How general contracting teams use Field Pro
- 1
Capture each project request as a lead with scope notes and photos, and assign it to the estimator who owns it.
- 2
Build the project estimate with sections per phase, collect the customer signature in person or from a link, and route the approved estimate straight to a sold job.
- 3
Schedule phases on the crew calendar, keep office and crew notes separate, and log permits and receipts against the job as production documents.
- 4
Invoice by milestone with the payment schedule from the estimate carried over, and record each payment against the balance.
Common uses
- Phased project estimates
- Signed contracts in person or by link
- Multi-phase scheduling
- Milestone invoices
Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.
Ready to run your general contracting work in one place?
14 days, every Pro feature, no credit card required.