect a deposit right away using a secure payment link.

Try estimates free for 7 days

Every Fieldz AI plan includes the full platform — no add-ons, no feature gates.

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