Field Pro Estimates
Field Pro Estimates — Send estimates customers sign on the spot.
Build polished, on-brand estimates from your phone in minutes. Customers review, sign, and approve from a simple link — and approved estimates flow straight into your jobs and invoices.
Why teams choose it
Built for the way trade companies actually work.
Build estimates fast
A reusable line-item library with photos, product documents, and links. Group items into sections and show customers exactly what they're getting.
Price it your way
Markups, discounts, deposits, and payment schedules — with the internal math kept internal. Customers see only what you choose to show.
Get signatures anywhere
Capture the customer's signature in person on the salesperson's phone, or online through a secure link — with your company's sign-off too.
What you can do
Everything the module does, in one list.
- Line-item library with default rates, photos, and product resources
- Markups, discounts, deposits, payment schedules, and expiration dates
- Send by email, text, or a secure shareable link
- Track when an estimate was opened, viewed, and printed
- Customer signature in person or online, plus company sign-off
- Approved estimates route straight into a Sold Job or Repair
- Invoices created from approved estimates, with payment tracking
- Version history and a full activity trail on every estimate
- Company terms, documents, and links applied to every estimate
How it works
A real week in Field Pro.
- 1
Build it in minutes
Pick line items from your library — say 28 squares of architectural shingle at $425 a square — and drop in photos from the attic.
- 2
Send the link
Email, text, or share the estimate. The Hendersons open it that evening and review each section with photos, right in the browser.
- 3
Collect the signature
They sign online, or you capture it on your phone at the kitchen table. The signed estimate saves automatically.
- 4
Route it to production
Approval creates the Sold Job with the scope attached, and an invoice can be generated from the same line items — nothing re-typed.
Common questions
Frequently asked questions.
Do customers need an account to view an estimate?
No. Estimates are sent as a secure link the customer opens in any browser — no login required. They can review the scope and photos, sign, and approve right there.
Can customers sign in person?
Yes. Salespeople can capture a signature on their own phone for in-person closings, or send a secure link for online signing — both are saved to the estimate.
What happens after an estimate is approved?
Approved estimates route straight into a Sold Job or Repair, and you can generate an invoice from the same line items without re-typing anything.
Do customers see our costs and markups?
No. Markups and internal math stay internal. You choose exactly what the customer sees on the estimate document.
Explore more
See what else Field Pro does.
Ready to try Field Pro Estimates?
Start your free trial today — no setup fee, cancel anytime.
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