Field Pro

Field Pro

See It in Action

Estimates example

From library items to a signed estimate.

Follow a real estimate through Field Pro: build it from the line-item library, review the document your customer sees, then send the link and watch it move to signed.

Sample workspace — fictional information.

Estimates

Your estimates.

The problem it solves

Estimates built in Word or by hand drift: different layouts, missing descriptions, math errors, and no way to know whether the customer ever opened the file.

And once it is signed, the job details have to be retyped into a schedule — the handoff is where details fall through.

How the workflow runs

  1. 1

    Build it from the library

    Saved line items bring in descriptions, photos, and pricing, so an estimate takes minutes.

  2. 2

    Review the document

    The branded document shows exactly what the customer will read, with expandable line-item details.

  3. 3

    Send and track

    Email or text the link, watch sent → viewed → signed, and route approved work straight into jobs and invoices.

Create Your Own Estimate

Explore the example freely. Start your 14-day free trial to create and save your own work.

Start Free Trial View Pricing

Keep exploring

Leads example

See how a lead becomes a sold job — intake, assignment, and pipeline.

Schedule example

See how approved work lands on the crew's week.

Field Pro Estimates

Everything in the Estimates module: estimates, inspections, invoices, signatures.