How remodeling teams use Field Pro
- 1
Start the estimate from the lead with one tap — the customer and property details carry over automatically.
- 2
Attach photos of existing conditions to the estimate line items so the customer sees exactly what is quoted.
- 3
Run pre-drywall and punch-list inspections from templates, share the completed report with the customer over a link, and log everything to the job.
- 4
Record payments against the invoice as milestones hit, and push the records to QuickBooks when you reconcile.
Common uses
- Estimates started from leads
- Photo-documented quotes
- Template inspection reports
- Milestone payments
Field Pro provides these general workflows — it does not include trade-specific calculations, code-compliance tools, or automated material takeoffs.
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