Field service estimating and quoting software
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Send professional estimates and win the job sooner
Build estimates from your price book with labor, materials and optional add-ons, send them for online approval and e-signature, and turn approved estimates into work orders and invoices with no re-entry.
Trusted by 100,000+ contractors. Rated 4.7 on Google and 4.2 on Capterra.
What Is Field Service Estimating Software?
Field service estimating software is a digital tool that lets service businesses create, send, and track job quotes from any device. It replaces paper proposals and emailed spreadsheets with professional, branded estimates that customers can approve online - cutting the gap between quote request and job start from days to hours.
Unlike generic quoting tools, field service estimating software connects directly to your scheduling, work orders, and invoicing. When a customer approves an estimate, the job is ready to dispatch and the invoice is ready to generate - with no double entry at any step.
From Quote Request to Invoice in 6 Steps
No paper. No back-and-forth calls. One connected workflow.
Request comes in
Customer calls or submits a request. Create a new estimate record - customer details and address pre-fill from your customer database.
Build the estimate
Open a branded template for your trade. Add labor, materials, and optional add-ons from your price list. Totals calculate automatically.
Send for online approval
Email the estimate with one tap. Track approval status in real time - no chasing calls to confirm receipt.
Customer signs digitally
Customer approves and signs from any device. Your team gets instant notification. Signature is stored as an audit trail.
Work order created automatically
Approval triggers automatic work order creation. Job details transfer with no re-entry. Dispatcher assigns a technician.
Invoice syncs to QuickBooks
Job completion generates the invoice in QuickBooks. Customers, line items, and job data carry over automatically.
Fast Online Approvals
Waiting for approvals can delay projects.
Send estimates for online approval and track their status to ensure prompt responses with our QuickBooks estimating software.
Request Demo
Quick & Customizable Estimates
Struggling with slow and complex quoting?
Create professional, branded estimates quickly with just a few clicks using our contractor estimate software.
Request DemoTools to help you win more business
Our estimating system includes these tools to help you win more business:
Customizable Templates
Create estimate templates that reflect your brand with your logo, terms, and standard pricing to generate estimates quickly and consistently.
Upsell with Optional Add-Ons
Offer optional products within estimates to boost sales and enhance your offers with our estimating programs for contractors.
Efficient Change Request
Allow customers to request changes online, streamlining updates and modifications with our small business estimating software.
Digital Signatures
Collect customer approval signatures electronically, creating a clear audit trail and allowing work to begin immediately.
Seamless Integration with QuickBooks
Create estimates in QuickBooks and sync them automatically with Field Promax. Approved estimates can be seamlessly converted into Work Orders, streamlining your process and reducing manual entry.
End-to-End Workflow Management
Automatically convert approved estimates into work orders, managing the complete process seamlessly with our contractor estimate software.
Save More Time and Boost Productivity
Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.
How Field Promax Estimating Works for Your Industry
General Contractors
Construction projects involve multiple trades, phases, and change orders. Field Promax lets general contractors build itemized estimates with per-trade line items, send for owner approval, and convert directly to work orders by crew - so every phase stays connected from bid to completion.
See Field Promax for Construction →Pool Service Companies
Pool businesses quote seasonal openings, closings, and chemical treatments - often with recurring pricing that changes by season. Field Promax lets pool techs load seasonal service packages as templates, quote recurring maintenance in seconds, and offer chemical add-ons as optional line items in the same estimate.
See Field Promax for Pool Service →Drywall Contractors
Drywall estimates require precise square footage calculations and itemized material costs. Field Promax lets drywall crews build proposals with labor rates, material line items, and waste factor adjustments - producing professional estimates that hold up to commercial client scrutiny without starting from a blank spreadsheet every time.
See Field Promax for Drywall →Roofing Contractors
Roofing jobs are won on speed and presentation. Field Promax lets roofing crews produce branded estimates from a roof inspection, offer material upgrade options side by side, and track which bids are pending versus approved - giving the sales team full pipeline visibility without chasing the field for updates.
See Field Promax for Roofing →Why Small Service Businesses Choose Field Promax
More users, better value per technician
Field Promax bundles users by plan - 5 users for $239/month, 8 users for $319/month. The more your team grows, the lower your cost per technician. Most competitors charge per seat with no ceiling.
Up and running in under an hour
Most customers are fully set up within an hour of signing up. Import your customer list, load your price book, set your templates - and send your first estimate the same day.
Full estimating from the job site
Technicians build and send estimates from the field on iOS or Android. No special hardware required. Customers can approve and sign before the truck leaves the driveway.
QuickBooks sync - no double entry
Field Promax generates invoices in QuickBooks when a job is completed. Customers, products, and job data transfer automatically - no manual reconciliation needed.
Why Customers Love Working With Us
“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!
Tom Lacina
TCorp
“Three years ago, we were a 100% paper-based operation. Field Promax has completely transformed our business. What used to be a logistical nightmare is now a streamlined, tech-driven operation. It has made it possible for us to scale into multiple states - something that was unthinkable before. Compared to other platforms like Salesforce, Field Promax is significantly more affordable without sacrificing functionality or quality.
Tim Yslava
“We have been using Field Promax for a few years now. We are very happy with this program. The features are easy to use and to understand. Customer service is fantastic. I would recommend if someone was considering using this product.
Accounts RWscale
“Field Promax has changed the way our company does business. We were a paper based company and only got our paperwork from our techs one day a week. Field Promax has given us the capability to invoice our customers quicker, interact with our techs through the app and website seamlessly, and be more efficient with work load and routing jobs. Very very happy with Field Promax!
Tom Lacina
TCorp
Frequently Asked Questions
Field service estimating software lets a service business create, send and track job estimates from one system instead of paper or spreadsheets. Unlike a standalone quoting tool, it connects to scheduling, work orders and invoicing. In Field Promax, an approved estimate becomes a work order with the job details carried over, and the finished work becomes the invoice.
An estimate is an approximate price for the work, which can change as the job is scoped. A quote is usually a firmer price the customer accepts before work starts. Many trades use the words interchangeably. In Field Promax you build either one as an estimate, send it for approval and turn it into a work order once accepted.
Open a branded estimate template, and the customer's details and address fill in from your customer list. Add labor, materials and optional items from your price book, the Products & Services list your team also uses on work orders and invoices, and the totals calculate automatically. Then email the estimate to the customer and track its approval status.
Yes. You send the estimate for online approval, and the customer approves and signs it from any device. If they tap Request Changes instead, their note lands on the estimate and you are emailed. You edit the line items and send it for approval again, and every request stays on the estimate as a record.
Yes. An approved estimate becomes a work order with the customer, addresses, every line item (including options the customer added), the work description and the tax rate carried over, so the next step is assigning a technician. When the job is done, the work becomes the invoice, with nothing typed twice.
Yes. Add optional products or services as separate line items, and the customer can choose to include them without a second quote.
Yes. Technicians can build an estimate in the Field Promax app on iOS or Android at the job site, priced from the company price book, with optional add-ons, and get the customer's signature before they leave.
Yes. Your products and services sync with QuickBooks or Xero, so estimates use the same items as your accounting. With QuickBooks Online, your existing QuickBooks estimates can also come into Field Promax and be converted into work orders.
Yes. Profit analysis shows revenue, cost, profit and margin on every estimate, work order and project, so you can check the margin before the customer sees the price.
There is no free plan, but you can try Field Promax free for 14 days after a short demo. Plans start at $99/month in the US and A$149/month in Australia, and most customers are set up within an hour. See plans and pricing