FieldQuo

Winning the workQuotes

Price the job once, and send it before you leave the driveway

Build a quote from your own rates, send it as a PDF in your colours, and let the client sign it online.

Start your 14-day free trial See pricing

Your first 14 days are free, and nothing is charged until they are up.

A contractor building a quote on a tablet outside a client's home while she reviews it on her phone
A quote being built at the house, off the contractor's own service list and their own rates.

What this takes off your week

The numbers get written on the back of a receipt at the house and typed up at nine at night — if you are not too tired.
The lines come off your own price book while you are standing in the room, so the quote is finished when the walkthrough is.
The homeowner asks what it would cost to do it properly, so you rewrite the whole thing and now there are three files and nobody knows which one they read.
One job, three prices, one document. They pick the one they want and that is the one that becomes the job.
You ring them twice, they do not pick up, and three weeks later you find out they went with the other painter.
A quiet quote gets chased on your schedule, in your words, without you having to remember whose turn it is.

How it works here

1

It is built from your prices, not from a template

Lines come from the services and rates you set up once. Group them by room, by floor or by scope, drop in photos from the walkthrough, and the totals and the tax follow the address the work is at.

2

It goes out looking like your company

The PDF carries your logo and your brand colour, the email comes from your address, and the covering note is written in the language the quote was written in. Nothing on it says FieldQuo.

3

The client signs it from wherever they are

They open a link, tick any extras you offered, and sign. What they saw at the moment they signed is recorded with the signature, so a fortnight later there is no argument about what was agreed.

A client reading a quote on their phone, with an Approve button at the bottom
The same quote as the client gets it: the contractor's logo, the contractor's colour, and an Approve button at the bottom. What they saw at the moment they signed is recorded with the signature.

The specifics

Build a quote from your own rates, group it by room or scope, and add photos.

One builder, two doors
Creating a quote and editing one are the same screen. They were once two, and they taxed differently — one on the gross subtotal, the other after the discount — so the same quote had two totals depending on which screen saved it last.
Saved first, sent second
A quote is always written down as a draft before anything is emailed. A send that fails leaves you a draft to retry, never a quote marked as sent that nobody received.
Your wording is copied onto the document
Your terms and your what-happens-next are stored on the quote itself, so changing your defaults in March does not rewrite what you sent in February.
Thirty days, unless you say otherwise
Expiry defaults to thirty days, worked out from the calendar rather than from a clock so the change of hour never moves the date. Clearing the box means no expiry, and that is honoured rather than quietly refilled.
The discount stored is the one that applied
A discount bigger than the quote is clamped before it is saved, so a stored figure can never contradict the total printed beside it.
Lines freeze when the quote is decided
Once a quote is past draft or sent, its line items are locked.

What you get

Every plan includes all of it. Plans differ by how many people can work in the account, not by which features they are allowed to use.

  • Quotes

    Build a quote from your own rates, group it by room or scope, and add photos.

  • Painting priced by production rate

    Measure the room or the elevation, pick the substrate, and the quote works out the hours from your rates and the gallons from coverage.

  • Good, better, best options

    Send one job at three prices and let the client pick the one they want.

    Where this stops: The pricing behind it is built and the three quotes can be produced behind the scenes, but there is no screen for it yet — so today you would be building all three yourself. Ask us before you buy on this one.

  • Quote PDF in your colours

    A PDF that carries your logo and brand colour — nothing on it says FieldQuo.

  • Send a quote by email

    One button emails the quote from your address, with the PDF attached, in the client's language.

  • Client approves and signs online

    The client opens a link, picks any extras, signs, and the job is on — no printing, no phone tag.

  • Suggested add-ons

    Optional extras at the bottom of the quote, priced from your own history, that the client can tick.

  • Automatic follow-ups

    A quote that goes quiet gets chased on your schedule, in your words, without you remembering.

  • Write your own covering email

    Change what the quote email says, section by section, and it stays in the language the quote was written in.

One item above is only partly built, and says so. We would rather you read the limit here than find it in month two.

More in this area

Each of these has a page of its own.

Suggested add-onsOptional extras at the bottom of the quote, priced from your own history, that the client can tick.Automatic follow-upsA quote that goes quiet gets chased on your schedule, in your words, without you remembering.

Try it on your own jobs

The first 14 days are free. Bring your own rates, your own logo and the client list you already have.

Start your 14-day free trial Talk to a person

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